CRM & Sales Software
14 crm & sales tools for solar businesses, ranked by rating and review volume. See our ranking methodology.
All-in-one CRM for solar businesses
Sunbase combines CRM, project management, and installation tracking into a single platform built specifically for residential and commercial solar companies.
From $99/mo
Visit WebsiteAll-in-one CRM and operations platform for solar contractors
Coperniq powers growth for solar contractors and energy pros with an all-in-one platform covering sales, permitting, installation, and long-term service. It's designed to cut administrative overhead and reduce per-install costs.
From $199/mo
Visit WebsiteField sales software built for solar door-to-door teams
SalesRabbit combines lead management, canvassing maps, and team performance tracking to help solar sales organizations run more efficient door-to-door and appointment-based campaigns. It's widely used across the residential solar sales industry.
Per Seat / Mo
Visit WebsiteAI-powered lead follow-up for solar sales teams
Hatch helps residential solar providers lower acquisition costs by automating lead follow-up with a modern messaging platform, ensuring every prospect gets worked before going cold. It integrates with lead-capture tools like Demand IQ.
Per Seat / Mo
Visit WebsitePoint-of-sale financing for residential solar
EverBright provides loan, lease, and PPA financing options that solar dealers can offer homeowners directly at the point of sale, streamlining approvals and paperwork. It was built to give installers competitive financing without building it in-house.
Free for Installers
Visit WebsiteAI-powered customer experience platform for solar
Bodhi automates customer communications for solar installers, keeping homeowners updated throughout the install journey and reducing support escalations. Its AI Assistant handles routine customer questions 24/7 on top of your existing CRM.
Per Seat / Mo
Visit WebsiteSales CRM and project management for solar contractors
SubcontractorHub bundles a solar-specific sales CRM with AI-assisted proposal generation and post-sale project management in one platform. It helps contractors manage the full customer journey from first contact to install completion.
Custom Quote
Visit WebsiteUnified sales, financing, and project platform
Enerflo combines the features solar dealers and installers need into one platform, including sales, project management, document signing, and financing. Its Virtual Sales Rep tool enables self-serve, web-based quoting for homeowners.
Per Seat / Mo
Visit WebsiteConversational AI lead capture for solar providers
Demand IQ is a lead capture and instant-estimating platform that uses conversational AI and satellite data to calculate solar system size and pricing for prospects in real time. It's built to lower customer acquisition costs for residential solar providers.
Custom Quote
Visit WebsiteSolar sales and design software with instant proposals
PVsell combines fast solar design with sales-ready proposal generation, letting reps quote accurate systems and pricing during the first customer meeting. It's widely used by residential and commercial installers for rapid, professional quoting.
Per Seat / Mo
Visit WebsiteInstant AI-powered roofing and solar quotes
Roofle offers AI-powered instant quotes, detailed measurements, and digital proposals that help solar and roofing companies capture more website leads. Homeowners get 30-second quotes and can pre-qualify for financing on the spot.
Freemium
Visit WebsiteBusiness management software for solar contractors
SolarNexus is a long-standing solar business management platform combining CRM, design, and proposal tools tailored to small and mid-sized installers. It streamlines the workflow from first customer contact through project completion.
From $149/mo
Visit WebsiteModern sales software for residential solar teams
Anode provides a modern sales workflow platform for residential solar companies, helping reps move leads through qualification, design, and close. It focuses on simplifying the day-to-day tools solar sales teams rely on.
Custom Quote
Visit WebsiteVerified consumer leads for solar installers
SolarReviews Pro connects installers with homeowners actively researching solar through the SolarReviews consumer marketplace, one of the largest solar review and education sites. Installers get verified, intent-driven leads by market.
Pay Per Lead
Visit Website