14 Best CRMs For Solar Businesses

The table below shows a quick price comparison of all the Solar Business CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Pipedrive	$24	14 day
Zendesk	$69	14 day
Quickbase	$35	30 day
ClickUp	Free plan available then $7	No trial available
Nutshell	$19	14 day
Insightly CRM	$29	14 day
noCRM	$27	15 or 30 days
Ontraport	$29	14 day
Spotio	Not stated	No trial available
Sunbase	Not stated	No trial available
Leap	$79	14 day
Blu Banyan	Not stated	No trial available
Shape	$119	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Salesforce

They offer software that caters for solar businesses to assist them in automating their operations.
It helps you to centralize your data sources and gives you a single source of truth for all your contacts across the business.
You can transform all your operational processes from initial quote to installation to make efficiencies.
The software provides the facilities to manage communications and personalize content.
It assists with managing your leads and nurturing them through the sales pipeline.
You can utilize AI to monitor your installations and track their performance.
It can aid you with generating quotes faster and expediting payments from customers.
They can support installations and inventory management by enabling you to identify parts by their barcodes and update installation records with the parts used.
It offers analytics to enable you to gain insights into your customers and business.
A 30-day free trial of the software is available to enable you to explore what it can do.

Website: https://www.salesforce.com/news/stories/sunnova-mulesoft-customer-news/

2. Pipedrive

Offers a CRM that caters for solar businesses that can help manage your deals and grow your business.
It brings together all of your data so it can be shared between your teams to aid collaborative working.
The software assists with managing your leads and converts them into customers with lead management software.
You can organize, track and manage your customer experience through the CRM throughout the entire customer lifecycle.
It can simplify your processes and automate communications to create efficiencies.
You can automate tasks including prospecting, lead qualification and personalizing your communications.
It can help you track your sales and monitor your financial performance so you can see where you are doing well and where improvements are needed.
They offer insights into your data so that you can see what is working on the dashboard and use the information to make informed decisions.
You can tailor the CRM to your needs by integrating it with the apps and software that you use.
Access a 14-day free trial of the software so you can see what it can offer.

Website: https://www.pipedrive.com/en/case-studies/big-dog-solar-case-study

3. Zendesk

They offer a CRM solution for solar companies that supports them in growing and increasing productivity.
It provides a single platform that can be used to track all your communications and activities.
You can streamline your lead management with the use of geolocation maps and offline access to make tracking easier.
The CRM helps you to track the outcomes of your customer interactions.
Your sales reps can see the leads on sales territory maps and access one-touch driving directions.
It can support a variety of communication tools including voice, messaging and live chat.
The CRM provides the ability to personalize your customer interactions to enable you to create a stronger relationship.
It can be integrated with a range of software so that you can extend its capabilities.
They provide one-click reports so you can access customer analytics to understand your business better and identify missed opportunities.
Offers a free 14-day trial of the CRM to allow you to explore what the software can do.

Website: https://www.zendesk.co.uk/sell/industries/solar/

4. Quickbase

Offers software that caters for solar businesses that can drive operational excellence and support your unique projects.
It can help you to streamline your workflows to create efficiencies and increase coordination between teams.
You can utilize the software to optimize your resources including maximizing your personnel, materials and equipment as well as reducing costs and waste.
It can track leads, manage sales opportunities, generate custom quotes and proposals.
The software captures all your customer data and tracks your communication history with them.
They provide project management capabilities including the ability to track milestones, coordinate installation schedules, supply chain management for parts, and handle customer support requests.
It enables you to track all your personnel, equipment and materials through a centralized platform.
You can integrate it with a variety of software and APIs to unify your data across systems.
They provide real-time data and analytics on your projects that can assist with making data-driven decisions.
A 30-day free trial and a custom demo are available of the software so that you can discover what it can offer.

Website: https://www.quickbase.com/solutions/solar-project-management-software

5. ClickUp

They offer a solar energy CRM template that is ready to use but can be customized to meet your specific needs.
It can be used to manage your entire organization including the sales cycle so that you can increase your productivity.
You can track and organize your leads and streamline your sales processes to convert more leads through the sales pipeline.
The CRM manages all of your customer interactions including calls, emails, and meetings, and allows you to track your customers so you can build stronger relationships.
You can personalize your customer communications and provide follow-up communications.
The CRM can be customized with fields and workflows that can tailored to your requirements.
It can allow you to schedule appointments efficiently using the calendar view and track your upcoming appointments.
They also offer quoting facilities with templates and the ability to send them directly to your customers for approval.
You can analyze key metrics and track sales performance using the dashboard and view data including leads generated, conversion rates and revenue generated.
They offer a free plan for personal use which you could use to trial the software.

Website: https://clickup.com/templates/crm/solar-energy

6. Nutshell

Offers a CRM for solar businesses that can help you to manage numerous solar projects.
It can aid you in organizing your business and bring together your sales, marketing, project management, services and customer support.
Through the CRM’s single platform, you can manage all your customers and projects.
You can streamline your lead management using the sales pipeline stages to track and manage your leads more efficiently.
It offers marketing campaign capabilities that enable you to send targeted and personalized emails to your customers and leads.
You can automate processes and tasks to reduce manual activities and save time.
The CRM enables your teams to work more collaboratively by sharing customer information, tracking interactions and gaining real-time insights.
You can access detailed reports and analytics so that you can see trends, gaps, and performance, and it can aid with making data-driven decisions.
They offer thousands of powerful integrations to support your business operations.
A 14-day free trial is offered so that you can see the CRM first-hand before committing to it.

Website: https://www.nutshell.com/industries/solar

7. Insightly

They claim to offer the number one CRM for solar companies that can unify your operations.
It offers marketing automation and marketing campaign management to help maximize your marketing spend.
The marketing tools help you to attract website visitors and convert your leads including email marketing.
It can streamline your sales processes and improve profitability whilst creating efficiencies with automated workflows.
The CRM provides a flexible and customizable solution that can be tailored to meet your needs.
It offers a customer portal to enable your customers to liaise directly with you and track their installation.
They provide pipeline management so that you can manage your leads more effectively.
You can access data about your business performance to monitor your progress and gain insights.
It can be integrated with the apps that you already use so that your data is connected and up to date.
You can sign up for a 14-day free trial to learn more about the CRM.

Website: https://www.insightly.com/industry/solar-crm/

8. noCRM

Offers a CRM for solar companies that is designed to assist you in closing more sales.
The CRM can be customized to meet your needs so you can record and track the right things.
It can aid you in streamlining your sales processes to make efficiencies that can save you time.
You can integrate it with VoIP, email and sales scripts to manage your outbound campaigns.
The CRM can provide automation to aid with follow-up activities to prevent missed opportunities.
It can capture leads from across multiple channels and record them so that you can target them effectively.
You can integrate it with your email so that you can manage your email communications better and record the interactions.
The CRM can assist you in creating prospecting lists to support your sales teams.
It provides powerful analytics that support your efforts in maximizing your sales outcomes and enable you to amend your approach.
They offer either a 15 or 30 days free trial of the software depending on the plan you are interested in.

Website: https://www.nocrm.io/use-cases/solar-crm

9. Ontraport

They offer software for solar companies that includes CRM and marketing tools that can aid with creating lasting relationships and increasing revenue.
You can automate your processes and manage your day-to-day operations more effectively through the CRM.
It provides a range of marketing tools to support your lead generation including landing pages and forms.
You can utilize sales pipelines to manage your entire sales cycle and gain better visibility of your leads.
The CRM helps you to segment your database to allow you to create targeted communications which you can do with automated email campaigns.
It enables you to track your leads and monitor your marketing campaigns so that you can get the most out of them.
You can maximize your relationships by having greater visibility so you can upsell to them and run referral campaigns with them.
You can use the CRM to engage your leads and clients more through Facebook to increase your conversions.
You can customize and manage your database so that you can gain insights from your data.
Access a free 14-day trial to allow to see what is offered before you commit to it.

Website: https://ontraport.com/vertical/professional-services

10. Spotio

They claim to offer the number one solar CRM and sales software that helps growing businesses.
It is designed to support your field sales engagement and boost productivity.
The CRM can assist you in targeting the right types of customers and properties with filters.
It offers appointment management which can be in the field or virtual and enables you to pass notes with the appointment to the rep.
You can automate tasks to reduce manual activities such as logging data and messaging with automated follow-up sequences.
The CRM aids with customer engagement through communication over multiple channels.
It stores the contact information of leads and customers with all your activity history which can be shared between teams.
The CRM provides insight into the field of your rep’s travel paths and locate your reps at any time.
It can be integrated with the tools you are already using with over 2,000 tool integrations.
You can schedule a demo of the CRM to learn more about it.

Website: https://spotio.com/solar-crm/

11. Sunbase

Offers an all-in-one solar software suite which includes a CRM to manage your leads, sales and customers.
It supports your lead generation with website connections, web forms and referral programs.
They provide an autoresponder to acknowledge your leads with welcome messages by either SMS or email as well as receive alerts about new leads.
The CRM can auto-assign leads to your reps based on predefined criteria.
You can manage your communications through the CRM including email and SMS.
The CRM enables you to upload photos and attachments as well as allow contacts to upload documents such as utility bills.
You can create follow-up campaigns to engage prospects using templates and schedule triggers to send them out.
It can assist you in gathering information about your prospect’s location to help you determine whether they are a good fit for solar.
They provide a mobile app available on iOS and Android so your field reps can access the CRM remotely.
You can access data reporting to enable you to analyze sales campaigns and performance metrics.

Website: https://www.sunbasedata.com/solar/solar-crm-software

12. Leap

They offer an all-in-one CRM solution that caters for solar companies with end-to-end management tools.
It is designed to have a user-friendly interface and supports you in completing tasks in a few clicks to save time.
The CRM can manage your complete customer journey from the initial lead through to the completed solar project.
It offers customizable workflows that can be tailored to your projects so that it can help automate your tasks.
The CRM is designed to support your activities including managing communications, tracking customer interactions, scheduling appointments and sharing information between team members, customers and subcontractors.
It can also help with estimates and creating proposals and contracts wherever you are.
The CRM can assist you in generating invoicing and accepting payments on the go through the mobile app.
It can be integrated with a wide variety of apps and software that can extend its capabilities.
They provide detailed reporting and analytics to assist you in tracking performance.
A free 14-day trial of the software is available so that you can sample it before signing up.

Website: https://leaptodigital.com/blog/solar-crm-software/

13. Blu Banyan

Offers an integrated solar CRM and business software that is called SolarSuccess which uses the NetSuite application.
They have optimized the software for solar installers and developers with an all-in-one CRM.
It is designed to help you improve your company operations and aid growth for residential, commercial and utility-scale installers and developers.
The CRM provides a single source of truth for all of your business about your customers and inventory.
It can streamline your operations and automate your marketing to increase the conversion of leads.
You can gain insight into your customers and the touch points used to aid sales targeting.
It can track your projects in the CRM from initial sale through to completion.
The CRM can help you track your stock so that you can create proposals with the inventory you have in stock.
You can utilize integrations to enable the CRM to store photos, manage documents and sign contracts.
It provides customized dashboards that enable you to monitor your project finances, KPIs and more.

Website: https://blubanyan.com/solar-solutions/solar-crm/

14. Shape

They claim to offer the best all-in-one solar sales and marketing CRM that can help streamline your operations.
It is designed to assist you in automating your sales and marketing to aid with closing more deals.
They provide a marketing suite that offers over 1,000 templates to support email, text, video marketing and direct mailer flyers.
It can be integrated with your calendars so that you can synchronize them to enable team collaboration and transparency as well as automate scheduling.
They provide a customer portal to enable clients to upload documents, finalize applications, apply for financing and display energy savings.
You can utilize the proposal tool to create and send proposals to clients whilst you are on the phone with them as well as send automated follow-up emails and SMS.
It includes an integrated esign functionality so you can send contracts to clients for them to sign on their smartphones.
The CRM enables you to track leads in the pipeline as well as receive notifications and increase engagement with leads with marketing automation.
It provides metrics and analytics that enable you to monitor your performance.
They offer a demo of the CRM so that can see what it can do first hand.

Website: https://setshape.com/solar