Everything Your Solar Business Needs in One Platform
SaaSSolar is built from the ground up for solar companies. No generic CRM workarounds. Every feature speaks solar — from lead to installation to invoice.
From the first cold knock on a door to the final installation sign-off — SaaSSolar handles it all.
Lead Management
Capture, assign, and track every lead from every source — door-to-door, web form, referral, or import.
8 features
Sales Pipeline
Visual solar sales pipeline with stage management, deal tracking, and close probability forecasting.
6 features
Installation Tracking
Track every installation job from site survey to permit approval to power-on confirmation.
7 features
Document Storage
All proposals, contracts, permits, and site photos stored and linked to the right customer automatically.
5 features
Partner & Customer Portals
Give partners their own view to submit and track leads. Let customers see their installation status live.
6 features
Inventory Management
Track panels, inverters, racking, and equipment across multiple warehouses. Never run short on a job.
5 features
Solar Companies Using SaaSSolar
40+
Purpose-Built Features for Solar
0+
Customer Satisfaction Rate
0%
Spreadsheets Needed
Lead Management
Never Lose a Solar Lead Again
SaaSSolar captures leads from every source — door-to-door reps, website forms, referrals, and third-party lead providers — and puts them all in one place, automatically assigned to the right rep.
Capture leads from web forms, door-knocking apps, and manual entry
Auto-assign leads to reps based on territory or round-robin rules
Lead scoring to prioritise the hottest opportunities
Full lead history — calls, notes, emails, status changes
Address verification powered by Google Maps — no bad addresses
Duplicate detection to prevent the same lead being worked twice
See all lead management features
Sales Pipeline
A Solar Sales Pipeline Built the Way You Actually Sell
Most CRMs make you force your solar sales process into a generic pipeline. SaaSSolar comes pre-configured for solar — with stages that match how solar deals actually move from prospect to signed contract.
Pre-built solar sales stages: New → Qualified → Proposal → Survey → Closed
Drag-and-drop kanban board and list view
Deal value tracking and pipeline revenue forecasting
Rep performance leaderboards and activity tracking
Automated follow-up reminders when deals go cold
One-click proposal generation tied to the deal
Explore the pipeline
Installation Tracking
Track Every Job from Survey to Switch-On
Once a deal is signed, the work is just beginning. SaaSSolar's installation tracker keeps your operations team, installers, and customers all aligned — with real-time status updates and milestone tracking for every job on your board.
Job board with milestones: Survey → Permit → Install → Inspection → Live
Assign installers and crews to each job
Upload site photos, inspection reports, and completion documents
Customer-facing status updates (via Customer Portal)
Installation calendar with crew availability view
Delay flags and escalation alerts for overdue milestones
Final sign-off checklist before closing the installation
See how installation tracking works
Document Storage
Every Document. Always Where You Need It.
Stop hunting through email threads and shared drives for the right contract or permit. SaaSSolar links every document — proposals, permits, contracts, site photos — directly to the customer record it belongs to.
Upload and organise files by customer, project, or document type
Proposals, permits, contracts, and site photos in one place
Version history — always know which contract is the current one
Share documents with customers via the Customer Portal
Give your partners and customers their own view into the work that matters to them — without giving them access to your entire CRM.
Partner Portal
Give your referral partners, dealers, and channel partners their own branded login. They submit leads, track their pipeline, and see their commissions — without ever touching your internal data.
Partners submit leads directly into your pipeline
Partners see only their own submitted leads and status
Commission tracking and reporting per partner
Role-based access — partners never see your full CRM
Customer Portal
Stop answering "where is my installation?" calls. Give customers their own login to track their project status, download documents, and communicate with your team — all without calling your office.
Real-time installation milestone tracker
Customer downloads their own documents securely
Messaging thread with the installation team
Professional experience that builds trust and referrals
Inventory Management
Know Exactly What Stock You Have — Before You Need It
Running out of panels mid-project is expensive. SaaSSolar's inventory module tracks your equipment across multiple warehouses so your operations team always knows what's in stock, what's allocated, and what needs to be ordered.
Multi-warehouse inventory tracking
Allocate equipment to specific jobs before they start
Low stock alerts so you never run short on a job
Inventory movement history and audit trail
Purchase order management for restocking
Explore inventory management
AI & Automation
Smarter Workflows. Less Manual Work. More Closed Deals.
SaaSSolar automates the repetitive work that slows your team down — follow-up reminders, task assignments, status updates — so your reps spend time selling, not doing admin. AI-powered features are on the roadmap and arriving soon.
Automated follow-up reminders when leads go quiet
Task auto-assignment when deals move between pipeline stages
Automated status notifications to customers on installation milestones
Workflow rules: "If deal reaches Site Survey, assign to install team"
AI-powered lead scoring and next-step suggestions — coming soon
AI email drafting for outreach and follow-ups — on the roadmap
Learn about automation
Ready to See It All in Action?
Book a free 30-minute demo and we'll walk you through every feature that matters for your solar business.
