Get answers to common questions about SaaS Solar—how it works, who it’s for, and what you can expect.
SaaS Solar is an all-in-one CRM and sales enablement platform built specifically for solar companies. It helps you manage leads, automate follow-ups, track deals, and scale your team—with features tailored for the solar industry.
We work with residential and commercial solar sales teams, lead generation agencies, installation companies, and partner networks. Whether you’re a small startup or a large regional installer, SaaS Solar can support your team.
Not at all. It’s a full sales operating system. CRM is just one part—we also provide door-to-door lead tools, partner and customer portals, proposal generation, leaderboards, and automation features built for how solar teams work.
Most teams are up and running in under a week. We offer guided onboarding, account setup assistance, and live training sessions to help you get the most out of the platform.
Yes. Our team can help you import contacts, leads, and other data from platforms like Salesforce, HubSpot, or spreadsheets.
SaaS Solar is fully mobile-optimized and works great in any browser on smartphones and tablets. No download required.
We offer pricing based on user count and selected modules. Add-ons like the Customer Portal are $39/user/month. For detailed pricing, please contact us or book a demo.
Nope. We offer flexible monthly billing. No long-term contracts required unless you request one.
Yes. Just give us 10 days’ notice before your next billing cycle and we’ll close out your account without hassle.
It allows canvassers to submit leads directly from the field via a mobile form. Leads are instantly pushed into your CRM, and sales reps are notified in real-time.
It’s a separate login space for lead gen partners, installers, and subcontractors to submit leads and track deal progress—without seeing your full CRM.
It’s a branded dashboard your customers can use to track project status and communicate with your team. It’s a paid add-on at $10/customer/month.
Yes. Our Leaderboard and Milestone Tracker helps you assign points, track payouts, and manage contests based on performance.
Yes. You can create branded solar proposals, add pricing and financing details, and send them directly to customers.
Yes. SaaS Solar uses encrypted connections and industry-standard data protection. We take your privacy and security seriously.
Absolutely. Our support team is available Monday–Friday via chat, email, and phone. We also offer help docs, onboarding sessions, and recorded training.