Help & Answers

SaaSSolar Frequently Asked Questions

Everything you want to know about SaaSSolar — the solar CRM, what it does, pricing, onboarding, integrations, and support. Can’t find your answer? Our team is one message away.

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FAQ

Frequently Asked Questions

What is SaaSSolar?

SaaSSolar is a CRM built exclusively for solar companies. It manages your entire operation — leads, sales pipeline, proposals, installation tracking, customer and partner portals, and your team — in one platform designed around how solar businesses work.

Who is SaaSSolar for?

SaaSSolar is for residential, commercial, and EPC solar companies of every size — from solo installers and door-to-door sales teams to multi-crew operations that need installation and project tracking.

Is SaaSSolar only for solar businesses?

Yes. Unlike generic CRMs, SaaSSolar is purpose-built for the solar industry, so solar sales stages, installation milestones, and field-sales tools are built in rather than configured from scratch.

How much does SaaSSolar cost?

SaaSSolar offers simple, transparent plans for teams of every size, and you can view current pricing on our pricing page. You can start free and upgrade as you grow.

Is there a free trial?

Yes. You can request a free trial to explore SaaSSolar with your own workflow before committing. Visit our request-a-trial page to get started.

How long does onboarding take?

Most solar teams are up and running within days. Because the solar workflow is pre-built, setup is fast, and we help migrate your existing leads and data.

Can I migrate data from my current CRM or spreadsheets?

Yes. Whether you’re coming from a spreadsheet, JobNimbus, or another CRM, our team helps you import your leads, contacts, and jobs cleanly during onboarding.

Does SaaSSolar support door-to-door sales teams?

Yes. SaaSSolar includes door-to-door tools — territory management, mobile lead capture, disposition logging, and rep leaderboards — all connected to your main pipeline.

Does SaaSSolar track installations and permits?

Yes. You can track every job through site survey, design, permitting, installation, inspection, and interconnection (PTO), with milestones and assigned crews.

Can customers and partners get their own portals?

Yes. SaaSSolar includes a customer portal so homeowners can track their project, and a partner portal so partners can submit and track leads — without accessing your full CRM.

What can SaaSSolar integrate with?

SaaSSolar is API-first, with a REST API, webhooks, and Zapier and Salesforce-ready workflows, so it can connect with the tools you already use. See our integrations page for details.

Is my data secure?

SaaSSolar follows industry-standard security practices to protect your data. For specifics on our security approach, contact our team.

Do you offer support?

Yes. Our team provides onboarding and ongoing support to help your solar business get the most out of the platform.

Who builds SaaSSolar?

SaaSSolar is a product of Saasnic Technologies, a software company and Salesforce partner focused on the solar industry.

How do I get started?

Book a free demo or request a trial. We’ll show you how SaaSSolar fits your solar business and help you get set up.

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