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See exactly what’s included in every plan before you commit.
| Feature | Starter | Growth ⭐ | Enterprise |
|---|---|---|---|
| Lead Management | |||
| Lead capture & tracking | ✓ | ✓ | ✓ |
| Maximum leads | 500 leads | Unlimited | Unlimited |
| Lead assignment rules | — | ✓ | ✓ |
| Address verification (Google Maps) | — | ✓ | ✓ |
| Duplicate lead detection | — | ✓ | ✓ |
| Sales Pipeline | |||
| Visual kanban pipeline | ✓ | ✓ | ✓ |
| Custom pipeline stages | — | ✓ | ✓ |
| Revenue forecasting | — | ✓ | ✓ |
| Installation & Projects | |||
| Installation job tracking | ✓ | ✓ | ✓ |
| Crew assignment & scheduling | — | ✓ | ✓ |
| Installation milestone alerts | — | ✓ | ✓ |
| Portals & Collaboration | |||
| Partner portal | — | ✓ | ✓ |
| Customer portal | — | ✓ | ✓ |
| Role-based access control | Basic | Advanced | Custom |
| Storage & Documents | |||
| Document storage | 5 GB | 50 GB | Unlimited |
| Inventory management | — | ✓ | ✓ |
| Multi-warehouse inventory | — | — | ✓ |
| Integrations & API | |||
| Third-party integrations | Basic | ✓ | ✓ |
| API access | — | — | ✓ |
| SSO / SAML | — | — | ✓ |
| Support | |||
| Email support | ✓ | ✓ | ✓ |
| Live chat support | — | ✓ | ✓ |
| Phone support | — | — | ✓ |
| Dedicated account manager | — | — | ✓ |
If you have more than 15 users, multiple offices, complex workflows, or you need a custom integration, our Enterprise plan is built for you. We’ll design the right setup for your business.
Everything you need to know before getting started.
Yes. Every plan comes with a 14-day free trial. No credit card required to start. You get full access to all features in your chosen plan during the trial period.
Absolutely. You can upgrade or downgrade your plan at any time. If you upgrade mid-cycle, we pro-rate the difference. If you downgrade, the change takes effect at the next billing date.
A user is anyone with a login to your SaaSSolar account — sales reps, managers, installers, admins. Partner portal users and customer portal users do not count toward your user limit.
Yes. We offer free data migration support on all paid plans. Whether you’re coming from a spreadsheet, HubSpot, Salesforce, or another CRM, our team will help you import your data cleanly.
No. SaaSSolar is month-to-month on all plans. Annual billing gives you a 20% discount if you’d like to save, but we never lock you into a long-term contract.
SaaSSolar integrates with Google Maps (address verification), popular email platforms, document tools, and more. Enterprise customers get full API access to build custom integrations.
Yes. SaaSSolar uses industry-standard encryption for all data at rest and in transit. Your data is backed up daily and we are hosted on secure cloud infrastructure with 99.9% uptime.
Of course. We encourage it. Book a free 30-minute demo and one of our solar CRM specialists will walk you through the platform and answer all your questions before you commit to anything.
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