SaaS Solar CRM

The All-in-One CRM Built for Solar Sales, Lead Gen, and Install Teams

What Makes SaaS Solar Different?

Unlike generic CRMs, SaaS Solar was built for solar workflows from the ground up. That means:

  • Solar-specific pipeline stages
  • Mobile-friendly tools for field reps
  • Partner and customer portals
  • Real-time milestone tracking
  • Custom role access for reps, lead gen, and ops

No workarounds. No Frankenstein stack. Just one CRM that actually fits.

crm for solar company

Who It’s For

Sales Reps & Managers

  • Manage leads and territories
  • Automate follow-ups and tasks
  • Track proposals, appointments, and installs
  • Get real-time performance insights by rep or team

Lead Generators

  • Use Door-to-Door tools to submit leads from the field
  • Auto-route leads to sales reps instantly
  • Track incentives and bonus tiers
  • Monitor performance by canvasser or team

Installers & Operations

  • View job status and customer milestones
  • Communicate updates through the Customer Portal
  • Upload docs and track task completion
  • Stay aligned with the sales team without needing full CRM access

Key CRM Features

crm for solar company

challenges for solar business

Replace Your Tool Stack

With SaaS Solar, you don’t need:
  • Generic CRMs like HubSpot or Salesforce
  • Shared spreadsheets or Slack channels for handoffs
  • Separate door-knocking apps
  • One-off proposal builders

It’s all built in—and built for solar.

Designed to Scale With You

crm for solar company

Ready to See SaaS Solar CRM in Action?

Book a live demo and see how the only CRM built for solar companies works for your team.

book appointment