Stop forcing your solar business into a generic CRM. SaaSSolar is purpose-built for solar — manage leads, pipeline, installations, and teams in one platform designed specifically for how solar companies work.
HubSpot, Salesforce, and Zoho are built for everyone — which means they’re built for no one in solar. Here’s what solar companies run into every time.
Generic CRMs don’t know what “Site Survey”, “Permit Submitted”, or “PTO Received” means. You spend days customising — and it still doesn’t work the way solar actually works.
Your sales CRM ends when the deal closes. But solar work is just beginning. Without installation tracking built in, you’re switching between tools and losing visibility.
Generic CRMs don’t give your dealer partners or end customers a portal to log into. You end up on the phone answering “where is my installation?” calls all day.
Running out of panels mid-job because you had no inventory visibility. Generic CRMs don’t track solar equipment — you’re left using a separate spreadsheet.
Need a document portal? Pay extra. Need reporting? Pay extra. Need mobile access? Pay extra. The costs pile up fast — for a tool that still wasn’t built for solar.
Solar companies spend weeks configuring generic CRMs, hiring consultants, and building workarounds — only to end up with a system the sales team refuses to use.
SaaSSolar is not a generic CRM with a solar theme slapped on. Every feature, every workflow, and every screen was designed from scratch for solar companies.
Every feature your solar company needs comes standard. No extra modules, no surprise pricing, no workarounds.
Capture solar leads from every source. Auto-assign to reps by territory. Never lose a lead again.
Pre-built solar stages. Drag-and-drop kanban board. Revenue forecasting and rep leaderboards.
Track every job from survey to power-on. Assign crews, upload site photos, alert customers automatically.
Give dealers and referral partners their own login to submit leads and track their commissions.
Customers see their installation progress live. Download documents. Reduce inbound support calls.
Track panels, inverters, and equipment across multiple warehouses. Low stock alerts built in.
Proposals, permits, contracts, and photos linked to every customer. Find anything in seconds.
Google Maps-powered address verification on every lead entry. Zero bad addresses, zero wasted surveys.
Auto-assign tasks when deals move stages. Trigger follow-up reminders. Automate the admin work.
Managing a door-to-door solar sales team without the right tools is chaos. SaaSSolar gives you real-time visibility into every rep’s activity, pipeline, and performance — from the office or on your phone.
Stop building proposals in PowerPoint or PDF templates that go out of date. SaaSSolar ties your proposal directly to the deal — so pricing, system size, and customer details are always accurate and always professional.
SaaSSolar automates the repetitive work that slows your team down. When a deal hits a new stage, the right person gets the right task automatically. When an installation reaches a milestone, the customer gets notified automatically.
Whether you’re a small residential installer or a large commercial EPC firm, SaaSSolar adapts to how your business works.
Manage homeowner leads, site surveys, permits, and installations all in one place. No spreadsheets needed.
Handle complex multi-site projects with team collaboration, milestone tracking, and document management built in.
Track rep activity, territory coverage, knocks, and appointments in real time. Run a tighter D2D operation.
Coordinate engineering, procurement, and construction projects with full visibility from contract to commissioning.
Submit leads via the partner portal. Track your pipeline and commissions without accessing the full CRM.
Keep installations on track, manage crews, track inventory, and make sure every job is completed on time.
“We switched from HubSpot and never looked back. Finally a CRM that understands how solar actually works. Our reps adopted it in the first week — no training needed.”
“Our close rate went from 22% to 31% in the first 90 days. The pipeline tracking and follow-up automation made the difference. We stopped losing deals in the cracks.”
“Managing 40+ door-to-door reps was chaos before SaaSSolar. Now I can see every rep’s pipeline, activity, and performance from one screen. It transformed how we manage the team.”
Solar CRM software is a customer relationship management platform built specifically for solar companies. Unlike generic CRMs, it includes solar-specific features like installation tracking, partner portals, and equipment inventory — all pre-configured for how solar businesses operate.
HubSpot and Salesforce are built for all industries. SaaSSolar is built only for solar. It comes pre-configured with solar pipeline stages, installation tracking, and a partner portal — features you’d spend months building in a generic CRM and still not get right.
Yes. SaaSSolar supports CSV imports and offers free migration assistance for all paid plans. Whether you’re coming from a spreadsheet, HubSpot, Salesforce, or another CRM, our team will help you migrate cleanly.
Yes — it’s one of our strongest use cases. Reps log knocks, contacts, and appointments from their mobile. Managers see real-time rep activity, territory coverage, and performance from the office. No more end-of-day paper reporting.
Yes. Every plan comes with a 14-day free trial. No credit card required. You get full access to all features in your chosen plan so you can see SaaSSolar working for your business before you commit.
SaaSSolar is available worldwide. Our primary market is the United States and Canada, and we have customers in Australia, the UK, and other markets. The platform is fully accessible from any country.
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