Why Solar Companies Need a Purpose-Built CRM
What Is a Solar CRM, Really?
A solar CRM is customer relationship management software tailored for the solar industry. Unlike generic CRMs, a solar CRM helps manage leads, track quotes, schedule site visits, and coordinate installs—all in one system.
Why Generic CRMs Don’t Cut It
Solar companies don’t follow a one-size-fits-all sales cycle. You’re dealing with:
- Custom quoting tools based on roof size, sun exposure, and incentives
- Multiple stakeholders (sales reps, engineers, installers)
- Field team coordination and site photos
- Follow-ups that span weeks or months
Generic CRMs like HubSpot or Salesforce can do some of this—if you duct-tape a dozen plug-ins together. But why bother?
Key Features in a Solar-Specific CRM
| Feature | Why It Matters for Solar |
| Lead Management | Track sources, assign by region or rep |
| Quoting & Proposal Tools | Fast, branded quotes with financing info |
| Site Assessment Tracking | Upload photos, notes, and documents |
| Project Timeline | Track install progress and milestones |
| Team Task Coordination | Assign and monitor field + back office |
| Commission Tracking | Automate payouts for sales and closers |
Choosing the Right Solar CRM
Ask these questions before you pick:
- Is it built for solar, or just rebranded?
- Can it automate quoting and proposals?
- Does it work well on mobile for field reps?
- How easy is it to train a new hire?
- Can it track commissions and project timelines in one place?
Spoiler: SaaSSolar does all of this.