World's first and only sales CRM built specifically for Solar.

Lean into your sales goals with end-to-end customer acquisition technology for solar professionals.

Solar CRM dashboard

Use our proprietary sales funnel to effortlessly generate leads and auto-book appointments.

Our industry leading sales funnel converts at over 50% and is fully customizable to your brand. Add your own domain name, logos, images, colors and text to exactly match your main website.

Solar CRM heatmaps

Once a homeowner submits their contact information, our auto-book system takes over to convert leads into appointments with a single click.

A calendar appointment is set automatically on both the salesperson and homeowner's calendars, and the sales rep gets an instant notification that they have a hot new lead.

Solar CRM communications suite, SMS, MMS, phone calls, video calls

All of the homeowner's information is now in the CRM system ready to be worked!

We also pull in information about the property and solar energy data for their neighborhood.

Solar CRM pipeline management

Start booking more appointments this week.

Solar CRM customers capture more leads and book more appointments with less work — and we would love to show you how.

Key Features

Solar CRM's team of experienced software and solar professionals work together to bring you high impact features that save you work and drive tangible results.
Solar CRM marketing tools

Capture more leads with battle-tested marketing tools and landing pages.

Solar CRM homeowner leads appointments

Kick back and let our software fill your calendar with appointments.

Solar CRM communications suite, sms, calling, video calls
Communications Suite

Interact with your prospects via text messaging, phone and video, all with one click.

Solar CRM sales tasks
Task Management

With proactive appointment and task management, no lead gets left behind.

Solar CRM sales pipeline
Pipeline Management

Get a birds of view of every lead in every stage of your pipeline.

Solar CRM integrations

Native integrations with platforms such as Facebook, Google, Zapier and Twilio.

Solar CRM campaigns

Silo operations based on business goals with our robust campaign manager.

Solar CRM analytics

Leverage data and testing in ways your competitors aren't even aware of.


Digital measurement sets Solar CRM apart from other platforms. With deep roots in marketing technology and media buying, our team knows how to harness data to maximize returns and optimize sales.

Real-time heatmaps

Map the performance of your campaigns, sales reps, geolocations and more. When you can see exactly which neighborhoods you are outperforming in, you know where to double down on efforts and ad spend.

Solar CRM heatmaps

Native communications suite

Send SMS and MMS messages in two-way realtime chat with your homeowners. Initiate phone and video calls with one click.

Solar CRM communications suite, SMS, MMS, phone calls, video calls

Pipeline management

Get a bird's eye view of your entire pipeline with revenue projections. Works leads directly from pipeline cards and transition homeowners to next stages.

Solar CRM pipeline management

Zapier lets you connect Solar CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. Some apps that are popular with our customers include...

Video advertising

Generate leads directly on Facebook.

Social advertising
Google Calendar

Auto-book appointments.

Paid search advertising

The world's top inbox.

Native advertising

Email marketing.

Display advertising
Google Sheets

Post leads to spreadsheets.

Email advertising

Marketing automation.

Mobile advertising
Google Ads

Advertise with Google.

SMS advertising

Integrate with team chat.

Click-to-Call advertising

Enterprise email solutions.

Solar CRM Full Feature List

Done-for-you Sales Funnel — Leads and appointments direct to your inbox. Automated Appointment Booking — Let our system turn ordinary leads into booked appointments. Real-time Heatmaps — Map the performance of your campaigns, sales reps, geolocations and more. Prospect Management — Extensive tools for managing relationships with your homeowners. Utility Bill Upload Portal — Send link to prospects for easy utility bill capture. Calendar Booking Portal — Send link to prospects for easy appointment setup. Document Manager — Stay organized with all docs in one place for each homeowner. Appointment Manager — View, set and update upcoming appointments. Full sync with Google Calendar. Task Manager — Don't let a single lead slip throught the cracks. Activity Log — See all past actions taken on a given prospect in one snapshot. Satellite view — We import a zoomed in picture of every prospect's roof. Facebook Ads Integration — Import all of your FB metrics and merge them into your reporting and analytics. Google Calendar integration — Connect sales reps calendars to Solar CRM for two-way sync. Zapier integration — No-code connections with thousands of apps. Twilio Integration — Enterprise-level telocommunications. NREL (National Renewable Energy Laboratory) Integration — Instant solar energy data for each homeowner. Solar CRM REST API — Get your information in and out of Solar CRM programmatically. Inbound Lead Posts — Posts leads into your campaigns from any source. Native SMS Real-time Chat — Chat with your prospects directly from their record view in Solar CRM. Native Voice Calling — Call your homeowners with one click. Call Recordings — Sales managers can listen to and critique phone calls. Custom Pipeline Stages — Sales milestones to fit your own unique business processes. Account Switcher — Running multiple instances? Switch between them with one click. Platform Alerts — Get instant alerts for urgent matters requiring your attention. SMS Lead Alerts — Both reps and managers can get text-message alerts for new leads. Dashboard — Your entire business in one view: Leads, appointments, messages, tasks, leaderboards and more. Revenue projections — Weighted pipeline revenue estimates... know how much you are going to bring in. Campaigns — Manage and measure individual sales and marketing campaigns. Stale Lead Alerts — You will be alerted the moment a lead is overdue to be worked. Communications Suite — Text messaging, voice calls and video conferencing. White Labeled Sales Funnels — Customize our top-performing funnel with your own domain name, text, images, colors and logo. Custom Booking Policies — Set batting order, appointment buffer and duration, timezones and more. Timezone Control — Marketing and selling across timezones can get tricky. You get finite control over timezones across the platform. Outbound Lead Posts — Easily post your leads out to anywhere you choose. Reporting Suite — Get actionable insights with one-click reports. Roles Access — Granular control over who can see and do what in your instance. User Management — Manage your staff's access to Solar CRM. Easy account setup for new employees. Knowledge Base and Help Center — Help and guidance at your fingertips.

Start booking more appointments this week.

Solar CRM customers capture more leads and book more appointments with less work — and we would love to show you how.

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