The complete solar industry CRM with advanced AI capabilities designed specifically for solar installers, sales teams, and project managers.
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Launch Live DemoEverything you need to manage your solar business efficiently with industry-specific tools
Complete customer profiles with solar-specific fields, installation history, and energy usage tracking.
Detailed project notes, site survey details, and installation documentation all in one place.
Intelligent search across solar projects, customer data, and technical specifications with NLP.
AI-driven analysis of system performance, ROI calculations, and energy production reports.
Dynamic call scripts tailored for solar consultations, overcoming objections, and closing deals.
Import solar leads from various sources with automatic qualification and assignment.
Latest additions to our comprehensive solar CRM platform
Track and organize leads through every stage of your sales funnel, ensuring no opportunity is missed.
Easily schedule meetings, site visits, and follow-ups with an integrated calendar.
Securely upload, store, and manage all project-related files and documents in one centralized location.
Quickly create professional, customized proposals using AI, and allow customers to sign digitally.
Automatically calculate commissions for your sales reps, ensuring accurate payouts.
Maintain a complete record of all customer interactions, proposals, and transactions.
View a timeline of status changes for each customer, helping you understand the progress of every deal.
Plan the most efficient travel routes for site visits and sales calls with Optimum Walk Route.
Leverage robust, localized solar design tools integrated with PVGIS and Eircode for Ireland/UK markets.
Generate personalized scripts and customer communications with AI, a rare feature in the industry.
Allow customers to sign documents electronically, streamlining approvals and reducing turnaround times.
Automate the creation of proposals and other documents, saving time and ensuring consistency.
Get advanced insights into customer data with AI-powered analysis, helping you identify trends.
Calculate the optimal walking route between multiple site locations, a unique tool for efficient operations.
Manage and track multiple projects for a single customer, keeping all related information organized.
Provide customers with a secure, self-service portal to view project updates, documents, and communications.
Access all CRM features on the go with a fully functional mobile app, keeping your team connected from anywhere.
Easily upload and organize site photos directly into customer accounts for accurate records.
Quickly find any file or document using powerful search capabilities, saving time and reducing frustration.
Speak directly to an AI agent to find information in your database, making search faster and more intuitive.
Request any report you need by simply asking the AI agent, instantaneously generating insights.
Find customers quickly using advanced AI search, even with partial or imperfect information.
Tailor status categories to fit your unique business workflow, ensuring the CRM adapts to your processes.
See an integrated, visual overview of each site within the CRM, making it easy to understand project context.
Industry-specific tools designed exclusively for solar businesses
Accurate solar potential assessment
Complete system design tools
Maximize financial benefits
Advanced AI-powered communication tools for every stage of the solar sales process
Comprehensive customer analysis with AI-driven insights and recommendations.
Professional follow-up communications tailored to each customer interaction.
AI-powered analysis of customer sentiment from conversations and emails.
Automated generation of grant eligibility confirmation letters for customers.
Detailed analysis of lost opportunities to improve future sales strategies.
Professional proposals outlining refurbishment timelines and costs.
Strategies to win back customers who have chosen competitors.
Comprehensive pre-survey questionnaires to gather essential customer information.
Seasonal follow-up templates for re-engaging customers after holidays.
Professional pitches for Building Energy Rating assessments.
Templates for reactivating customers on Do Not Contact lists.
Automated emails to encourage and reward customer referrals.
Comprehensive checklists to ensure smooth installation days.
AI-powered recommendations for combined solar and heating solutions.
Urgent SMS templates for customers with expiring grant opportunities.
Cutting-edge AI features designed specifically for the solar industry
Easily locate customer sites and virtually explore properties without leaving your desk
Our CRM seamlessly embeds Google Maps and Street View, allowing you to pinpoint exact addresses and conduct remote visual assessments of rooftops and surroundings—saving time on site visits and improving project planning accuracy.
With our built-in Google Maps and Street View integration, you can instantly view a customer's property location and take a virtual walk around the site. This lets you inspect roofs and surrounding areas remotely, making site assessments and planning quicker and more accurate.
Seamlessly integrated with your customer data
Streamlined process from lead to completed installation
AI-powered lead scoring and qualification
PVGIS integration and roof evaluation
System design and financial analysis
Document management and incentive applications
Project management and installation tracking
Performance tracking and customer support
Hear from solar businesses that have transformed their operations with SolarCRM AI
"SolarCRM AI has revolutionized how we manage solar projects. The PVGIS integration and AI call scripts have increased our conversion rate by 42%."
CEO, SunPower Solutions
"The solar-specific features in SolarCRM have saved us countless hours on grant applications and system design. The ROI tracking is incredibly accurate."
Installation Manager, EcoSolar Ltd
"The AI analytics in SolarCRM have given us insights we never had before, helping us identify the most profitable customer segments and optimize our sales process."
Sales Director, SolarTech Innovations
Get started with SolarCRM AI today and see the difference our solar-specific CRM can make for your business.
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