Sunbase Solar CRM Software

Solar CRM Software for Managing Leads, Sales and Customer Relationships

Manage solar leads, customer information, appointments, sales opportunities and follow-ups from initial enquiry through proposal approval and project handoff.

Sunbase Solar CRM Software keeps customer, property, energy and sales information connected to the same opportunity, giving sales, design and operations teams the context they need as the customer moves forward.

  • Manage digital, referral, partner and field-generated solar leads.
  • Build sales pipelines around your company’s process.
  • Keep customer communication and documents in one record.
  • Automate assignments, reminders and follow-up activity.
  • Track consultations, design requests and proposal progress.
  • Move approved opportunities into project delivery.

*Contact us for a quote based on your team size

Solar CRM Software for Managing Leads, Sales and Customer Relationships

The Platform

WHAT IS SOLAR CRM?

Solar CRM is a digital tool that helps solar companies manage leads, customer information, appointments, sales activity and follow-ups as each opportunity moves from first enquiry through design, proposal, contract and project handoff.

More Than a General CRM

Why General CRMs Fall Short for Solar Sales

General CRM systems are built to manage contacts, deals and follow-ups. Solar sales teams also need to track the property, energy usage, site information, design activity and proposal progress behind each opportunity.

General CRM Vs Solar CRM

Sunbase Solar CRM Software keeps this solar-specific information connected to the same customer and sales record, including:


  • Lead source and qualification status.
  • Customer, property and utility information.
  • Electricity consumption and bill details.
  • Appointments, site visits and follow-ups.
  • Design requests and design status.
  • Proposal progress and customer decisions.
  • Contracts, documents and sales activity.
  • Project handoff after the sale is approved.


This gives solar teams a clearer view of where each opportunity stands, what information is still required and what must happen next to move the customer toward an approved project.

  • Sunbase Canvassing Software

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    Capture Leads

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  • Sunbase Solar Proposal Software

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    Create Proposals

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  • Sunbase Solar Design Software

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    Design Solar Systems

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  • Sunbase Solar Project Management Software

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    Manage Projects

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  • Sunbase Solar Sales Software

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    Automate Sales

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Complete Solar CRM Workflow

Move Every Solar Opportunity From Lead to Project Handoff

Sunbase Solar CRM Software gives sales teams a structured workflow for moving each opportunity from first enquiry through qualification, proposal approval and handoff to operations.

Complete Solar CRM Workflow

Solar CRM Capabilities

Manage the Core Sales Activities Behind Every Solar Opportunity

Sunbase Solar CRM Software brings the information and actions required to move a solar lead toward an approved project into one connected sales workflow.

Lead and Opportunity Management

Capture leads, qualify opportunities and track each customer through the solar sales pipeline.

Solar Sales Pipeline

Create stages around your sales process, from new enquiry and consultation through design, proposal and contract.

Appointments and Follow-Ups

Schedule consultations, site visits, calls and proposal follow-ups while keeping the next action visible.

Customer Communication

Keep calls, emails, SMS, notes, documents and important customer interactions connected to the opportunity.

Sales Workflow Automation

Automate assignments, reminders, follow-up tasks, stage-based actions and internal notifications.

Pipeline & Sales Visibility

Track opportunity stage, owner, activity, expected value, overdue actions and sales progress across teams.

Solar-Ready Customer Record

Keep the Information Behind Every Solar Opportunity in One Record

Sunbase Solar CRM Software keeps the customer, property, energy and sales information required to move an opportunity forward connected to the same record.


  • Customer contact and property details.
  • Lead source, qualification status and assigned representative.
  • Utility provider, electricity usage and bill information.
  • Site notes, photos and supporting documents.
  • Appointments, communication and follow-up history.
  • Design request and design status.
  • Proposal, pricing and contract progress.
  • Current sales stage and next required action.


As the opportunity moves from qualification into design and proposal, teams can use the information already collected instead of rebuilding the customer record in separate systems.

Sunbase Solar CRM Solar-Ready Customer Record

Solar Leads stays connected

Capture Solar Leads From the Channels Your Team Uses

Sunbase Solar CRM Software helps reduce missed follow-ups by connecting customer communication, sales actions and workflow automation to the same opportunity.

Sunbase Solar CRM Customer Communication & Automation

Sunbase Solar CRM Software keeps customer communication, sales activity and automated follow-ups connected to the same opportunity, so teams can see the full interaction history and the next action required.


  • Keep calls, emails, SMS, notes and documents connected to the customer record.
  • Send appointment confirmations, reminders and follow-up messages.
  • Request utility bills, site information or other required documents.
  • Trigger follow-up tasks when an opportunity reaches a new sales stage.
  • Assign new leads or opportunities to the right representative.
  • Notify users about overdue actions or inactive opportunities.
  • Trigger design or project handoffs after the required sales approval.
  • Maintain a clear timeline of communication and automated activity.

Customer Communication & Automation

Keep Solar Sales Communication and Follow-Ups Connected

Sunbase Solar CRM Software helps the lead source stays connected to the opportunity so teams can understand where the customer came from, who owns the lead and what action should happen next.

Sunbase Solar CRM Customer Communication & Automation

Sunbase Solar CRM Software brings leads from different sales channels into one opportunity workflow so teams can qualify, assign and follow up consistently.


  • Website Enquiries — Convert website and landing-page submissions into CRM opportunities.
  • Paid Advertising — Route supported campaign leads into the sales workflow.
  • Referrals — Track referral-generated opportunities and their source.
  • Door-to-Door Sales — Capture prospects from field sales activity.
  • Inbound Calls — Create opportunities from phone enquiries.
  • Dealer & Partner Leads — Assign opportunities received from external sales channels.
  • Imports & Manual Entry — Add existing prospect lists or manually created opportunities. 

Pipeline & Sales Visibility

See Where Every Solar Opportunity Stands

Sunbase Solar CRM Software helps teams move beyond a static deal board by connecting pipeline stage, customer activity, next actions and downstream solar workflow progress in one view.

Sunbase Solar CRM Software gives representatives and managers a clear view of each opportunity, its current sales stage and the next action required to keep it moving.


  • Track opportunities by stage, owner and expected close date.
  • See upcoming appointments, tasks and overdue follow-ups.
  • Identify stalled or inactive opportunities.
  • Monitor design, proposal and contract progress.
  • Review pipeline value by team, territory or representative.
  • Compare performance by lead source or sales channel.
  • Surface opportunities that require immediate attention.
  • Keep activity and sales progress visible across the team.


For Sales Representatives

See assigned opportunities, upcoming appointments, recent communication and next actions.


For Sales Managers

Review pipeline movement, sales activity, expected revenue and opportunities that are slowing down.

Sunbase Solar CRM Software Pipeline & Sales Visibility

Sales-to-Design & Project Handoff

Keep Customer Information Connected Beyond the CRM

Sunbase Solar CRM Software keeps the customer record connected as the opportunity becomes a designed, approved and active solar project.

Sunbase Solar CRM Software Sales-to-Design & Project Handoff

Sunbase Solar CRM Software keeps the information collected during the sales process connected as an opportunity moves into solar design, proposal preparation and project delivery.



  • Send qualified customer, property and energy information into the design workflow.
  • Keep utility usage, site details, notes and documents attached to the opportunity.
  • Track design requests and approved design status from the CRM.
  • Use approved system information when the proposal is prepared.
  • Keep proposal and contract approval visible to the sales team.
  • Move accepted opportunities into project delivery with the approved customer and project information.
  • Reduce repeated data entry between sales, design and operations.

Field & Door-to-Door Solar Sales

Connect Field Sales Activity With the Solar CRM

Sunbase Solar CRM Software keeps the customer record connected as the opportunity becomes a designed, approved and active solar project.

Sunbase Solar CRM Software helps field and door-to-door sales teams capture customer information and sales activity directly into the same CRM used by office, design and operations teams.


  • Capture new prospects and customer details from the field.
  • Assign leads and opportunities to the appropriate representative.
  • Record property, utility and electricity-consumption information.
  • Schedule consultations or follow-up appointments.
  • Keep field notes, photos and customer interactions connected to the opportunity.
  • Track each prospect through qualification, design and proposal stages.
  • Give managers visibility into representative activity and opportunity progress.
  • Continue the same customer record when the opportunity moves from field sales into office workflows.
Sunbase Solar CRM Software Field & Door-to-Door Solar Sales

Built for Different Solar Business Models

Built for Different Solar Business Models

Sunbase Solar CRM Software can support different sales models while keeping the core opportunity journey connected from lead capture and qualification through design, proposal, contract and project handoff.

Residential Solar Installers

Manage homeowner enquiries, consultations, utility information, proposal progress and signed-sale handoffs.

Commercial Solar Contractors

Organise multiple contacts, properties, technical documents and longer approval cycles within each opportunity.

Solar EPC Companies

Coordinate business-development activity, qualification, design requests, commercial reviews and project handoffs.

Solar Dealer Networks

Manage dealer-generated opportunities, territory ownership, sales progress and installation-partner handoffs.

Solar Sales Organisations

Track digital and door-to-door opportunities, representative activity, consultations, proposals and contracts.

Multi-Location Solar Companies

Configure teams, territories, permissions and reporting across multiple branches or markets.

Solar CRM Integrations

Connect Sunbase Solar CRM Software With the Systems Behind Your Sales Process

Sunbase Solar CRM Software can connect with external systems used to generate leads, communicate with customers, schedule appointments and move sales information across the wider solar workflow.

Sunbase Solar CRM Software can remain the customer and opportunity record at the center of the sales workflow while connecting with the external systems the solar company still needs.


  • Lead & Marketing Sources — Bring enquiries from websites, campaigns and other supported lead sources into the CRM.
  • Email & SMS — Keep supported customer communication connected to the relevant lead or opportunity.
  • Calendars & Scheduling — Coordinate consultations, site visits and representative availability.
  • Solar Design & Proposal Workflows — Move qualified opportunity information into design and proposal stages without recreating the customer record.
  • Documents & Files — Keep utility bills, site information, contracts and supporting documents associated with the opportunity.
  • APIs & Custom Connections — Exchange customer and sales data with other business systems where supported.
Solar CRM Integrations

General CRM vs Sunbase Solar CRM

Why Solar Companies Need More Than a General CRM

A general CRM can manage contacts and sales activity. Sunbase Solar CRM connects that activity with the customer, property and project information required to move a solar opportunity forward.

Built around standard sales records

  • Stores contacts, companies and deal values.
  • Uses generic pipeline stages.
  • Requires extensive setup for solar-specific information.
  • Keeps site surveys, design requests and proposals in separate systems.
  • Often ends when an opportunity is marked as closed.
  • Requires sales information to be re-entered during project handoff.

Built around the solar sales workflow

  • Connects customer, utility, property and opportunity information.
  • Supports solar-specific stages from qualification, consultation, design request, proposal and contract stages.
  • Keeps appointments, communication, documents and follow-ups in one record.
  • Connects sales activity with design and proposal progress.
  • Carries approved information into project delivery.
  • Configures workflows, roles, automation and reporting around your business.

Configurable Solar CRM Workflows

Configure Sunbase Solar CRM Software Around Your Sales Process

Sunbase Solar CRM does not stop when an opportunity is signed.

Customer, property, utility, proposal and contract information collected during the sales process remains available as the opportunity moves into design and project delivery.

Configurable Solar CRM Workflows

Business Owners

Run everything from one screen.

Full visibility across your pipeline, projects, and team — without switching between apps or waiting on reports.

  • See every lead, deal, and project status in real time
  • Replace multiple subscriptions with one platform
  • Scale without adding complexity or headcount
Get a Demo →

Built for Different Solar Business Models

Connect Solar Sales With Design and Project Delivery

Send qualified customer and site information into the design workflow without collecting the same details again.

Explore Solar Design

Use approved customer, PV design, pricing and production information to prepare and manage customer-ready proposals.

Explore Solar Proposals

Move approved opportunities into project delivery with customer commitments, documents and sales information attached.

Explore Solar Project Management

SUNBAse Solar CRM Pricing

Solar CRM Pricing on the CRM Workflow Your Team Needs

Sunbase Solar CRM Software pricing can be configured around the number of users, sales workflows, required modules, automation and integrations used by your team.

Sunbase Solar CRM setup can include:


  • Lead and opportunity management.
  • Configurable solar sales pipelines.
  • Appointments and follow-up workflows.
  • Email, SMS and customer communication.
  • Workflow automation and notifications.
  • Sales reporting and management visibility.
  • Connections with solar design, proposals and project delivery.
  • Required integrations and configuration.


This allows solar companies to configure Sunbase Solar CRM Software around the way their sales team operates rather than forcing every business into the same CRM setup.

Implementation & Onboarding

Set Up Sunbase Solar CRM Software Around Your Existing Sales Workflow

Sunbase Solar CRM implementation begins by understanding how leads and opportunities currently move through your company.

01

Review the Sales Process

Map lead sources, qualification requirements, pipeline stages, design requests, proposal approvals and project handoff requirements.

02

Configure the CRM

Set up pipelines, required fields, user roles, permissions, automation, notifications and approval steps.

03

Prepare the Data

Organize existing customer and opportunity data and connect the external systems required for lead capture, communication and scheduling.

04

Train and Launch

Validate the configured workflow, train sales and management teams and move the agreed process into production.

Implementation time depends on your team size, existing data, selected modules, workflow complexity and integration requirements.

Discuss Your Implementation Requirements

Solar CRM Software FAQs

Questions About Sunbase Solar CRM Software

  • What is solar CRM software?

    Solar CRM software is a digital tool that helps solar companies manage leads, customer information, appointments, sales activity, design requests, proposals and follow-ups from first enquiry through project handoff.

  • What does Sunbase Solar CRM Software do?

    Sunbase Solar CRM Software manages the customer and sales workflow behind a solar opportunity. It keeps lead details, property and energy information, appointments, communication, design activity, proposal progress and next actions connected to the same opportunity record.


    It gives representatives, managers, design coordinators and operations teams access to the same customer and opportunity information.

  • How is solar CRM different from a general CRM?

    A general CRM mainly manages contacts, deals and sales activity, while solar CRM software also tracks the solar-specific information required to move an opportunity forward. This can include electricity usage, utility information, site details, design requests, proposal status and the eventual handoff into project delivery.

  • What makes Sunbase Solar CRM different from other solar CRM platforms?

    Sunbase connects solar CRM with the wider sales and project workflow rather than operating as an isolated customer database.


    Customer, utility, property, proposal and contract information can remain connected as an opportunity moves into system design and project delivery. Sales stages, user roles, approvals, automation and reporting can also be configured around the company’s operating process.

  • How does Sunbase Solar CRM Software replace disconnected solar sales tools?

    Sunbase Solar CRM Software combines customer management, sales pipelines, appointments, communication, automation, documents, proposal activity and project handoffs within one connected platform.


    Instead of maintaining separate records across a CRM, spreadsheets, inboxes and project trackers, teams can manage the opportunity through one customer record from inquiry to project handoff.

  • What information can be managed in Sunbase Solar CRM?

    Sunbase Solar CRM can organise customer details, property information, utility data, electricity usage, qualification notes, appointments, communication, documents, design-request status, proposal progress and project-handoff requirements.


    The fields, stages and record structure can be configured around the information required by the solar company.

  • Can Sunbase Solar CRM manage leads from different sources?

    Yes. Sunbase Solar CRM can organise opportunities generated through websites, marketing campaigns, referrals, partners, incoming calls and field-sales activity.


    Each opportunity can retain its lead source, assigned representative, qualification status, sales stage and next required action. Managers can then review pipeline and conversion performance by source.

  • Can Sunbase Solar CRM automate solar sales follow-ups?

    Yes. Sunbase Solar CRM Software can automate lead assignments, appointment reminders, task creation, customer follow-ups, internal notifications and stage-based actions.


    Automation can be configured around the company’s sales process while keeping every opportunity connected to an assigned owner, activity history and next action.

  • Can Sunbase Solar CRM Software support office and door-to-door solar sales teams?

    Yes. Sunbase Solar CRM Software can manage digital, referral and field-generated opportunities within the same Solar CRM.


    Office and field teams can coordinate territories, representative assignments, appointments, customer activity, follow-ups and sales progress without creating separate customer records for each sales channel.

  • Can Sunbase Solar CRM connect solar sales with design and project delivery?

    Yes. Customer, utility, property and site information collected during the sales process can remain available when the opportunity moves into system design, proposal preparation and project delivery.


    This reduces repeated data entry and gives design and operations teams access to the customer requirements, documents and commitments already recorded by sales.

  • Can Sunbase Solar CRM be configured around an existing solar sales process?

    Yes. Sunbase Solar CRM can be configured around a company’s qualification criteria, sales stages, user roles, territories, approval processes, automation, dashboards and reporting requirements.


    This allows residential installers, commercial contractors, dealer networks and EPC teams to standardise their workflows without following the same fixed CRM structure.

  • How much does Sunbase Solar CRM cost?

    Sunbase Solar CRM Software plans start from $59 per user per month.


    Final pricing depends on the number of users, selected modules, workflow configuration, reporting requirements, integrations and implementation support. Companies can select the capabilities required for their operations rather than following a fixed software package.

  • How long does Sunbase Solar CRM implementation take?

    Sunbase Solar CRM implementation time depends on the number of users, existing data, selected modules, workflow complexity and integration requirements.


    The process typically includes reviewing the existing sales workflow, configuring the CRM, preparing data, setting up roles and automation, training users and launching the agreed process.

Ready to Manage Your Solar Sales Workflow in One CRM?

Bring customer information, sales activity, appointments, follow-ups, proposals and project handoffs into one configurable Solar CRM.

Tell us how your team currently manages opportunities. We will show you how Sunbase can be configured around your sales process.

Book a Sunbase Solar CRM Demo →

Plans start at $59/user/month · No long-term contracts required · Cancel any time