Solar CRM Software Built for Solar Installers

Accelerate Your Sales. Automate Your Workflow. Close More Solar Deals.

✅ Fast lead response
✅ Smart proposal generation
✅ Seamless financing tools
✅ Real-time sales tracking

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Solar CRM

Solar-Specific CRM – Not Just Another Generic Tool

Designed for solar companies of all sizes, Sunbase combines sales, proposal, finance, and field operations in one easy-to-use platform. Say goodbye to juggling multiple tools.

48%

Faster Lead Response Time

Engage leads instantly for quicker conversions.

29%

More Deals Per Sales Rep

Empower your team to close more deals efficiently.

98%

Uptime Guarantee

Ensuring continuous access for your business.

95%

Customer Satisfaction Rate

Trusted by users for exceptional service & results.

Solar CRM Features to Streamline, Scale, and Grow Your Solar Business

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Lead Qualification & Management

Capture, track, and manage your leads from all sources in one central hub, ensuring no opportunity is missed.

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Prospect & Client Data Management

Organize, access prospect  & customer information in real-time to personalize interactions and follow-ups.

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Create customized solar proposals in minutes with accurate cost estimates and system designs, ready for client.

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Financing & Incentive Management

Track and manage solar financing programs, incentives, and eligibility to transactions and quick approvals.

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Document & File Storage

Securely store contracts, images, utility bills, and other essential documents in a single, easily within the CRM.

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Digital Paperwork & E-Signatures

Eliminate paperwork by automating contract signatures, proposal approvals, and document management

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Sales Monitoring & Performance Analytics

Create customized solar proposals in minutes with accurate cost estimates and system designs, ready for client.

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Appointment & Scheduling Automation

Boost your lead acquisition efforts with integrated web forms, referral programs, and automated scheduling.

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Door-to-Door Canvassing Optimization

Equip your door-to-door teams with advanced route planning,  and activity tracking to increase field sales.

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Targeted Database

Segment your customer database to enabling precise marketing campaigns and higher engagement.

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Referral Program Automation

Harness the power of satisfied customers by automating referral tracking and rewarding them.

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Real-Time Business Insights & Reporting

Leverage built-in reporting tools and analytics to gain valuable insights into sales trends, and conversion rates.

Why Sunbase is the Best Solar CRM for Installers and Sales Teams

Solar-Specific Tools for Better Conversions

Benefit from industry-specific features such as value analysis tools and easy-to-create solar proposals. These tools empower your sales team to close more deals with accurate, compelling, and personalized offers.


Easy-to-Use Interface and Support

Sunbase Solar CRM is designed for ease of use, even for teams with limited technical experience. With intuitive design, instructional videos, and live customer support, you can get up and running quickly and smoothly.

Seamless Integration with Marketing Efforts

Integrate your marketing campaigns effortlessly with Sunbase Solar CRM. Leverage automated email/SMS responses, set up lead capture forms, and keep your pipeline full with consistent engagement.

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Solar Sales Software

Your Complete Solar CRM Toolkit for Sales, Proposals, and Project Success

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Boost Conversion Rate

Industry-specific tools with automated follow-ups, custom proposals & financing options convert more.

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Cut Lead Response Time

Automated alerts and lead assignment ensure no opportunity slips through the cracks to act promptly and efficiently.

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Increase Team Productivity

Streamlined workflows, centralized customer data, From lead management to proposal generation.

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Increase Client Retention

With automated follow-ups, personalized engagement, drives higher customer satisfaction.

Without Sunbase Solar CRM

Disorganized Lead Management

Manual Follow-ups

Time-Consuming Proposal Creation

Fragmented Customer Data

Lack of Performance Tracking

Disjointed Financing Management

With Sunbase Solar CRM

Streamlined Lead Management

Automated Follow-ups

Faster Proposal Creation

Centeralized Customer Data

Real-Time Performance Insights

Integrated Financial Management Tools

Key Features That Make Sunbase the Ultimate Solar CRM

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Integrated Web Forms

Easily capture leads by embedding forms on your website that automatically push data into your CRM.

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Remote Data Collection

Collect relevant factors from your office to assess if a prospect's location is suitable for solar.

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Opt-In Auto-Responder

Instantly engage prospects with welcome messages via email or SMS when they sign up on your site.

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Lead Auto-Assigning

Automatically assign leads to sales reps based on territories, availability, or other criteria.

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SMS/Email Notifications

Receive instant alerts for new leads entered on your website to improve response time.

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Utility Bill Requester

Enable contacts to upload copies of their electric bills for review directly into their record.

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Automated Follow-Up

Create follow-up templates that automatically send based on scheduled triggers.

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Upload Photos/Attachments

Store images, PDFs, and other files in contact records for easy access.

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Integrations

Seamlessly integrate with design, financing, management and sales platforms.

Everything You Need to Know About Solar CRM

  • What is a Solar CRM and how does it help solar companies?

    A Solar CRM is a customer relationship management system tailored for solar installers and sales teams. It streamlines lead management, automates follow-ups, simplifies proposal creation, integrates financing, and tracks performance — all in one place.

  • Why choose a solar-specific CRM over a general CRM?

    Unlike generic CRM tools, a Solar CRM is tailored to solar-specific workflows, like solar project stages, utility data tracking, proposal redlines, and panel system configurations. This industry focus means faster onboarding, fewer workarounds, and features created just for solar operations.

  • What are the must-have features in a Solar CRM platform?

    Look for features like:


    Lead auto-assignment and scoring


    Proposal generation with system design tools


    Financing and incentive integration


    E-signatures and document storage


    Door-to-door canvassing tools


    Real-time sales dashboards and reporting

  • Is implementing Solar CRM difficult or time-consuming?

    Modern Solar CRMs are designed for quick setup. Most offer intuitive UIs, onboarding support (training sessions, templates), and sometimes even migration assistance. Typically, you can be up and running in days or weeks, not months.  

  • How much does Solar CRM cost, and is it worth the investment?

    Pricing varies by company size and feature needs. However, even small teams see ROI by saving hours weekly, increasing deal volume, and improving customer experience. Book a demo to see pricing that fits your business. 

  • Can Solar CRM manage both residential and commercial solar projects?

    Yes. A robust Solar CRM can handle both small-scale residential jobs and complex commercial installations, with customizable workflows and permissions for each project type.

  • Does Solar CRM work on mobile devices and integrate with field tools?

    Absolutely. Top CRMs like Sunbase offers mobile apps or responsive dashboards that work on phones and tablets, allowing reps and installers to access project data, upload photos, and manage leads on the go.



  • What integrations should a Solar CRM support?

    A high-performing Solar CRM should seamlessly integrate with tools across your entire solar workflow from sales to install. This includes:


    Solar design tools like Aurora Solar and HelioScope


    Financing platforms such as GoodLeap, Mosaic, or Sunlight Financial


    Project management apps like Trello, Buildertrend, or Monday.com


    Marketing and communication tools for email, SMS, web forms, and calendar sync


    Accounting software and ERPs for streamlined operations and invoicing


    With Sunbase, you don’t need multiple tools. Our all-in-one Solar CRM already connects these features under one unified platform with no extra integrations needed.

  • How secure is the customer data in Solar CRM?

    Leading Solar CRM like Sunbase provides enterprise-grade cloud infrastructure, role-based access control, data backups, and compliance with data protection laws like GDPR or CCPA.

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