What is a Solar CRM Software?

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 do solar companies need a dedicated Solar CRM?

Solar companies deal with complex workflows — from canvassing to proposal to installation. A dedicated Solar CRM like Sunbase connects every step, helping teams handle leads, design approvals, financing, and customer communication in one seamless flow.

How does Sunbase Solar CRM help improve sales performance?

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

Can Sunbase Solar CRM create and send solar proposals?

Yes. Sunbase includes a built-in proposal generator that lets you create customized, branded solar proposals in minutes. You can include financing options, system designs, and ROI reports — and send them digitally for e-signature and instant approval.

Does Sunbase Solar CRM integrate with solar design and financing tools?

Absolutely. Sunbase Solar CRM integrates with solar design platforms, financing APIs, and project management modules. This helps your team move seamlessly from site design and loan approval to proposal generation and installation tracking.

How does Sunbase Solar CRM help installers and EPCs stay organized?

Sunbase centralizes all customer data, site surveys, documents, and communication in one dashboard. Installers, designers, and project managers can collaborate easily without switching tools — ensuring smooth transitions from lead to installation.

Can Sunbase Solar CRM track commissions and team performance?

Yes. Sunbase Solar CRM includes smart analytics dashboards to track lead conversion rates, proposal turnaround time, and commissions. Managers can monitor sales performance and forecast revenue with real-time accuracy.

Is Sunbase Solar CRM suitable for both residential and commercial projects?

Yes. Whether you manage residential rooftops or large C&I installations, Sunbase Solar CRM adapts to your workflow. You can customize pipelines, pricing templates, and proposal formats to suit your business model.ioScope

Can Sunbase Solar CRM help automate follow-ups and reminders?

Yes. The automation engine in Sunbase Solar CRM ensures every lead gets timely communication. From auto email sequences to scheduled follow-ups, it keeps your prospects engaged without manual effort.

Can I track project progress using Sunbase Solar CRM?

Yes. Sunbase connects CRM data with project management tools, letting you track every job from signed proposal to installation completion. This eliminates miscommunication and ensures projects stay on time and within budget.

Solar CRM Software for Installers, Sales Teams, and EPC Companies

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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Dashboard view of Sunbase Solar CRM software for solar installers and EPC companies

Solar CRM That Knows How EPCs Really Work

From Lead to Installation

Sunbase Solar CRM helps solar companies automate sales, proposals, and project management to scale faster with less manual work.

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.

Talk to a Solar CRM Expert

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

Lead Qualification & Management

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

Prospect & Client Data Management

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

Solar Proposal Generation

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

Financing & Incentive Management

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

Document & File Storage

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

Digital Paperwork & E-Signatures

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

Sales Monitoring & Performance Analytics

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

Appointment & Scheduling Automation

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

Door-to-Door Canvassing Optimization

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

Targeted Database

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

Referral Program Automation

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

Real-Time Business Insights & Reporting

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

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 CRM platform showing lead tracking, proposals, and project pipeline overview

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

Boost Conversion Rate

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

Cut Lead Response Time

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

Increase Team Productivity

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

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

Integrated Web Forms

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

Remote Data Collection

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

Opt-In Auto-Responder

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

Lead Auto-Assigning

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

SMS/Email Notifications

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

Utility Bill Requester

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

Automated Follow-Up

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

Upload Photos/Attachments

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

Integrations

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

Everything Solar Teams Ask About Solar CRM Software

What is a Solar CRM Software?

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 do solar companies need a dedicated Solar CRM?

Solar companies deal with complex workflows — from canvassing to proposal to installation. A dedicated Solar CRM like Sunbase connects every step, helping teams handle leads, design approvals, financing, and customer communication in one seamless flow.
How does Sunbase Solar CRM help improve sales performance?

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
Can Sunbase Solar CRM create and send solar proposals?

Yes. Sunbase includes a built-in proposal generator that lets you create customized, branded solar proposals in minutes. You can include financing options, system designs, and ROI reports — and send them digitally for e-signature and instant approval.
Does Sunbase Solar CRM integrate with solar design and financing tools?

Absolutely. Sunbase Solar CRM integrates with solar design platforms, financing APIs, and project management modules. This helps your team move seamlessly from site design and loan approval to proposal generation and installation tracking.
How does Sunbase Solar CRM help installers and EPCs stay organized?

Sunbase centralizes all customer data, site surveys, documents, and communication in one dashboard. Installers, designers, and project managers can collaborate easily without switching tools — ensuring smooth transitions from lead to installation.
Can Sunbase Solar CRM track commissions and team performance?

Yes. Sunbase Solar CRM includes smart analytics dashboards to track lead conversion rates, proposal turnaround time, and commissions. Managers can monitor sales performance and forecast revenue with real-time accuracy.
Is Sunbase Solar CRM suitable for both residential and commercial projects?

Yes. Whether you manage residential rooftops or large C&I installations, Sunbase Solar CRM adapts to your workflow. You can customize pipelines, pricing templates, and proposal formats to suit your business model.ioScope
Can Sunbase Solar CRM help automate follow-ups and reminders?

Yes. The automation engine in Sunbase Solar CRM ensures every lead gets timely communication. From auto email sequences to scheduled follow-ups, it keeps your prospects engaged without manual effort.
Can I track project progress using Sunbase Solar CRM?

Yes. Sunbase connects CRM data with project management tools, letting you track every job from signed proposal to installation completion. This eliminates miscommunication and ensures projects stay on time and within budget.

Ready to transform your Solar business?

Request Demo