Last Updated
Overview
Solar CRM provides specialized management software for solar companies, streamlining the sales lifecycle from lead to order. While some of its advanced customization features can be complex for beginners, its pre-configured solar workflow and responsive support make it a compelling choice for small businesses.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Solar CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Solar CRM?
Solar CRM is a specialized customer relationshiop management (CRM) software designed for small and medium rooftop solar installers seeking to organize their operations on a single platform. It delivers key industry solutions, offering a pre-configured yet customizable sales process, tools for creating custom proposals, and financial forecasting capabilities. By centralizing lead management and sales pipeline tracking, the software enables businesses to minimize lost opportunities, enhance team efficiency, and manage the entire customer journey, from initial contact to project completion.
Solar CRM Pricing
Solar CRM cost offers multiple tiers, including:
- Starter Plan: $45/month
- Pro Plan: $95/month
- Growth Plan: $195/month
Disclaimer: The pricing is subject to change.
Solar CRM Integrations
Who Is Solar CRM For?
Solar CRM is ideal for a wide range of solar sectors, including:
- Rooftop solar installers
- Small to medium-sized solar businesses
- Renewable energy sales teams
Is Solar CRM Right For You?
Solar CRM is a strong fit for small or medium-sized solar businesses seeking a straightforward way to digitize their sales process. Its standout appeal is its pre-configured solar workflow, which eliminates the complexity of generic CRMs and allows for rapid deployment. Its ability to generate fully customized proposals with pricing calculations helps accelerate the sales cycle. The system also sends automated email alerts to keep team members informed of progress and required actions, enhancing overall efficiency.
Is Solar CRM the right fit for you? For further assistance, please get in touch with our customer support team at (661) 384-7070.
Solar CRM Features
Lead Management
This feature provides end-to-end tracking of your solar sales pipeline from a single, centralized dashboard. It helps organize all leads and monitor important sales activities to minimize leakage and ensure that no potential customer is overlooked during the process.
Customized Sales Process
The software provides a pre-configured sales process tailored for the solar industry, guiding teams from lead capture to final order. This structured workflow, which includes stages like site survey and proposal generation, is fully customizable to align with your company's specific operational methods.
Custom Proposal Templates
Generate professional, branded proposals quickly using customizable templates. The system enables you to incorporate pricing calculations, standard terms and conditions, and financial forecasting, streamlining a critical part of the sales cycle and delivering quotes to clients faster.
Workflow Automation
The platform features automated workflows to manage key stages, including site surveys and design approvals. It sends regular email alerts to keep team members informed of project progress and required actions, which helps enhance overall team efficiency and reduce delays.
End-To-End Tracking
Gain real-time visibility into your sales funnel and team performance. This feature enables managers to monitor the entire sales process, track all key activities, identify potential bottlenecks, and assist the team in improving its effectiveness and closing more deals.
Pros And Cons of Solar CRM
Pros
Automates repetitive sales tasks
Responsive and flexible customer support
Specialized for solar industry workflow
Cons
Lacks some advanced features according to some users
Limited third-party software integrations
Solar CRM Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 1-10 employees
“Reliable tool with efficient processes”
Pros
I appreciate how quickly they respond when issues come up and work with us to find better solutions. The flexibility they show and willingness to adapt has really made this partnership successful.
Cons
Nothing really bothers me about it, the developers expertise and quality of work is what stands out most
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Frequently Asked Questions
What level of support does Solar CRM offer?
All plans include online training. The Growth plan offers fast-tracked support, and the website provides an email and phone number for support inquiries.
Does Solar CRM have a mobile app?
No, Solar CRM does not have a standalone mobile app.
Who are the typical users of Solar CRM?
The typical users are small to medium-sized rooftop solar installation companies looking for easy-to-use tools to manage their sales and project workflows.
What other apps does Solar CRM integrate with?
The official website for Solar CRM does not mention third-party integrations. Users can schedule a Solar CRM demo to learn more about the integrations.
What types of pricing plans does Solar CRM offer?
Solar CRM price comes in a tiered structure with three plans: the Starter Plan at $45/month, the Pro Plan at $95/month, and the Growth Plan at $195/month. Request a personalized Solar CRM pricing quote for your business today!
Does Solar CRM offer an API?
Solar CRM does not offer an API.
What language does Solar CRM support?
Solar CRM supports the English language.