What Matters the Most When Selecting Solar CRM Software?

Emission reduction and energy-saving have become global interests. The solar industry is increasing at a breakneck pace. Along with lucrative opportunities, there are several challenges in the solar industry.

Convincing customers and closing sales is a strenuous task. Companies need an excellent product like solar CRM software to sustain business growth. This article will help you understand what solar businesses need to look at when selecting CRM software.


Every solar business has unique requirements. Having your solar CRM software customized to match your workflows save time. It also streamlines work for your team that needs to get done. Customization allows solar businesses to have proprietary workflows that differentiate them from competitors using out of the box CRM.

Works on All Devices

Mobility is an essential aspect of solar businesses. A solar CRM tool that works on desktops, mobiles, and smartphones is a great thing. It allows you to access essential sales and project data from any place. It does not matter whether you are in an office or on a roof completing a project.

Job Sharing

Solar projects are vulnerable to mechanical or electrical breakdown. Solar businesses need to keep clients and insurance adjusters in the loop when executing projects. The job sharing feature allows solar businesses to keep all stakeholders updated about current state and progress of the project


Managing a solar business is like any other business. Its success largely depends on completing the projects in the budget. The solar CRM software should have intelligent budgeting features that help solar business owners to develop a budget for a project and keep track of job expenses. It should allow you to set limits that will prevent projects from going over-budget.

Template Builder

Creating proposals from scratch is a time-consuming process. It includes different sections like highlighting the background of your solar business design, proposed budget, design, and installation of solar systems, timeline, and ROI. The CRM software should include a template builder that allows solar businesses to create contracts and proposals required for solar installations.

The CRM software should include a template builder that allows solar businesses to create contracts and proposals required for solar installations.  The templates should be 100% customizable that provides editing and copying images and content.


Getting insights into sales is vital to improving your closure rate. The CRM should offer custom reports for lead resources, sales pipeline, and team activity. The reporting tools should let you see more data that allows you to make better decisions.

Share Schedules

Solar businesses have large teams with different functions. You might have a team visiting the site for solar installation or maintenance or an office visit for sales. The CRM should complete information on individual job allocations. Your team members should be capable of seeing their assignments for the day from the mobile CRM app.

Sales and Project Pipeline Visualization

There is no business with sales. A sales pipeline can be a visual representation of every stage in your sales process. The sales pipeline visualization helps you identify where your qualified leads are buying solar installations in the journey. Similarly, a project pipeline enables you to stay on top of daily work.

Every solar CRM is different, so take your time in choosing the right solution. The CRM you choose for solar business must meet your needs in terms of general usage and functionality.