Trusted by leading solar companies
Solar CRM is the all-in-one platform purpose-built for Australian solar companies. From first enquiry to final installation — every lead, quote, job, and customer in one place.
Integrated with
Trusted by leading solar companies
Most solar companies are stuck managing leads across spreadsheets, emails, and disconnected tools. It kills conversions and burns out your team.
No centralised system means hot leads go cold while your team chases the wrong prospects. Opportunities are lost every day.
Sales reps don't know who to call next. Managers can't see what's in the pipeline. Follow-ups are missed or duplicated.
Building quotes in Word docs, emailing PDFs back and forth, and chasing approvals eats up time your team should spend selling.
You can't improve what you can't measure. Without live dashboards, you're always making decisions based on yesterday's data.
No idea what panels, inverters, or batteries are in stock, allocated, or en route. Installations get delayed and customers frustrated.
Missing STC documents, unsigned consent forms, and lost warranties create legal exposure and damage customer trust.
From capturing a lead to collecting the final payment — Solar CRM covers every step so your team spends less time on admin and more time selling.
Capture, track, and manage every lead through a clear pipeline — from first enquiry to closed deal.
Generate professional quotes in minutes with dynamic multi-section sales forms built for the solar industry.
Never miss a follow-up again. Smart scheduling keeps your team on track and managers in control.
Professional invoices generated and tracked automatically. Customers can view and pay from their own portal.
Know exactly what's in stock, allocated, and in transit — across all your warehouses in real time.
Customisable dashboards and a powerful report builder give you the insights to make better decisions, faster.
All emails, SMS, and communications logged automatically — searchable, trackable, and fully auditable.
Stay compliant with digital consent forms, signature capture, STC tracking, and warranty management.
Built for scale. Support multiple installers, teams, and divisions under one roof with granular access control.
Solar CRM guides your team through every stage of the customer journey with clear workflows and smart automation.
Leads arrive from websites, referrals, partner portals, or manual entry — instantly added to the pipeline. No lead goes untracked.
Assign leads to sales reps, run quality control workflows, and produce professional solar quotes — all from within the platform.
Book installation appointments, allocate stock, manage jobs, and update customers with automated notifications.
Generate invoices, track payments, manage STC certificates, and review team performance with real-time dashboards.
Stop losing leads to spreadsheets and sticky notes. Solar CRM gives every lead a home — tracked from the moment it arrives to the moment it converts. Your whole team sees the same pipeline, in real time.
The fortune is in the follow-up. Solar CRM's smart planner shows exactly who needs contact today, tracks follow-up health scores for each rep, and automatically escalates overdue leads to closers.
Real-time dashboards and a powerful custom report builder give you complete visibility over your sales pipeline, team performance, and revenue — without waiting for end-of-month spreadsheets.
Solar CRM plugs into the platforms that power the Australian solar industry — so data flows automatically, without manual re-entry.
Sync solar design projects, KPIs, and system specs directly into your CRM automatically.
Sync battery system data from Pylon for complete battery lead and inventory tracking.
Real-time push notifications keep sales reps and managers instantly updated on leads.
All documents, consents, and media stored securely — scalable, reliable, always accessible.
Send automated and manual SMS messages — tracked and logged automatically.
Customisable email templates with delivery tracking — all emails logged to the customer record.
RESTful API and webhook support lets you connect Solar CRM to any external tool.
Built-in solar sizing calculator — run quick estimates right inside the lead or sales form.
"We went from managing leads in three different spreadsheets to having everything in one place. Our conversion rate improved by over 30% in the first 90 days."
"The follow-up planner alone was worth it. My reps never miss a callback now. The manager dashboard gives me full visibility without having to chase people for updates."
"The OpenSolar integration is a game changer. Our design and sales teams are finally in sync. Quotes go out faster and the data is always accurate."
Join solar companies across Australia who use Solar CRM to close more deals, serve customers better, and grow — without the chaos.
No lock-in contracts · No setup fees · Built for Australian solar companies