The best solar CRM in 2026 is Scoop, a powerful platform designed specifically for solar businesses to streamline lead management, project coordination, and field operations. But depending on your workflow, budget, and team size, other options may suit your needs better.
In this guide, we’ve highlighted the top solar CRM solutions, breaking down their strengths, drawbacks, and key features to help you make the right choice.
1. Scoop
Scoop is an operations-focused solar CRM designed to centralize sales, project management, and field operations for clean-energy companies. It supports end-to-end workflows, from lead intake to installation and O&M, while offering unlimited users and storage, customizable processes, and mobile-friendly field data capture. Its goal is to streamline communication, reduce manual work, and provide a single source of truth across teams.
Pros
- Customizable workflows: Highly flexible checklists, mobile forms, and process automation that can be tailored to solar-specific tasks.
- Unified operations: Combines CRM, project management, and field operations so teams can track leads, permits, installations, and service in one platform.
- Strong customer support: Users frequently highlight responsive onboarding and ongoing support that helps teams implement and optimize the tool.
- Scalable for growing teams: Supports large volumes of projects and field activities without per-user fees, helping companies scale operations efficiently.
- Centralized data: Reduces duplicate entry and fragmented tools by storing documents, photos, and project information in one location.
Cons
- Time-intensive setup: Extensive customization capabilities can lead to longer onboarding and configuration periods.
- Less suited for advanced construction tasks: Some highly technical or engineering-heavy project requirements may be better served by specialized construction-management tools.
2. Insightly
Insightly is a cloud-based CRM designed to help businesses manage the entire customer lifecycle, from lead capture to project delivery. Its combination of sales management, project tracking, and workflow automation makes it a strong contender for solar companies that want to centralize operations.
Pros
- User-friendly interface: The dashboard and navigation are intuitive, making adoption easier for teams.
- Customization and flexibility: Users can tailor pipelines, fields, and dashboards to match their solar sales and installation workflows.
- Integration ecosystem: Works with thousands of third-party tools, including financial, document-signing, and communication platforms.
- Combined CRM and project management: Supports the full lifecycle from lead to installation, reducing the need for additional project-tracking software.
Cons
- Learning curve: While user-friendly, configuration and advanced features can require time and training.
- Pricing limitations at lower tiers: Key features like workflow automation and email sequences may only be available in higher-priced plans.
- Feature gaps for scaling: Larger or more complex solar companies may find Insightly less robust than enterprise-grade CRMs.
3. Sunbase
Sunbase is a cloud-based, solar-specific CRM designed to streamline the full customer journey, from lead capture and proposal generation to project management and field operations. Unlike generic CRMs that require heavy customization, Sunbase provides industry-tailored tools such as automated lead routing, integrated financing options, proposal creation, and mobile access for sales and installation teams.
Pros
- Solar-specific workflows: Built-in features for lead management, proposal generation, financing, and incentive tracking.
- Unified platform: Combines CRM, sales, proposals, and operations, reducing the need for multiple tools.
- Automation capabilities: Streamlines follow-ups, notifications, and task routing to improve lead response times.
Cons
- Limited pricing transparency: Costs are not publicly listed and typically require a demo or quote.
- Setup complexity: Admins without technical expertise may find customization and initial configuration challenging.
- Integration limitations: Fewer third-party integrations compared with major generic CRMs.
- Variable platform maturity: Some reviewers note that certain features feel less developed than long-standing CRM competitors.
4. Contractors Cloud
Contractors Cloud is an all-in-one CRM and project-management platform built for contractors, including solar installers across North America. The system brings together lead management, estimating, proposal creation, workflow automation, scheduling, client communication, and financial reporting.
Pros
- Robust feature set: Offers CRM, project management, workflow automation, reporting and financial tracking all in one platform, reducing the need for multiple tools.
- Strong customization: Provides highly adaptable workflows that can be tailored to solar-specific processes, including permitting, site assessments and installation milestones.
- Improved communication: Includes team chat features and client-facing portals that help streamline communication between office staff, field crews and customers.
Cons
- Mobile usability concerns: Field staff may find the mobile interface less intuitive, particularly when uploading photos or updating project notes on site.
- Higher cost for teams: Pricing can escalate as more users or advanced features are added, which may challenge smaller solar businesses.
- Occasional interface issues: Some reviewers note that the platform can feel cluttered or confusing until fully customized.
5. OpenSolar
OpenSolar is a cloud-based solar design, sales, and project management platform that includes a built-in CRM tailored for solar installers. Designed to streamline the entire customer journey, OpenSolar combines multiple operational tools in a single, cost-effective system. One of its biggest differentiators is its free-to-use core software model, which makes it especially appealing for small and mid-sized solar companies looking to reduce software expenses without sacrificing functionality.
Pros
- Cost-effective model: The platform’s free core offering provides significant value for installers who want professional-grade tools without subscription fees.
- All-in-one workflow: Integrates CRM, design, proposals, e-signatures, payments, and project management within a single ecosystem.
- Customizable workflow: Lets users set up custom project stages, assign tasks, and manage team permissions for better operational control.
- User-friendly interface: Generally praised for being intuitive and easy to onboard new team members.
- Cloud accessibility: Works globally across devices, supporting field teams and distributed operations.
Cons
- Imagery limitations: Default map and roof imagery can be lower resolution, requiring optional paid upgrades for more accurate designs.
- Learning curve for complex operations: Some advanced commercial or highly specialized projects may require more robust design or CRM features than OpenSolar offers.
- Limited depth for enterprise needs: Larger installers with complex workflows or engineering-heavy projects may find the platform less comprehensive than specialised enterprise tools.
- Partner-dependent advanced features: Certain capabilities rely on external integrations, which may vary by region or introduce added costs.
6. JobNimbus
JobNimbus is a cloud-based CRM and project management platform built for contractors, including solar, roofing, and exterior services. It helps teams manage leads, jobs, documents, scheduling, and field operations in a single connected system.
Pros
- Customizable workflow: Offers flexible board and status structures that can be tailored to different stages of the solar sales and installation process.
- Unified sales-to-installation management: Integrates CRM, project management, task tracking, and job scheduling in one platform.
- Strong field mobility: Provides a feature-rich mobile app that supports site visits, field updates, and real-time communication.
- Contractor-focused design: Built with contractor workflows in mind, making it relevant for solar installers who also handle roofing or other exterior work.
- Good value for SMBs: Considered cost-effective for small and medium-sized solar businesses that need both sales and operational tools.
Cons
- Not fully solar-native: Lacks some solar-specific features and may require customization to match industry workflows.
- Time-consuming setup: Workflow and automation configuration can take effort, especially for teams new to CRM systems.
- Inconsistent mobile performance: While powerful, the mobile app receives mixed feedback regarding usability and speed.
7. Freshworks
Freshworks CRM is a sales-driven, user-friendly platform that helps businesses organize leads, monitor deal progress, and maintain centralized communication. For solar companies, it delivers strong value through its intuitive design, CAD-based pricing, and multi-channel tools that bring email, phone, chat, and social interactions together in one place.
Pros
- Ease of use: Its clean interface and quick setup process make it ideal for solar teams that need a fast, low-complexity deployment.
- Affordable pricing: Includes a free plan and cost-effective CAD-denominated tiers, making it appealing to small and mid-sized solar businesses across North America.
- Multi-channel communication: Consolidates calls, emails, chat conversations, and social messages so that no solar lead gets overlooked.
- AI-powered lead scoring: Helps sales reps pinpoint high-intent prospects and manage pipelines more efficiently.
- Strong automation: Supports workflows for follow-ups, reminders, lead routing, and email sequences, reducing manual administrative tasks.
- Solid integration options: Connects easily with email platforms, calendars, productivity tools, and common business apps used by solar teams.
Cons
- Limited advanced customization: May lack the deeper workflow flexibility required by large or highly specialized solar companies.
- Feature restrictions on lower plans: Tools such as multiple pipelines or advanced analytics are only available on higher-tier subscriptions.
- Upgrade-related concerns: Certain reviewers note pressure to upgrade or find renewal terms less transparent.
- Reporting limitations: Analytics may feel basic for solar businesses needing detailed insights on project ROI, installation schedules, or operational performance.
8. Shape Software
Shape Software is a cloud-based CRM and automation platform designed to support sales, marketing, and operational workflows. Its dedicated solar CRM offering includes lead management, referral partner tracking, integrated calling and texting, appointment scheduling, workflow automation, and mobile accessibility. These capabilities make it a strong option for solar companies aiming to centralize communication, streamline sales pipelines, and improve lead conversion efficiency.
Pros
- Strong sales and marketing automation: Supports advanced workflows, drip campaigns, lead scoring, and automated follow-ups.
- Built-in communication tools: Offers integrated calling, email, and SMS/MMS directly within the CRM for faster outreach.
- Solar-specific workflows: Includes industry-focused features like lead-source tracking, partner management, and customizable solar templates.
- Responsive customer support: Frequently praised for quick assistance and helpful onboarding.
Cons
- Higher cost compared to basic CRMs: Pricing and add-ons may be expensive for smaller solar businesses.
- Learning curve for advanced features: The breadth of customization and automation can require time to fully configure.
- Performance concerns: Occasional feedback mentions bugs or slow performance in certain workflows.
- Reporting limitations: Analytics features may not be as robust as those of dedicated BI tools.
How To Choose The Right Solar CRM?
Understand Your Pain Points
- Lead Management Issues: A CRM can organize prospect information and track where each potential client stands in your sales funnel, helping you focus on high-value opportunities.
- Data Disorganization: Solar businesses need structured information storage to access client details quickly during follow-ups.
- Manual Process Overload: Identify whether your team spends too much time on paperwork instead of selling solar solutions.
- Inconsistent Client Communication: Analyze if your customer follow-ups are happening regularly or falling through the cracks.
- Market Analysis Challenges: Determine if you need better insights into your sales performance to make informed decisions.
- Complex Project Tracking: Solar installations involve many steps – recognize if you’re struggling to manage these efficiently.
- Small Team Limitations: Consider if your staff is stretched too thin and could benefit from automated assistance.
Recognizing these specific pain points will help you choose a CRM that addresses your exact needs rather than paying for features you won’t use.
Compare Tools Based On Workflow Automations
The right tools can transform your operations through automated workflows. These solutions minimize manual data entry, allowing your sales teams to concentrate on closing deals. The best platforms offer different features that might align with your productivity goals, from tracking project milestones to optimizing internal work processes.
Look For Softwares That Are Easy to Use
Clean dashboard design that presents key information at a glance without overwhelming users. Minimal training requirements so your team can start using the system quickly with limited instruction. Intuitive navigation that avoids forcing staff to click through multiple screens to find what they need. Mobile accessibility for field teams to access customer data easily while on installation sites.
A visual pipeline view that shows sales progress clearly and at a glance. Quick data entry with streamlined forms and input screens to save time. Free trial periods to evaluate whether the software improves your workflow before committing.
Self-service learning resources, such as tutorials, to help users develop skills independently. Customizable reports that let nontechnical users create better reports.
User-friendly CRM systems encourage adoption across your organization and reduce resistance to new technology. When software is easy to use, your team can add more value through customer interactions rather than fighting with complicated tools.
Make Sure The CRM Is Customizable for Different Solar Segments
Residential project fields should include roof type, household energy consumption, and homeowner financing preferences. For commercial installations, choose a CRM that tracks larger projects with multiple decision-makers and longer sales cycles, and for utility-scale projects select systems that manage extended timelines and map complex stakeholder relationships.
Ensure the customer service module is flexible so you can tailor support approaches to different client types, and provide the ability to create separate, tailored sales pipelines for each market segment. The CRM should use industry-specific terminology familiar to solar professionals at every level and support customizable marketing campaigns to reflect segment-specific outreach.
Finally, prioritize platforms with structures that accommodate growth as you expand into new solar markets and reporting features that allow different business units to access the specific analytics they require.
A properly configured CRM becomes an extension of your unique business approach rather than forcing you to change how you operate. Take time to ensure the system can support your specific solar industry requirements.
Look For Integrations With Your Existing Tools
- Accounting Software Connection: Integration with QuickBooks or other financial systems prevents double data entry and keeps records consistent.
- Communication Platform Sync: Connection with email and messaging apps ensures all client interactions are tracked in one place.
- Website Form Capture: Forms that automatically create leads in your CRM make your website a more effective sales tool.
- Calendar Coordination: Integration with scheduling tools helps manage site visits and follow-ups without confusion.
- Cloud Storage Access: The ability to link documents from services like Google Drive keeps important files readily accessible.
- Call Tracking Systems: Phone integration ensures conversations are logged automatically for better follow-up management.
- Solar Design Software: Connections to design tools streamline the process from concept to proposal.
- E-signature Services: Integration with signing platforms helps close deals faster when customers are ready.
- Team Collaboration Tools: Links to internal communication systems improve coordination across departments.
The right integrations reduce manual work, minimize errors, and provide a complete view of your business activities. Your team can focus on meaningful customer interactions instead of managing disconnected systems.
Frequently Asked Questions About The Best Solar CRMs
Why do solar companies need a CRM?
Solar businesses thrive when they manage customer relationships effectively. A good CRM system helps track leads from initial contact through installation, keeping all client information organized in one central location. Your team can access customer histories, quotes, and communication logs instantly, which cuts administrative time dramatically.
The right system allows your company to analyze sales patterns, measure marketing effectiveness, and identify opportunities for growth that might otherwise go unnoticed.
What features should a good solar CRM include?
Look for comprehensive lead management capabilities that capture prospect information from multiple sources and automatically assign leads based on territory or expertise.
- Calendar integration with scheduling tools helps coordinate site assessments and installations without double-booking your technicians.
- Mobile access proves essential for field teams who need customer data during property visits or installations.
- Proposal generation tools that calculate system sizes, costs, and potential savings make your sales process more efficient.
- Document storage for permits, contracts, and design plans keeps everything accessible when needed.
- Reporting functions should offer visibility into your sales pipeline, conversion rates, and team performance metrics to help guide business decisions.
How does a solar CRM improve sales performance?
A quality solar CRM transforms how your sales team operates by providing clear visibility into which prospects are most likely to convert. Sales representatives can prioritize their efforts based on lead scoring and activity tracking, focusing energy where it matters most.
The system stores detailed notes about customer preferences and concerns, enabling personalized follow-ups that resonate with potential buyers. Automated reminders ensure no opportunity slips through cracks, while proposal templates speed up the creation of professional quotes.
Companies using solar-specific CRMs typically see shorter sales cycles and higher closing percentages.
