You may need a CRM for solar to manage solar installation processes, grow your business, and drive productivity. It can help you to manage interactions with both prospects and customers effectively.
Choosing the right solar CRM system can make all the difference in building strong relationships with customers, enhancing drip campaigns, increasing sales, and growing your business.
Best CRM For Solar
However, it can be challenging to find the most suitable CRM for you considering the wide range of available options. To help you cut the pile you have to siphon, we’ve chosen five CRM for solar we think might be resourceful to you.
Here they are:
| Best For | Top Features | ||
| 1. | SetShape | Optimizing the various steps in the service delivery process | Contract/license management Cash flow analysis Interaction tracking |
| 2. | Insightly | Building and converting sales pipeline. | Assignment management Appointment scheduling Activity tracking |
| 3. | Solar Graph | POS, customer, and inventory management | Electronic signature Inventory tracking Order management |
| 4. | Spotio | lead capturing, resource tracking, and sales pipeline management | Content management Contact management Contract/license management |
| 5. | Aurora Solar | Solar design, sales, and delivery. | Document storage Clash detection File import/Export |
1. SetShape – Best CRM for solar overall
SetShape is an all-in-one cloud-based solution for streamlining solar operations, managing contacts, and driving sales. It helps users capture leads from online sources, automate and manage Internet marketing and promotions, nurture prospects, organize pipelines, and accept payments.
SetShape ensures helps you keep everyone in your team up to date on the latest information by syncing calendars, emails, and to-do lists. Assignment tools and role permissions help users to promote accountability and protect customers’ sensitive data.
Email automation and SMS messaging tools work with an integrated dialer to assist users to manage their marketing promotions, such as drip campaigns, newsletters, and lead outreach.
Pros
- Its automated tools allow you to capture leads and send follow-up emails
- The CRM solution’s pre-built library of document templates permits you to send contracts, forms, invoices, and proposals to clients fast
- It integrates with other productivity tools, such as MailChimp, Zapier, Twilio, MS Office, and G Suite
- Allows you to manage promotions and marketing effectively with automated emails and SMS
- Data from its reporting features will help you make smart marketing and decision
Cons
- eSignature doesn’t work properly
- It will be great if some of the extra charges are included in the package
2. Insightly – Great tool for workflow automation and sales streamlining
Insightly is a modern and cost-effective CRM for enhancing collaboration, productivity, and remote working. It helps solar companies to streamline sales pipelines, build customer relationships, and improve productivity.
It’s straightforward, easy to customize, and scalable as businesses can upgrade to add more features as they grow. Users can add companion products for marketing automation and customer service.
Insightly is also great for managing fast-moving consumer products. It helps to keep your marketing, sales, and project management tasks aligned.
It can streamline processes and automate complex workflows, minimizing project timelines and enabling smooth handoffs between departments.
Pros
- It empowers solar brands to deliver services efficiently and close deals faster
- Enables solar brands to capture the right data about any interaction
- It allows solar businesses to actively manage every step of the customer journey
- Excellent integration with third-party apps
- Forever free plan for two users
Cons
- No phone support
- Workflow automation only on high-tier plans
3. Solargraf – Excellent tool for managing proposals
Solargraf is a CRM solution designed for solar installers, sales teams, lenders, and manufacturers. It helps manage proposals from any device.
Its common features include custom financing, shading analysis, proposal creation, e-signature, and project workflow.
This CRM solution allows users to design solar panel systems for roofs and build proposals using HD overhead imagery. With the Solargraf shade analysis feature, users will be able to edit the proposed location of solar panels to suit the premises’ light availability.
Solargraf permits its users to perform proposal negotiations with clients. This means that proposals can be denied, approved, signed, and edited in the CRM solution in real-time.
Pros
- Offers excellent sales proposals for presentation to clients
- Features easy to design tool
- The flow of data from loan options to project timeline is amazing
- You can easily train your employees on how to use it
- It’s cost-effective
Cons
- Few glitches when there’s a new update
- Customer support needs to improve
4. Spotio – Great tool for organizing leads and tasks
Spotio is designed for businesses across many industries, including solar, home development, and real estate. It helps solar companies to organize leads and build daily task sequences on a centralized system.
Its sales prospecting modulus allows team members to generate leads, filter prospects, schedule appointments, and track lead status.
Spotio also provides a sales territory mapping tool, which permits admins to optimize sales routes, configure role-based permission rights, and manage prospects based on specific territories.
Pros
- It is effective in keeping solar brands organized
- The tool provides real-time information
- It’s easy to use and cost-effective
- Its customer support is friendly and remarkable
- Uses SSL encryption technology to protect users’ data
Cons
- Few bugs
- It takes some time to get used to new updates
5. Aurora Solar – Great for streamlining sales, delivery, and design
Aurora is a CRM built for solar design, sales, and delivery. It makes creating designs and modeling installation easy.
With Aurora Solar CRM you can carry out comprehensive shading analysis and receive shade measurements directly in the platform. You can also drag-and-drop components to develop system designs, and automatically generate single-line diagrams.
In addition, its automated financial reports enable users to quickly figure out the viability of a project and easily model several of the well-known financial structures.
Pros
- Its drawing feature allows you to draw a PV layout without physically analyzing the roof measurements
- Aurora’s irradiance feature helps identify which panels on the PV layout are producing less energy
- It helps highlight the height of trees or any obstruction to sunlight
- Provides up-to-date imagery which makes designing very effective
Cons
- It requires high system configuration
- Utility rate schedules need some work
Bottom Line
When choosing the best CRM for solar, we consider factors such as ease of use, features, customer support, and pricing.
By selecting any of the solar CRM solutions reviewed in this article, you’re guaranteed an excellent experience and good value for your money and time. They can help streamline your solar business’s sales and operations, so you stay ahead of the competition.