Solar CRM
A customer relationship management system purpose-built for solar companies, tracking leads, site surveys, proposals, contracts, and installations through the stages unique to a solar sale rather than a generic B2B pipeline.
A solar CRM models the pipeline the way an installer actually works. Instead of a generic "opportunity" with amount and close date, the record carries roof area, shading notes, system size, inverter configuration, tariff, proposal versions, signed contract, permit status, and install dates. Teams can route site surveys to the nearest technician, handoff approved deals to the operations team, and surface bottlenecks (for example, deals stuck in permitting) without manual reporting.
Most solar CRMs also sit on top of a lead capture layer (inbound forms, marketplace integrations, partner dealers) and connect outward to proposal generation, document signing, and accounting systems.
Why it matters for solar installers
A generic CRM makes every rep a configuration project. A solar CRM turns the pipeline into a map of your actual business, which is what you need when you want to compare deal velocity across markets, reallocate survey capacity, or forecast installs four weeks out. solarVis bundles CRM, proposal, and design into one workspace so leads never get orphaned in a handoff.
Common questions
- Can we just use Salesforce or HubSpot instead of a solar-specific CRM?
- You can, but you will spend months configuring custom fields for things a solar CRM ships with out of the box — panel counts, inverter SKUs, feasibility results, proposal versions, interconnection status. Generic CRMs make every installer reinvent the same schema.
- What stages should a solar CRM track?
- A typical pipeline covers lead capture, qualification, site survey, feasibility analysis, proposal, contract, permitting, installation, commissioning, and after-sales. Each stage has its own documents, stakeholders, and handoffs.
- Does a solar CRM replace proposal software?
- No. The CRM holds the opportunity record, the proposal tool produces the quote and sales collateral. Best results come when the two share data so reps never re-enter a customer's roof size or tariff.
