Solar CRM · Owned outright

A custom CRM for solar installers

A solar sale is only the start. Between the signature and the system switching on there are surveys, financing, permits and the utility, and every one of them can stall a project quietly.

Scope my CRMWhat are missed leads costing me?

Quick answer

A solar CRM should carry a project from the first consultation through the site survey, proposal, financing, permit, install and utility interconnection, and flag any project stuck at one step. We build it to your process and your financing partners, with the homeowner kept informed automatically, as software you own rather than rent.

The pipeline, built the way solar installers work

  1. 1New leadAddress, monthly bill and source.
  2. 2ConsultationBooked and held, with the homeowner's goals.
  3. 3Site surveyRoof, shading and panel notes, with photos.
  4. 4ProposalSystem size, price and savings estimate sent.
  5. 5FinancingCash, loan or lease, and approval status.
  6. 6PermitSubmitted, approved, or needing changes.
  7. 7InstallCrew and date scheduled, then completed.
  8. 8InterconnectionInspection and utility permission to operate.

Screens from CRMs we have built

Laptop showing a CRM deal board with the Proposal column total circled, labeled 'Each stage, priced'.
Our own CRM · demo dataEvery deal on one boardMove a deal to its next stage and the column totals follow. Invented demo data.
Laptop showing a demo CRM change-order list with the pending total circled, labeled 'Every change, priced'.
Groundwork · demo CRMChange orders, priced and chasedEvery field change from request to approved value, with days outstanding, so none goes unbilled. Demo CRM shown.
Laptop showing a demo CRM job-cost report with the net variance circled, labeled 'Over budget, caught early'.
Groundwork · demo CRMOver budget, caught earlyLabor and material against budget on every job, so a loss shows up while there is time to fix it. Demo CRM shown.

Every name, business and number in these screens is invented demo data.

What it keeps on every record

  • Monthly bill, usage and roof details
  • Proposal versions and which one was signed
  • Financing type, lender and approval status
  • Permit and utility status, with dates
  • Days spent in each stage

What it does on its own

  • Instant replies to new leads with consultation times
  • Homeowner updates as the project moves stage
  • Alerts when a project sits in one stage too long
  • Follow-up on proposals that were not signed
  • Referral and review requests once the system is on

Owned, not rented

  • From $4,500

    One-time build. A fixed figure before anything starts.

  • No per-seat fees

    Add your whole team. The price does not move.

  • Yours outright

    Your code, your data, your branding. Change it any time.

See the CRM dashboard we build

Frequently asked questions

Can it show where projects are stalling?

Yes. Every project keeps days-in-stage, and anything past your limit is flagged.

Can homeowners be kept updated automatically?

Yes. A short text or email goes out as their project moves stage, which cuts the 'where are we?' calls.

Does it work with our financing partners?

We record financing status in the CRM and connect to a partner's system where they offer a way to do it. We confirm what is possible on the scoping call.

Want it built around your solar business?

A short call to map your stages and what you use today. You leave with a fixed price.

Book a free call

Filling the pipeline

Solar marketing: ads, funnels and follow-up

CRMs for other industries

RoofingCosmetic DentistryMed SpaHVACLaw FirmChiropractic