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Solar CRM
What Solar CRM is
Solar CRM is a cloud-based customer relationship management system designed for solar installation companies. Teams can import leads from website enquiries, advertising campaigns, referrals, manual entry, or CSV files, then schedule appointments and assign survey visits to engineers or sales representatives. The platform supports quotations, acceptance-rate tracking, and sales pipeline management. Users can follow projects from the initial enquiry through quotation, survey, installation, and completion. Solar CRM can also generate invoices, record payments, and monitor outstanding invoices. Customer records can hold notes, documents, surveys, contracts, and other project information. A portal branded to the solar company lets customers view appointments, quotations, documents, and project updates. Authorised users access the system through a web browser, and sales representatives can have dedicated accounts for their own appointments, customer information, and notes. Solar CRM has no free plan but offers a 14-day trial. Monthly plans are Essential at $99.99 a month for 3 users and 2,500 leads, Professional at $199.99 a month for 10 users and 25,000 leads, and Business at $299.99 a month for 15 users and 100,000 leads.
Who it suits
Solar CRM is intended for solar installers and renewable energy companies, including their sales teams, surveyors, and office staff. It suits teams that need to manage leads, installation projects, invoices, and customer updates in one web-based system.
What it does well
- Imports leads from multiple sources, including CSV.
- Tracks projects through installation and completion.
- Includes a branded customer portal.
- Offers a 14-day trial.
What to know first
- There is no free plan.
- The Essential plan is limited to 3 users and 2,500 leads.
- The platform is web-based.
Limits
The Essential plan allows 3 users and 2,500 leads for $99.99 a month. Higher plans raise the allowances to 10 users and 25,000 leads, or 15 users and 100,000 leads.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | Monthly · 10 users · 25,000 leads · Lead Management · Customer Management · Sales Pipeline | $199.99 a month |
| Business | Monthly · 15 users · 100,000 leads · Lead Management · Customer Management · Sales Pipeline | $299.99 a month |
| Essential | Monthly · 3 users · 2,500 leads · Lead Management · Customer Management · Sales Pipeline | $99.99 a month |
As solar-crm.co.uk lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Solar CRM website
- Choose a monthly plan
- Start the 14-day trial
- Create authorised web-user accounts
- Import leads or enter them manually
- Configure appointments, surveys and customer records
Verdict
Solar CRM covers lead management, sales activity, installation tracking, billing, and customer-facing updates. Its three monthly plans have different user and lead limits, and a 14-day trial is available.
Questions
Does Solar CRM have a free plan?
No. It offers a 14-day trial, followed by paid monthly plans.
What does the Essential plan cost?
Essential costs $99.99 a month and includes 3 users and 2,500 leads.
Which platforms support Solar CRM?
Solar CRM is accessed through a web browser.
Can customers log in?
Yes. A branded customer portal lets clients view appointments, quotations, documents and project updates.
What are the other plan options?
Professional costs $199.99 a month for 10 users and 25,000 leads. Business costs $299.99 a month for 15 users and 100,000 leads.
Facts from Solar CRM's own pages
- Access
- Solar CRM is cloud-based and accessible through a web browser to authorised users. · solar-crm.co.uk, 9 Oct 2026
- Appointments and surveys
- The platform supports scheduling appointments and assigning survey appointments to engineers or sales representatives. · solar-crm.co.uk, 9 Oct 2026
- Audience
- The product is described for solar installers, renewable energy companies, sales teams, surveyors, and office staff. · solar-crm.co.uk, 9 Oct 2026
- Client portal
- Customers can view appointments, quotations, documents, and project updates in a portal branded to the solar company. · solar-crm.co.uk, 9 Oct 2026
- Company
- Solar CRM is a trading style of 1711 DIgital Labs Ltd, company number 17209416. · solar-crm.co.uk, 9 Oct 2026
- Customer records
- Customer records can include notes, documents, surveys, contracts, and other project information. · solar-crm.co.uk, 9 Oct 2026
- Headquarters
- Basildon, England, United Kingdom · solar-crm.co.uk, 28 Sept 2026
- Installation tracking
- Users can monitor projects from initial enquiry through quotation, survey, installation, and completion. · solar-crm.co.uk, 9 Oct 2026
- Integrations
- The contact page invites businesses to explore integration opportunities but does not name any integrations. · solar-crm.co.uk, 9 Oct 2026
- Invoices
- The platform can generate invoices, track payments, and monitor outstanding invoices. · solar-crm.co.uk, 9 Oct 2026
- Lead management
- Users can import leads from website enquiries, advertising campaigns, referrals, manual entry, or CSV files. · solar-crm.co.uk, 9 Oct 2026
- Product
- Solar CRM is a customer relationship management system designed for solar installation companies. · solar-crm.co.uk, 9 Oct 2026
- Quotes and pipeline
- Users can generate professional quotations, track acceptance rates, and manage a sales pipeline. · solar-crm.co.uk, 9 Oct 2026
- Support
- The company offers contact for sales, support, and advice, including technical support and demo requests. · solar-crm.co.uk, 9 Oct 2026
- User accounts
- Sales representatives can have dedicated accounts with access to their own appointments, customer information, and notes. · solar-crm.co.uk, 9 Oct 2026
Where Solar CRM stands on Freedom251
- Solar Installation Software#18 of 26