Quick Overview
- 1#1: OpenSolar - All-in-one free platform for solar design, sales proposals, CRM, project management, and customer financing.
- 2#2: Aurora Solar - AI-powered solar design, sales enablement, and proposal software for residential and commercial installers.
- 3#3: Arka360 - End-to-end solar CRM for lead management, 3D design, proposals, inventory, and installation tracking.
- 4#4: Leap - CRM and financing platform tailored for solar and roofing contractors to streamline sales and operations.
- 5#5: JobNimbus - CRM and project management software optimized for solar installers handling leads, jobs, and workflows.
- 6#6: Solargraf - Professional solar design and proposal generation tool with financial analysis for installers.
- 7#7: ServiceTitan - Enterprise field service management platform supporting solar installation scheduling, dispatching, and invoicing.
- 8#8: EasySolar - Cloud-based solar PV design, sales, and CRM software with automated proposals and client portals.
- 9#9: SalesRabbit - Mobile sales app for door-to-door solar canvassing, lead tracking, and team performance management.
- 10#10: Energy Toolbase - Asset management platform for monitoring solar portfolio performance, O&M, and financial modeling.
We selected and ranked these tools by prioritizing feature relevance (including design, CRM, and financing capabilities), ease of use, reliability, and overall value, ensuring a balanced assessment that suits the needs of residential and commercial solar professionals alike.
Comparison Table
Selecting the right solar business management software is key to optimizing operations, from lead acquisition to project completion. This comparison table breaks down top tools including OpenSolar, Aurora Solar, Arka360, Leap, JobNimbus, and more, highlighting features like quoting, scheduling, and client management. Readers will learn to match their business needs with the software best suited for efficiency and growth.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | OpenSolar All-in-one free platform for solar design, sales proposals, CRM, project management, and customer financing. | specialized | 9.8/10 | 9.7/10 | 9.5/10 | 10/10 |
| 2 | Aurora Solar AI-powered solar design, sales enablement, and proposal software for residential and commercial installers. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.5/10 |
| 3 | Arka360 End-to-end solar CRM for lead management, 3D design, proposals, inventory, and installation tracking. | specialized | 8.2/10 | 8.0/10 | 8.5/10 | 8.8/10 |
| 4 | Leap CRM and financing platform tailored for solar and roofing contractors to streamline sales and operations. | specialized | 8.7/10 | 9.2/10 | 8.4/10 | 8.2/10 |
| 5 | JobNimbus CRM and project management software optimized for solar installers handling leads, jobs, and workflows. | specialized | 7.6/10 | 7.2/10 | 8.5/10 | 8.0/10 |
| 6 | Solargraf Professional solar design and proposal generation tool with financial analysis for installers. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 7 | ServiceTitan Enterprise field service management platform supporting solar installation scheduling, dispatching, and invoicing. | enterprise | 7.8/10 | 7.5/10 | 7.0/10 | 6.8/10 |
| 8 | EasySolar Cloud-based solar PV design, sales, and CRM software with automated proposals and client portals. | specialized | 8.0/10 | 8.5/10 | 7.5/10 | 7.8/10 |
| 9 | SalesRabbit Mobile sales app for door-to-door solar canvassing, lead tracking, and team performance management. | specialized | 7.8/10 | 8.2/10 | 8.5/10 | 7.1/10 |
| 10 | Energy Toolbase Asset management platform for monitoring solar portfolio performance, O&M, and financial modeling. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.8/10 |
All-in-one free platform for solar design, sales proposals, CRM, project management, and customer financing.
AI-powered solar design, sales enablement, and proposal software for residential and commercial installers.
End-to-end solar CRM for lead management, 3D design, proposals, inventory, and installation tracking.
CRM and financing platform tailored for solar and roofing contractors to streamline sales and operations.
CRM and project management software optimized for solar installers handling leads, jobs, and workflows.
Professional solar design and proposal generation tool with financial analysis for installers.
Enterprise field service management platform supporting solar installation scheduling, dispatching, and invoicing.
Cloud-based solar PV design, sales, and CRM software with automated proposals and client portals.
Mobile sales app for door-to-door solar canvassing, lead tracking, and team performance management.
Asset management platform for monitoring solar portfolio performance, O&M, and financial modeling.
OpenSolar
specializedAll-in-one free platform for solar design, sales proposals, CRM, project management, and customer financing.
Instant 3D solar design on any roof with auto-generated, finance-integrated proposals in under 60 seconds
OpenSolar is a cloud-based, all-in-one solar business management platform that empowers solar professionals with tools for 3D system design, proposal generation, financial modeling, and sales pipeline management. It allows users to instantly create accurate rooftop solar layouts, customize professional proposals with embedded finance options, and track leads through to installation. Designed specifically for the solar industry, it integrates with CRMs, inverters, and panels for seamless workflow automation.
Pros
- Completely free with unlimited designs and proposals
- Lightning-fast 3D modeling and accurate shade analysis
- Built-in CRM, financial tools, and integrations with major solar hardware
Cons
- Requires stable internet as it's fully cloud-based
- Steeper learning curve for complex custom designs
- Limited advanced reporting compared to enterprise CRM suites
Best For
Solar sales teams and installation companies of all sizes seeking a free, comprehensive end-to-end platform for design, sales, and management.
Pricing
100% free for unlimited use; no paid tiers or hidden fees.
Aurora Solar
specializedAI-powered solar design, sales enablement, and proposal software for residential and commercial installers.
AI-driven 3D solar design using satellite imagery and LiDAR for unmatched accuracy in production estimates
Aurora Solar is a cloud-based solar design and sales platform that uses AI, satellite imagery, and 3D modeling to help solar professionals quickly design PV systems, analyze shading and production, and generate accurate proposals. It streamlines the sales process with financial modeling, rebate tracking, and integrations to CRMs like Salesforce and Pipedrive. While excelling in design and sales enablement, it supports business management through workflow automation but lacks native tools for full operations like inventory or field service.
Pros
- Exceptionally accurate 3D modeling and AI-powered site analysis
- Rapid proposal generation with financial forecasting
- Robust integrations with CRMs and sales tools
Cons
- Limited native support for project management and inventory tracking
- Pricing can be steep for small teams
- Advanced features require some training
Best For
Solar sales and design teams at mid-to-large installers needing precise, fast proposals to close deals.
Pricing
Quote-based subscription starting at ~$145/user/month for Essentials, scaling to Enterprise plans with custom pricing.
Arka360
specializedEnd-to-end solar CRM for lead management, 3D design, proposals, inventory, and installation tracking.
360-degree customer and business dashboard providing real-time insights across sales, inventory, and projects
Arka360 is a cloud-based CRM and ERP platform designed for small to medium businesses, offering tools for sales automation, inventory management, accounting, and customer relationship management that can be adapted for solar operations. It supports lead tracking, project management, invoicing, and reporting to streamline solar business workflows from quoting to installation and after-sales service. While not exclusively solar-focused, its modular design allows customization for managing solar panels, inverters, and installations efficiently.
Pros
- Affordable all-in-one solution covering CRM, inventory, and accounting
- User-friendly interface with mobile app support
- Customizable modules for solar project workflows
Cons
- Lacks specialized solar tools like panel design or energy yield simulation
- Limited integrations with solar-specific hardware or financing platforms
- Advanced reporting requires customization
Best For
Small to mid-sized solar installers needing a cost-effective general business management tool adaptable to their operations.
Pricing
Starts at $10/user/month for basic plan, with standard ($25/user/month) and enterprise tiers; annual discounts available.
Leap
specializedCRM and financing platform tailored for solar and roofing contractors to streamline sales and operations.
AI-powered canvassing and instant financing approvals integrated directly into the sales process
Leap (leap.to) is an all-in-one business management platform tailored for solar, roofing, and home improvement contractors, handling everything from lead generation and sales proposals to financing, project management, and fulfillment. It features CRM tools, 3D visualizations for proposals, AI-powered canvassing, and integrations with top financing partners to accelerate deal closures. Designed for scaling operations, it emphasizes mobile accessibility for field teams and data-driven performance insights.
Pros
- Comprehensive end-to-end workflow from sales to installation
- Powerful 3D proposal tools and instant financing integrations
- Mobile app excels for door-to-door sales and field management
Cons
- Pricing is premium and scales quickly for larger teams
- Steeper learning curve for non-sales features
- Less emphasis on advanced solar design/engineering compared to specialized tools
Best For
Mid-sized solar installation companies with active sales teams seeking to streamline deal flow and financing.
Pricing
Custom quote-based pricing, typically starting at $500-$1,000/month for small teams, with per-user or revenue-share models for enterprises.
JobNimbus
specializedCRM and project management software optimized for solar installers handling leads, jobs, and workflows.
Visual Job Board with drag-and-drop customization for tracking solar project stages in real-time
JobNimbus is a cloud-based CRM and project management software tailored for home service contractors, including solar installers, offering tools for lead tracking, job scheduling, invoicing, and customer communication. It features a mobile-first app with customizable workflows to manage solar projects from initial quote to completion and payment. While versatile and scalable, it lacks deep solar-specific tools like panel design calculators or rebate automation, making it best as a general construction CRM.
Pros
- Intuitive mobile app ideal for on-site solar installations and inspections
- Strong integrations with QuickBooks, Google Workspace, and payment processors
- Customizable workflows and unlimited photo/document storage for project documentation
Cons
- No native solar design tools, yield calculators, or permitting automations
- Limited reporting tailored to solar incentives or financing
- Advanced customization and support locked behind higher-tier plans
Best For
Small to mid-sized solar contractors needing a flexible, mobile-friendly CRM for general project management without specialized design features.
Pricing
Core plan at $25/user/month, Pro at $75/user/month, Enterprise at $125/user/month (billed annually; minimum 3 users).
Solargraf
specializedProfessional solar design and proposal generation tool with financial analysis for installers.
AI-powered instant 3D solar proposal generator with integrated shading and production analysis
Solargraf is an all-in-one solar business management platform that automates proposal generation, system design, permitting, financing, and project management for solar installers. It leverages AI to create instant, professional 3D proposals with accurate shading analysis and financial modeling. The software integrates seamlessly with tools like Aurora Solar, CRM systems, and accounting software to streamline end-to-end operations from lead capture to installation.
Pros
- Lightning-fast AI-driven proposal creation with 3D visualizations
- Comprehensive automation for permitting, financing, and project tracking
- Strong integrations with popular solar design and CRM tools
Cons
- Pricing can be steep for very small teams or startups
- Limited built-in advanced reporting and analytics features
- Some users report occasional delays in support response times
Best For
Mid-sized solar EPCs and installers focused on accelerating sales cycles and reducing manual design work.
Pricing
Starts at $99/user/month for basic plans, with Pro at $199/user/month and custom Enterprise pricing available.
ServiceTitan
enterpriseEnterprise field service management platform supporting solar installation scheduling, dispatching, and invoicing.
Intelligent Dispatching Board with drag-and-drop scheduling and AI-optimized routing for maximizing technician productivity
ServiceTitan is a comprehensive cloud-based platform primarily designed for home service businesses like HVAC, plumbing, and electrical contractors, offering tools for scheduling, dispatching, invoicing, CRM, and reporting. For solar businesses, it provides adaptable field service management to handle installations, maintenance, and customer interactions, though it lacks specialized solar features like panel optimization or incentive tracking. It excels in scaling operations for multi-location solar installers but requires customization for solar-specific workflows.
Pros
- Powerful dispatching and scheduling for efficient technician routing
- Robust mobile app for field techs with real-time updates and upsell tools
- Strong integrations with QuickBooks and other accounting software
Cons
- High cost with custom pricing that may not suit smaller solar firms
- Steep learning curve and complex setup for non-service-specific adaptations
- Lacks native solar tools like design software, permitting automation, or rebate calculators
Best For
Mid-sized to large solar installation companies focused on field service efficiency and growth rather than specialized solar design needs.
Pricing
Custom enterprise pricing, typically $265+ per user/month with minimums; includes implementation fees.
EasySolar
specializedCloud-based solar PV design, sales, and CRM software with automated proposals and client portals.
Photorealistic 3D solar design generated instantly from satellite imagery and AI
EasySolar is a specialized platform for solar installers that integrates 3D design tools, CRM, sales proposals, and project management to streamline solar business operations. It enables users to create photorealistic solar system designs using satellite imagery and AI, generate professional proposals, and manage leads through to installation. The software also includes inventory tracking and customer portals for enhanced collaboration.
Pros
- Powerful AI-driven 3D design and visualization tools
- Integrated CRM and automated proposal generation
- Mobile app support for on-site management
Cons
- Steeper learning curve for advanced design features
- Limited native integrations with accounting software
- Pricing can be high for small teams
Best For
Mid-sized solar installation companies prioritizing impressive visual designs and sales automation to win more deals.
Pricing
Starts at €99/user/month for Basic plan, €199/user/month for Pro, with Enterprise custom pricing.
SalesRabbit
specializedMobile sales app for door-to-door solar canvassing, lead tracking, and team performance management.
Knockout lists and Live Canvass for real-time avoidance of previously contacted prospects and team-wide visibility during fieldwork
SalesRabbit is a mobile-first field sales management platform tailored for door-to-door sales teams, including those in the solar industry, enabling canvassers to capture leads, optimize routes, and track performance in real-time. It provides tools like GPS tracking, knockout lists to avoid revisited prospects, commission calculations, and integrations with CRMs for lead handoff. While excels in sales execution and team management, it lacks comprehensive back-office features for solar project fulfillment, permitting, or inventory.
Pros
- Intuitive mobile app for on-the-go lead capture and canvassing
- Real-time GPS route optimization and knockout lists for efficient territory management
- Automated commission tracking and performance dashboards
Cons
- Limited native support for solar-specific operations like installations or financing
- Relies heavily on integrations for full CRM and project management
- Pricing can become expensive for larger teams with per-user fees
Best For
Solar companies with door-to-door sales teams needing robust field sales tracking and lead generation tools.
Pricing
Custom enterprise pricing typically starting at $49/user/month, billed annually, with add-ons for advanced features.
Energy Toolbase
enterpriseAsset management platform for monitoring solar portfolio performance, O&M, and financial modeling.
Advanced financial modeling engine with granular solar incentives, degradation, and tax credit simulations
Energy Toolbase is a specialized software platform for solar energy professionals, focusing on financial modeling, proposal generation, and asset performance management. It provides detailed cash flow analysis, IRR calculations, and incentive modeling tailored to solar projects, helping developers and financiers evaluate project viability quickly. The tool also offers YieldBox for ongoing asset monitoring, optimization, and revenue management across portfolios.
Pros
- Exceptionally accurate solar-specific financial modeling with real-time updates
- Comprehensive asset performance monitoring and optimization tools
- Strong integrations with monitoring hardware and financial systems
Cons
- Steep learning curve for non-financial users
- Limited front-end sales and CRM functionalities
- Pricing is opaque and geared toward enterprise users
Best For
Mid-to-large solar developers, financiers, and operators prioritizing financial analysis and asset management over full business CRM.
Pricing
Custom enterprise pricing upon request; typically starts at $500+/month for basic access, scaling with users and features.
Conclusion
The top solar business management software tools showcase strong capabilities, with OpenSolar leading as the best choice, offering an all-in-one free platform for design, CRM, and financing to streamline operations. Aurora Solar impresses with AI-powered design and sales enablement, perfect for innovation-focused needs, while Arka360 stands out with end-to-end CRM and installation tracking for comprehensive workflow management. Each tool caters to distinct requirements, but OpenSolar’s versatility solidifies its top position.
Discover OpenSolar’s all-in-one platform and start optimizing your solar business—free to begin and designed to simplify every step from proposal to installation.
Tools Reviewed
All tools were independently evaluated for this comparison
