Quick Overview
- 1#1: OpenSolar - Free all-in-one solar design, sales, and CRM platform used by thousands of installers worldwide.
- 2#2: Aurora Solar - AI-powered solar design and sales software that accelerates proposals and customer conversions.
- 3#3: Solargraf - Integrated solar proposal, design, financing, and CRM tool for streamlined sales processes.
- 4#4: Arka 360 - End-to-end solar CRM with marketing automation, lead management, and customer portals.
- 5#5: Sighten - Lightning-fast solar proposal software with CRM features, now powered by Enphase.
- 6#6: Salesforce - Highly customizable enterprise CRM with solar industry apps for lead-to-cash management.
- 7#7: Pipedrive - Visual sales pipeline CRM optimized for solar sales teams tracking deals and installations.
- 8#8: HubSpot CRM - Free CRM with marketing and sales tools to generate and nurture solar leads.
- 9#9: Zoho CRM - Affordable, scalable CRM with automation and integrations tailored for solar businesses.
- 10#10: monday sales CRM - Flexible work management CRM for tracking solar projects, deals, and team collaboration.
Tools were ranked based on alignment with solar industry workflows, feature robustness (including design, financing, and lead management), user experience, and overall value, ensuring practicality for small to large installers.
Comparison Table
This comparison table examines key features of top solar CRM software, including OpenSolar, Aurora Solar, Solargraf, Arka 360, Sighten, and more, to streamline the selection process for businesses. Readers will gain insights into workflow efficiency, customer engagement tools, and reporting strengths, empowering them to match their needs with the right solution.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | OpenSolar Free all-in-one solar design, sales, and CRM platform used by thousands of installers worldwide. | specialized | 9.7/10 | 9.8/10 | 9.4/10 | 10/10 |
| 2 | Aurora Solar AI-powered solar design and sales software that accelerates proposals and customer conversions. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 8.5/10 |
| 3 | Solargraf Integrated solar proposal, design, financing, and CRM tool for streamlined sales processes. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 4 | Arka 360 End-to-end solar CRM with marketing automation, lead management, and customer portals. | specialized | 8.4/10 | 9.1/10 | 7.8/10 | 8.2/10 |
| 5 | Sighten Lightning-fast solar proposal software with CRM features, now powered by Enphase. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 7.6/10 |
| 6 | Salesforce Highly customizable enterprise CRM with solar industry apps for lead-to-cash management. | enterprise | 8.2/10 | 9.3/10 | 6.7/10 | 7.4/10 |
| 7 | Pipedrive Visual sales pipeline CRM optimized for solar sales teams tracking deals and installations. | enterprise | 7.2/10 | 6.8/10 | 9.1/10 | 7.5/10 |
| 8 | HubSpot CRM Free CRM with marketing and sales tools to generate and nurture solar leads. | enterprise | 7.8/10 | 7.2/10 | 9.2/10 | 9.5/10 |
| 9 | Zoho CRM Affordable, scalable CRM with automation and integrations tailored for solar businesses. | enterprise | 7.8/10 | 7.5/10 | 8.2/10 | 8.8/10 |
| 10 | monday sales CRM Flexible work management CRM for tracking solar projects, deals, and team collaboration. | enterprise | 7.2/10 | 6.8/10 | 8.5/10 | 7.0/10 |
Free all-in-one solar design, sales, and CRM platform used by thousands of installers worldwide.
AI-powered solar design and sales software that accelerates proposals and customer conversions.
Integrated solar proposal, design, financing, and CRM tool for streamlined sales processes.
End-to-end solar CRM with marketing automation, lead management, and customer portals.
Lightning-fast solar proposal software with CRM features, now powered by Enphase.
Highly customizable enterprise CRM with solar industry apps for lead-to-cash management.
Visual sales pipeline CRM optimized for solar sales teams tracking deals and installations.
Free CRM with marketing and sales tools to generate and nurture solar leads.
Affordable, scalable CRM with automation and integrations tailored for solar businesses.
Flexible work management CRM for tracking solar projects, deals, and team collaboration.
OpenSolar
specializedFree all-in-one solar design, sales, and CRM platform used by thousands of installers worldwide.
Advanced 3D solar design and visualization with automated shading and production analysis
OpenSolar is a comprehensive, cloud-based platform tailored for solar professionals, providing end-to-end tools for design, sales, and customer relationship management. It enables users to create detailed 3D solar system designs, generate professional proposals, and manage leads through an integrated CRM. As the leading free solar software, it streamlines workflows from initial consultation to project installation, helping solar installers scale their businesses efficiently.
Pros
- Completely free with unlimited use and no hidden fees
- Powerful 3D design tools with shading analysis and financial modeling
- Integrated CRM for seamless lead management, proposals, and project tracking
Cons
- Cloud-only access requires reliable internet
- Steeper learning curve for advanced design features
- Limited customization options for enterprise-scale operations
Best For
Solar installers, designers, and sales teams seeking a free, all-in-one platform to design systems, manage customers, and close deals quickly.
Pricing
Entirely free for all features, with no subscription tiers or usage limits.
Aurora Solar
specializedAI-powered solar design and sales software that accelerates proposals and customer conversions.
Lightning-fast, satellite-based 3D solar design generation with sub-surface shading analysis
Aurora Solar is a cloud-based platform designed for solar professionals, offering integrated 3D modeling, energy forecasting, proposal generation, and CRM tools tailored to the solar sales process. It enables rapid creation of accurate rooftop designs from satellite imagery, financial analysis, and customer management to streamline lead-to-sale workflows. The software supports sales teams in closing deals faster with interactive proposals and performance tracking.
Pros
- AI-powered 3D modeling for instant, accurate designs
- Seamless CRM integration with sales pipeline management
- Comprehensive analytics for energy yield and financials
Cons
- Higher pricing may deter small businesses
- Steeper learning curve for advanced customization
- Relies heavily on internet connectivity
Best For
Mid-sized to enterprise solar installers and sales teams needing an all-in-one design-to-CRM solution.
Pricing
Subscription tiers start at ~$150/user/month for Essentials, up to $500+/user/month for Enterprise; custom quotes available.
Solargraf
specializedIntegrated solar proposal, design, financing, and CRM tool for streamlined sales processes.
One-click AI-powered 3D solar system designs
Solargraf is a specialized CRM platform for solar companies, offering end-to-end tools for design, sales, permitting, and project management. It excels in generating instant 3D solar system designs and professional proposals to accelerate the sales process. The software automates workflows like permitting submissions and integrates CRM features to manage leads and customers efficiently.
Pros
- Instant one-click 3D solar designs with high accuracy
- Automated permitting and proposal generation
- Comprehensive CRM for lead tracking and sales pipeline
Cons
- Pricing can be steep for small teams
- Limited advanced reporting customization
- Fewer integrations with accounting software compared to top competitors
Best For
Mid-sized solar installers seeking an integrated design-to-installation platform to streamline operations.
Pricing
Starts at $149/user/month for Pro plan; Enterprise custom pricing available.
Arka 360
specializedEnd-to-end solar CRM with marketing automation, lead management, and customer portals.
One-click solar proposal builder with integrated financials, incentives calculator, and 3D visualizations
Arka 360 is a specialized CRM platform tailored for solar EPC companies, installers, and distributors, offering end-to-end management from lead capture to post-installation support. It excels in automating proposals, project tracking, inventory management, and customer interactions with solar-specific tools like panel layout design and NREL-compliant financial modeling. The software integrates CRM, ERP, and field service capabilities to streamline operations in the renewable energy sector.
Pros
- Highly customized solar industry features like automated proposal generation and 3D system design
- Robust project management with real-time tracking and mobile app support
- Strong integrations with accounting software and customer portals for seamless workflows
Cons
- Steeper learning curve for non-technical users due to extensive customization options
- Pricing can be higher for small teams without scalable entry-level plans
- Limited advanced analytics compared to enterprise-level competitors
Best For
Mid-sized solar installation and EPC firms needing comprehensive CRM-ERP integration for scaling operations.
Pricing
Custom pricing starting at around $99/user/month for basic plans, scaling to $200+/user/month for full ERP modules with annual contracts.
Sighten
specializedLightning-fast solar proposal software with CRM features, now powered by Enphase.
Integrated solar proposal builder with real-time 3D designs and pricing automation
Sighten is a specialized CRM platform built for solar installation companies, automating the end-to-end sales process from lead management to project fulfillment and post-install monitoring. It offers tools like customizable proposals, customer portals, financing integrations, and performance tracking tailored to the solar industry. The software excels in streamlining workflows for solar businesses, with seamless integrations to design tools like Aurora Solar.
Pros
- Highly solar-specific features like automated proposal generation and rebate tracking
- Strong integrations with solar design and financing tools
- Robust customer portal for self-service updates
Cons
- Pricing can be steep for smaller teams
- Steeper learning curve for advanced customizations
- Limited third-party app ecosystem compared to general CRMs
Best For
Mid-sized solar installers seeking an industry-tailored CRM to scale sales and operations efficiently.
Pricing
Tiered plans starting at $99/user/month for Essentials, up to $299/user/month for Enterprise; custom quotes available.
Salesforce
enterpriseHighly customizable enterprise CRM with solar industry apps for lead-to-cash management.
AppExchange marketplace offering specialized solar apps and seamless integrations with tools like design software and monitoring systems.
Salesforce is a powerful, cloud-based CRM platform that provides comprehensive tools for managing sales, customer service, marketing, and analytics. In the solar industry, it excels through extensive customization and integrations via the AppExchange marketplace, allowing solar businesses to track leads, manage installations, monitor panels, and handle post-sale service. While not natively designed for solar, its flexibility makes it suitable for enterprise-level solar CRM needs with tailored apps from partners like Aurora Solar.
Pros
- Highly scalable and customizable for complex solar workflows
- Vast AppExchange with solar-specific integrations and apps
- Advanced AI features like Einstein for predictive lead scoring
Cons
- Steep learning curve and complex setup requiring experts
- High costs, especially with customizations and add-ons
- Overkill for small solar businesses with simpler needs
Best For
Large solar installation companies or enterprises needing a highly customizable, scalable CRM with deep integrations.
Pricing
Starts at $25/user/month (Essentials); Professional $75, Enterprise $150, Unlimited $300+/user/month, plus implementation and app costs.
Pipedrive
enterpriseVisual sales pipeline CRM optimized for solar sales teams tracking deals and installations.
Visual, customizable sales pipeline that excels at mapping complex solar sales cycles from lead qualification to commissioning
Pipedrive is a visual, sales-focused CRM designed to manage pipelines, deals, contacts, and activities with a strong emphasis on sales processes. For solar CRM use, it can be customized to track leads from inquiries through site assessments, proposals, installations, and post-sale support. While versatile and intuitive, it lacks native solar-specific tools like panel yield calculators or rebate trackers, requiring custom fields or integrations.
Pros
- Intuitive drag-and-drop pipeline visualization ideal for tracking solar project stages from lead to installation
- Highly customizable fields and workflows to adapt for solar-specific data like system size, incentives, and ROI estimates
- Strong mobile app and integrations (e.g., Zapier, Google Workspace) for field sales teams in the solar industry
Cons
- No built-in solar industry features such as financing calculators, energy modeling, or regulatory compliance tools
- Advanced reporting and automation require higher-tier plans, limiting value for budget-conscious solar startups
- Limited native support for service scheduling or technician dispatching common in solar installation workflows
Best For
Small to mid-sized solar sales teams focused on pipeline management and deal progression without needing deep industry-specific automation.
Pricing
Starts at $14.90/user/month (Essential) billed annually, up to $99/user/month (Enterprise); free trial available.
HubSpot CRM
enterpriseFree CRM with marketing and sales tools to generate and nurture solar leads.
Free unlimited CRM core with seamless inbound marketing tools for nurturing solar leads
HubSpot CRM is a powerful, free customer relationship management platform designed for sales, marketing, and service teams, offering contact management, deal pipelines, email tracking, and automation workflows. For solar CRM use, it can be customized to handle lead generation from solar inquiries, track project stages like site assessments and installations, and manage post-sale service tickets. While highly scalable and integrable, it lacks built-in solar-specific tools such as panel yield calculators or rebate trackers, requiring custom setups or third-party integrations.
Pros
- Free core CRM with unlimited users and contacts
- Intuitive drag-and-drop interface and workflows for solar sales pipelines
- Extensive integrations with tools like Google Workspace and solar quoting software
Cons
- No native solar industry features like energy modeling or permitting trackers
- Advanced reporting and automation locked behind paid tiers
- Customization for complex solar workflows may require developer help
Best For
Growing solar businesses seeking a free, user-friendly CRM that can scale with marketing automation and custom pipelines without upfront costs.
Pricing
Free CRM forever; Sales Hub starts at $20/user/month, Marketing Hub at $20/month (3 seats minimum), with enterprise tiers up to $3,600/month.
Zoho CRM
enterpriseAffordable, scalable CRM with automation and integrations tailored for solar businesses.
Blueprints for visual workflow automation, enabling solar businesses to map and enforce complex processes like lead-to-installation pipelines
Zoho CRM is a versatile, cloud-based platform that manages customer relationships, sales pipelines, and automation workflows, adaptable for solar businesses through custom modules for leads, installations, and maintenance tracking. It supports solar companies in handling inquiries, project scheduling, warranty management, and performance analytics via integrations and customizable dashboards. With AI-driven insights and multichannel communication, it streamlines operations from lead generation to post-installation support.
Pros
- Highly customizable modules and workflows tailored to solar sales cycles and project tracking
- Affordable pricing with a free tier and strong ROI through scalability
- Extensive integrations with tools like Google Workspace and solar-specific apps via Zoho Marketplace
Cons
- Lacks native solar industry features like panel yield calculators or rebate trackers
- Customization requires setup time and potential developer help for complex solar processes
- Advanced reporting needs configuration to handle solar-specific KPIs effectively
Best For
Mid-sized solar installation and sales companies needing a flexible, cost-effective CRM that can be customized without enterprise-level pricing.
Pricing
Free for up to 3 users; paid plans from $14/user/month (Standard) to $52/user/month (Ultimate), billed annually.
monday sales CRM
enterpriseFlexible work management CRM for tracking solar projects, deals, and team collaboration.
No-code automations that trigger actions like rebate eligibility checks or installation scheduling based on solar lead progress
monday sales CRM, built on the monday.com platform, is a highly customizable work management tool that can be adapted into a CRM for solar businesses, enabling visual tracking of leads, sales pipelines, and installation projects. It supports custom boards for managing solar-specific workflows like site assessments, financing options, and rebate applications through automations and integrations. While versatile, it lacks out-of-the-box features tailored to the solar industry, requiring significant configuration for optimal use.
Pros
- Highly customizable boards and automations for building solar sales pipelines
- Intuitive visual interface with drag-and-drop functionality
- Strong integrations with tools like Google Workspace, QuickBooks, and Zapier
Cons
- No native solar-specific features like panel databases or energy yield calculators
- Setup requires time and expertise for industry-tailored workflows
- Pricing scales quickly for larger teams without solar customization discounts
Best For
Mid-sized solar companies with dedicated admins who need a flexible, visual CRM that can be heavily customized for sales and project tracking.
Pricing
Starts at $12/user/month (billed annually) for Sales Basic, $17 for Standard, $28 for Pro, and custom Enterprise plans.
Conclusion
The top 10 solar CRM tools each bring unique strengths, but OpenSolar leads as the top choice, offering a free all-in-one platform for design, sales, and CRM trusted by thousands. Aurora Solar impresses with AI-powered design to speed up proposals and conversions, while Solargraf streamlines processes through integrated proposal, design, and financing tools. All three stand out, with OpenSolar making the most impact for its comprehensive, accessible offering.
Don’t miss out—try OpenSolar today to unlock a free, all-in-one solution that can transform your solar sales and operations, whether you’re just starting or scaling your business.
Tools Reviewed
All tools were independently evaluated for this comparison
