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Choosing the best CRM for solar project management

Solar companies require a CRM system that covers the entire sales process from start to finish. There are several options on the market, but not all of them are created equal. The best solar CRM systems will have features that streamline the sales process and make it easier for your team to close deals.

Choosing the right CRM for sales makes it easier for solar companies to stay organized and manage customer relationships. It’s essential to consider the sales process. With that, this article will choose the best CRM software to increase solar sales, the best features to look out for, and how they streamline solar CRM and project management.

Let’s start with the team’s needs when choosing a CRM system. The best solar CRMs will have features that make tracking leads, managing customer data and generating reports easy.

The Challenges of Choosing a CRM for Solar Project Management & Operations

Before jumping into the specifics of choosing the best solar CRM system for a solar company, understanding the challenges of such a challenge gleans light into the vastness of the decision.

After all, it’s a challenging choice – over 1,500 CRMs on the market as of 2022.

The main challenge is that while most solar CRM (customer relationship management) is designed to streamline sales, they’re not all created with solar companies in mind. The unique needs of a solar company require a CRM with specific features that make it easy to manage the sales process from start to finish.

Some CRMs have more features than others, and some are more user-friendly than others. It’s essential to find a balance between the two when choosing a CRM system.

The last challenge is that solar companies are constantly changing and evolving. The CRM system that works for a solar company today might not be the best option tomorrow. Choosing a CRM system that is scalable to suit the company’s needs over time is essential.

While these are only some of the challenges a solar company faces in choosing the best-suited CRM to meet business requirements, they are the most prominent. Remember that each company has needs, so it’s essential to tailor the search for a CRM to the specific company. Popular CRM for solar designs and sales is to use feature-rich software such as for better stability in usage. Click here to check the workOS.

Now that the challenges have been addressed let’s choose the best CRM for your solar businesses.

What to Look for in a Solar CRM System

Certain features are essential when solar companies are looking for a CRM system. Sales reps and sales teams need a CRM that is easy to use and provides a clear view of the sales pipeline. The best solar CRMs will also have features that help expedite the sales process, such as lead management and data import/export.

The following features are the most important to consider when choosing a solar CRM:

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Lead Management

Lead management is one of the most important aspects of a solar CRM system. Sales representatives need to be able to track leads and manage them throughout the sales process. The best solar CRMs will have a lead management system that is easy to use and provides a clear view of the sales pipeline.

The lead management system should also be able to track the progress of each lead so sales representatives can follow up at the appropriate time using unified communications with other members of the solar company.

Client Tracking

Proper handling of customer interactions is at the forefront of any product-centered business. Any sales-focused CRM software will have this feature, with some being more customizable than others. For example, the client tracking feature should also allow you to set up alerts for your team for specific interactions.

client tracking feature

The client tracking feature should provide your sales team with the ability to view a 360-degree view of every customer. This information should include contact details, social media interactions, communication threads, and any other relevant engagement data your team has gathered on the client to help improve customer relations. Tools such as offers excellent integrated solutions that will aid in keeping tabs on client tracking and updating.

Pipeline Management

Most solar businesses require a CRM system that can handle a long list of complex and detailed tasks to ensure that the project goes smoothly from start to finish. The ability to handle pipeline management of your solar CRM software heavily benefits from having tools such as sales automation and sales intelligence to increase your sales team’s productivity.

Pipeline Management

These features enable the sales representatives to coordinate with an operations team more effectively to ensure that the sales processes go smoothly. Automation can free up time so sales reps can focus on selling, which is an essential part of their job. In addition, sales intelligence provides real-time insights into the sales pipeline, such as inventory management, so sales representatives can make informed decisions about where to focus their efforts.

Data & Document Management

Data management is another crucial aspect of a solar CRM system. Organizing and aggregating access to customer data streamline the customer service and project delivery phases toward a more efficient close. A good CRM will provide sales representatives with a clear view of customer data, so they can easily find the information they need.

Another important feature of CRM software is the ability to import and export data which is essential for sales reps. Such a feature allows sales reps to keep track of leads even if they’re not using the CRM, which can be beneficial if the solar company changes CRMs in the future.


Reporting is critical when it comes to handling solar projects. The entire process of purchasing, planning, and installation must require precision to avoid costly mistakes.

Reporting feature

CRM software with a reporting feature can help managers monitor the sales pipeline and track progress toward project goals. Additionally, reporting can help identify problems so they can be addressed quickly.

Data Import/Export

Solar companies need to be able to import and export data from their CRM system easily. This is important for keeping track of customer information and any changes made to the project site itself. All this information can be tracked and moved around easily using a CRM solution with sufficient data import/export features.

Data Import or export feature

The project manager can use the data export feature to generate reports on project progress and share them with other members of the solar company. Additionally, users of a solar company-centric CRM can use the data import/export feature to transfer data from one CRM system to another workflow integration software if the solar company decides to integrate tasks into other programs in the future. For integrations, Make (formerly Integromat) can be of great help. Transfer and update of date will be seamless.

Task Automation

One of the ways that drastically help with task management is using a task automation tool from your CRM software. The task automation feature ensures your sales and marketing teams can execute marketing tasks more effectively. A good CRM also includes processes to execute marketing automation, making CRM procedures easier to manage.

Task Automation feature

Users should set up the automation tool in a way that doesn’t require much input from your team to get the job done while they focus on other tasks. Once the automation process is set up, this leaves your sales team more room to accommodate any lingering follow-up requests and improve the standing of your business in the solar market.

Integration Capabilities

Not all CRM software will have every crucial aspect in one singular program. However, the ability to take advantage of various integrated solutions aims at solving that problem. A fully integrated CRM system will provide a comprehensive solution for managing all aspects of the customer lifecycle.

The integration capabilities of your CRM sales tools are important because they allow you to connect your CRM system with other software applications. For example, you could integrate your CRM system with your accounting software to easily track payments and invoices. Additionally, you can integrate your CRM system with your project management software to easily transfer data between the two systems.

Integration capabilities feature

The best solar CRMs will have integrations with other business software applications to streamline workflows. Another example is a solar company that might want to integrate its CRM system with its project management software to make it easy to transfer data between the two systems. Integration capabilities also allow a solar company to link its preferred accounting software to make payment tracking and invoicing more efficient.

User Management

All those previously mentioned features can fall flat if the user management experience is within expectations. It is important to note that CRM software with excellent user management features will save you time and money while ensuring that your team is as productive as possible by keeping the UI simple and easy to learn.

User Management feature

The user management feature should allow the solar company to add or remove users from the system quickly. Additionally, the user management feature should provide the ability to assign different roles and permissions to other users. These significant improvements in various user management systems can streamline the solar industry to more modern standards.


How do solar companies get customers?

A combination of lead generation and existing customer lists can help solar companies get a jumpstart on growing their business. Additionally, solar companies can use marketing campaigns and targeted advertisements to attract new customers, which can help when paired with a CRM that can capture leads more effectively.

With features such as workflow automation alongside generating solar leads, any solar business can easily manage and streamline its approach with the right CRM tool at its disposal. One of the main components that increase productivity is to use CRMs such as to help guide every member of your team management from revenue projections to handling any sensitive project details for addressing all in one easy-to-use interface.

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What is solar CRM?

Solar CRM is a customer relationship management software that helps sales and marketing teams manage customer data. Additionally, solar CRM software can help with tasks such as lead generation, customer tracking, and integration capabilities.

Specifically, solar CRM relies on gaining more leads for solar contractors to help make their initial contact and deal management flow more smoothly using data from previous interactions to inform future strategies better.

Why is CRM important?

CRM is necessary for a solar company because it helps the sales and marketing teams manage their customer data which is essential for a long-term project such as installing solar panels. Crucial detail such as reporting and data import/export are critical features of any solar company’s CRM software to prevent unwanted errors or delays from occurring.

A CRM system helps a solar company understand its customers using data analytics. Additionally, a CRM system can automate tasks such as lead generation and customer follow-ups which can free up time and effort to focus on growing and cultivating other aspects of the business.


The entire process of the solar industry can be a long and meticulous endeavor. Finding the right CRM software can improve the chances of acquiring new customers using efficient lead generation and help speed up most projects by streamlining all critical information in one easy-to-use program.

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