Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
Logo

Go 10X Faster with Solar CRM

Unify sales, installations, and service operations with CRMLeaf—the all-in-one Solar CRM for high-growth solar companies.

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Feature Image

Solar CRM Software

Accelerate your solar business with a powerful CRM solution tailored to manage leads, projects, sales, and teams

Benefits

Why Solar Providers Choose CRMLeaf

Automate lead follow-ups, track project lifecycles, and keep customers informed—from quote to panel installation.

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Solar Lead-to-Project Conversion

Capture solar inquiries, send proposals, and assign installers automatically.
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Live Project Monitoring

Track site surveys, permitting, installation status, and net metering—all from one dashboard.
Group 18003

Customer Communication Made Easy

Send updates via email, SMS, and WhatsApp for milestone completions and inspection reminders.
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Analytics That Drive Solar Growth

Monitor sales funnels, cost per watt, and installer performance in real time.
Features

Built for Solar Sales and Operations Teams

Smart tools to connect solar consultants, installers, and customer support on one cloud platform.

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Lead Management

Segment by region or source, auto-assign solar advisors, and track pipeline stages.
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Site Survey & Proposal Tools

Schedule surveys and generate custom solar quotes instantly.
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Installation Timeline Tracking

Get end-to-end visibility from panel delivery to commissioning.
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Centralized Communication Hub

Handle SMS, WhatsApp, calls, and email in one system.
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Custom Solar Reports & Dashboards

Analyze KW sold, installer turnaround, and margin per project.
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Mobile-Ready CRM

Use in the field, at HQ, or onsite with real-time access to customer and job data.
Services

CRMLeaf for Solar: Accelerate Sales, Simplify Execution

From first solar inquiry to system activation, streamline every touchpoint.

Quote-to-Install Workflow Automation

No more copy-paste—quotes flow directly into installation tasks.

Smart Scheduling for Surveys & Installs

Assign jobs with drag-and-drop calendars, reduce site delays.

Real-Time Notifications

Keep clients informed on approval stages, net metering, and grid connection.

Inventory & Equipment Tracking

Monitor panel availability, inverter stock, and delivery timelines.

Service & Warranty Ticketing

Handle post-installation support, maintenance, and service visits easily.

ERP & Solar App Integrations

Connect with SAP, Zoho, Razorpay, Tally, or any custom ERP using APIs.

Blogs

Stay ahead with the Latest Insights

Solar Project
May 28, 2025

Solar Panel Installation Guide – Step By Step Process | 2025

Solar Project
May 28, 2025

Why Every Solar Business Needs a CRM Platform?

Solar Project
May 28, 2025

How a Solar CRM Can Streamline Your Sales Process

Solar Project
April 30, 2025

Track Solar Project Stage: From Site Survey to Handover

Customer

Success Stories

Explore how they're turning challenges into lasting growth using smarter tools.

KARMA

"Enhancing Field Operations at Kalinga Renewable Energy (KARMA) with CRMLeaf"

UTNT

"Transforming Client Management at Unite Traders & Technologies (UTNT) with CRMLeaf"

FAQS

Solar CRM FAQs

Ready to Transform your Workforce?

Our experts will show you how our app can streamline your team's work.

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