The rising complexity of solar installations and customer management requires a proper CRM to ensure efficiency and profitability. In this article, we will discuss 14 reliable and the best CRM for solar business in 2026. These CRM software are Scoop CRM, JobNimbus, HubSpot CRM, Pipedrive, Salesforce Sales Cloud, Zoho CRM, ARKA 360, Sunbase, Contractors Cloud, ClickUp, Nutshell, Insightly, Quickbase, and Zendesk Sell. We have classified according to certain activities and business sizes. We will give you a complete idea about all the important aspects and features of these top-notch CRM. It will help you to pick the right CRM for your solar company.
The growth of the solar industry is breaking records each year, and 2026 is no exception. As a result, solar project management, customer support, and solar post-installation services are becoming increasingly complex and competitive. CRM can make this process much easier by storing leads, project details, and team communication to help close deals without losing momentum.
You will just have to select the proper CRM for your needs to keep your customers engaged and your organization competitive. But which CRM is the best match for you? In this article, we are enlisting 14 next-level CRM that cater to different types of solar businesses. Let’s jump in.
CRM For Solar: Why Does Your Company Need It?
A solar CRM is a customer relationship management system. It simplifies and automates solar sales and project administration. Solar CRM consist of some attractive features this can include lead generation, client communication, proposal production, contract management, and more. CRM software plays a significant role in meeting precision and client satisfaction. It offers both standard customer management and extensive tools for managing leads. This combination helps to streamline sales processes and improve project workflows to get the best possible ROI.
Why Does Your Solar Business Need Solar CRM Software in 2026?
A solar business must have a solar CRM to keep pace with the ever-growing demand for solar systems worldwide. CRM helps solar installers and PV system installer companies to manage sales, client relations, and projects all on one platform. It improves project management and simplifies sales procedures. They also have a full perspective of the sales pipeline, which informs strategic decision-making. Here are the four main reasons why you should have a solar CRM in 2026:
- Enhanced customer relationships
- Streamlined operations and automation
- Business growth and efficiency
- Data-driven decision making
Choose 14 Best CRM for Solar Business in 2026
Let’s see a comparison of the best CRM software for solar business.
| CRM Software | Pricing per user/month | Customer Reviews | Best For |
| JobNimbus | $49–249 + platform fee ($199+/month | 4.6/5 | Solar/roofing installers needing job tracking & customization |
| Sunbase | $300 flat (demo quote, unlimited users) | 4.5/5 | Built-for-solar unified CRM + proposals + ops |
| ARKA 360 | $560–850/year (Lite/Basic), Enterprise custom | 4/5 | Solar design + shading + proposal + CRM in one platform |
| Scoop (scoop.solar) | Flat unlimited‑user model (project management) | 4.5/5 | Solar project/PM tool; may need supplement CRM |
| HubSpot CRM | Free base, paid tiers start $50–80/user | 4.4/5 | Lead capture, marketing automation, great free entry point |
| Pipedrive | $19–59/user | 4.5/5 | Visual, intuitive pipeline—good for small solar sales teams |
| Zoho CRM | $20–35/user (custom enterprise pricing) | 4.1/5 | Budget‑friendly and highly customizable CRM |
| Insightly | $29–49/user | 4.4/5 | CRM + project management combo, small/mid teams |
| Quickbase | $50/user (US $600/year) | 4.4/5 | Low-code platform for building custom solar CRMs |
| ClickUp (as CRM) | $5–19/user | 4.4/5 | Task/project platform; flexible but needs CRM setup |
| Nutshell CRM | $24–44/user | 4.3/5 | Simple, small-team CRM; needs integrations for solar ops |
| Salesforce Sales Cloud | Starting $25/user (‘Starter’ tier) | 4.6/5 | Extremely customizable & scalable; high cost & complexity |
| Zendesk Sell | $19–169/user (Team to Enterprise tier) | 4.6/5 | Easy UI, strong support; limited solar-specific features |
1. Scoop Solar
Best for: Field service management, project installation tracking, and maintenance
Scoop, formerly Scoop Solar, is a solar-focused field operations and CRM software. It mainly assists solar installers, battery storage suppliers, EV charger installers, and O&M teams. This software functions as a “Central Operations Hub” for solar companies. Scoop helps teams to capture leads, manage leads, schedule site visits, record inspection details, generate proposals, and track installations in real time.
It also tracks interactions, simplifies sales, and controls project installations and maintenance within a unified platform. Thus, it streamlines both sales and operational workflows. It also offers deep integrations, rich reporting, and unlimited user licensing. Scoop is the best match for solar companies targeting to scale efficiently.
Key Features
- AI-powered Field Service Management (FSM) software to
- Centralizes data, documents, and communication
- Unlimited storage for presenting solar data.
- “Work apps” for code-free automation.
- Access control to collect standardized data.
- 500+ interfaces to improve team productivity.
2. JobNimbus
Best for: Workflow automation, estimates to billing transition, and subcontractor scheduling.
JobNimbus is a contractor-focused CRM and project workflow tool. It provides a central contact database, deal pipelines, and built-in estimates and proposals. It can bid into work orders and auto-assign them after client approval, and transform estimates into bills with a few clicks. This software excels in consolidating lead tracking, pricing, and billing into a single interface.
JobNimbus can help in managing projects from the first call to the final connection. Also, it enhances communication, material management, and job collaboration. JobNimbus is ideal for you if you want to scale solar operations without switching systems.
Key Features
- Automated workflows and progress tracking.
- Professional estimation and invoicing.
- Kanban boards, mobile data capture, and a mobile app.
- Integrated text messaging, email, and caller ID services.
- Calendar with automation options for notifying customers.
- Third-party integration with QuickBooks, SumoQuote, etc.
3. HubSpot CRM
Best for: Lead generation and nurturing, marketing automation, and sales analytics
If you want a free, user-friendly system that centralizes contacts, deals, and marketing tools in one platform, HubSpot’s CRM can be a suitable option. It provides customizable reports and dashboards that retrieve relevant data. So, the full team gets easy access to the important information.
Furthermore, HubSpot’s hub contains technologies like a centralized inbox, automatic ticketing, service performance dashboards, etc. Lastly, strong lead management ensures easy capture and tracking of leads at different stages. This automated software is perfect if your solar company deals with a significant volume of leads and needs effective follow-up operations.
Key Features
- Unified integration of efficient tools, customer data, and teams.
- Tools for sales analytics, engagements, CPQ, and visual pipelines.
- 24/7 customer service apps and solutions.
- Reporting tools for measuring overall performance.
- Simple lead management and lead nurturing.
- Marketing Automation and task reminders.
4. Pipedrive
Best for: Sales funnel tracking, automation, and revenue forecasting
Pipedrive offers an excellent user-friendly layout to support medium-sized solar companies. It has a quick and efficient setup. So, this software is adaptable to frequently require rapid adaptability to changing market demands. Pipedrive helps in accurate and efficient tracking of the sales funnel in the project-driven solar sector. On top of that, its accurate sales reporting and forecasting tools ensure the circulation of important information throughout the company.
This software is perfect for companies managing dozens of queries, installations, and follow-ups. Pipedrive also provides AI-driven automation like email sequencing, activity reminders, and reporting to forecast sales. This software is perfect for companies managing dozens of queries, installations, and follow-ups. Solar companies like Big Dog Solar have used Pipedrive to get better visibility into their sales process. One case study notes that the company grew revenue by 40% after adding Pipedrive’s dashboard and deal management features.
Key Features
- Customizable Kanban-style pipeline.
- Task management and follow-ups, and customer support.
- Built-in email monitoring, unified calls, and notes.
- Real-time insights into sales pipeline, deal velocity, and rep performance.
- Allows integration with Gmail, VoIP tools, and other automation tools.
- Mobile app to update and access client information.
5. Salesforce Sales Cloud
Best for: Scalable sales and service operations, internal communication, AI-powered analytics
Salesforce is one of the most trusted CRMs with enough adaptability and flexibility. It can accommodate companies of any size and industry. It is perfect if you want structure, flexibility, and clear visibility across your sales for fast scalability. Salesforce software combines marketing, sales, and customer support teams under a single umbrella. It also provides comprehensive solutions 360-degree view of customers’ information. Thus, it ensures that all your customer interactions and sales efforts are personalized and well-targeted.
Solar companies can use it to track contacts, automate multi-step workflows, and integrate with other Salesforce tools like CPQ for quotes or Field Service Lightning for crews. Salesforce even provides an Energy & Utilities Cloud for clean energy. Lastly, its robust internal communication features, task management capabilities, and sophisticated analytics are designed to handle multiple deals at once.
Key Features
- Automatic lead and contact tracking.
- Detailed reports and dashboards.
- Sales forecasting and analytics.
- Mobile app to seamlessly update leads.
- Built-in AI lead scoring and AI-powered (Einstein) sales.
- Unified platform and the Salesblazers community.
6. Zoho CRM
Best for: Cost-effective automation, project collaboration, and solar design integration
Zoho CRM is a versatile, cloud-based, flexible CR, cloud-based CRM. It is popular for its wide integrations with over 1,100 ready-to-use apps and affordable pricing. It includes standard sales features like leads, accounts, deals, email integration, and workflow automation.
Zoho can tie directly into project management via Zoho Projects. Additionally, the Zoho marketing platform can streamline the entire marketing process. It saves time and resources and ensures consistent and effective communication with all your prospects. Lastly, this software adapts as your solar company expands and develops, changing needs. So, it is ideal for small and medium-sized businesses.
Key Features
- Sales force automation and autopilot.
- Tools to generate and submit quotations.
- Integration with Google Workspace and Office 365.
- Advanced analytics and process management.
- Complete project management integration
- Robust lead management and CRM reporting.
7. ARKA 360
Best for: Proposal design, lead tracking, and solar system modeling.
ARKA 360, formerly known as The Solar Labs, offers a solar-specific CRM and sales platform. You will get a blend of customer tracking with proposal, and design integration with it. Its dashboard serves as a centralized lead tracker. Here, solar sales reps can categorize and monitor leads by source and stage. The CRM also has strong task management checklists and supports handling loans, leases, and PPAs right within each deal.
ARKA provides analytics on conversion rates and forecasts as well. It also comes with tools for managing leads, designing solar PV systems, optimizing energy yield, lowering costs, and creating sales proposals. Lastly, it ensures speedy modeling, precise simulations, and seamless proposals. So, you will get a detailed status on all leads, proposals, installations, and crews from a simple, user-friendly program.
Key Features
- Powerful Design Studio with full 3D preview design.
- A clear, visual picture of each lead and project stage.
- Immediate notifications and role-based access controls.
- Configurable dashboards, widgets, and data organization.
- Smart Reminders for crucial deadlines.
- Support for NEM 3.0 and integrated storage solutions.
8. Sunbase
Best for: Interactive proposals and financing integration
Sunbase Solar CRM is a cloud-based sales and installation platform for small, midsize, and large businesses. This CRM bundles sales, proposal generation, finance, and field tools in one platform. So, you can centralize all operations from lead collection to project completion. Sunbase’s lead and customer database is a central hub. Here, reps can immediately generate professional solar proposals with accurate cost estimates and layouts.
It also has built-in tools for managing solar loans, leasing options, and tax incentives linked to each transaction. Other modules cover digital contracting e-signatures, door-to-door canvassing routes, referral programs, and analytics. The interface is also easy for the new user, and it supports email/SMS follow-ups and web forms to keep pipelines full. So, Sunbase gives installers an all-in-one sales toolkit aimed at closing solar deals faster and automating common tasks.
Key Features
- Precise design for the energy system.
- Customer interaction and track leads management.
- Real-time sales performance tracking
- Custom dashboard and real-time insights.
- Comprehensive sales pipeline segmentation.
- Customisable Proposal Generator.
9. Contractors Cloud
Best for: Multi-project management, financial reporting, and contractor communications
Contractors Cloud is a full-featured contractor CRM and operations platform, particularly for handling several active projects. It combines CRM with project scheduling, estimating, materials, and financials in one system. This software offers process templates and automation tools that are available for project managers.
This helps to address project-specific requirements such as site evaluations, installation stages, and post-installation checks. Lastly, it has a team chat tool, Jet Streams, for real-time communication on every project. Its lead management, project tracking, and customer relationship management makes it one of the most adaptable CRM for solar businesses.
Key Features
- Personalized CRM pipeline and lead import feature.
- Automates milestone tracking and task assignments.
- Integrates estimating tools, invoicing, and QuickBooks.
- Create proposals on estimates and customer documents.
- Customer portal to track projects in real time.
- Offers comprehensive financial reports.
10. ClickUp
Best for: Cross-functional team collaboration and projects with hybrid functionality
ClickUp is a highly flexible project-management platform popular as a lightweight CRM. It provides a variety of project management assistance according to the size of your company. You can use it as an all-in-one productivity platform acting as a hub for teams to communicate on tasks, documents, chat, objectives, and more. Its most important aspect is its adaptability to your level of knowledge and needs.
It also offers advanced customization options like automatic task assignment, pre-recorded comments or replies, task status adjustment, and automatic tagging. ClickUp’s free tier includes unlimited contacts and tasks. It makes it affordable for small installations that combine automation and pipeline monitoring in one workspace. Customer care is accessible 24 hours a day. If you have teams that need to handle leads alongside project timelines, ClickUp can be the best solution for you.
Key Features
- Saveable templates and collaborative documents.
- Time tracking function with notifications.
- Real-time custom reporting dashboards.
- AI assistant (ClickUp Brain )and dozens of built-in integrations.
- Robust security certifications and 24/7 live chat support
- Streamlined customer interactions and feedback management.
11. Nutshell
Best for: Simplified sales and marketing campaigns for B2B solar companies
Nutshell is a wonderful all-in-one sales, marketing, and engagement platform. It helps B2B firms to collaborate and win more business. Its ease of use and clean reporting as key drivers of adoption among solar businesses. If you want to increase income, optimize your sales process, or create compelling marketing messaging, Nutshell could be the choice. For a very small cost, each Nutshell membership provides unlimited CRM contacts and data storage, completely personalized reporting features, free data transfer help, and top-notch live support.
In 2024, Nutshell launched Nutshell Marketing and Nutshell Engagement. Nutshell Marketing assists organizations with creating captivating email campaigns and landing sites. Then, Nutshell Engagement facilitates communication with leads and customers throughout the sales process. So, you can choose Nutshell as a comprehensive companion in the sales process.
Key Features
- Sales pipeline management with analytics and reporting.
- Integration with Google, email, calendar, etc.
- Email notifications in color-coded systems.
- Real-time visibility of all activities.
- Marketing and sales automation.
- Authentic reporting, analytics, and collaboration.
12. Insightly
Best for: Proposal creation, lead management, and project execution monitoring
Insightly is the master of coordinating and tracking solar installation projects. With Insightly, solar companies get a full customisable package according to specific needs. It gives them the tools and insights they need to drive growth, meet targets, and provide exceptional customer service. Its strong yet user-friendly interface facilitates effective client administration, personalized marketing, and outstanding customer service.
It also excels as a CRM with integrated project management capabilities. It makes it suitable for solar installers who need to manage leads and job workflows simultaneously. This software’s adaptability and scalability make it an excellent choice for solar companies expanding into multi-project operations.
Key Features
- Pipeline, project, lead, and Opportunity Management
- Workflow automation and AI co-pilot.
- Solar graph to represent solar sales and installation.
- Strong reporting to optimize company operations.
- Proposal Software and relationship mapping tools.
- Easy-to-use template and over 40 app integrations
13. Quickbase
Best For: Custom workflow creation and low-code team collaboration
Quickbase is an AI-powered platform that helps businesses optimize operations by tailoring to their specific workflows and processes. It offers custom workflows and real-time collaboration to improve team communication and productivity. Quickbase’s target audience comprises enterprises of all sizes and industries aiming to improve their operational efficiency.
However, it’s especially useful for teams that rely on collaboration and data-driven decision-making. Also, its user-friendly interface helps users to design and configure apps without any programming skills. Besides, it enables the swift creation of applications that are compatible with all display and mobile device sizes. These advantages help teams to swiftly adjust the platform to their workflows to tackle unique difficulties in IT support.
Key Features
- Powerful automation to streamline operations.
- Smart AI insight and no-code visual builder
- User-centric design and adaptability.
- Fast and accurate report and data processing.
- Drag-and-drop workflow automation and collaboration.
- User management, data integrity, and application governance.
14. Zendesk Sell
Best for: Sales pipeline visibility and customer service excellence
Zendesk was originally a customer service platform, but it gradually expanded into CRM. Sit excels in customer service and sales management. Now, it is a simple and modern sales solution to help businesses increase productivity, maintain pipeline visibility, and boost revenue. With Zendesk, companies can provide excellent customer service with minimal effort. It comes with analytics tools, custom dashboards, third-party integration support, and a document library.
It also offers a 360% view of customer management from a single dashboard. So, the sales professionals can work with customers more closely. Moreover, task management tools, user authentication, and role-based access control are used to control access to Zendesk Sell’s data and help the team stay on track and be productive. It makes it ideal for solar companies with large teams and multiple departments.
Key Features
- Customizable interface, dashboards, and an easy-to-navigate platform.
- Wide range of API integrations and comprehensive sales CRM analytics.
- Top-tier workplace automation and productivity tools.
- Pipeline Visibility analysis, planning, and team management.
- Efficient lead tracking, organization, and lead scoring.
- Automation of sales emails and a mobile app.
- Seamless integration with third-party tools and reporting, and analytics.
Conclusion
The best CRM for your solar company depends on the size, goals, and workflow complexity of your business. Scoop excels at field service and installation tracking. Sunbase and Contractors Cloud provide strong all-in-one sales and project management solutions. HubSpot and Pipedrive excel in lead nurturing and visual sales pipelines for growth-oriented sales teams. Salesforce is ideal for large organizations that require scalability and AI-driven insights.
On the other hand, Zoho and Nutshell are more cost-effective options for smaller teams. Design-focused organizations will gain the most from ARKA 360, while Quickbase and ClickUp offer unparalleled customization and team cooperation. Zendesk Sell and Insightly effortlessly combine project and relationship management. In short, the best CRM is the one that meets your solar company’s specific operational and sales requirements.
FAQs
What are the must-have features in a Solar CRM platform?
A solar CRM platform must have solar-focused pipeline and project management features like tracking leads through site surveys, proposal design, and contract stages. They should also feature automated proposal and quote generation and built‑in e‑signature/document storage for contracts. Other must‑haves are financing/incentive data integration, mobile field data capture, and analytics dashboards for real-time sales and performance reporting. Together, these features ensure that customer, design, and contract data all reside in one system.
Is implementing Solar CRM difficult or time-consuming?
It depends on your company’s size and the organization’s demands. Small companies with simple needs take one to three months. Medium-sized organizations with moderate complexity: 3 to 6 months. Large organizations with advanced requirements: 6 to 12 months or longer. Though it is a bit time-consuming, the byproduct is worth the effort and time.
How much does Solar CRM cost, and is it worth the investment?
The cost of Solar CRM software depends on vendor, scale, and features. Usually, CRM for customer service ranges from $14 to $300 per person per month. However, installers generally find the investment worthwhile as it reduces manual work and improves close rates. Even a small company can recover its CRM costs through saved hours and extra sales. Numerous case studies report that the ROI in time saved and deals gained often outweighs the expense. So, undoubtedly your investment on the right CRM worth it.
Can Solar CRM manage both residential and commercial solar projects?
Yes. An advanced Solar CRM can handle both small-scale residential projects and complex commercial installations. Industry sources note that leading Solar CRMs are designed for “any size” solar job. These systems support a full spectrum of markets in one solution. They do it simply by configuring project profiles and team assignments appropriately.
What integrations should a Solar CRM support?
A Solar CRM should integrate across the entire sales/install workflow. Typical integrations include PV design tools, financing/lending platforms, field/project management apps, marketing tools, communication and accounting/ERP software. Leading systems even boast hundreds of built-in connectors to link CRM data with design, sales, finance, and operations tools..
How secure is the customer data in Solar CRM?
The safety and security vary from CRM to CRM. The leading Solar CRM solutions protect customer data through multi-factor authentication and regular upgrades. Solar CRMs are typically hosted on enterprise‑grade cloud platforms with strong encryption and backups. They use role-based access control so only authorized users can view sensitive information. RA reputableCRM also complies with data-privacy standards like GDPR, CCPA, etc., and offers audit logs/multi-factor login as needed.