Purpose-built for Solar EPC & Dealers

Scale Your
Solar Business

From first lead capture to final payment collection - manage deals, site surveys, BOQ proposals, project milestones, inventory, vendors and invoicing. Built for solar EPCs, installers and traders.

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No credit card requiredFree onboardingSetup in 30 mins15-day free trial
🇩🇪 Germany🇦🇹 Austria🇳🇬 Nigeria🌍 APAC · MENA · EU · Americas
crmleaf.app · Solar CRM Dashboard
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Leadway
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Categorizing-and-managing-tasks
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ACME
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Leadway
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Categorizing-and-managing-tasks
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Sound familiar?

The problems solar businesses run on

"Leads come in from calls, walk-ins, referrals and social - and fall through the gaps between tools."
SolarCrm captures every lead from every source into one pipeline with solar-specific deal stages: Survey → BOQ → Proposal → Won.
"Our BOQ takes 2 days to build in Excel. By then, the client has already signed with someone else."
Build BOQ-backed proposals in minutes, get internal approval, and send branded proposals with system specs, savings estimates and pricing - all from one screen.
"Once a deal is won, we have to manually re-enter everything into a separate project tool."
When a deal is won, SolarCrm auto-creates a project - milestones, tasks and team assignments set up instantly. No re-entry.
"Field technicians have no visibility. They call the office 10 times a day to know what to do next."
The SolarCrm mobile app gives field crews their tasks, milestones, site photos, attendance check-in and expense logging - offline, from the job site.
"We miss invoices because no one remembers to raise them when a milestone completes."
Milestone completion auto-triggers invoice creation. Billing always matches progress - partial payments, outstanding balances, and automated reminders handled automatically.
"We're running 5 systems and none of them talk to each other - CRM, projects, inventory, HR and accounting."
SolarCrm connects every piece: lead → survey → BOQ → project → procurement → invoice → payment. One platform, one login.
Inside the platform

A closer look at every solar workflow

From the first lead to after-sales service - explore how each SolarCrm module works and how they connect end-to-end.

🎯

Lead & Deal CRM

Capture every lead, move every deal - one solar pipeline.

  • Multi-source lead capture: web, referral, walk-in, social, calls
  • Solar deal stages: Survey → BOQ → Proposal → Won
  • Agent assignment, watchers, tasks and follow-up reminders
  • Won deals auto-trigger a site survey and BOQ - no re-entry
CORE MODULE
📋

BOQ & Proposal

BOQ to signed proposal in hours, not days.

  • Itemised BOQ with panel, inverter, mounting and labour costs
  • Internal proposal approval workflow before sending to client
  • Branded solar proposal with system specs, savings estimate and pricing
  • One-click e-signature - deal won, project triggered automatically
CORE MODULE
🏗

Project & Milestone Management

Every task, every milestone - tracked from deal to project complete.

  • Auto-create project when deal is won - no manual setup
  • Define milestones: civil, electrical, panel mounting, commissioning, PTO
  • Task assignments with due dates, priority and progress tracking
  • Milestone completion triggers next invoice - billing always on time
📱

Field Technician Mobile App

Your entire platform in your technician's pocket.

  • View & update assigned tasks from the job site
  • Milestone check-off - triggers billing automatically
  • Site photo capture linked to project milestones for QC
  • Geo attendance check-in with GPS location verification
  • Available on Android, iOS and PWA - works offline
🏭

Inventory & Vendor Management

Panels, inverters and hardware - tracked across every warehouse.

  • Vendor database with quotation comparison and credit terms
  • Purchase orders linked directly to project BOQs
  • Delivery tracking against each PO
  • Credit management with payment due alerts
🧾

Invoicing & Payments

Milestone billing that never misses an invoice.

  • Milestone-triggered invoicing - billing always matches progress
  • Partial payment tracking and outstanding balance management
  • Multi-currency: USD, AED, EUR, GBP, NGN and more
  • Live revenue and collections dashboard
MULTI-CURRENCY
Real results

Numbers from solar businesses already on SolarCrm

340+
Companies trust SolarCrm across APAC, MENA, EU & Americas
62%
Faster proposal turnaround - BOQ to signed proposal in hours
3×
More pipeline visibility compared to spreadsheet tracking
0
Missed invoices when milestone billing is active
Who uses SolarCrm

Whether you install 5 systems a month or manage 100+ parallel projects

SolarCrm adapts to your workflow - from single-site residential to multi-region EPC operations.

🏠 Residential Solar Installer

Manage homeowner leads, roof assessments, proposals and installation milestones. Track every job from survey to handover.

Lead CRMBOQMilestone tracking

🏭 Solar EPC Contractor

Run multi-site EPC projects with full milestone, task, expense and progress visibility. Manage crews, vendors and subcontractors end-to-end.

EPC ProjectsVendor POCrew tasks

🔋 Solar Trader / Dealer

Capture leads, generate BOQ-based proposals, manage inventory and raise invoices. Track stock levels, vendor POs and client payments from one screen.

Product BOQInventoryClient invoicing

🏙 C&I Solar Developer

Manage large commercial deals with complex proposal approvals, multi-phase project milestones, regulatory checkpoints and milestone billing cycles.

Multi-phase projectsApproval workflowMilestone billing

🤝 Solar Franchise / Network

Central visibility across franchisee operations - leads, deals, projects, inventory and revenue by region. Standardise processes across your network.

Multi-branchRegional reportingStandardisation

🔧 Solar O&M Company

Manage after-sales service tickets, technician dispatch, job site visits and AMC invoicing. Full customer portal with service history and ticket status.

TicketsAMC billingField service
End-to-end solar workflow

From lead to payment - without switching tabs

1

Capture Lead

Web, referral, walk-in, social or calls - all land in your pipeline

CRM
2

Site Survey

Survey scheduled and logged - auto-links to deal record

CRM
3

BOQ & Proposal

BOQ built, approved internally, proposal sent with e-signature

PROPOSAL
4

Project Auto-Created

Deal won - project, milestones and team set up automatically

PROJECTS
5

Installation

Field crew manage tasks, site photos and expenses from mobile

FIELD APP
6

Invoice & Collect

Milestone complete → invoice auto-raised → payment tracked

BILLING
Ready to start?

Stop running your solar business from spreadsheets

340+ solar companies across Germany, Austria, Nigeria and beyond have switched to SolarCrm. 15 days free. No credit card. Free onboarding.

Start Free Trial →Request a Callback
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