From Site Visit to Sale — Streamline Solar Deals with Field Tracking
Unify sales, installations, and service operations with CRMLeaf—the all-in-one Solar CRM for high-growth solar companies.
Solar CRM Software
Accelerate your solar business with a powerful CRM solution tailored to manage leads, projects, sales, and teams
Real-Time Overview
Get a live snapshot of leads, projects, revenue, and team activity—all in one place. Make faster, data-driven decisions.
Customizable Widgets
Track solar KPIs like kW sold, install timelines, and site visits. Personalize your view to fit your goals.
Visual Insights
Access intuitive charts and graphs that highlight trends, bottlenecks, and achievements. Easily analyze team performance and project health with color-coded visuals.
Quick Actions
Create leads, assign tasks, or raise tickets in just one click. Spend less time navigating and more time taking action.
Mobile Access
Stay connected with your solar business from anywhere using the mobile dashboard. Respond to tasks and updates on the go, even during site visits.
Dashboard
Real-Time Overview
Get a live snapshot of leads, projects, revenue, and team activity—all in one place. Make faster, data-driven decisions.
Customizable Widgets
Track solar KPIs like kW sold, install timelines, and site visits. Personalize your view to fit your goals.
Visual Insights
Access intuitive charts and graphs that highlight trends, bottlenecks, and achievements. Easily analyze team performance and project health with color-coded visuals.
Quick Actions
Create leads, assign tasks, or raise tickets in just one click. Spend less time navigating and more time taking action.
Mobile Access
Stay connected with your solar business from anywhere using the mobile dashboard. Respond to tasks and updates on the go, even during site visits.
Built for Solar Sales and Operations Teams
Smart tools to connect solar consultants, installers, and customer support on one cloud platform.
Lead Management
Segment by region or source, auto-assign solar advisors, and track pipeline stages.
Site Survey & Proposal Tools
Schedule surveys and generate custom solar quotes instantly.
Installation Timeline Tracking
Get end-to-end visibility from panel delivery to commissioning.
Centralized Communication Hub
Handle SMS, WhatsApp, calls, and email in one system.
Custom Solar Reports & Dashboards
Analyze KW sold, installer turnaround, and margin per project.
Mobile-Ready CRM
Use in the field, at HQ, or onsite with real-time access to customer and job data.
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.
Stay ahead with the Latest Insights
How to Automate Proposal Generation for Solar Projects with CRMLeaf
Why Managing Customer Data Is So Hard for Solar Installers and How to Fix It
Free Webinar: Best Solar CRM to Simplify Your Workflow
