CrmLeaf works for every solar business model
Whether you are a solo residential installer or a multi-branch EPC network - every solar business model has a workflow. Here is how CrmLeaf fits each one.
Find your business model
Click any use case to see the exact workflow, pain points and modules relevant to your business.
Solar EPC Contractor
Full lifecycle management for EPC contractors - from lead qualification and site survey to BOQ, project milestones, field crew, vendor procurement and milestone billing.
Solar Dealer & Trader
CRM pipeline, fast BOQ proposals, vendor PO management and payment collection - the complete operational stack for solar dealers managing multiple brands and projects.
Residential Solar Installer
High-volume residential installations - same-day proposals, digital site surveys, crew scheduling, milestone tracking and automated billing from first lead to final commissioning.
C&I Solar Developer
Complex commercial and industrial projects - multi-phase milestones, multi-stakeholder approvals, large-scale procurement and high-value milestone billing across long project timelines.
O&M Service Provider
Ongoing operations and maintenance - multi-channel ticket intake, technician dispatch, AMC contracts, preventive maintenance scheduling and service billing for solar fleets.
Solar Franchise Network
Multi-branch operations with standardised workflows - HQ visibility across all branches, consistent BOQ and proposal standards, centralised inventory and consolidated performance reporting.
Customer StoryDigitize Renewable Energy Operations with CRMLeaf
Most solar companies span two use cases
An EPC contractor also handles O&M. A solar dealer also manages residential installations. CrmLeaf adapts to your actual workflow - not a rigid category.
Start with your primary model
Read the use case that matches your main revenue stream - it covers the most relevant workflow, modules and persona.
Mix modules as needed
Every CrmLeaf plan includes all modules. Use milestones for EPC work, tickets for O&M and the dealer pipeline for trading - simultaneously.
Book a use-case demo
Not sure how CrmLeaf fits your specific mix of services? Book a 30-minute demo and show us your workflow - we will map it to the platform.
Resources for every stage of evaluation
Business Cases
ROI calculators and financial analysis - quantify the cost of your current workflow and the value of switching.
Tutorials
Step-by-step guides to every CrmLeaf workflow - from getting started to advanced milestone billing.
Comparisons
See how CrmLeaf compares to JobNimbus, Salesforce, HubSpot and spreadsheets - feature by feature.
Find your use case.
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