Best CRM for solar/battery installers (2026)

Solar and battery sales have a longer cycle than most trades. A lead comes in, gets a site assessment, receives a design and quote, maybe gets a second quote, negotiates, signs, then waits for install. That's 2-6 weeks. You need a CRM that tracks all of it.

What to look for

• Pipeline visibility. See every lead's stage at a glance: new enquiry → site visit booked → quote sent → follow-up → accepted → scheduled → installed.
• Automated follow-ups. Quotes get sent and forgotten. The CRM should trigger follow-ups automatically.
• Proposal integration. Generate quotes/proposals from within the CRM, not in a separate tool.
• Install scheduling. Once a job is accepted, it should flow into a scheduling calendar without re-entering data.

Options

Solar-specific: OpenSolar (free proposal tool with CRM features), Solargraf, SolarNexus. These understand the solar workflow — system design, proposal, permitting, install.

General CRM with customisation: HubSpot (free tier is strong), Pipedrive (simple pipeline management), Monday.com (visual and flexible).

Trade-specific: Tradify or Jobber with pipeline stages customised for solar.

The AI angle

Whichever CRM you choose, the biggest gap is usually communication. Leads go cold because nobody followed up. AI handles:

• Instant acknowledgement of every enquiry
• Quote follow-ups on schedule
• Post-install review requests
• Maintenance reminders 12 months later

See the full AI impact on solar installers →

Further reading

• InboxAgents: AI for energy and trade businesses