The CRM Built for HowSolar Companies Actually Work.
Generic CRMs weren't built for solar. SolarDesk connects every lead — a form on your website, a referral, or a rep in the field — with your 3D designs, proposals, scheduling, HR, and inventory in one pipeline, so a new lead becomes a signed deal becomes a completed install without anything falling through the cracks.
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Used by solar companies across North America
Your CRM Wasn't Built for Solar. And It Shows.
You're forcing a generic sales CRM to handle solar leads, 3D designs, proposals, installs, and crews — none of which it understands. So your team fills the gaps with spreadsheets, group chats, and copy-paste, and deals slip through every seam.
Your Leads Live in Three Different Places
Door-to-door pins in one app, web inquiries in another, and referrals in someone's inbox. Your CRM only sees the ones somebody remembered to enter by hand.
The Pipeline Breaks Every Time There's a Handoff
Sales closes a deal, but design, scheduling, and the install crew all live outside the CRM. Every handoff is a manual message — and every message is a chance to drop the ball.
You Can't See What's Actually Happening in Your Business
Because the data is spread across five tools, you can't answer simple questions: how many deals are stuck, which rep is converting, what's scheduled this week. The reports never tell the whole story.
One Pipeline. From the First Lead to the Final Install.
SolarDesk is a CRM that understands solar. Leads, designs, proposals, scheduling, HR, and inventory all live in one connected pipeline — so nothing gets re-entered and nothing falls through the cracks.
A Pipeline That Speaks Solar — Contacts, Deals, and Stages That Fit.
Manage contacts, companies, leads, and deals in a pipeline built around the solar sales process. Server-side pagination, sortable columns, customizable views, and role-aware dashboards mean your team sees exactly what matters to them.
- Contacts, companies, leads, and deals in one place
- Customizable views and sortable columns
- Role-aware dashboards (admin/manager and personal)
- Custom contact fields for your business
Every Lead Lands in the Pipeline. Automatically.
Whether it comes from a form on your website, a referral, or a rep dropping a pin in the field, every lead becomes a CRM contact instantly — source, owner, timestamp, and status. No paper, no copy-paste, no leads forgotten in an inbox or on a clipboard.
- Website form submissions create instant contacts
- Door-to-door pin drops captured in the field
- Lead source and originator tracked automatically
- Every lead flows straight into the sales pipeline
Design and Close Without Leaving the CRM.
Because 3D design and proposals live inside SolarDesk, a deal moves from lead to signed contract in the same system. The design generates the proposal, financing and e-signature are built in, and the pipeline updates itself.
- 3D design built into the CRM
- Auto-generated proposals with financing
- E-signature included
- Pipeline stages update as deals progress
Run the Whole Operation — Not Just the Sale.
Signed deals trigger install scheduling. Crews clock in from the field. Inventory updates as jobs complete. And because every part of the business lives in one platform, your reporting finally reflects what's actually happening across sales, ops, and install.
- Install scheduling and dispatch
- HR, time tracking, and payroll review
- Inventory tied to closed deals
- Reporting across the full business
A Generic CRM vs. a CRM Built for Solar.
We just cancelled all of our other subscriptions, I did the math and we're spending 43% less on software now and it's better haha unreal!
— Verified SolarDesk customer
5.0 rating from solar installation professionals
Run Your Entire Solar Pipeline Free for 7 Days.
Start your free trial and move a real lead through the pipeline — from first lead to design to signed deal — in a CRM that finally fits how solar works.