Built for Australian Solar Retailers & Installers

The All‑in‑One
Solar & Battery CRM

Turn expensive solar leads into booked appointments, faster quotes, and higher close rates — all in one powerful unified dashboard.

500+
Installers
87k+
Proposals
32%+
Cycle Efficiency

The Inefficiency Gap

You're Not Just Losing Leads —
You're Losing Thousands
in Revenue

The Problem

Every missed call, delayed quote, or follow-up gap is lost revenue. In Australia’s competitive solar market, the fastest and most organised installer wins — not necessarily the cheapest.

The Reality

Yet most solar businesses still depend on spreadsheets, multiple tools, and manual coordination — making it nearly impossible to respond fast, quote accurately, and manage projects efficiently.

73%
Leads Lost
48h
Avg Response
Revenue Leaking...
New Leads
Missed Call
Quoting
Delayed Quote
Follow Up
Follow-up Pending
Revenue Earned
New Leads
Quoting
Follow Up

All-in-One Platform

A Truly All-in-One Product
for Solar Businesses

A full package architecting solar's digital transformation — where automation amplifies expertise and every interaction becomes a catalyst.

Lead Pipeline

this month

+18.4%
Lead24
Contact18
Project11
Closed6

12.5%

Win Rate

$4.2K

Avg. Value

18 days

Cycle

Lead Management

Daily Follow-up

Follow up by sales rep

Call John Doe - Lead #24

09:30 AM

Overdue

Update Site Inspection

11:00 AM

Upcoming

Send Proposal to Sarah

02:15 PM

Scheduled

Initial Callback - Smith

04:00 PM

Draft
Total: 12 pending calls

Sales Rep Portal

Sales & Marketing Report

StateMarketingKW SoldTotal
NSW$5,310721.58$11,689
QLD$3,123531.66$3,710
SA$3,65741.93$3,684

Lead wise spend analyzed per state

Marketing Data

Quote Generator

STC Calculator

Advanced STC calculations for residential and commercial systems. Real-time product-wise rebate estimates based on Australian state regulations.

STC Zone 3:$3,420 Rebate

Financial Product

Sales Dashboard

LIVE

$142,580

Peak Growth

+24.8% ↑

Sales Dashboards

Inventory Manager

JA Solar 400W Panel
×48In Stock
Fronius Symo 10kW
×12Low Stock
Tesla Powerwall 2
×5In Stock
Enphase IQ8 Micro
×0Out of Stock

Validation Checkpoint

Customer Name Verify
Roof type & Angle
Blackout Protection Offered
Meter Phase
Existing system verify
Battery installation type
Meter Upgrade Needed
Ready for Submission

Process Check

Connect with our expert to
learn more

Contact Now
Our Process

From Lead to Installation
In Four Simple Steps

01
01

Capture & Qualify Leads

Import leads via CSV/Excel bulk upload or capture them manually. Instantly qualify with pipeline stages, assign priority scores, and never miss a follow-up using smart automated reminders.

Bulk ImportKanban PipelineAuto Follow-up
02

Design & Size the System

Use Nearmap-powered aerial imagery to design accurate panel layouts. Size batteries confidently with our BESS calculator, factoring in load profiles and solar generation data.

Panel LayoutBattery SizerNearmap Aerial
03

Generate & Send Proposals

Build branded residential or commercial proposals in minutes. Auto-apply STC rebates, calculate ROI and payback periods, and include warranty docs — ready for e-signature.

Branded QuotesSTC RebatesE-Signature
04

Close & Install with Confidence

Track tasks across your installation team with project boards. Manage procurement, sync inventory, and monitor every job from proposal to handover — all in one dashboard.

Task BoardInventory SyncJob Tracking
Convert with Intelligence

Everything Your Solar Business Needs — From Lead to Installation

Precision lead tracking that transforms raw interest into profitable projects. Every touchpoint, every automated follow-up, synchronized.

420

Capture

285

Qualify

142

Contact

86

Proposal

34

Closed Won

32% faster

Cycle Efficiency

18.4%

Avg. Conversion

500K+

Leads Captured

Revenue Acceleration

Generate Winning Proposals in Minutes

Stop spending hours on manual spreadsheets. Create high-conversion solar proposals with accurate pricing and a professional look.

Automated Quoting

Generate professional PDFs with pre-filled lead data in seconds.

Custom Branding

Upload your logo and pick colors to match your EPC brand identity.

Solar CRM Logo

Quotation Ref: #SOL-2024-001

Prepared For

James Henderson

Sydney, NSW

6.6kW System
10kWh Battery
15x Panels
Premium Solar Package$14,200.00
STC Government Incentive-$2,450.00

Investment Total

$11,750

SIGNED & APPROVED

Financial Modeling

Visualize ROI, payback periods, and long-term utility savings.

Product Sync

Pull panels and inverters directly from your integrated catalog.

Operational Excellence

Master Your Tasks with
Unified Control

Efficiency is the backbone of successful solar EPCs. Our command hub ensures no permit is late, no site visit is missed, and every installation is tracked to the minute.

Project-Based Task Boards
Track tasks per lead. Always know what's pending, in progress, or completed.
Assign Roles and Owners
Tag sales reps or admins to tasks with clear ownership, priorities, and deadlines.
Calendar & Deadline View
View tasks in a calendar showing overdue, completed, and pending items synced per lead.
Status Tracking & Notifications
Track solar leads with instant notifications on every update for complete visibility.

Installation Roadmap

Lead: Mitchell Residence

6 Active Tasks
Call Client
Completed 2nd Oct
low
Update items in inventory
Due 7th Oct
medium
Revise Proposal — Update Price
Due 9th Oct
high
Revise Proposal Format
Due 10th Oct
medium
Close the Lead
Due 2nd Oct
high
Upload E-bill details
Due 5th Oct
low

1

Done

4

Pending

1

Overdue

Customer Reviews

Loved by Solar Businesses
Across Australia

Don't just take our word for it — here's what real solar professionals say about Solar CRM.

“Solar CRM completely transformed how we manage leads. We went from spreadsheets to a fully automated pipeline in days. Our close rate jumped 40% in the first quarter alone.”

DH
Daniel Hartley
Sydney, NSW
Director · SunPath Solar

“The proposal generator is a game changer. What used to take us 2 hours now takes 8 minutes. Clients love the professional look, and we love the extra time back in our day.”

PN
Priya Nair
Melbourne, VIC
Operations Manager · BrightEdge Energy

“A CRM built for solar — not some generic product we had to hack together. The battery calculator and STC products saved us hours single week.”

MW
Marcus Webb
Brisbane, QLD
Sales Lead · Apex Solar Group

“I've tried 4 different CRMs over 6 years. Solar CRM is the first one my whole team actually uses. The UX is intuitive, onboarding was easy, and support is outstanding.”

SO
Sarah Okonkwo
Perth, WA
CEO · GreenVolt Solutions

“Inventory management and procurement tracking in a single dashboard — that's what we needed. Solar CRM delivered it beautifully. ROI was visible within the first month.”

CL
Cameron Li
Adelaide, SA
Technical Director · Horizon Energy Co.

“We scaled from 3 to 11 installers using Solar CRM as our backbone. The reporting and follow-up automation keeps everyone on track without micromanaging. Brilliant platform.”

TS
Tara Simpson
Gold Coast, QLD
Business Owner · SolarWise QLD
Integrations

Compatible with All Your
Favourite Software Product

Solar CRM connects seamlessly with the products your team already uses — from accounting and payments to communication and storage.

Google Ads
Advertising
FB Ads
Advertising
Office 365
Productivity
Stripe
Payments
Xero
Accounting
SMS Gateway
Communication
Don't see your product? We've got you.
Request a custom integration or connect via our open API — we work with any software.

Simple Pricing

Plans for Teams of All Sizes

Choose the perfect plan to streamline your solar operations and boost your conversion rates.

Starter

Perfect for sole-traders and small installers starting their solar journey.

$59/mo AUD
What's Included:
10 Leads Per Month
Basic CRM Pipeline
Solar Proposal Generator
Email Support
Digital Signatures
$30 per Extra User
Most Popular

Business

The complete toolkit for growing EPCs and residential installation teams.

$149/mo AUD
What's Included:
Unlimited Leads & Deals
Nearmap Aerial Integration
Advanced Battery Calculator
Inventory & Procurement
Priority Email & Chat Support
$30 per Extra User

Enterprise

Advanced features and support for high-volume commercial EPC operations.

Custom
What's Included:
Multiple Team Access Rows
Full API & Webhook Access
White-labeled Proposals
Dedicated Account Manager
Custom Contract Terms
$30 per Extra User

FAQ

Some Answers You Might
Be Looking For

Common questions, answered

Solar CRM is Australia's all-in-one platform designed specifically for solar and BESS installers and retailers. It helps manage leads, streamline procurement, track tasks, prepare packages, design panel layouts, size batteries, and generate detailed residential or commercial proposals with accurate costing — all in just minutes.
Ready to Streamline Your Solar Business?

Ready to Streamline
Your Solar Business?

Join Australia's leading solar businesses already using Solar CRM to close more deals, faster.