Build your own solar CRM systems, no code required
Manage leads, track sales, and optimize operations with a customizable CRM tailored to your solar business needs and processes.
Customize your solar CRM around your processes
Tailor your solar CRM to your team’s workflow. Add only the tools you need now, and easily adjust as your sales and service needs change.
Lead capture and management
Sales pipeline tracking
Quote and document sharing
Site survey scheduling
Task assignment and progress tracking
Customer communication log
Unify your solar project data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your solar business.
Custom access for every team. Built-in security, no dev time.
Equip your solar sales, ops, and support teams with tailored dashboards and permissions. Set up secure logins and access in minutes.
Advanced permissions
Give sales, installers, and support teams personalized dashboards so each role sees just what they need for solar projects.
User groups
Give sales, installers, and support teams personalized dashboards so each role sees just what they need for solar projects.
Automations
Connect with tools like Make, Zapier, or N8N to automate lead tracking, follow-ups, and project updates.
Works on any device
Access and update your solar CRM from any device. All apps are mobile-ready for teams in the field or office.
Easy, secure logins
Let team members log in securely with Google, email, or SSO—no IT tickets needed for solar CRM access.
Security
Keep customer and project data safe with SOC2 and GDPR compliance, plus fine-tuned permissions for solar businesses.
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Give sales teams an AI helper
Sales reps can ask AI about leads, deals, or contacts—get fast answers right inside your solar CRM, powered by Softr.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your solar CRM system in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like project tracking, installer management, or reporting as your solar business evolves.
Flexible as you grow
Start with a CRM, then add customer portals, quote tools, or dashboards—all in one place.
Build a fully custom solar crm system in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions