CRM SOFTWARE FOR SOLAR INSTALLERS
Long pipelines and staged installs, kept on one thread.
Solar deals run for weeks: quote, site visit, install, sign-off. 9DollarCRM keeps the whole pipeline visible and every document on the customer record, so a long sales cycle doesn’t leak leads or lose paperwork.
- Long pipeline, fully visible
- Site visit to install, scheduled
- Every document on the record
- Quote to invoice, one flow

The parts that hurt
You know these already.
A weeks-long deal going cold in a spreadsheet
Site-visit notes lost before the install
Paperwork scattered across inboxes
Quote → Site Visit → Installation
No more copying the same job into the next app.
The complete workflow for solar, from first contact to payment.
Quote
Send a clear proposal from the customer record and track it through a pipeline built for a long sales cycle.
Site Visit
Schedule the survey, attach the findings and photos to the record, and carry them straight into the install.
Installation
Schedule staged install work, then invoice from the same line items with online payment and e-sign on the Pro plan.
What runs your day
The information you need, when you need it.
Warm, readable surfaces instead of dense tables. The work stays visible; the detail is one click away.
One customer record
Every quote, note, message, invoice, and payment for a customer in one searchable history.
A schedule your team can trust
Day, week, and crew views so you see what’s next, what changed, and who owns it.
Quote to paid, one flow
Line items carry from estimate to job to invoice, with no retyping, gapless numbering, and online payment.
One plan, the whole workflow
Everything you just saw is in every plan.
No add-ons, no per-seat surprises. Start free for 14 days, bring your data in with a click, and cancel any time with a one-click export.
Frequently asked questions
Common questions from solar businesses. Can’t find what you’re looking for? Chat to our friendly team
The best solar CRM tracks a long pipeline and keeps quote, site-visit, and install paperwork on one record. 9DollarCRM does both, configured for solar from day one, with e-signatures available on the Pro plan and a 14-day free trial that needs no credit card.
Ready when you are
Pick solar and watch the app become yours.
Set up in an afternoon. Start free for 14 days, no credit card. Bring your data in with a click.
Get started freeFree for 14 days. No credit card. Cancel in two clicks.