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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
Technicians installing solar panels.
Built for solar, configured the day you sign up

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.

01

Quote

Send a clear proposal from the customer record and track it through a pipeline built for a long sales cycle.

02

Site Visit

Schedule the survey, attach the findings and photos to the record, and carry them straight into the install.

03

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.

Connects with the tools you already use

Stripe
Google Calendar
QuickBooks
WhatsApp
PayPal
Razorpay
See all integrations →

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.

Also built for

More field service trades

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 free

Free for 14 days. No credit card. Cancel in two clicks.