Every solar job, from first message to switch-on.

Solar CRM keeps your enquiries, quotes, installs and customer updates in one place, so nothing gets lost between Messenger, a spreadsheet and the crew's group chat.

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  • No credit card
  • Pesos and Manila time
  • Works on your phone
  1. New lead · Liza Ramos
    From your website form
    Enquiry
  2. Site visit
    Visit booked · Thu 2 PM
    Reminder emailed to Liza
  3. Quote approved
    ₱485,000, on her phone
    Quote
  4. Paperwork
    Permit and sign-off done
    Net metering filed
  5. Install · Tue 8 AM
    Panels delivered Monday
    Install
  6. Switch-on
    System switched on
    Shown on Liza's project page

Sound familiar?

  • The enquiry came in Friday night. By Monday they'd booked someone else.
  • Which version of the quote did they actually say yes to?
  • The panels arrived the day after the crew.
  • The customer called again to ask if we've started.

None of these is a people problem. It's what happens when a job lives in five different places. Solar CRM puts the whole job in one.

One line from enquiry to switch-on.

Each stage of a solar job has its own screen in Solar CRM, and each one hands the job to the next.

  1. Enquiry

    Reply first, then keep following up without having to remember.

    Texts and emails with a customer sit in one conversation, whoever on your team sent them. New leads from your website or ad forms land in your pipeline by themselves.

    • Campaigns follow up by text and email over days or weeks
    • Follow-ups stop by themselves when the customer replies
    • Sent only during the hours you choose, in Manila time
  2. Quote

    Quotes customers approve from their phone.

    Build a branded quotation with your letterhead, line items and terms, then send it as a PDF and a link. The customer reviews it and approves it online, and the right people on your team hear about it the moment they do.

    • One approved version, so nobody argues about which quote
    • Your logo, your terms, your validity period
  3. Install

    See the slip before the crew is standing in a driveway with no panels.

    Site visits, material orders, deliveries, installs and switch-on sit on one calendar. Solar CRM flags what's about to go wrong: a delivery landing after install day, paperwork still open, a job nobody is assigned to.

    • Every job on one timeline, for the whole team
    • Crews coordinate in team chat, built for phones on slow data
  4. Switch-on, and after

    Customers stop calling to ask how it's going.

    The moment a customer approves their quote, they get a private project page on their phone. It shows where the installation stands, what happens next, and the updates and photos your team posts. No app to download and no password.

    • Opens by itself when the quote is approved
    • Your team sees exactly what the customer sees

Also in every account.

The parts of running a solar company that usually need another app, or a notebook.

  • Team chat for crews

    Channels for every job, built for phones on mobile data, with an assistant that can look up a customer for you.

  • Referral partners

    Partners get their own link and portal. You see every referral and what you owe them.

  • Presenter pay plans

    Fees for presentations, down payments and completed installs are worked out for you.

  • Roles for everyone

    Owners, sales, operations, installers and viewers each see what their job needs.

  • Your own domain

    Put Solar CRM and your customers' project pages on a web address you own.

  • Change history

    Every edit to a customer's details is recorded, so you always know who changed what.

Built for installers at every size.

Established installers

Move sales, operations and crews off spreadsheets and group chats without slowing the jobs already running.

Independent installers

Look as organised as the big companies: proper quotes, automatic follow-ups and a project page for every customer.

New solar companies

Start with the system most companies only build after years of mistakes. Your pipeline is ready the day you sign up.

Up and running this afternoon.

  1. Create your account

    Name your company. Your pipeline, from new lead through switch-on, is set up for you.

  2. Invite your team

    Add sales, operations and installers. Each person gets the screens their role needs.

  3. Send your first quote

    Add a lead, build the quotation and send it. Then watch for the approval.

Start your 7-day free trial Free for 7 days. No credit card.

Questions installers ask.

Is Solar CRM made for installers in the Philippines?

Yes. Amounts are in pesos, dates and reminders follow Manila time, and the screens your crew uses are built to load quickly on mobile data outside Metro Manila.

Do I need a credit card to start?

No. Create your account with your email and you're in for 7 days.

Can my crew use it on their phones?

Yes. Solar CRM runs in your phone's browser. Add it to the home screen and it opens like an app, team chat included.

Can I text customers from Solar CRM?

Yes. Connect your SMS number in Settings and every text sits in the same conversation as your emails. Email works from the start.

Can leads from my website or ads come in by themselves?

Yes. Any form or tool that can send a webhook, like your website, a landing page builder or Zapier, can create leads in your pipeline.

Who can see our customers?

Only your team. Every company's data is kept separate, and each teammate's role decides what they can see and change.

Your next job, from first message to switch-on.

Set up your company in Solar CRM today and run your next enquiry through it. The first 7 days are free.

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