Solar CRM

Spec sheet

Product

Solar CRM is a customer relationship management system designed for solar installation companies.Read 9 Oct 2026 · solar-crm.co.uk

Audience

The product is described for solar installers, renewable energy companies, sales teams, surveyors, and office staff.Read 9 Oct 2026 · solar-crm.co.uk

Integrations

The contact page invites businesses to explore integration opportunities but does not name any integrations.Read 9 Oct 2026 · solar-crm.co.uk

Support

The company offers contact for sales, support, and advice, including technical support and demo requests.Read 9 Oct 2026 · solar-crm.co.uk

Headquarters

Basildon, England, United KingdomRead 28 Sep 2026 · solar-crm.co.uk

Company

Solar CRM is a trading style of 1711 DIgital Labs Ltd, company number 17209416.Read 9 Oct 2026 · solar-crm.co.uk

Access

Solar CRM is cloud-based and accessible through a web browser to authorised users.Read 9 Oct 2026 · solar-crm.co.uk

Appointments and surveys

The platform supports scheduling appointments and assigning survey appointments to engineers or sales representatives.Read 9 Oct 2026 · solar-crm.co.uk

Client portal

Customers can view appointments, quotations, documents, and project updates in a portal branded to the solar company.Read 9 Oct 2026 · solar-crm.co.uk

Customer records

Customer records can include notes, documents, surveys, contracts, and other project information.Read 9 Oct 2026 · solar-crm.co.uk

Installation tracking

Users can monitor projects from initial enquiry through quotation, survey, installation, and completion.Read 9 Oct 2026 · solar-crm.co.uk

Invoices

The platform can generate invoices, track payments, and monitor outstanding invoices.Read 9 Oct 2026 · solar-crm.co.uk

Lead management

Users can import leads from website enquiries, advertising campaigns, referrals, manual entry, or CSV files.Read 9 Oct 2026 · solar-crm.co.uk

Quotes and pipeline

Users can generate professional quotations, track acceptance rates, and manage a sales pipeline.Read 9 Oct 2026 · solar-crm.co.uk

User accounts

Sales representatives can have dedicated accounts with access to their own appointments, customer information, and notes.Read 9 Oct 2026 · solar-crm.co.uk

Plans and prices

Every Solar CRM plan and price →

Where Specifiction places it

• Solar Installation Software#13 of 267.8