A solar CRM is customer-relationship software built for the way solar installers actually sell: it tracks leads and customers and keeps the design, quote, proposal and follow-up against the same job record. A generic CRM stores contacts but knows nothing about systems, STCs or proposals, which is why solar businesses end up bolting a design tool onto it. Solar Proof builds the CRM into the platform so the whole job lives in one place.
What is a solar CRM?
It is a CRM purpose-built for solar sales and operations. Alongside the usual lead and contact tracking, it understands the solar pipeline, enquiry, site assessment, design, quote, proposal, sale, install, and connects each customer record to the actual system being proposed. Instead of a contact list in one tool and the design and proposal in another, the CRM is where the job lives end to end.
Why do installers need a solar-specific CRM?
Because the proposal is the centre of a solar sale, and a generic CRM cannot produce one. With a solar CRM, the lead, the system design, the quote with STCs and the Federal Battery Rebate applied, and the branded proposal all sit on one record. The practical wins:
- No double entry. Customer details captured once flow into the quote and proposal.
- Status at a glance. You can see which jobs are quoted, sold or awaiting install without chasing a spreadsheet.
- Faster follow-up. The proposal sits against the contact, so re-sending or revising it is immediate.
- One source of truth. Design, pricing and customer all match, because they are the same record.
How is a solar CRM different from Salesforce or HubSpot?
Salesforce and HubSpot are powerful general CRMs, but they have no concept of a PV system, an STC or an SLD, so a solar business has to integrate or rebuild all of that on top. A solar CRM has it natively: it designs the system, prices in the rebates and outputs the compliant proposal. For most installers that is the difference between one tool and a stack of three held together with manual steps.
What does Solar Proof's CRM connect to?
Everything in the sales path. The CRM record links to design, quoting, proposals and the SLD, so a lead becomes a designed, quoted, documented job without leaving the platform. It is part of the wider solar installer software rather than a separate product to sync.
The bottom line
A solar CRM keeps leads, customers, designs, quotes and proposals on one record, which a generic CRM cannot do because it does not understand solar. For Australian installers, having the CRM built into the same platform that designs the system and applies STCs and the Federal Battery Rebate removes the integration work entirely. See the full installer platform →
