Solar CRM software
Solar CRM software for a sale that takes months. The permit takes longer. Proposals follow up on their own, permit status sits on the project, and crews arrive with the whole site picture.
23
8
$47,200
4
Martinez Residence
10kW Roof Mount Installation
Chen Family Home
Site Assessment
Willowbrook HOA
Commercial Ground Mount
Davis Property
Battery Storage Add-On
Software a solar business runs on
The sale takes months, the permit takes longer, and leads go cold in the gap. Smarfle keeps proposals followed up automatically, puts permit status on the project record where anyone can see it, and sends install crews out with the full site picture. One closer or a full sales and install team.
Solar scheduling software
Between signing and switch-on there are six visits and two of them belong to people who do not work for you. Smarfle holds the whole sequence with its dependencies, so when the structural check moves you can see what it drags with it the same day.
Learn moreSolar dispatch software
Your electrician turns up to a roof where the racking is not finished, and that is a day of two trades gone. Smarfle has each crew sign their stage off from the property, so whoever comes next is released by what happened and not by what was expected.
Learn moreSolar billing software
Between signing and switch-on you go months with nothing billing at all. Smarfle keeps the deposit, the milestone points and the monitoring agreement on one record, so the revenue schedule matches the project schedule.
Learn moreSolar invoicing software
Your customer reads the largest invoice of their year, so every line has to survive being read closely. Smarfle splits the equipment from the labor, credits the deposit so the balance is what is left, and offers bank transfer on the remainder.
Learn moreThe growth side, built in
Solar call tracking
Solar buyers research for months and call twice. Tracking keeps both conversations on the record, tied to the campaign that produced them.
Reviews and Google Business Profile
Reviews from real installs counter the industry's pushy-sales reputation, and a maintained Google profile anchors the credibility a five-figure sale needs.
Website and lead follow-ups
Savings-estimate requests feed the CRM, and long follow-up sequences match the long solar decision cycle instead of giving up after one call.
CRM plans that grow with your solar business
All plans include a 14-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 500 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Voice AI receptionist (usage-based)
- AI drafts + work order summaries
- GMB rank tracking + Search Console
- GBP Posts + Dashboard
- API access + webhooks
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
- 3 GB storage
- 2 branch locations
- Everything in Solo
- Website builder + AI content
- Your own domain on that website
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
- 5 branch locations
- 10 GB storage
- Everything in Starter
- Manager role (up to 2)
- 50 saved email templates
Business
Multi-location operations
- Up to 30 users
- Up to 10,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Manager role (up to 5)
- Priority support
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
What an inefficient solar business looks like
A solar deal has more waiting in it than working. Every gap is a chance for the customer to cool off or for a permit to sit somewhere nobody is watching.
Leads go cold during long sales cycles
Solar sales take weeks or months. Between the initial consultation and signed contract, prospects go quiet because nobody followed up on time. By the time you call back, they signed with someone else.
Permit status is a black hole
Every jurisdiction has different timelines and requirements. Tracking which permits are submitted, approved, or stalled across dozens of active projects means constant phone calls to the permitting office and frantic spreadsheet updates.
Installation crews show up without complete info
Roof type, panel layout, electrical specs, and HOA restrictions live in different emails and documents. Crews arrive on site missing critical details, causing delays and return trips that eat your margins.
Every solar call, handled your way
Every call is recorded against the prospect, so whoever picks up next in a long sales cycle knows exactly where the conversation stopped.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Spam screening is included in every mode
Turn it on and unknown callers hear one sentence and press a key before the call connects. Dialer software does not press keys, so it never reaches you. How screening works
- Your customers skip it. Known clients and callers on mobile numbers are never screened.
- You are not billed for it. Screened, silent, and blocked calls cost nothing.
- One blocklist. Block a number once and it stops calling and texting.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a solar install flows through Smarfle
Solar takes months, so the steps matter more than the speed. This is the path from the first enquiry to a commissioned system.
- 1
Lead from rate-rise calls
Rate-rise enquiries arrive by web form, by phone, or from a door-to-door referral. The utility bill is attached and the address is captured.
- 2
Site survey + design booked
Calendar slot for the survey. Custom fields capture roof type, panel count target, utility, and HOA status.
- 3
Proposal + permit work tracked
Proposal built from line items, permits and interconnect agreements logged as expenses, contract signed via e-sign, deposit via Stripe.
- 4
Install + inspection coordinated
Multi-day install tracked with daily photos, job checklist for racking / panels / inverter / interconnect, time tracking per trade, and parts pulled from inventory.
- 5
PTO + invoice + monitoring + review
Final invoice on PTO via Stripe payment link, review request after first month of generation, maintenance reminders for annual inspection.
Same flow for every solar business, only the terminology and details change.
The solar companies Smarfle suits
Long pipelines and slow permits are what this handles. Both are the reason deals go cold. If you install occasionally as a sideline, it will be more than you need.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Everything Smarfle does for a solar company
The install is a small slice of it. Working the pipeline, billing the milestones, and keeping proposals alive take the rest. Most of a solar year is spent waiting well.
Project stage pipeline
Every job moves through defined stages from consultation to power-on. Your dashboard shows exactly how many projects sit at each stage so nothing gets stuck.
Site assessment documentation
Sales reps upload roof photos, shading analysis, panel layout sketches, and electrical panel specs directly to the project record from the field.
Crew assignment with install specs
Assign installation crews to projects with all technical details attached. Crews open the work order and see everything they need before arriving on site.
Permit and inspection tracking
Log permit submission dates, approval status, and inspection results on each project. Filter your board to see which permits need follow-up today.
Where solar CRM software finds install margin
Cost per install is the number that decides whether volume is worth having, and it is almost never on a screen. Racking, conduit, and any subcontracted electrical work belong on the project as priced line items. Crew hours belong there too, logged as minutes against each installer's stored rate. What comes out the other side is profit on that install rather than the revenue figure you already knew.
Volume only helps a solar company when the cost of an install is a number instead of an impression.
Racking, panels and crew against contract value
Modules, racking, conduit and contracted crews are entered against the install, each with a count and a price of its own. Stock issued from your warehouse comes across valued, and the install measures what is left over against the signed contract.
Install days measured in real minutes
A two day install running into a third shows as hours rather than a feeling, because the crew's minutes are recorded against the install with a billable flag. Every installer has a rate stored, and an entry is created for you once the job is marked complete.
Financed, cash and commercial never mix
A financed residential install, a cash buyer and a commercial roof have almost nothing in common once the sale closes. Mark each with a color and a name you choose, then bring up only that segment when you have something to say to it.
Who moved the permit and when
Notes and every status change land on the install, each carrying the name of whoever made it and the moment it happened. Six weeks into a permit and interconnection back and forth, you can see who last heard from the utility instead of asking around the office.
Get more customers for your solar business
Solar lead generation
One install is worth more than most companies spend on leads in a quarter. Smarfle puts you in front of homeowners already researching solar in your service area. The property and their interest level come attached. You take the ones worth a consultation.
Flat pricing per accepted lead
Solar leads run about $60 each. You see the job and the ZIP first, then accept or pass free. No monthly lead budget, no bidding wars.
When leads start
We expand the directory around every business that joins, and Google needs time to rank new pages, so plan for up to two months before leads ramp up. You pay per lead, never for waiting. A Google Business Profile with real reviews brings them sooner.
Requests arrive pre-qualified
Every quote request already answers what kind of property and what matters most, so your callback quotes instead of interviews.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed with a refund to your wallet.
Solar owners weighing a switch ask these
Related industries
Other trades using Smarfle to run their book of business.
Electrical CRM
Solar is electrical work. Panel and inverter jobs run the same estimate, permit, and crew pipeline.
ExploreRoofing CRM
Panels mount on roofs. Roof condition and re-roof timing drive solar jobs, so the trades pair naturally.
ExploreGeneral contractor CRM
Home-improvement project work with permits, financing, and multi-stage scheduling.
ExploreSwitching to Smarfle from another solar CRM?
Your homeowner pipeline and service list transfer across from an exported file, while closers and installers are invited to accounts singly. We do that for you out of the US, so no week disappears into data entry.
Why businesses stay
Who you are buying from
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
Ready to run your solar business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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