Build solar CRM software, no code required
Manage leads, track projects, and improve sales with a customizable CRM tailored to your solar business and operational needs.
Customize your solar CRM around your processes
Set up a solar CRM that fits your team’s workflow. Add only the features and views you need now, and adapt your setup as your business grows.
Lead capture and management
Quote and proposal generation
Project status tracking
Document storage and sharing
Task assignment and scheduling
Customer communications log
Unify your solar project data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your solar business.
Custom access for every team. Built-in security, no dev time.
Empower sales, support, and management teams with the right tools and CRM access. Set up secure logins, user groups, and permissions—no IT help needed.
Advanced permissions
Give sales reps, installers, and managers personalized dashboards—each role sees just the info they need for solar projects.
User groups
Give sales reps, installers, and managers personalized dashboards—each role sees just the info they need for solar projects.
Automations
Connect your solar CRM with tools like Make, Zapier, or N8N to automate follow-ups, status updates, and client communications.
Works on any device
Access your CRM and manage solar leads on the go. All apps are mobile-ready by default.
Easy, secure logins
Use Google, email, or SSO logins to give your solar team fast, secure access—no IT tickets required.
Security
Keep customer and deal data safe with SOC2 and GDPR compliance, plus robust access control for your solar CRM.
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An AI assistant for solar sales
Sales teams get quick answers and insights on leads or deals—AI works right inside your solar CRM, saving valuable time.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your solar CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like lead tracking, project workflows, or reports as your solar business evolves.
Flexible as you grow
Start with your CRM, then add customer portals, forms, or dashboards—all in one place.
Build a fully custom solar CRM in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your solar CRM software in minutes