Build your solar CRM software, no code required
Track leads, manage installations, and store permits in an AI-powered CRM built with AI you customize to fit your energy workflows.
Tailor your solar CRM software to your needs
Customize your solar CRM software setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and contact management
Pipeline and stage tracking
Installation project scheduling
Document and permit storage
AI-powered sales insights
Deposit and payment tracking
Unify your project and lead data in real time
Connect lead trackers, project spreadsheets, and permit files with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so installers see schedules while sales reps see lead pipelines.
User groups
Give different team members tailored access and dashboards, so installers see schedules while sales reps see lead pipelines.
Automations
Streamline your processes with Softr Workflows. Trigger native notifications based on permit approvals or installation status changes to keep operations moving.
Works on any device
Access and update your solar CRM software on the go. All apps are mobile-ready out of the box for field inspections and site visits.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer records—no IT tickets needed.
Security
Keep customer and project data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your internal tool.
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
Build your solar CRM software in minutes with AI—no dev time or complex configuration needed for your sales team.
Consolidate your stack
Add features like installation scheduling, permit tracking, or payment flows as your project needs evolve.
Flexible as you grow
Start with a CRM, then add partner portals, field dashboards, or lead forms—all in one place with no extra tools.
Generate a fully custom solar CRM software with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your solar CRM software in minutes
Describe what you need. Softr's AI builds your custom CRM in minutes without code.