Build solar CRM systems in minutes with AI
Manage leads, track installations, and analyze performance in an AI-powered solar CRM system built with AI to fit your energy workflow.
Tailor your solar CRM systems to your needs
Customize your solar CRM systems with the exact installation steps and audit views your team needs. Add features as processes evolve—no code.
Lead capture and qualification
Solar pipe and tracking
Installation site management
Scheduling site audits
AI-powered performance analytics
Customer contract management
Bring all your solar lead data together
Connect spreadsheets, CRMs, and site audit systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. Built-in security.
Let technicians, consultants, and clients log in to a branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your solar operations with Softr Workflows for dispatching site audits, lead status updates, and customer notifications that trigger instantly.
Automations
Automate your solar operations with Softr Workflows for dispatching site audits, lead status updates, and customer notifications that trigger instantly.
User groups
Assign roles for field techs, project managers, or clients—each gets access to only the project data and solar leads they need to see.
Advanced permissions
Control who can view, complete, or assign installation work orders—down to the field level to ensure your data stays secure.
Security
Keep customer contracts and utility data safe. Softr is fully compliant with SOC2 and GDPR regulations for enterprise-level security.
Conditional forms
Capture site details, installation photos, or client approvals using flexible form blocks tailored to specific solar project milestones.
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 systems in minutes with AI—no manual setup or complex configuration needed for your team.
Consolidate your stack
Add features like site audit scheduling, performance analytics, or contract management as your workflows evolve.
Flexible as you grow
Start with a CRM, then add client portals, technician dashboards, or quote forms—all in one place.
Generate custom solar CRM systems with AI in minutes
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 systems. No code needed.
Describe what you need. Softr's AI builds your custom CRM in minutes so you can launch your solar workflow today.