Build solar crm systems, no code required
Manage leads, schedule installs, and track savings in an AI-powered solar CRM built with AI to fit your energy company's workflow.
Build exactly what your solar team needs
Customize your solar crm systems with the exact steps and views your team needs. Add features as industry demands evolve—no code needed.
Lead capture and tracking
Installation project management
Site survey document management
Automated solar quotes
Field technician job scheduling
Energy savings reporting
Bring all your customer data together in real time
Connect spreadsheets, CRMs, and installation trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your solar business.
Custom access for every role. Built-in security.
Let techs, sales reps, and managers log in to a fully 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 installation dispatching, status updates, and customer quote notifications.
Automations
Automate your solar operations with Softr Workflows for installation dispatching, status updates, and customer quote notifications.
User groups
Assign roles for sales reps, field techs, or managers—each gets access only to the lead data and job schedules relevant to them.
Advanced permissions
Control who can view sensitive customer financial data or edit work orders—down to the specific solar project field level.
Security
Keep customer energy data and project documents safe. Softr is fully compliant with SOC2 and GDPR regulations.
Conditional forms
Capture site survey details, roof inspections, or safety approvals using flexible form blocks tailored to each specific solar installation task.
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 in minutes with AI—no dev time or complex configuration needed for your team.
Consolidate your stack
Add features like field job scheduling, survey uploads, or automated quotes as your workflows evolve.
Flexible as you grow
Start with a CRM, then add partner portals, dashboards, or tech forms—all in one place with no extra tools.
Generate a 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 today
Go from idea to a live solar CRM in under an hour. Build and customize your workflow without code.