Built for North American residential solar
The solar CRM that takes a deal from first call to PTO.
OneSolar CRM gives sales, design, financing and install teams one pipeline for every residential solar project, so no deal stalls between handoffs.
One pipeline from lead to permission to operate
Replace the spreadsheets and status texts that slow solar projects down.
Lead-to-contract pipeline
Every lead, stage and owner in one pipeline, from the first call to the signed agreement.
How it works Proposals that close
Build branded proposals with system size, estimated savings and financing options, then send them for e-signature.
How it works Design and engineering handoff
Pass signed deals to design with the site data attached, so surveys and drawings are not repeated.
How it works Financing status at a glance
Follow lender applications, approvals and funding so reps know exactly where each deal stands.
How it works Install scheduling
Book crews, track build progress and keep homeowners informed from install day to completion.
How it works Permit to PTO tracking
Follow permits, inspections and utility interconnection through to permission to operate.
How it works Built for the teams that sell and install homes
Residential solar installers
Regional and multi-state installers selling direct to homeowners, from small crews to teams of a few hundred.
See the solutionSales-led solar teams
Managers who run commissioned reps and need pipeline and forecast visibility without chasing spreadsheets.
See the solutionDealers and EPCs
Companies that coordinate subcontracted crews, lenders and permitting offices across many projects.
See the solution
Choosing a solar CRM? Start with the comparison.
We reviewed 8 solar CRM and design platforms sold into North America, with pricing and focus areas as reported in October 2026.