A solar CRM built for solar teams
Stop switching tools to manage leads, projects and people. OneSolar CRM brings them together for solar and service-focused teams. Try it free for 14 days.
What is inside the solar CRM
Manage leads, projects, sales and teams from one platform.
Dashboard
A live view of leads, projects, revenue and team activity, with widgets for solar KPIs such as kW sold, install timelines and site visits.
Lead generation
Capture leads across channels, segment by region or source and auto-assign solar advisors.
Projects
Track every project from survey to commissioning with milestones, tasks and owners.
Sales pipeline
Visual deal stages, so a manager sees where each deal is stuck.
Tickets
One hub for service requests and support issues after the install.
Roles and permissions
Control who can see and change leads, projects and reports.
Teams
Build team hierarchies for sales, installation and support.
Geo mapping
Map leads and sites to plan survey and installation routes.
Built for solar sales and operations teams
Smart tools to connect solar consultants, installers and customer support on one cloud platform.
Lead management
Segment by region or source, auto-assign solar advisors and track pipeline stages.
Site survey and proposal tools
Schedule surveys and generate custom solar quotes quickly.
Installation timeline tracking
End-to-end visibility from panel delivery to commissioning.
One communication hub
Handle SMS, WhatsApp, calls and email in one system.
Solar reports and dashboards
Analyze kW sold, installer turnaround and margin per project.
Mobile-ready
Use it in the field, at HQ or on site with real-time access to customer and job data.