Early Feedback — Residential Solar Sales

Help Shape the Solar CRM Built for Residential Sales Teams

The Solar CRM is being built specifically for solar companies that manage leads, sales pipelines, proposals, contracts, and customer follow-up. Before launch, we're inviting solar companies to help guide the product.

Join the Early Feedback Group Share Your Workflow
The Problem

Generic CRMs Don’t Match the Solar Sales Process

Solar sales teams need to track more than basic contacts and notes. Homeowners, appointments, utility details, usage information, financing status, proposals, contracts, sales reps, follow-ups, and deal progress often end up spread across spreadsheets, text messages, email inboxes, shared drives, and generic CRM fields that do not fit the workflow.

  • Lead details scattered across multiple tools
  • Generic pipeline stages that do not match solar sales
  • No clean place to track solar-specific fields
  • Hard to see where each deal actually stands
  • Follow-up depends too much on memory or manual notes
  • Owners and managers lack simple visibility into sales activity

The Solar CRM is being designed to make that process simpler.

What We’re Building

A CRM Focused on Solar Sales From Day One

The Solar CRM is focused on helping residential solar companies manage the sales process from new lead to signed contract. The goal is not to build a bloated platform. The goal is to build a focused CRM that solar sales teams can actually use every day.

Lead and contact management
Solar-specific customer fields
Sales pipeline tracking
Appointment and follow-up workflows
Proposal and contract status
Team activity visibility
Basic reporting for owners and managers
Future expansion: batteries, roofing, HVAC, home services

Scope note: Initial development is focused on the sales process through signed contract — not full post-sale operations, permitting, inspections, or PTO workflows.

Who It’s For

Built for Small and Growing Solar Companies

The Solar CRM is being designed for residential solar sales organizations that want a practical system without the overhead of enterprise software. It is especially focused on teams that sell the deal, manage the customer relationship, and coordinate the handoff after contract signing.

Good Fit

  • Residential solar sales companies
  • Small solar dealers
  • Owner-operated solar teams
  • Appointment setters and closers
  • Companies using spreadsheets or generic CRMs
  • Teams that outsource installation but manage the sale

Not a fit?

Contact Mid-Market Sales
Your Input Matters

Help Us Build the CRM You Actually Want to Use

Before launch, we want input from the people who manage solar sales every day. We want to understand how your team handles leads, appointments, proposals, contracts, follow-up, reporting, and handoffs today.

Your feedback can help decide what gets built first.

What we want to learn

  • How your team manages leads today
  • What CRM or tools you currently use
  • Where your sales process gets messy
  • Which solar-specific fields matter most
  • What pipeline stages your team actually uses
  • What reports owners and managers need
  • What would make a CRM worth switching to
Early Participants

Why Get Involved Early?

Help shape the product before launch
Request features based on your actual workflow
Review early mockups and product direction
Influence solar-specific fields, pipeline stages, and reporting
May be invited to receive early access before public launch
May be considered for founding-user pricing when available
Join the Feedback Group

Tell Us What Your Solar Sales Team Needs

Share a few details about your company and how you manage your sales process today. We’ll use this feedback to guide development of The Solar CRM.