Updated 8 September 2026

Best solar CRM software in 2026

Seven platforms compared on the work that actually decides a solar deal: capturing the enquiry, quoting it fast, reissuing the proposal when the system size changes, and following up until the customer signs. Below the comparison you will find a buying guide for every one of the 100 solar markets we have researched.

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7platforms compared
100country guides
Freeplan to test with

Direct answer

Which is the best solar CRM?

Quickest Solar CRM is our number-one pick for a proposal-first solar sales team, and OpenSolar is the strongest free alternative for design-led selling.

Most solar companies do not lose deals because their software lacked one more enterprise feature. They lose deals because an enquiry sat unassigned for two days, a proposal took ninety minutes to produce, two reps quoted the same roof differently, and follow-up lived in someone's personal WhatsApp. Quickest is built narrowly around those four failures, which is why it wins a lens weighted toward speed and adoption.

If your bottleneck is different, buy differently. Design depth points to OpenSolar or Pylon. Field operations and inventory point to Sunbase or Odoo. Marketing automation points to HubSpot. Heavy configuration across several business lines points to Zoho.

Disclosure. QuickEstimate publishes this comparison and sells Quickest Solar CRM, so this ranking is not independent. We rank Quickest first under a declared proposal-first value and adoption lens. We reviewed public documentation and did not conduct hands-on tests. Quickest's verified public product, pricing and customer proof are India-first, so any capability outside India should be confirmed in writing before you buy. Other products are stronger for design, operations, automation, accounting or marketing.

At-a-glance matrix

Compare the 7 best solar CRM platforms

Solar-native tools model the survey, proposal and install handoff for you. Generalists give you more configuration power and expect you to build that yourself. Confirm plan limits and country availability in writing before signing.

Platform	Best for	Solar-native	Proposals	Free plan	Starting price
01 Q Quickest Solar CRMBest proposal-first value	Solar sales teams whose bottleneck is proposal speed and follow-up	Purpose-built for solar sales	Branded solar PDF proposals	10 proposals monthly, 1 user	Free; Pro ₹6,999/user/year
02 OS OpenSolarBest free core design platform	Design-led residential installers combining design, proposals and project CRM	Solar design and sales suite	Digital and PDF proposals	Core platform free	Free core platform
03 P PylonBest proposal and battery modelling	Teams wanting solar and battery proposals with optional CRM	Solar design and proposals	Interactive solar and battery proposals	Trial terms require confirmation	Dollar pricing shown; confirm currency
04 SB SunbaseBest broad solar sales and project platform	Established teams evaluating a wider solar sales and project platform	Solar sales and operations suite	Proposal and contract tooling	No published free tier	Quote required
05 Z Zoho CRMBest configurable generalist	Teams with an administrator and several sales or service lines	Generic CRM, configured for solar	Requires templates or an add-on	Free for up to 3 users	Free for 3 users; paid USD tiers
06 O OdooBest for joining CRM to operations	Businesses joining CRM with sales, inventory, field service and accounting	Generic ERP modules	Quotation templates from the sales app	One app free	One app free; paid plans published
07 H HubSpot CRMBest marketing and pipeline layer	Teams prioritising forms, email, meetings and pipeline	Generic CRM, configured for solar	Quotes tool, not solar proposals	Free CRM tier	Free CRM; paid hubs available

01 Q Quickest Solar CRMBest proposal-first value

Best for: Solar sales teams whose bottleneck is proposal speed and follow-up
Solar-native: Purpose-built for solar sales
Proposals: Branded solar PDF proposals
Free plan: 10 proposals monthly, 1 user
Starting price: Free; Pro ₹6,999/user/year

See Quickest pricing →

02 OS OpenSolarBest free core design platform

Best for: Design-led residential installers combining design, proposals and project CRM
Solar-native: Solar design and sales suite
Proposals: Digital and PDF proposals
Free plan: Core platform free
Starting price: Free core platform

OpenSolar

03 P PylonBest proposal and battery modelling

Best for: Teams wanting solar and battery proposals with optional CRM
Solar-native: Solar design and proposals
Proposals: Interactive solar and battery proposals
Free plan: Trial terms require confirmation
Starting price: Dollar pricing shown; confirm currency

Pylon

04 SB SunbaseBest broad solar sales and project platform

Best for: Established teams evaluating a wider solar sales and project platform
Solar-native: Solar sales and operations suite
Proposals: Proposal and contract tooling
Free plan: No published free tier
Starting price: Quote required

Sunbase

05 Z Zoho CRMBest configurable generalist

Best for: Teams with an administrator and several sales or service lines
Solar-native: Generic CRM, configured for solar
Proposals: Requires templates or an add-on
Free plan: Free for up to 3 users
Starting price: Free for 3 users; paid USD tiers

Zoho CRM

06 O OdooBest for joining CRM to operations

Best for: Businesses joining CRM with sales, inventory, field service and accounting
Solar-native: Generic ERP modules
Proposals: Quotation templates from the sales app
Free plan: One app free
Starting price: One app free; paid plans published

Odoo CRM

07 H HubSpot CRMBest marketing and pipeline layer

Best for: Teams prioritising forms, email, meetings and pipeline
Solar-native: Generic CRM, configured for solar
Proposals: Quotes tool, not solar proposals
Free plan: Free CRM tier
Starting price: Free CRM; paid hubs available

HubSpot CRM

Competitor pricing reflects publicly published entry points checked on 8 September 2026. Vendors change plans without notice, so treat every figure as a starting point for a written quote rather than a final cost.

Quickest Solar CRM Shortlisting from this list?

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Our number-one pick

Why Quickest Solar CRM ranks first

Quickest is a mobile-first solar CRM and proposal generator from Heaven Softech Pvt. Ltd. in Surat. It does one job end to end: take a solar enquiry and get it to a signed, branded proposal without the deal going quiet in between.

A proposal in about a minute

The slowest part of most solar sales cycles is producing the document. Quickest turns site inputs into a branded, subsidy-ready PDF fast enough to send from the customer's roof, which removes the two-day gap where enquiries go cold.

Revisions stay clean

Solar deals change size. Quickest reissues a consistent document rather than leaving three conflicting PDFs in a WhatsApp thread, so the customer always sees one current number.

Follow-up where customers reply

Follow-up runs on WhatsApp, attached to the deal rather than to one salesperson's phone. When a rep leaves, the conversation history stays with the business.

Adoption over feature count

A configurable platform that nobody updates is worth less than a narrow one that every rep opens daily. Quickest is deliberately small, which is the single biggest reason it ranks first on this lens.

1,000+solar businesses across 22 states, per Quickest Solar CRM

85,000+proposals sent through the platform

120 MWof pipeline tracked

Quickest Solar CRM is highly useful. It saves my team's time and effort, and it's super easy to use. Highly recommend it for any solar EPC.

Ravi Harsoda, CEO, Sunnovative

After Quickest Solar CRM, our sales team has become more organized. Every lead is tracked. Every proposal is consistent. A real game-changer.

Bharat Shiroya, CEO, Adarsh Anukampa

Where Quickest is not the right answer

Quickest is not PV engineering software. It carries proposal inputs, not verified shading analysis, string design or CAD output. It is not a field operations or inventory platform. Its public evidence base is India-first, so a buyer in Nairobi or Lisbon is taking more on trust than a buyer in Surat and should test currency, tax documents, utility workflow, privacy duties, language and data export before committing. If any of those is your primary requirement, the comparison above points you elsewhere on purpose.

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Inside the product

What you get in Quickest Solar CRM

Six modules that cover the path from enquiry to signed proposal. Each links to a full feature page with screenshots and detail.

Lead capture

Pull enquiries from your website forms, Facebook lead ads and walk-ins into one owned list, so no enquiry sits in a personal inbox.

Explore lead capture

Proposal generator

Turn a site visit into a branded, subsidy-ready PDF proposal in about a minute, then reissue a clean revision when the customer changes the system size.

Explore the proposal generator

Quotation system

Keep component pricing, taxes and terms consistent, so two reps quoting the same rooftop produce the same number.

Explore the quotation system

WhatsApp follow-up

Run follow-up where solar customers actually reply, with the thread attached to the deal rather than to one salesperson phone.

Explore WhatsApp follow-up

Pipeline management

Track a solar-fit pipeline from enquiry to survey, proposal, negotiation and won, with clear ownership at every stage.

Explore pipeline management

Sales reports

See conversion by source, by rep and by stage, so you can tell a lead-quality problem from a follow-up problem.

Explore sales reports

Available on web, iOS and Android. Related tools: the solar pricing calculator, the solar CRM overview, and our security and data handling page.

Category primer

Why solar needs its own CRM

A solar deal is not a software deal with different labels. It carries physical work, regulated paperwork and a delivery handoff that most CRMs were never designed to hold.

The sales cycle is long and evidence-heavy

Weeks or months pass between an enquiry and a signature, across a site survey, a system design, a financing conversation and often a scheme application. The record has to survive that gap, and so does the reason the customer hesitated.

Proposals get revised, repeatedly

Roof space, budget, tariff and equipment availability all move. A CRM that treats the proposal as one static attachment loses the version the customer actually agreed to, which is the document that matters when a dispute appears.

Equipment and compliance records matter later

Module and inverter models, serial numbers, warranty terms, approvals and inspection evidence become the file you need at commissioning and again at a warranty claim years later. Generic CRMs push all of this into free-text notes.

Sales has to hand off to delivery

The most expensive failure in solar is not a lost lead. It is a won deal that reaches the install team without a survey photo, an approval or the agreed equipment list, and then costs a second site visit.

The work happens on a roof, not at a desk

Reps capture information standing outside, often on poor mobile signal. If the tool is unusable on a phone, data gets written on paper and typed in later, or never.

Local rules change the record

Incentives, tax documents, utility connection stages and privacy duties differ by country and often by state. That is why the same product ranks differently in different markets, and why the country guides below exist.

Buyer guide

How to choose a solar CRM

Buy for the handoff that costs you the most money today, then prove it with real deals rather than a feature checklist.

The Three-Deal Proof

Shortlist two products, not six, then run identical deals through both.

The clean deal. Enquiry to signed proposal with no complications. Time it, and count how many times the same data gets typed twice.
The revision-heavy deal. The customer changes system size twice and asks for a fresh document. Check whether the old version is still findable and whether pricing stays consistent.
The failed handoff. A won deal reaches the install team missing a survey photo or an approval. See whether the tool surfaces the gap before the van is booked.

Questions every demo should answer

What does the customer-facing proposal actually look like, in our branding, with our tax lines?
Can a rep complete a full site capture on a phone with poor signal?
Who owns a lead by default, and what happens to the history when that person leaves?
How do we export every record, including documents, if we leave in two years?
Which of the features shown are on our plan, and which need an upgrade or an add-on?
What is the real first-year cost including migration, template setup and training?
Where is our customer data stored, and which local privacy duties does that trigger?

Take this into the demo with our solar CRM demo scorecard.

The real budget

What does solar CRM software cost?

Published entry points run from free to quote-only. The subscription is rarely the number that decides the total.

Free tiers exist and are worth using

OpenSolar publishes a free core platform, HubSpot a free CRM, Zoho is free for up to three users, Odoo makes one app free, and Quickest gives one user 10 proposals a month. Use one to test whether daily habits change before you commit budget.

Per-user pricing rewards small focused teams

Quickest publishes Pro at ₹6,999 per user per year with a three-user minimum. Per-user models stay predictable as long as your seat count does, and get expensive when you add occasional users who only need to look.

Quote-only pricing hides the comparison

Where a vendor requires a quote, ask for the figure in writing with the user count, the contract length, the included modules and the renewal uplift stated. A verbal number is not a comparison.

The costs nobody quotes you

Data migration, template and document setup, training, the administrator time a configurable platform needs every month, and any add-on that turns out to be the feature you actually bought it for. On generalist platforms these routinely exceed the licence.

See the full Quickest Solar CRM pricing, including what the free plan covers and where Pro limits sit. Refund terms are on the refund page.

Common questions

Frequently asked questions

What is the best solar CRM software?

Quickest Solar CRM ranks first in this comparison under a proposal-first lens that rewards fast quoting, clear lead ownership and daily follow-up. QuickEstimate publishes this comparison and sells Quickest, so the ranking is not independent and is stated as an editorial position rather than a neutral verdict. OpenSolar is the strongest free core platform for design-led selling, Pylon suits battery-heavy proposals, Sunbase suits broader sales and project operations, and Zoho, Odoo and HubSpot suit teams that want a configurable generalist. The right answer depends on which handoff currently costs you the most money.

What is a solar CRM and how is it different from a normal CRM?

A solar CRM models the work that happens between an enquiry and a commissioned system: site survey, system sizing, equipment selection, a revision-heavy proposal, scheme or incentive paperwork, installation milestones, inspection and handover. A general CRM models contacts, deals and activities, and expects you to rebuild everything solar-specific in custom fields. Both can work. The difference is how much configuration and ongoing administration you pay for before the tool matches your process.

How much does solar CRM software cost?

Published entry points range from genuinely free to quote-only. OpenSolar publishes a free core platform, HubSpot publishes a free CRM tier, Zoho is free for up to three users, Odoo makes one app free, and Sunbase requires a quote. Quickest Solar CRM publishes a free plan with 10 proposals a month for one user and Pro at ₹6,999 per user per year with a three-user minimum. Treat the subscription as the smaller number and budget separately for migration, template setup, training and the admin time a configurable platform needs.

Is there a free solar CRM?

Yes, several. OpenSolar publishes a free core platform, HubSpot publishes a free CRM, Zoho CRM is free for up to three users, Odoo offers one app free, and Quickest Solar CRM has a free plan covering 10 proposals a month for a single user. A free tier is a good way to test whether a tool changes daily habits, but check the limits that bite later: user seats, proposal volume, storage, data export and whether the integrations you need sit behind a paid plan.

Does Quickest Solar CRM work outside India?

Quickest is web-based with iOS and Android apps, so it is reachable anywhere. Its published product evidence, pricing and customer proof are India-first, built around PM Surya Ghar, DISCOM handoffs, GST and WhatsApp. That is a genuine limitation on a global shortlist. If you are buying outside India, treat every local requirement as unverified until the vendor confirms it in writing: your currency, your tax document format, your utility workflow, your privacy duties, your language and your data export.

How do I compare solar CRM platforms without wasting a month?

Run the same three deals through every shortlisted product. Deal one is clean, from enquiry to signed proposal. Deal two is revision-heavy, where the customer changes system size twice and asks for a fresh document. Deal three is a failed handoff, where the install team is missing a survey photo or an approval. Score adoption, repeated data entry, revision handling, document quality, support response and total annual cost. Two products and three deals will tell you more than a six-vendor feature matrix.

Should a solar CRM include design software?

Only if design is your bottleneck. Design-led platforms such as OpenSolar and Pylon put modelling and proposals in one place, which suits teams selling from a roof layout. If your deals stall because enquiries go unanswered and proposals take too long, buying design depth solves the wrong problem. Many teams keep a focused sales CRM and a separate design tool, and the important question becomes how cleanly the two hand off.

Why does this comparison rank the publisher first?

Because the evaluation lens is declared rather than hidden. We weight proposal speed, lead ownership and sales adoption most heavily, and Quickest is built narrowly around those three things. We publish the disclosure on this page and on all 100 country pages, we say where each competitor genuinely wins, and we flag every capability that public documentation cannot prove. If your bottleneck is design depth, field operations, inventory or marketing automation, the ranking says plainly that another product should win your shortlist.

100 researched markets

Best solar CRM by country

The shortlist changes once local incentives, tax documents, utility processes and privacy duties enter the picture. Each guide compares the same core products against one market's real requirements, with sources checked and dated.

Asia and the Pacific

Scheme-driven residential growth, mobile-first sales teams, and island grids with strict import rules.

27 guides

Europe

Heavy documentation duties, GDPR, VAT handling, grid connection queues, and multilingual customer records.

34 guides

The Middle East

Utility-led connection processes, e-invoicing mandates, Arabic documentation, and large commercial rooftops.

6 guides

Africa

Weak-signal field work, import and duty records, prepaid metering, and mixed grid plus off-grid sales.

19 guides

The Americas and the Caribbean

Incentive paperwork, hurricane-rated installs, import logistics, and small-island utility approvals.

14 guides

Our standard

How these comparisons are built

QuickEstimate publishes these comparisons and Quickest Solar CRM ranks first under our proposal-first evaluation. That relationship is disclosed on this page and on every country page. We separate documented product capabilities from local requirements a buyer still has to confirm.

Each country guide reviews live search results and the questions buyers actually ask, checks regulator, tax, privacy and industry sources, then compares the same products on sales, proposals, design, operations and cost. Sources are listed with the date they were checked.

We publish no numeric scores, because public documentation cannot prove daily usability, support quality or implementation outcomes precisely enough to justify a decimal point. Reviewed by Parth Maru, Sales and Operations Lead. Last updated 8 September 2026.

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