8 best solar CRM platforms in Australia

SolarPlus describes a connected path from initial enquiry through installation. Its built-in CRM tracks customers and sales, while the design layer covers solar, batteries, interval data, time-of-use behaviour, peak demand, peak shaving, energy arbitrage, EVs, hot water, hybrid systems, off-grid work, and commercial financial analysis. Proposals can use branded templates, options, formulas, equipment pricing, payments, and Xero sync. The public feature list also names scheduling, sales reports, compliant design checks, Job Safety Analysis, and a one-click system owner manual. This breadth is valuable when the same site and equipment data currently move through separate design, sales, and operations tools.

Pricing uses average quoted capacity across a three-month period. Annual prepay is US$135 per month for Starter, US$260 for Pro, and US$450 for Complete. Monthly billing is US$150, US$300, and US$520. Starter includes five designer accounts, Pro ten plus free installer access, and Complete unlimited users. Australian customer subscription costs exclude GST, with GST-inclusive amounts shown at checkout. QuickStart onboarding is A$500 and KickStart A$1,000. Compare the capacity allowance with typical residential and commercial volume, then add imagery, setup, training, templates, and any extra service.

Australian positioning and compliance tooling still need an output test. Build one residential solar job, one battery retrofit, and one commercial interval-data project. Compare STC calculations with the current authoritative process. Check exact product approval references, accreditation fields, NMI and distributor stages, export conditions, accepted document versions, installation photographs, written statements, and five-year export. SolarPlus is the strongest documented local workflow in this review, but a broad feature list does not prove every CER, state, network, or contract requirement. Put missing integrations and configured deliverables into the implementation scope.

SolarHub CRM presents itself for Australian solar retailers and installers. The public product page links lead capture and assignment, automated follow-up, solar and battery design, shading, strings and DC cable work, single-line diagrams, professional proposals, e-signatures, invoices, payment tracking, scheduling, team roles, reporting, and project or installation status. This is a sensible feature shape for a company leaving spreadsheets because the salesperson, designer, office coordinator, and manager can begin from one shared job rather than emailing versions between systems. The free plan gives a small team a practical way to inspect the workflow.

The official pricing page contains AUD structured data. Free includes 50 tokens monthly, 25 solar or battery quotes, five designs, 500 stored leads, and up to three users. Standard is A$29 monthly or A$26 per month annually with 300 tokens, 30 designs, and five included users. Premium is A$49 or A$44 with 500 tokens, 50 designs, and seven users. Pro is A$199 or A$180 with 2,000 tokens, 200 designs, and 20 users. Included tokens reset each month, while purchased token add-ons are stated to last 12 months. Confirm taxes and extra-user pricing in checkout.

The checked pages did not document native STC or Greenbank submission, SAA accreditation validation, CEC approved-product checks, NETCC templates, NMI or distributor connections, export-limit controls, Xero or MYOB, photograph metadata, or five-year evidence retention. That does not prove the features are absent. It makes them demo questions. Use the free tier to calculate exactly how tokens are consumed, revise a battery project, capture a field record, export attachments, and test support. SolarHub ranks third because it combines local positioning, visible AUD entry prices, and broad solar workflow coverage with a low adoption barrier.

Pylon begins with system design. It documents high-resolution imagery, panel placement, battery sizing, interval data, time-of-use scenarios, 3D shading, financial projections, web and PDF proposals, digital signatures, finance options, payments, single-line diagrams, voltage-rise reports, installer job sheets, and system owner manuals. Its pricing table references AS/NZS 5033:2021 and lists different maximum DC system sizes by plan. For an Australian salesperson, the attraction is that the proposed layout, production, battery behaviour, and customer economics live close to the document being presented rather than arriving as a detached PDF from another team.

Standard design is listed at $4 per project and Pro at $10. Pro adds custom load profiles, battery design, and larger commercial projects. The optional solar CRM starts at $49 per user per month and includes project links, email sync, automatic lead processing, SMS, web forms, and AI assistance. E-signatures are listed at $0.80 per project. Payment processing is 2.5 percent per transaction, with that fee stated to include GST. The captured page does not label the subscription currency beside its dollar amounts. Confirm currency, tax, credits, project definition, imagery, API, SMS, and support at checkout.

Public integrations include Facebook, Xero, Mailchimp, ServiceM8, and Smart Ease, with API access under enterprise terms. The checked page did not establish complete solar and battery STC submission, current CEC approval validation, SAA status checks, distributor application, NETCC document control, or five-year evidence retention. Run each required handoff. Pay close attention to revisions: change the interval data, battery size, inverter, and export limit, then check the proposal, CRM, job sheet, owner manual, accounting record, and exported data. Pylon ranks fourth because its technical sales workflow and public usage prices are unusually clear.

OpenSolar says its professional platform is free for solar businesses, funded by manufacturers, finance providers, distributors, and other partners. The product page covers automated solar design, batteries, EVs, heat pumps, customer proposals, lead capture, CRM, project management, roles and permissions, e-signature, payments, hardware ordering, imagery, and an enterprise API. A small team can keep the design, customer presentation, and project record inside one platform without beginning with a paid seat. A larger sales operation should still assess lead routing, attribution, communication sequences, service cases, management permissions, and reporting rather than assuming every CRM function has equal depth.

OpenSolar's 2026 release notes provide useful Australian evidence. Release 3.8 added an Australian mounting bill-of-materials calculator. Release 3.7 introduced the imagery marketplace in Australia and New Zealand. Release 3.6 expanded QuickBooks support across Australia, the United States, and the United Kingdom. Release 3.5 mentioned improvements to Greenbank STC job submission, while release 3.3 improved Xero integration. These are more specific than a generic global availability claim. Each connection can still depend on market, partner, plan, or workflow, so the buyer should demonstrate the live account used by its team.

Free core access does not make the whole stack free. Premium imagery, API access, supported connectors, finance, payments, hardware purchasing, or partner services can carry separate charges or transaction terms. List every system that must send or receive customer, design, accounting, STC, installation, and reporting data. Then test a failed sync and a complete export. Confirm SAA and CEC records, distributor and export stages, battery fields, accepted document versions, geotagged evidence, and retention. OpenSolar ranks fifth because the free core is compelling, while this list gives more weight to focused CRM adoption and clearly packaged local workflows.

Solar Proof focuses on the technical customer document. It documents residential, commercial, and battery design, power-bill data extraction, high-resolution imagery, 3D shade analysis, interval-data modelling, solar simulation, single-line diagrams, finance comparisons, multi-battery configurations, product catalogues, integrations, and editable proposals. Its Australian features are stated directly: solar and battery STC calculations, Cheaper Home Batteries support, and proposal templates described as NETCC and CEC compliant. These capabilities make it a strong shortlist tool when salespeople need credible technical and financial outputs without waiting for a specialist to rebuild every proposal.

The current pricing page lists pay-as-you-go access at $4 per project, with credits that do not expire and five free projects. Pro starts at $99 per month, is billed monthly, and offers a stated 20 percent saving on annual payment. Both routes include design and professional PDF proposals, while Pro adds larger project volume, branding, multi-user access, API and integrations, and unlimited single-line diagrams. The page says the business is Australian owned and operated. The captured price does not clearly label its currency or GST treatment, so confirm both before publishing a cost comparison or signing.

Solar Proof's public pages do not establish the lead routing, communication automation, forecasting, complaint handling, field scheduling, job costing, invoice control, and management reporting expected from a deep CRM or operations platform. It may fit beside Quickest, Zoho, Simpro, or another system of record. Test whether accepted system, equipment, incentive, and customer data remain structured when handed off, and whether revisions return without duplication. Verify current calculation sources, approval-list refreshes, accreditation records, network stages, evidence metadata, and retention. Solar Proof ranks sixth because it solves a vital Australian proposal problem but covers less of the customer lifecycle publicly.

Simpro is a field service and project platform for trade businesses. Its base plan documents lead and customer management, estimating and quoting, scheduling and dispatch, field and contractor work, inventory and purchasing, invoicing and payments, reporting, sites, vendors, employees, and work orders. The electrical product pages add supplier pricing, material and labour estimating, project stages, variations, mobile notes and photographs, compliance forms, work-in-progress reporting, progress billing, maintenance, and service. This depth suits an installer whose largest losses happen after the sale through scheduling gaps, material errors, unrecorded variations, incomplete field evidence, or slow billing.

Simpro publishes no simple seat price. The pricing page says the subscription is tailored to team size and selected add-ons, with monthly or annual billing. It also states that an initial setup fee covers onboarding, training, and data migration, with the amount depending on complexity, customization, and support. Digital Forms, data feeds, takeoffs, fleet tracking, maintenance planning, SMS, and phone functions are among the add-ons. Official integrations include Xero, MYOB, QuickBooks, Stripe, Square, email and calendar tools, HubSpot, Mailchimp, Zapier, and an API. Request one complete implementation and two-year operating quote.

The checked official pages did not establish native solar array production modelling, battery economics, current STC calculations, CEC product validation, SAA accreditation checks, or direct distributor submission. Simpro can store tasks, forms, attachments, and evidence around those processes, but technical work may remain in SolarPlus, Pylon, OpenSolar, Solar Proof, or another design platform. Test the accepted-design handoff, component substitution, field metadata, written statements, retention, customer handover, and accounting sync. Simpro ranks seventh because it is less solar-specific at the sale, yet it can outrank most products for a multi-crew contractor focused on operational margin.

Zoho CRM offers broad contact, lead, opportunity, activity, email, calling, form, pipeline, forecasting, approval, reporting, mobile, portal, API, and automation functions. Paid tiers add custom modules, process management, inventory, CPQ, customer journeys, field-level controls, sandboxes, and more advanced analytics. A solar company can create properties, NMIs, system records, distributors, proposals, installation stages, and service cases through configuration. This flexibility is useful for a business that sells more than solar or already uses the Zoho suite. It also requires a named system owner who understands both CRM design and the Australian solar process.

The free edition supports three users and includes contact management, follow-up reminders, workflow automation, tasks, reports, data import and export, APIs, and mobile apps. The official page contains an AUD currency selector, but amounts load dynamically and the captured version displayed another regional currency. It also says local taxes can be charged in addition to listed prices. Do not publish an AUD amount from a converted or cached page. Obtain the current local checkout or sales quote, then add implementation, modules, storage, messaging, telephony, support, integrations, migration, and the staff time required to administer the system.

Zoho does not become a solar design or compliance platform because it can store custom fields. The checked official pricing page did not prove native production modelling, current solar and battery STC calculations, SAA or CEC validation, distributor application, export-limit modelling, NETCC documents, or installation evidence rules. Connect a specialist tool and test the field-level sync, duplicate logic, revision history, errors, retries, and export. Zoho ranks eighth because every local solar layer needs more design work. It can still be the right front office for a larger marketing team that values general CRM depth and accepts the implementation responsibility.