7 best solar CRM platforms in Bangladesh

OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions and an API. A young installer can test the whole design-to-sale path without a core licence fee, which matters where working capital is tight and the first CRM decision often gets made under pressure. The partner-funded structure deserves a separate commercial and data review.

Validate Bangladeshi imagery quality, irradiance inputs, equipment libraries, load and battery scenarios, BDT display, VAT treatment, utility stages, field connectivity and Bangla output. Change a design after acceptance and trace price, stock, tax, payment, technical evidence and the handover pack. Review privacy terms, overseas transfers, support coverage, how partners appear to the customer and whether a complete account export is genuinely available.

Pylon documents solar and battery design, web and PDF proposals, design history, integrations and a solar CRM add-on. It states that new users receive credits for five Standard Projects and that teams can add unlimited users. That structure supports a practical trial covering sales, design and management before a buyer assumes the product will replace a spreadsheet and a chat group.

Confirm the dollar currency, project credit rules, CRM cost, payment fees, taxes and renewal. Test Bangladeshi locations, weather and production inputs, load profiles, batteries, export treatment, BDT display, offline use, roles and support. Review data processing and export. Model several design revisions on a single factory rooftop, because credit economics and version control both matter when a commercial opportunity changes twice before signature.

Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow and operational visibility. That suits a company whose problems have moved past design into several teams and handoffs, which is common for a Bangladeshi EPC selling factory rooftops across districts. Public product language is not evidence that local tax, application or utility paths are ready to use.

Ask for Bangladeshi customer references and run a controlled demo from a WhatsApp enquiry through load review, proposal, advance, invoice, procurement, licensed work, installation, meter change, commissioning and service. Verify BDT handling, integrations, offline behaviour, roles, audit history, privacy terms, storage, support hours, the implementation owner, the module list, the contract price, data export and how a post-acceptance change propagates.

Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals and APIs. Its free edition supports three users, enough for a process owner to prototype residential, commercial, dealer and service records before committing. The wider Zoho suite can reduce vendor count, but each additional application and integration adds ownership, permissions, pricing and maintenance questions a small team has to answer.

Build or connect load assessment, solar design, BDT proposals, VAT, payment reconciliation, inventory, SREDA and utility application stages, commissioning, assets, warranty and handover. Test mobile offline needs, WhatsApp history, processor terms, transfers, retention, API limits, support coverage, a complete export and the administrator effort required after launch rather than during the demo.

Odoo combines CRM with quotations, sales, accounting, purchasing, inventory, projects, field service, helpdesk and other applications. That can suit a solar company connecting a sold bill of materials with buying, stock, technician work, invoice and the installed asset. The modular design carries a plain warning: edition, hosting, partner work, custom code and maintenance decide the real cost and the real reliability.

Verify a current Bangladeshi localisation and the VAT reporting route with the responsible implementation partner. Test BDT, advances, staged payments, serial numbers, offline field work, approvals, utility and application evidence, warranty and migration. Connect a specialist design tool and decide which system owns equipment and price. Review privacy roles, hosting, subprocessors, backups, upgrades, custom code support, exit terms and a restorable export.

HubSpot's free CRM covers contacts, lead management, forms, email, meetings and pipeline for a small user group. It can give a marketing-led installer one consistent record from campaign response through sales activity. Paid marketing, sales, service, content and data products extend that record, though contact tiers, seats, onboarding and multiple hubs change the commercial comparison faster than buyers expect.

Price and test the complete Bangladeshi stack: WhatsApp, solar design, BDT quotation, VAT, payment reconciliation, inventory, field delivery, service and reporting. Use controlled fields for the distribution utility, the application reference, the sanctioned load, the responsible electrician, equipment, commissioning and warranty. Review consent, imports, suppression, processor terms, transfers, API limits, attachment storage, support, integration failure handling and export.