7 best solar CRM platforms in Indonesia

OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions and an API. Because the segment this page addresses is commercial and industrial, judge it on how it handles large arrays, demand profiles and multi-building sites rather than on a residential roof render.

Validate Indonesian imagery, irradiance, humidity and heat derating, commercial load profiles, equipment libraries, IDR display, PLN stages, field connectivity and document output including Bahasa Indonesia. Change a design after acceptance and trace price, stock, tax, payment, technical evidence and handover. Review privacy terms, transfers, support coverage and a complete account export.

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

Confirm the dollar currency, project rules, CRM cost, payment fees, taxes and renewal. Test Indonesian locations, humidity, commercial load profiles, IDR display, roles and support. Review data processing and export, and model several revisions on one factory rooftop because an industrial technical committee typically generates two rounds of changes before an award.

Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow and operational visibility. For an Indonesian EPC selling factory rooftops across provinces, the operational half is where the value sits: assembling a compliant bid, keeping inductions current, scheduling across islands and tracking stock that left the warehouse.

Ask for comparable customer references and use a controlled demo from tender notice through survey, bid, award, deposit, electronic tax invoice, procurement, freight, installation, commissioning and service. Verify IDR handling, document and induction expiry alerts, multi-province scheduling, stock, offline behaviour, roles, audit history, privacy terms, support hours and data export.

Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals and APIs. Custom objects and workflow rules are the reason to consider it here: a regulation version with an effective date, a tender with expiry alerts, a PLN application with its own status and an induction register that blocks dispatch can all be enforced rather than remembered.

Build or connect load assessment, solar design, IDR quotations with validity, electronic tax invoicing, payment reconciliation, stock across provinces, PLN stages, regulatory versions, induction records, commissioning, assets, warranty and handover. Test processor terms, transfers, retention, API limits, support, a complete export and the administrator effort required after launch.

Odoo combines CRM with quotations, sales, accounting, purchasing, inventory, projects, field service, helpdesk and other applications, including project accounting for staged contracts, multi-warehouse stock and localisation work that commonly covers Indonesian fiscal invoicing through implementation partners.

Verify a current Indonesian localisation and the electronic tax invoicing route with the responsible implementation partner. Test IDR, value added tax, retention on staged contracts, landed cost with freight, stock across provinces, serial numbers, field service with permits, approvals, PLN evidence, warranty and migration. Connect a specialist design tool and review hosting, backups, upgrades, exit and a restorable export.

HubSpot's free CRM covers contacts, lead management, forms, email, meetings and pipeline for a small user group. Long industrial sales cycles with several stakeholders are genuinely well served by sequences, meeting scheduling, document tracking and deal collaboration, which is the part of an Indonesian EPC business it fits.

Price and test the complete stack: messaging, solar design, IDR quotation with validity, electronic tax invoicing, payment reconciliation, stock, freight scheduling, field delivery with permits, procurement documents, regulatory version tracking and service reporting. Use controlled fields for the province, the PLN reference, the regulation version and the induction expiry.