7 best solar CRM platforms in Kenya

OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions, and an API. That gives a young installer a substantial design-to-sale test without a core licence fee. The partner-funded structure deserves a separate commercial and data review, especially where financing or equipment recommendations enter the customer journey.

Validate Kenya imagery, irradiance, load and battery sizing, equipment, grid and off-grid scenarios, export credit, KES, VAT, eTIMS, field connectivity, and Swahili output. Change a design after acceptance and trace price, stock, tax, payment, technical evidence, and handover. Review ODPC terms, overseas transfers, support coverage, partner presentation, paid services, 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. This supports a practical test involving sales, design, and management before the buyer assumes the product will replace its spreadsheet and chat workflow.

Confirm the dollar currency, project rules, CRM cost, payment fees, taxes, and renewal. Test Kenyan locations, weather and production inputs, loads, batteries, export rules, KES, eTIMS, mobile money, offline use, partner roles, and support. Review data processing and export. Model several design revisions because project-credit economics and version control can matter on a commercial opportunity.

Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow, and operational visibility. This makes it relevant to a company whose needs extend beyond design into several teams and handoffs. A broader solar-specific platform may reduce custom configuration, but public product language should not be treated as evidence that Kenyan tax, grid, payment, or privacy paths are ready.

Ask for Kenya customer references and use a controlled demo from WhatsApp lead through load survey, proposal, mobile-money deposit, eTIMS invoice, procurement, authorised work, installation, commissioning, and service. Verify KES, integrations, offline behaviour, roles, audit history, ODPC terms, storage, support hours, implementation owner, total modules, contract price, data export, and how changes propagate after acceptance.

Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals, and APIs. Its free edition supports three users, which can help a process owner prototype residential, commercial, PAYG, dealer, and service records. The wider Zoho suite may reduce vendor count, but every application and integration adds ownership, permissions, pricing, and maintenance questions.

Build or connect load assessment, solar design, KES proposals, VAT, eTIMS, M-Pesa, inventory, EPRA and licensee stages, commissioning, assets, warranty, and handover. A Nairobi M-KOPA job listing mentioning Zoho is not proof of these features. Test mobile offline needs, WhatsApp history, processor terms, transfers, retention, API limits, support, 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. This can suit a solar company that must connect a sold bill of materials with buying, stock, technician work, invoice, and installed asset. Its modular design also creates a clear warning: edition, hosting, partner work, custom code, and maintenance determine real cost and reliability.

Verify a current Kenya localisation and eTIMS route with the responsible implementation partner. Test KES, VAT, mobile-money transactions, PAYG schedules, serial numbers, offline work, approvals, EPRA and licensee evidence, warranty, and migration. Connect a specialist design tool and define which system owns equipment and price. Review ODPC roles, hosting, processors, backups, upgrades, custom-code support, exit, 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 a consistent record from campaign response to sales activity. Paid marketing, sales, service, content, and data products expand that record, but contact tiers, seats, onboarding, and multiple hubs can change the commercial comparison quickly.

Price and test the complete Kenya stack: WhatsApp, solar design, KES quotation, VAT, eTIMS, mobile money, PAYG, inventory, field delivery, service, and reporting. Use controlled fields for supply type, payment, authorised people, licensee status, equipment, commissioning, and warranty. Review consent, imports, suppression, ODPC processor terms, transfers, API limits, attachment storage, support, integration failures, and export.