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Documentation-based comparison · Malaysia

7 best solar CRM platforms in Malaysia

Quickest Solar CRM ranks first under our proposal-first value and adoption lens. This guide discloses that commercial relationship and every unverified Malaysia capability, then compares six alternatives across MYR quotations, current Solar ATAP work, SEDA and TNB evidence, residential and commercial design, SST, MyInvois, PDPA, WhatsApp, installation, commissioning, meter work, and handover.

Reviewed 6 September 2026 Reviewed by Parth Maru 28-minute read 7 checked sources

Which solar CRM is best in Malaysia?

Quickest Solar CRM is our first proposal-first trial for a Malaysian solar team that wants a focused route from lead to quotation and follow-up. QuickEstimate publishes this ranking and sells Quickest. Its product is India-first, so MYR, SST, MyInvois, Solar ATAP, SEDA, eATAP, RPVSP, TNB, CCC, CAS, PSS, legacy NEM migration, export-credit logic, Malay documents, PDPA terms, Malaysia integrations, local support, and installation evidence are unverified.

The best solar CRM by use case

A useful shortlist starts with the sales or delivery bottleneck. Each winner below reflects a different buying priority, while the overall ranking rewards a CRM that a solar sales team can adopt quickly.

01Best proposal-first adoption trialQuickest Solar CRM

Malaysian solar sales teams testing focused quotations, follow-up, and pipeline use

India-facing public pricing. Pro requires at least three users. Malaysian terms are unverified.
02Best Malaysia-specific solar design and CRM positioningArka360

Residential and commercial EPCs wanting design, proposals, leads, and tasks together

No public Malaysian list price found. Request MYR billing and full implementation terms.
03Best electrical and proposal workflow candidateSurgePV

Design-led Malaysian EPCs evaluating simulation, electrical documents, and proposals

Seat conditions apply. Individual plan is $1,899/user/year. Confirm currency and Malaysia terms.
04Best free core design platformOpenSolar

Installers prioritising solar design, customer proposals, and internal project workflow

External API Access became paid from 16 April 2026; supported connectors are billed separately.
05Best project-priced design plus optional CRMPylon

Installers wanting solar design and proposals without starting with a large fixed subscription

The official page uses an unqualified dollar symbol. Request MYR billing, taxes, and Malaysia terms.
06Best configurable generic CRM for WhatsApp-led salesZoho CRM

Sales teams wanting configurable pipelines, automation, mobile access, and business messaging

Global USD display. Confirm Malaysian billing, tax, edition, WhatsApp, and implementation costs.
07Best verified Malaysian fiscal localisationOdoo

EPCs prioritising CRM, projects, inventory, invoicing, accounting, SST, and MyInvois

Global pricing varies by region and term. Request a Malaysia implementation and hosting quote.

The Malaysia Solar CRM Fit Test

We searched several live engines for Malaysia-focused solar CRM and solar software results, reviewed the accessible relevant pages, and saved every raw response. Google, Bing, DuckDuckGo, and Qwant returned a mix of blocked, thin, and noisy results, so we do not invent organic positions. Grok's X research found little discussion of named CRM products and instead surfaced programme and electricity-bill topics. We assessed official vendor pages against the current residential and non-domestic journey and checked programme statements against SEDA and Energy Commission sources.

01

Solar workflow depth

Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?

02

Sales control

Can managers route leads, track activity, automate follow-up, forecast revenue, and see why an opportunity stalled?

03

Proposal and design

Can a rep move from site information to a credible customer proposal, and how much specialist solar design happens inside the platform?

04

Local transaction fit

Does the workflow support the language, currency, tax, communications, documents, and handoffs common in Malaysia?

05

Cost to adoption

What setup, migration, training, administration, and extra software does the apparent subscription require?

Evidence standard. This edition uses public product, pricing, regulatory, and market sources checked on 6 September 2026. A listed capability may depend on plan or configuration. We did not conduct hands-on tests, so we do not publish numerical product scores.

Compare the 7 best solar CRM platforms in Malaysia

The table separates CRM depth from proposal, design, and operations coverage. Confirm plan limits and country availability in writing before signing.

01
Quickest Solar CRMBest proposal-first adoption trial
Best for
Malaysian solar sales teams testing focused quotations, follow-up, and pipeline use
Public price
Free; Pro ₹6,999/user/year
Proposal
Core product strength; Malaysian output unverified
Design
Proposal layer, not verified as Malaysian PV design
Operations
Focused lead and sales pipeline
CRM depth
Purpose-built solar sales CRM
Read full review
02
Arka360Best Malaysia-specific solar design and CRM positioning
Best for
Residential and commercial EPCs wanting design, proposals, leads, and tasks together
Public price
Custom quote
Proposal
Branded solar proposals with configurable content
Design
AI-assisted 3D layout, shade, and simulation claims
Operations
Lead, task, and project visibility
CRM depth
Built-in solar CRM
Read full review
03
SurgePVBest electrical and proposal workflow candidate
Best for
Design-led Malaysian EPCs evaluating simulation, electrical documents, and proposals
Public price
From $1,299/user/year on team tiers
Proposal
Solar proposals connected to design and financial inputs
Design
Layout, simulation, and electrical engineering focus
Operations
Project workflow; CRM depth needs demonstration
CRM depth
Less clearly documented than design scope
Read full review
04
OpenSolarBest free core design platform
Best for
Installers prioritising solar design, customer proposals, and internal project workflow
Public price
Core platform free
Proposal
Solar-specific web and document proposals
Design
Core product strength
Operations
Internal project-management workflow
CRM depth
Solar project CRM; test advanced sales needs
Read full review
05
PylonBest project-priced design plus optional CRM
Best for
Installers wanting solar design and proposals without starting with a large fixed subscription
Public price
$4 or $10/project; CRM $49/user/month
Proposal
Instant web and PDF solar proposals
Design
Solar design and interval-data focus
Operations
Project tools and optional Solar CRM
CRM depth
Optional solar CRM add-on
Read full review
06
Zoho CRMBest configurable generic CRM for WhatsApp-led sales
Best for
Sales teams wanting configurable pipelines, automation, mobile access, and business messaging
Public price
Free; paid from US$14/user/month
Proposal
Generic document workflow; specialist design required
Design
Requires OpenSolar, Pylon, or another solar tool
Operations
Configurable sales automation and integrations
CRM depth
Deep general sales CRM
Read full review
07
OdooBest verified Malaysian fiscal localisation
Best for
EPCs prioritising CRM, projects, inventory, invoicing, accounting, SST, and MyInvois
Public price
One App Free; paid all-app plans
Proposal
Sales quotations and signatures in the wider suite
Design
Requires specialist solar design software
Operations
Broad projects, field, inventory, invoice, and accounting
CRM depth
General CRM inside an ERP suite
Read full review

Local billing check: confirm MYR pricing, tax treatment, contract currency, and payment fees in writing.

PlatformBest forPublic priceSolar proposalsDesignProject operationsCRM depthFree access
1Quickest Solar CRMMalaysian solar sales teams testing focused quotations, follow-up, and pipeline useFree; Pro ₹6,999/user/yearCore product strength; Malaysian output unverifiedProposal layer, not verified as Malaysian PV designFocused lead and sales pipelinePurpose-built solar sales CRM10 proposals/month for one user
2Arka360Residential and commercial EPCs wanting design, proposals, leads, and tasks togetherCustom quoteBranded solar proposals with configurable contentAI-assisted 3D layout, shade, and simulation claimsLead, task, and project visibilityBuilt-in solar CRMDemo; no permanent free plan verified
3SurgePVDesign-led Malaysian EPCs evaluating simulation, electrical documents, and proposalsFrom $1,299/user/year on team tiersSolar proposals connected to design and financial inputsLayout, simulation, and electrical engineering focusProject workflow; CRM depth needs demonstrationLess clearly documented than design scopeGuided demo, no self-service trial promised
4OpenSolarInstallers prioritising solar design, customer proposals, and internal project workflowCore platform freeSolar-specific web and document proposalsCore product strengthInternal project-management workflowSolar project CRM; test advanced sales needsCore internal app remains free
5PylonInstallers wanting solar design and proposals without starting with a large fixed subscription$4 or $10/project; CRM $49/user/monthInstant web and PDF solar proposalsSolar design and interval-data focusProject tools and optional Solar CRMOptional solar CRM add-onFive Standard project credits for new users
6Zoho CRMSales teams wanting configurable pipelines, automation, mobile access, and business messagingFree; paid from US$14/user/monthGeneric document workflow; specialist design requiredRequires OpenSolar, Pylon, or another solar toolConfigurable sales automation and integrationsDeep general sales CRMFree edition for up to three users
7OdooEPCs prioritising CRM, projects, inventory, invoicing, accounting, SST, and MyInvoisOne App Free; paid all-app plansSales quotations and signatures in the wider suiteRequires specialist solar design softwareBroad projects, field, inventory, invoice, and accountingGeneral CRM inside an ERP suiteOne App Free on Odoo Online

Pricing and capability labels were checked against official sources on 6 September 2026. Currency conversion is intentionally omitted where a vendor does not publish a local price.

A Malaysian solar CRM must carry the job beyond the MYR quotation

The decisive test is whether accepted sales data survives Solar ATAP assessment, design, installation, testing, commissioning, TNB submission, meter work, invoicing, and handover. A generic deal stage called approval is too vague for this chain.

01

SEDA says Solar ATAP continues the Net Energy Metering programme, which concluded at the end of June 2025. The active programme began on 1 January 2026. SEDA is the implementing agency, the Energy Commission regulates it, and TNB is the utility in the reviewed Peninsular Malaysia workflow. New opportunities need current Solar ATAP fields. NEM Rakyat, NEM GoMEn, and NOVA belong only on historical or migrated records.

Sustainable Energy Development Authority Malaysia: Solar Accelerated Transition Action Programme ↗
02

SEDA launched eATAP for online applications from 1 January 2026 and said registered NEM contractors could use existing credentials. This does not establish that any shortlisted CRM integrates with eATAP. A vendor must distinguish a supported connection from tasks, document packs, browser links, manual copying, or custom automation. Preserve the submitted version, reference, status, returned queries, response, and owner.

Sustainable Energy Development Authority Malaysia: Launch of the eATAP online system ↗
03

The official table routes domestic installations above 5 kW on single-phase supply or above 15 kW on three-phase supply to a Connection Confirmation Check. For non-domestic work, it shows no assessment from 1 kW through 72 kW, Connection Assessment Study bands above 72 kW through 1 MW, and Power System Study for high-voltage connection. Store the rule source and date, then require competent review.

Sustainable Energy Development Authority Malaysia: Solar Accelerated Transition Action Programme ↗
04

The Energy Commission guidelines separate domestic and non-domestic export value. Domestic consumers receive bill credits based on the applicable Energy Charge, while non-domestic consumers use Average SMP. Exported energy left unused for offset in the same billing period is not carried forward. The programme period is no more than ten years from commencement, after which the installation may operate for self-consumption under the relevant rules. A proposal must date these inputs, separate consumption and export, and avoid guaranteed savings.

Energy Commission Malaysia: Guidelines for Solar ATAP in Peninsular Malaysia ↗
05

SEDA says the Solar ATAP application is submitted after installation is completed and successfully commissioned. Its listed TNB package includes the Solar ATAP certificate and contract, identity or company authorisation material, any applicable generating licence, Forms G and H with a single-line diagram and test results, the testing and commissioning form, competent-person certification, and registered electrical contractor forms. It also warns that incomplete submissions can be returned and asks for the correct customer email address.

Sustainable Energy Development Authority Malaysia: Solar Accelerated Transition Action Programme ↗
06

The official MySST portal treats Sales Tax and Service Tax as separate systems and publishes registration, invoice, accounting, return, rate-change, and policy material. That does not support one universal solar tax rate. Use line-level classifications, effective dates, supporting documents, adjustments, staged billing, and audit history, with a Malaysian tax adviser approving the setup.

Royal Malaysian Customs Department: MySST official portal ↗
07

LHDN's e-Invoice area is the authoritative starting point for current e-Invoice and MyInvois requirements. Software evaluation should follow a complete sample from customer and taxpayer data through classification, submission or accounting handoff, validation status, reference evidence, rejection, cancellation, credit note, debit note, retention, and reconciliation. A quotation feature or PDF invoice alone does not demonstrate MyInvois readiness.

Inland Revenue Board of Malaysia: e-Invoice information ↗
08

A solar CRM can hold identity details, addresses, property photographs, bills, consumption data, signatures, finance material, WhatsApp history, and employee activity. PDPA review should cover notice, purpose, consent, access, correction, marketing suppression, processor obligations, subprocessors, security, incidents, transfers, retention, deletion, and export. A security page does not make the installer compliant.

Personal Data Protection Department Malaysia: Personal Data Protection Act 2010 ↗

Why each solar CRM earns its place

Each review explains the useful workflow, the buyer who should shortlist it, and the country-specific question that a sales demo must answer.

02
A
Best Malaysia-specific solar design and CRM positioning

Arka360

Arka360 Malaysia solar software ↗

Arka360 has the strongest verified Malaysia-specific solar and CRM story here, while current Solar ATAP, tax, privacy, and delivery depth still need proof.

Local pageMalaysia-specificCurrencyMYR configurableSegmentsResidential and C&ICRMLeads and tasks

Arka360's Malaysia page joins AI-assisted 3D design, shading and performance modelling, proposals, CRM, leads, tasks, and project progress. It describes configurable language, branding, MYR, legal terms, and residential and commercial use. Current Solar ATAP, eATAP, CCC, CAS, PSS, TNB documents, SST, MyInvois, PDPA, Malay quality, WhatsApp, local accounting, field evidence, commissioning, meter work, and handover remain unverified. Omit its outcome figures unless your evaluation substantiates them.

Why shortlist it
  • Clearest accessible Malaysia-specific product page
  • Connects solar design, proposals, leads, tasks, and projects
  • Publicly describes MYR and configurable language and terms
Check before buying
  • Replace any NEM template with current Solar ATAP rules
  • Demonstrate SEDA, eATAP, TNB, CCC, CAS, and PSS records
  • Verify SST, MyInvois, PDPA, WhatsApp, and Malay output

Choose it if: you want the best documented Malaysia-specific combination of solar design, proposals, and CRM in this shortlist. Choose another platform if: MyInvois and ERP operations matter more than specialist solar design, or you need a free core product.

03
S
Best electrical and proposal workflow candidate

SurgePV

SurgePV Malaysia solar software ↗

SurgePV is a credible design and electrical candidate, but its stale NEM 3.0 Malaysia content makes a current Solar ATAP proof mandatory.

CoreDesign to proposalElectricalSLD and engineering focusTrialGuided demoProgramme copyStale NEM 3.0

SurgePV joins roof modelling, shading, simulation, electrical documents, financial modelling, and proposals. Its Malaysia pages discuss MYR, but still frame new work around NEM 3.0 and old thresholds even though SEDA says NEM ended in June 2025. It describes manual portal entry, not a verified eATAP API. Require a current Solar ATAP demonstration and reject unsupported outcome claims.

Why shortlist it
  • Combines design, simulation, electrical work, and proposals
  • Publishes Malaysia-focused pages and MYR positioning
  • Public annual per-user pricing and guided demonstration
Check before buying
  • Remove all stale NEM 3.0 logic from new opportunities
  • Prove Solar ATAP, eATAP, CCC, CAS, PSS, and TNB outputs
  • Verify CRM, PDPA, SST, MyInvois, field, and handover depth

Choose it if: design, electrical documentation, simulation, and proposals are central and current Solar ATAP checks pass. Choose another platform if: you need already documented fiscal localisation or cannot accept stale programme content during evaluation.

04
OS
Best free core design platform

OpenSolar

OpenSolar ↗

OpenSolar is the most accessible design-led option, with every Malaysian programme, tax, privacy, language, and delivery requirement still needing proof.

Core appFreeAPI AccessPaid from 16 Apr 2026ConnectorsSeparately billedStrengthDesign and proposals

OpenSolar keeps site data, design, equipment, production assumptions, price, proposals, and internal project workflow together. The core app remains free, while API Access and supported connectors cost extra. Malaysian climate or tariff settings, Solar ATAP, SEDA, TNB, SST, MyInvois, Malay documents, PDPA, WhatsApp, local support, commissioning, meter, and handover work remain unverified.

Why shortlist it
  • Free core solar design and internal project workflow
  • Connects design inputs to customer proposals
  • Useful specialist companion to a generic CRM or ERP
Check before buying
  • Validate MYR, climate, tariff, export, and tenure assumptions
  • Demonstrate current Solar ATAP and complete handover records
  • Review PDPA, hosting, Malay, support, and data export

Choose it if: free core design and proposals are the priority and the team can define its surrounding Malaysian stack. Choose another platform if: you require verified local invoicing or a current programme workflow with less configuration.

05
PY
Best project-priced design plus optional CRM

Pylon

Pylon pricing ↗

Pylon suits project-priced design evaluation, provided Malaysian assumptions, currency, programme work, privacy, integrations, and delivery evidence pass.

Standard design$4/projectPro design$10/projectSolar CRM$49/user/monthFree entryFive Standard credits

Pylon publishes solar design, interval-data analysis, web and PDF proposals, project tools, API capability, and optional CRM. Its dollar symbol is not clearly Malaysian currency. Request MYR terms and total cost. Solar ATAP, SEDA, TNB, CCC, CAS, PSS, export credit, SST, MyInvois, PDPA, bilingual output, WhatsApp, commissioning, meter, and handover remain unverified.

Why shortlist it
  • Solar-specific design and customer proposal workflow
  • Project-based entry with an optional CRM
  • Interval-data and API capabilities
Check before buying
  • Confirm currency, MYR invoice, SST, limits, and total cost
  • Validate Malaysian climate, tariff, and Solar ATAP logic
  • Test PDPA, integrations, local support, and complete export

Choose it if: you want project-priced design and proposals with the option to add a connected solar CRM. Choose another platform if: you need verified Malaysian fiscal localisation or broader operations in one implementation.

06
Z
Best configurable generic CRM for WhatsApp-led sales

Zoho CRM

Zoho CRM pricing ↗

Zoho is a capable generic CRM and WhatsApp candidate when the installer has clear ownership for solar design, programme, finance, and field configuration.

FreeUp to three usersStandardUS$14/user/monthProfessionalUS$23/user/monthTypeGeneral CRM

Zoho CRM covers leads, deals, activities, email, automation, reports, mobile apps, custom fields, and a documented WhatsApp Business connection. It needs connected solar design and configured MYR quotations, Solar ATAP, technical-study flags, SST, MyInvois, installation, and handover. Test Meta requirements, templates, opt-in, charges, assignment, attachments, retention, suppression, and export.

Why shortlist it
  • Configurable general sales pipeline and automation
  • Official WhatsApp Business integration documentation
  • Free edition and public global pricing
Check before buying
  • Map the complete specialist solar and accounting stack
  • Test WhatsApp consent, templates, costs, history, and suppression
  • Build Solar ATAP, programme, field, and handover controls

Choose it if: your team values a mature configurable CRM and can own the Malaysian solar implementation and integrations. Choose another platform if: you want solar design built in or documented Malaysian fiscal localisation out of the box.

07
O
Best verified Malaysian fiscal localisation

Odoo

Odoo Malaysia localisation ↗

Odoo provides the strongest documented Malaysian SST and MyInvois base, but solar design and current Solar ATAP delivery require deliberate configuration.

LocalisationMalaysia documentedTaxSST taxes and reportse-InvoiceMyInvois workflowScopeBroad ERP suite

Odoo 19 documents Malaysian SST reports and MyInvois setup, invoice, bill, status, cancellation, credit-note, debit-note, and access workflows. Its suite spans CRM, sales, projects, field service, inventory, invoicing, accounting, documents, and signatures. It still needs specialist solar design and configured eATAP, RPVSP, technical-study, bilingual, WhatsApp, commissioning, meter, and handover work. Verify that the purchased version matches the documentation.

Why shortlist it
  • Strongest verified Malaysian SST and MyInvois documentation
  • Broad CRM, sales, project, field, inventory, and finance scope
  • Can reduce handoffs across an established EPC operation
Check before buying
  • Demonstrate the purchased version's live MyInvois workflow
  • Define solar design and Solar ATAP system ownership
  • Price implementation, hosting, custom work, and maintenance

Choose it if: Malaysian fiscal localisation and broad operational control outweigh the need for native solar design. Choose another platform if: you need a focused sales trial, a faster design tool, or a lighter implementation.

How should a Malaysian solar company choose a CRM?

Choose by the most expensive broken handoff, then test that handoff using real opportunities, real users, and the documents your customers actually receive.

Solo or small proposal-led installerTrial Quickest beside OpenSolar

Quickest tests adoption of a focused lead, quotation, follow-up, and pipeline tool. OpenSolar tests free core design and proposals. Use the same home project, then prove MYR, Solar ATAP, SST, PDPA, bilingual documents, WhatsApp, and handover.

Malaysia-focused residential sellerCompare Quickest with Arka360

Quickest is the proposal-first adoption candidate. Arka360 is the stronger documented Malaysia solar candidate because its local page covers design, proposals, built-in CRM, MYR, configurable language and terms, and residential work. Neither should pass procurement without the complete current Solar ATAP and data test.

Commercial and industrial EPCStart with Arka360 and SurgePV

Both position design and proposals for larger projects. Test load data, equipment, simulation, drawings, economics, decision-makers, CAS or PSS, revisions, commissioning, and handover. SurgePV's Malaysia programme copy is stale, so remove every NEM 3.0 assumption from new work.

Design-led team with an existing back officeCompare OpenSolar with Pylon

OpenSolar offers a free internal core, while Pylon publishes project prices and an optional CRM. Price API, connectors, accounting, support, and users. Inspect how accepted design data reaches Solar ATAP administration and field delivery.

WhatsApp-heavy sales organisationEvaluate Zoho CRM with a solar design product

Zoho is the generic CRM candidate for teams that value configurable pipelines, automation, mobile work, and documented WhatsApp Business integration. It needs a specialist design layer and deliberate Solar ATAP, SST, MyInvois, installation, and handover configuration.

Finance, inventory, and operations-led EPCUse Odoo as the localisation benchmark

Odoo has the strongest verified Malaysian fiscal documentation here, including SST reports and MyInvois workflows. Its suite also covers CRM, sales, projects, field service, inventory, invoicing, and accounting. Add specialist design and build Solar ATAP with an accountable partner.

The Three-Deal Proof

Run the same three opportunities in every shortlisted CRM: one ordinary lead, one revision-heavy project, and one deal that already failed. This removes demo theatre and exposes repeated entry, stale documents, weak mobile adoption, and missing local support.

  1. 1
    Run the clean deal

    Capture a real lead, assign it, create the proposal, schedule follow-up, record acceptance, and hand it to delivery.

  2. 2
    Change the assumptions

    Change the system, equipment, price, payment route, and installation date. Identify every stale record.

  3. 3
    Recreate a failure

    Use a duplicate, missed follow-up, rejected proposal, or delayed job and ask the CRM to show what happens next.

10 requirements to verify in Malaysia

01

MYR quotation and controlled assumptions

Create a Malaysian ringgit quotation with consistent RM display, line-level tax, deposits, milestones, finance or leasing, discounts, exclusions, validity, and revisions. State the consumption source, system size, production method, degradation, self-consumption, export, tariff source, rate, checked date, and sensitivity. Test domestic and non-domestic templates separately.

02

SST and MyInvois or e-Invoice handoff

Build outright-purchase, service, mixed-item, staged-payment, cancellation, credit-note, and debit-note samples. Confirm who sets Sales Tax or Service Tax classifications, which system issues the invoice, what passes to MyInvois, how statuses return, where identifiers and QR evidence sit, and how accounting reconciles it. Obtain current tax and e-Invoice advice.

03

Solar ATAP, SEDA, eATAP, and RPVSP records

Record Solar ATAP for new 2026 work, SEDA data, eATAP reference, RPVSP identity, customer and TNB details, capacity, documents, submission version, queries, responses, approval, expiry, and owner. Require a live demonstration before treating a link or compliance label as eATAP submission. Keep NEM Rakyat, NEM GoMEn, and NOVA only for historical cases.

04

Domestic CCC and non-domestic CAS or PSS routing

Test domestic single-phase and three-phase cases, a 72 kW non-domestic case, a larger low-voltage project, and a high-voltage project. Use current rules to flag likely CCC, CAS, or PSS work and store applications, fees, drawings, load profiles, communications, conditions, approvals, and revisions. Qualified people make the final decision.

05

Residential and commercial pipeline separation

Residential work needs household contacts, bill and roof data, domestic export assumptions, financing, appointment, and customer communications. Commercial work can require site and billing entities, maximum demand, load profiles, procurement stages, lease or PPA terms, technical studies, approvals, multiple decision-makers, and staged delivery. Test separate pipelines with common reporting and make sure a site, account, opportunity, contract, and installation are not collapsed into one record.

06

English, Malay, WhatsApp, and mobile work

Create the proposal, selected customer messages, consent notice, form labels, terms, and handover checklist in English and Malay, then have a fluent reviewer assess both versions. Test Malaysian names, addresses, phone numbers, dates, fonts, and RM values. For WhatsApp, confirm the approved channel, templates, opt-in evidence, conversation ownership, attachments, suppression, retention, and export. Field users should complete core work on phones with weak connectivity considered.

07

PDPA procurement and customer rights

Collect the vendor privacy notice, processing terms, security measures, current subprocessors, hosting and backup locations, support-access countries, incident commitments, cross-border transfer position, retention schedule, deletion process, and usable export. Run a customer access and correction request, consent withdrawal, marketing suppression, staff permission change, account closure, and deletion request. Document the installer's own purposes and retention rules instead of copying vendor language unchanged.

08

Local payments, accounting, integrations, and support

Map the exact systems used for bank transfer, cards, finance, accounting, inventory, email, calendar, telephony, signature, design, and reporting. Verify Malaysian availability, currency, fees, tax fields, sync direction, duplicate handling, error alerts, retries, permissions, and exit export. Obtain local or regional support hours, languages, response routes, implementation scope, data-migration responsibility, and escalation terms in writing.

09

Installation, testing, commissioning, meter, and handover

A field user should receive the accepted scope and latest drawing, complete the site survey, record equipment and serial numbers, attach photographs, log deviations, capture Form G and Form H evidence, single-line diagram, test results, testing and commissioning form, competent-person and contractor records, defects, meter status, TNB correspondence, commencement information, warranties, manuals, customer training, and signed handover. Approved files must remain versioned and exportable.

10

Migration, permissions, audit, and exit

Import duplicate leads, bilingual contacts, multi-site customers, historical NEM cases, open Solar ATAP jobs, quotations, documents, consent, tax fields, and invoice references. Test roles for sales, design, programme administration, field, finance, management, and contractors. Inspect changes to prices, assumptions, documents, customer details, and status. Export records, attachments, messages, history, and configuration.

Contract rule: A country name on a vendor website does not prove that local billing, documents, integrations, support hours, or regulatory workflows are included in your plan. Put each required capability in the order form.

What does solar CRM software cost in Malaysia?

The shortlist mixes Indian rupees, US dollars, unqualified dollar symbols, per-project charges, free internal products, and custom quotes. Do not convert these into a single MYR table and imply Malaysian contracts, taxes, support, or payment methods that have not been verified.

Free; Pro ₹6,999/user/yearQuickest Solar CRM

India-facing public pricing. Pro requires at least three users. Malaysian terms are unverified.

Custom quoteArka360

No public Malaysian list price found. Request MYR billing and full implementation terms.

From $1,299/user/year on team tiersSurgePV

Seat conditions apply. Individual plan is $1,899/user/year. Confirm currency and Malaysia terms.

Core platform freeOpenSolar

External API Access became paid from 16 April 2026; supported connectors are billed separately.

Quickest publishes Free with 10 proposals per month for one user and Pro at ₹6,999 per user per year with a minimum of three users. These are India-facing public terms. No verified MYR price, Malaysian SST treatment, contract entity, payment route, local support commitment, or Malaysia data terms were found. Obtain a written quotation and complete security review.

Arka360's Malaysia page has no public local list price. Request MYR billing, limits, imagery, onboarding, migration, support, integrations, taxes, renewal, and exit costs. SurgePV publishes annual per-user prices in dollars: $1,899 for an individual plan and displayed team tiers at $1,499 and $1,299, subject to seat conditions. Confirm currency and Malaysia terms.

OpenSolar says its core app remains free for end-to-end internal work. API Access became paid from 16 April 2026, and supported connectors follow separate billing. A stack that sends data to an external CRM or accounting product therefore needs a written connectivity estimate. Pylon displays $4 for a Standard project, $10 for a Pro project, and $49 per user per month for Solar CRM. The checked page does not clearly label those dollars as MYR.

Zoho CRM's global page displays Free for three users, Standard at US$14, Professional at US$23, and Enterprise at US$40 per user per month. Confirm billing basis, Malaysian currency, tax, WhatsApp charges, storage, implementation, and app costs. Odoo offers One App Free and paid all-app plans. Obtain a Malaysia quote for hosting, users, localisation, implementation, custom work, support, and maintenance.

Why Quickest Solar CRM ranks first in Malaysia

Quickest ranks first because this comparison gives the most weight to proposal-first value and adoption. A focused lead, quotation, follow-up, and pipeline path may be easier for a small seller to trial. The free plan shows whether staff keep records current.

The recommendation is conditional and commercially disclosed. QuickEstimate publishes this guide and sells Quickest. We found no public proof of MYR quotations, Malaysian SST, MyInvois or e-Invoice, Solar ATAP, SEDA, eATAP, RPVSP, TNB, CCC, CAS, PSS, legacy NEM migration, domestic Energy Charge calculations, non-domestic Average SMP calculations, no-carry-forward logic, Solar ATAP tenure, SuRIA Home, Malay documents, Malaysian PDPA terms, Malaysia support, local payment or accounting connections, or installation and handover records.

Quickest uses rupee pricing and says customer data is hosted in AWS Mumbai. Review the contracting entity, processor terms, subprocessors, storage and backup regions, support access, cross-border transfers, security, incidents, retention, deletion, and export before uploading customer information.

Arka360 is the better evidenced choice when Malaysia-specific solar design plus CRM positioning matters most. Odoo is the better evidenced choice when Malaysian SST and MyInvois localisation drives the project. SurgePV, OpenSolar, and Pylon deserve design-led trials, while Zoho suits teams ready to configure a generic CRM and connect several specialist systems.

Run a domestic system below the CCC threshold, one requiring CCC, and a non-domestic project requiring CAS or PSS. Use real sales, design, programme, field, finance, and management users. Record corrections, duplicate entry, stale versions, missed tasks, mobile friction, integration errors, and support. Quickest earns rollout only when every local gate passes.

Why it wins
Ranking lensProposal-first value and adoption
Public free access10 proposals per month, one user
Public Pro price₹6,999 per user per year, minimum three
Malaysia statusAll local capabilities unverified

Build a two-product shortlist this week

Start with Quickest and the specialist closest to your largest local requirement. Use the same evidence and test deals for both.

01

Name the bottleneck. Pick lead response, proposal speed, design, payment, install handoff, or management visibility.

02

Choose two tools. Compare Quickest with the strongest specialist for that bottleneck.

03

Run the Three-Deal Proof. Score adoption, repeated entry, revision handling, support, and full annual cost.

Sources checked for this comparison

These sources support the market, regulatory, product, and pricing statements on this page. Product terms can change after the checked date.

  1. Solar Accelerated Transition Action ProgrammeSustainable Energy Development Authority Malaysia · checked 6 Sep 2026
  2. Launch of the eATAP online systemSustainable Energy Development Authority Malaysia · checked 6 Sep 2026
  3. Guidelines for Solar ATAP in Peninsular MalaysiaEnergy Commission Malaysia · checked 6 Sep 2026
  4. MySST official portalRoyal Malaysian Customs Department · checked 6 Sep 2026
  5. e-Invoice informationInland Revenue Board of Malaysia · checked 6 Sep 2026
  6. Personal Data Protection Act 2010Personal Data Protection Department Malaysia · checked 6 Sep 2026
  7. Malaysia fiscal localisationOdoo · checked 6 Sep 2026

Frequently asked questions about solar CRM in Malaysia

What is the best solar CRM for a Malaysian installer?

Quickest Solar CRM is our first proposal-first adoption trial. QuickEstimate publishes this ranking and sells Quickest, whose Malaysia localisation is unverified. Buyers must prove MYR, SST, MyInvois, Solar ATAP, SEDA, eATAP, TNB, technical studies, PDPA, Malay documents, integrations, support, field work, and handover. Arka360 has the clearest Malaysia-specific solar plus CRM positioning reviewed. Odoo has the strongest verified fiscal localisation.

Did Solar ATAP replace NEM 3.0 in Malaysia?

SEDA says NEM concluded at the end of June 2025. The Solar ATAP guidelines and eATAP applications began on 1 January 2026. New projects should use the current Solar ATAP route. NEM Rakyat, NEM GoMEn, and NOVA matter for historical records or existing contracts, but should not be the default for a new sale.

Can solar CRM software submit directly to SEDA eATAP or TNB?

Do not infer direct submission from a Solar ATAP stage or Malaysia template. Ask the vendor to demonstrate which data, documents, statuses, errors, and updates move automatically. For manual entry, the CRM can control source fields, files, owners, deadlines, references, queries, and responses. None of the shortlisted products had a publicly verified direct eATAP integration.

When does a Malaysian Solar ATAP project need CCC, CAS, or PSS?

SEDA shows CCC above 5 kW on domestic single-phase supply or above 15 kW on three-phase supply. Its non-domestic table shows no assessment from 1 kW through 72 kW and CAS above 72 kW through 1 MW. PSS applies to high-voltage connection. Treat these as workflow flags and have qualified parties confirm the route, fee, forms, and conditions.

How should a Solar ATAP proposal calculate export credits and savings?

Separate consumption, production, self-use, imports, and exports. Domestic export credit uses the applicable Energy Charge, while non-domestic credit uses Average SMP. Unused exports do not carry into a later billing period, and the programme lasts no more than ten years. State tariff source and date, production method, degradation, load, billing treatment, tenure, and sensitivity. Do not promise savings.

What SST rate should a Malaysian solar CRM put on a quotation?

This comparison cannot prescribe one rate for every solar transaction. MySST separates Sales Tax and Service Tax. Supply, installation, services, maintenance, finance, and mixed contracts can require different analysis. Configure line-level tax, store effective dates and evidence, test deposits and adjustments, and have a Malaysian tax adviser approve classifications, rates, invoice wording, and reporting.

Does a PDF invoice mean a solar CRM is ready for MyInvois?

No. Test company and customer identifiers, classification, submission or accounting handoff, validation, official reference or QR evidence, rejection, cancellation, credit and debit notes, retention, and reconciliation under current LHDN requirements. Odoo documents Malaysian SST and MyInvois workflows, giving it the strongest verified fiscal localisation here. Demonstrate any other product with the installer's real process.

What PDPA evidence should a Malaysian solar CRM vendor provide?

Request the privacy notice, processing terms, security controls, subprocessors, storage and backup locations, support access, incident process, transfer position, retention, deletion, and export method. Test notice, consent, marketing suppression, access, correction, permissions, closure, and deletion. Quickest states AWS Mumbai hosting, so examine cross-border processing and connected email, messaging, analytics, signature, support, and backup providers.

Still deciding?

Take the comparison into your next vendor demo.

Use the Three-Deal Proof and require every vendor to show the same lead, revision, document, and failed handoff.