Solar workflow depth
Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?
Documentation-based comparison · New Zealand
8 best solar CRM platforms in New Zealand
Quickest Solar CRM ranks first for a focused mobile route from lead to proposal and follow-up, subject to a written New Zealand fit test. We compare it with seven alternatives using current evidence on Part 6 connections, ICP data, export limits, electrical certificates, GST, consumer claims, privacy, design, batteries, field work, and public pricing.
Direct answer
Which solar CRM is best in New Zealand?
Quickest Solar CRM is our number-one proposal-first choice for a New Zealand solar team that wants fast mobile adoption and clear pipeline ownership. QuickEstimate publishes this ranking, and the recommendation is conditional. Quickest's public product remains India-first, so buyers must confirm NZD and GST, distributor applications, ICP and export fields, local tariffs, electrical documentation, New Zealand privacy terms, Xero or other local integrations, hosting, and support before rollout. OpenSolar is the strongest free core design alternative, while Tradify and Fergus have clearer local trade workflows.
8 jobs, 8 picks
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 valueQuickest Solar CRM
New Zealand solar sales teams testing mobile proposals and disciplined follow-up
Indian public pricing. Pro requires at least three users. Confirm New Zealand commercial terms. 02Best free core solar platformOpenSolarTeams that want design, proposals, CRM, and project management in one free core product
API Access, supported connectors, premium imagery, payments, finance, hardware, and partner services can add cost. 03Best comprehensive technical workflowSolarPlusDesign-led solar and battery teams that want detailed modelling, proposals, CRM, and delivery tools
Starter annual plan. Higher plans and month-to-month billing cost more. Confirm New Zealand tax and availability. 04Best pay-per-project design plus CRMPylonSolar and battery sellers that want usage-priced design with an optional specialist CRM
The captured page does not label the subscription currency. Confirm currency and New Zealand GST at checkout. 05Best locally priced trade workflowTradifySmall installers that need enquiries, quotes, schedules, jobs, invoices, payments, and mobile records
Lite, Pro, and Plus public prices. Fourteen-day trial; optional website and SMS charges apply. 06Best New Zealand job managementFergusKiwi trade teams controlling job phases, people, materials, margins, certificates, and accounting
New Zealand pricing page. Timesheet users and add-ons cost extra. Confirm currency display and GST treatment. 07Best complex field operationsSimproMulti-crew electrical contractors managing inventory, projects, costing, compliance records, and service
Subscription depends on team and add-ons. Setup covers onboarding, training, and migration according to project scope. 08Best configurable general CRMZoho CRMMarketing-led or multi-division companies with an owner for configuration and integrations
The official page exposes regional selectors but did not render a New Zealand amount in the capture. Local taxes may apply.How we evaluated
The New Zealand Solar CRM Fit Test
We captured seven live New Zealand search result pages, reviewed the leading ranking pages, checked current regulator, network, tax, electrical, consumer, and privacy sources, and read official product and pricing documentation. The ranking gives extra weight to quick adoption by a small or growing sales team, then tests whether the system can preserve the local evidence behind a proposal and completed job. We publish no numerical scores because documentation cannot prove day-to-day usability, support quality, or plan-specific behaviour precisely enough.
Sales control
Can managers route leads, track activity, automate follow-up, forecast revenue, and see why an opportunity stalled?
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?
Local transaction fit
Does the workflow support the language, currency, tax, communications, documents, and handoffs common in New Zealand?
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.
At-a-glance matrix
Compare the 8 best solar CRM platforms in New Zealand
The table separates CRM depth from proposal, design, and operations coverage. Confirm plan limits and country availability in writing before signing.
Quickest Solar CRMBest proposal-first value
- Best for
- New Zealand solar sales teams testing mobile proposals and disciplined follow-up
- Public price
- Free; Pro ₹6,999/user/year
- Proposal
- Core strength; New Zealand outputs require validation
- Design
- Proposal inputs, not verified as complete New Zealand PV design
- Operations
- Focused lead and pipeline workflow
- CRM depth
- Solar sales CRM
OpenSolarBest free core solar platform
- Best for
- Teams that want design, proposals, CRM, and project management in one free core product
- Public price
- Core professional platform free
- Proposal
- Custom proposals, e-signature, and payment options
- Design
- Strong solar and battery design
- Operations
- Project management and partner workflow
- CRM depth
- Built-in lead and project CRM
SolarPlusBest comprehensive technical workflow
- Best for
- Design-led solar and battery teams that want detailed modelling, proposals, CRM, and delivery tools
- Public price
- From US$135/month annual prepay
- Proposal
- Detailed proposals with e-signature
- Design
- Deep solar, battery, tariff, and interval-data design
- Operations
- CRM and project workflow
- CRM depth
- Built-in solar CRM
PylonBest pay-per-project design plus CRM
- Best for
- Solar and battery sellers that want usage-priced design with an optional specialist CRM
- Public price
- $4 or $10/project; CRM from $49/user/month
- Proposal
- Web and PDF proposals with e-signature
- Design
- Strong solar, battery, shading, and interval data
- Operations
- SLDs, job sheets, owner manuals, and integrations
- CRM depth
- Optional solar CRM add-on
TradifyBest locally priced trade workflow
- Best for
- Small installers that need enquiries, quotes, schedules, jobs, invoices, payments, and mobile records
- Public price
- NZ$48 to NZ$62/user/month ex GST
- Proposal
- Branded trade quotes and automatic reminders
- Design
- No specialist solar production design verified
- Operations
- Strong schedule, job, invoice, and payment flow
- CRM depth
- Practical trade customer management
FergusBest New Zealand job management
- Best for
- Kiwi trade teams controlling job phases, people, materials, margins, certificates, and accounting
- Public price
- Basic from $53/month; Pro from $75/month
- Proposal
- Trade quotes and estimates
- Design
- No specialist solar yield design verified
- Operations
- Deep small-business job and field workflow
- CRM depth
- Enquiry and customer records within job management
SimproBest complex field operations
- Best for
- Multi-crew electrical contractors managing inventory, projects, costing, compliance records, and service
- Public price
- Custom quote plus setup
- Proposal
- Electrical estimating and quoting
- Design
- No native solar production design verified
- Operations
- Deep field, inventory, job cost, project, and finance
- CRM depth
- CRM inside a field service platform
Zoho CRMBest configurable general CRM
- Best for
- Marketing-led or multi-division companies with an owner for configuration and integrations
- Public price
- Free for 3 users; local paid price needs confirmation
- Proposal
- Generic CPQ and document tools by plan
- Design
- Requires specialist solar design software
- Operations
- Custom modules and integrations required
- CRM depth
- Deep general CRM
Local billing check: confirm NZD pricing, tax treatment, contract currency, and payment fees in writing.
| Platform | Best for | Public price | Solar proposals | Design | Project operations | CRM depth | Free access |
|---|---|---|---|---|---|---|---|
| 1Quickest Solar CRM | New Zealand solar sales teams testing mobile proposals and disciplined follow-up | Free; Pro ₹6,999/user/year | Core strength; New Zealand outputs require validation | Proposal inputs, not verified as complete New Zealand PV design | Focused lead and pipeline workflow | Solar sales CRM | 10 proposals monthly for one user |
| 2OpenSolar | Teams that want design, proposals, CRM, and project management in one free core product | Core professional platform free | Custom proposals, e-signature, and payment options | Strong solar and battery design | Project management and partner workflow | Built-in lead and project CRM | Core platform free |
| 3SolarPlus | Design-led solar and battery teams that want detailed modelling, proposals, CRM, and delivery tools | From US$135/month annual prepay | Detailed proposals with e-signature | Deep solar, battery, tariff, and interval-data design | CRM and project workflow | Built-in solar CRM | Demonstration; no permanent free plan verified |
| 4Pylon | Solar and battery sellers that want usage-priced design with an optional specialist CRM | $4 or $10/project; CRM from $49/user/month | Web and PDF proposals with e-signature | Strong solar, battery, shading, and interval data | SLDs, job sheets, owner manuals, and integrations | Optional solar CRM add-on | Free trial with starter credits |
| 5Tradify | Small installers that need enquiries, quotes, schedules, jobs, invoices, payments, and mobile records | NZ$48 to NZ$62/user/month ex GST | Branded trade quotes and automatic reminders | No specialist solar production design verified | Strong schedule, job, invoice, and payment flow | Practical trade customer management | Fourteen-day trial |
| 6Fergus | Kiwi trade teams controlling job phases, people, materials, margins, certificates, and accounting | Basic from $53/month; Pro from $75/month | Trade quotes and estimates | No specialist solar yield design verified | Deep small-business job and field workflow | Enquiry and customer records within job management | Fourteen-day trial without card |
| 7Simpro | Multi-crew electrical contractors managing inventory, projects, costing, compliance records, and service | Custom quote plus setup | Electrical estimating and quoting | No native solar production design verified | Deep field, inventory, job cost, project, and finance | CRM inside a field service platform | Guided demo; no permanent free plan |
| 8Zoho CRM | Marketing-led or multi-division companies with an owner for configuration and integrations | Free for 3 users; local paid price needs confirmation | Generic CPQ and document tools by plan | Requires specialist solar design software | Custom modules and integrations required | Deep general CRM | Free edition for 3 users |
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.
Country research
A New Zealand solar CRM must connect the sale to the local network and electrical record
A useful New Zealand solar record extends beyond a name, address, and deal stage. It can include the ICP, distributor, inverter, proposed and approved export, retailer plan, buy-back assumption, consumption profile, solar and battery design, quote version, GST treatment, licensed workers, endorsements, certificates, photographs, warranties, and customer handover. The best system is the one your team can use consistently while keeping these facts attached to the right property and decision.
The Electricity Authority says distributed generation covers systems such as rooftop solar and batteries connected directly to local networks. It monitors distributor and generator compliance under Part 6 of the Electricity Industry Participation Code.
Electricity Authority Te Mana Hiko: Distributed generation ↗Powerco's published process shows the practical identity behind a local connection. It says a distributed-generation connection needs an ICP number, described as the unique 15-digit number that identifies each service line or cable connected to its network.
Powerco: Solar power for home and business ↗Distributor processes vary. Vector publishes separate paths for systems at 10 kW or less and above 10 kW. Its small-system page says incomplete information or an inverter that does not meet technical requirements can delay an application.
Vector: Connect power generation at 10 kW or less ↗EECA's residential guidance says a system should be sized to household energy use, a grid-connected system can export excess power, and a battery can increase use of on-site generation and provide backup when configured for it.
Energy Efficiency and Conservation Authority: Best practice guidance for residential solar systems ↗EECA's current notice for its residential solar specification says grid-tied systems require mains parallel generation endorsements for the installing electrician and inspector under the stated transition timing, with the electrician requirement in effect from August 2026.
Electrical Workers Registration Board: Why use a registered electrical worker ↗EWRB says electrical workers must provide required certification documents as soon as possible and no later than 20 days after completing the work. It says fixed-wiring work requires a Certificate of Compliance and that some work also needs an electrical inspection report.
Electrical Workers Registration Board: Documentation from your electrical worker ↗Inland Revenue lists GST at 15 percent. The Commerce Commission says quotes and estimates should be inclusive of GST and any significant possible variation should be made clear to the customer.
Commerce Commission: Quotes, estimates and invoicing ↗A solar CRM can store addresses, power bills, consumption data, roof images, signatures, financial notes, call histories, and identity or connection details. The Privacy Act 2020 governs collection, storage, use, and sharing through 13 numbered information privacy principles.
Office of the Privacy Commissioner: Privacy Act 2020 and privacy principles ↗Full reviews
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.
01
Quickest pricing ↗Q
Best proposal-first value
Quickest Solar CRM
Quickest is the first product we would trial for proposal adoption, but a New Zealand team should reject rollout until every local workflow and contract requirement passes a written acceptance test.
Best forProposal-first adoptionPublic free plan10 proposals monthly
Quickest presents a simple sales promise: bring leads into one place, give each opportunity an owner, create a branded solar proposal quickly, follow up from a mobile-oriented workflow, and show the manager a visible pipeline. Its public free plan covers 10 proposals per month for one user.
Why shortlist it
- Focused lead, proposal, follow-up, and pipeline journey
- Public free plan enables a controlled adoption test
Check before buying
- Confirm NZD, GST, contract, payment, and support in writing
- Demonstrate Part 6, ICP, export, tariff, battery, and certificate work
Choose it if: the first objective is consistent mobile proposals and follow-up, and Quickest passes every New Zealand acceptance and contract check. Choose another platform if: the company requires proven local design, distributor, field, accounting, or electrical-document depth before changing its sales process.
02
OpenSolar Pro ↗OS
Best free core solar platform
OpenSolar
OpenSolar is the strongest free core alternative for a New Zealand team that wants technical design close to the customer proposal and can verify its local network and certificate handoffs.
Core productFreeCRMBuilt in
OpenSolar covers automated solar design, batteries, proposals, lead capture, CRM, project management, teams and permissions, e-signature, payments, hardware workflow, imagery, and enterprise services. The company says the core professional platform remains free because its partner ecosystem funds the product.
Why shortlist it
- Free core design, proposal, CRM, and project workflow
- Solar and battery information stays close to the sale
Check before buying
- Price API, connectors, imagery, payments, finance, and partner services
- Verify distributor, ICP, export, tariff, and certificate workflows
Choose it if: the team wants a capable free core platform that keeps solar design, customer proposals, CRM, and project work together. Choose another platform if: the business needs deeper trade operations, clearly packaged local compliance, or guaranteed external connections before rollout.
03
SolarPlus pricing ↗S+
Best comprehensive technical workflow
SolarPlus
SolarPlus offers the deepest documented design-to-project proposition in this shortlist, but New Zealand buyers must confirm local tax, network, electrical, and support details.
StarterUS$135/month annualProUS$260/month annual
SolarPlus describes a connected platform for solar and battery design, interval and tariff analysis, proposals, e-signature, CRM, project work, compliance, field access, and Xero.
Why shortlist it
- Deep solar, battery, load, and tariff analysis
- Technical design connected to proposals and CRM
Check before buying
- Obtain a New Zealand quote with GST, setup, usage, and support
- Demonstrate two distributor processes and approved export revisions
Choose it if: technical solar and battery modelling must stay connected to the proposal, CRM, and project record, and the business can support the price. Choose another platform if: the team wants a free core design platform, usage pricing, or a simpler local trade and job system.
04
Pylon pricing ↗PY
Best pay-per-project design plus CRM
Pylon
Pylon is the strongest usage-priced option when design and customer proposals drive the sale and the team wants to add CRM only where it creates value.
Standard design$4/projectPro design$10/project
Pylon starts with technical sales. It documents high-resolution imagery, panel placement, battery sizing, custom load profiles, interval analysis, time-of-use scenarios, 3D shading, financial projections, web and PDF proposals, e-signatures, payments, single-line diagrams, installer job sheets, and system owner manuals.
Why shortlist it
- Strong solar and battery design close to customer proposals
- Pay-per-project design avoids a fixed design-seat commitment
Check before buying
- Confirm currency, GST, credits, project limits, and every add-on
- Verify Part 6, ICP, distributor, export, and tariff handling
Choose it if: the sales process begins with credible solar and battery design and the team prefers usage billing with an optional CRM. Choose another platform if: the company needs a locally proven trade operating system or broader field and inventory management.
05
Tradify solar CRM ↗T
Best locally priced trade workflow
Tradify
Tradify offers the clearest locally priced enquiry-to-payment workflow for a small New Zealand trade team, with specialist solar design and grid work handled separately unless proved in a demo.
LiteNZ$48/user/month ex GSTProNZ$52/user/month ex GST
Tradify's New Zealand solar page follows the daily path of a small contractor: capture an enquiry, keep contact history, prepare a branded quote, send reminders, convert accepted work into a scheduled job, track field progress, issue an invoice, and collect payment.
Why shortlist it
- New Zealand enquiry, quote, schedule, job, invoice, and payment path
- Published NZD per-user prices and 14-day trial
Check before buying
- Select the plan that contains required forms, costing, and reports
- Add every field user, SMS, website, and payment cost
Choose it if: a small trade-led installer wants a clear local path from enquiry to scheduled, documented, invoiced, and paid job. Choose another platform if: the main need is detailed solar and battery design, deep marketing automation, or proven direct network submission.
06
Fergus New Zealand pricing ↗F
Best New Zealand job management
Fergus
Fergus is the strongest locally grounded job-management choice for a Kiwi trade business, provided a solar design and distributor workflow is connected where required.
BasicFrom $53/monthProfessionalFrom $75/month
Fergus was built around New Zealand trade work. Its local pages document enquiries, quotes and estimates, scheduling, job phases, mobile management, team assignment, time, materials, supplier price books, photographs, notes, forms, certificates, reporting, invoices, deposits, progress payments, and accounting.
Why shortlist it
- New Zealand trade workflow and local supplier context
- Job phases, scheduling, field records, costs, and invoices
Check before buying
- Confirm currency, GST, users, certificates, SMS, and payment fees
- Connect and test a specialist solar and battery design workflow
Choose it if: the business needs practical New Zealand control of people, jobs, costs, documents, payments, and accounting after the sale. Choose another platform if: the primary need is technical solar design, sophisticated lead marketing, or a lightweight proposal-first sales process.
07
Simpro pricing ↗SI
Best complex field operations
Simpro
Simpro is the strongest operational system for a larger electrical contractor in this list, but specialist solar design and network work still need a tested companion process.
PriceTailored quoteSetupAdditional fee
Simpro combines lead and customer management with estimating, quoting, scheduling, dispatch, field work, inventory, purchasing, projects, job costing, invoicing, payments, reporting, sites, assets, contractors, and service. Its electrical pages describe mobile forms, photographs and notes, supplier prices, variations, project billing, maintenance, and compliance documents.
Why shortlist it
- Deep scheduling, field, inventory, project, costing, and finance workflow
- Mobile forms, photos, job records, and compliance documents
Check before buying
- Request subscription, setup, add-on, integration, and support totals
- Plan specialist solar design and tariff modelling where needed
Choose it if: a larger contractor needs stronger control of crews, materials, projects, variations, field evidence, invoices, and service margin. Choose another platform if: a small team mainly wants fast solar design, simple proposals, or low-cost lead follow-up.
08
Zoho CRM pricing ↗Z
Best configurable general CRM
Zoho CRM
Zoho is a credible general CRM for a company prepared to design and maintain its own New Zealand solar process, but it has the greatest configuration burden in this shortlist.
Free edition3 usersPaid priceConfirm regional checkout
Zoho CRM offers contacts, leads, opportunities, activities, email, calling, forms, pipelines, forecasting, approvals, reports, mobile apps, portals, APIs, and automation. Paid tiers add custom modules, process tools, inventory, CPQ, journey functions, sandboxes, and deeper analytics.
Why shortlist it
- Broad sales, forms, automation, approval, reporting, portal, and API tools
- Free edition supports three users
Check before buying
- Obtain current regional price, GST, licence, storage, and support terms
- Budget implementation ownership and ongoing administration
Choose it if: the company values broad general CRM depth, has several sales motions, and can own a configured solar and integration stack. Choose another platform if: the team wants solar design, proposals, grid stages, and job records with less configuration.
Buyer guide
How should a New Zealand 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 two-person solar sellerStart with Quickest and OpenSolar
Use Quickest to measure whether a focused mobile proposal and follow-up path improves daily sales discipline. Use OpenSolar when design and customer presentation create the bottleneck.
Design-led residential installerCompare OpenSolar, SolarPlus, and Pylon
OpenSolar offers the broadest free core starting point. SolarPlus publishes deeper solar and battery modelling and a more comprehensive design-to-project proposition. Pylon offers clear usage pricing and an optional CRM.
Small trade-led installation crewCompare Tradify with Fergus
Both products are explicit about New Zealand trade operations and public entry prices. Tradify presents a clean enquiry, quote, schedule, job, invoice, and payment flow. Fergus goes deeper into job phases, time and materials, local suppliers, certificates, and operational control.
Growing proposal-first sales teamTrial Quickest beside a design specialist
Quickest earns the first trial when follow-up consistency and proposal speed matter most. Pair the test with OpenSolar, SolarPlus, or Pylon so the system design and assumptions are credible.
Multi-crew electrical contractorCompare Fergus with Simpro
Fergus fits a New Zealand contractor seeking practical job control without an enterprise project. Simpro offers deeper field, inventory, purchasing, project, costing, invoicing, and reporting capability for a larger operation.
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.
- 1Run the clean deal
Capture a real lead, assign it, create the proposal, schedule follow-up, record acceptance, and hand it to delivery.
- 2Change the assumptions
Change the system, equipment, price, payment route, and installation date. Identify every stale record.
- 3Recreate a failure
Use a duplicate, missed follow-up, rejected proposal, or delayed job and ask the CRM to show what happens next.
9 requirements to verify in New Zealand
NZD prices, GST, and accepted quote versions
Create a real residential quote in New Zealand dollars with modules, inverter, battery, labour, travel, electrical work, discounts, deposit, and payment stages.
Part 6 and lines-company workflow
Run one job at 10 kW or less and one larger or more complex connection through the actual distributor process used in your service area.
ICP, inverter, and export detail
Use a valid redacted ICP and test format validation, duplicate-property handling, distributor identification, approved inverter evidence, phase, proposed system capacity, requested export, approved static or dynamic export, control settings, and application reference. Change the approved export after the first proposal.
Solar, battery, load, and tariff assumptions
Import interval data where available and create a transparent alternative when only bills or an estimated load profile exist.
Licensed workers, endorsements, and certificates
Store licence and mains parallel generation endorsement information for the installer and inspector, including role, status, expiry, source checked, and job date. Test assignment of an unsuitable or expired record and require a warning.
Clear claims, warranties, variations, and complaints
Compare the generated documents with the company's approved sales and legal material. Check equipment, capacity, expected production, savings assumptions, buy-back assumptions, exclusions, site work, payment milestones, workmanship and product warranties, cancellation terms, and complaint route.
Field photographs and commissioning evidence
Have a field user open the correct property, view the current design and approved export conditions, complete a checklist, capture photographs, add equipment serial numbers, upload certificates, and collect a signature from a phone.
Xero, payments, suppliers, and lead sources
Connect the accounting and payment tools the business actually uses. Follow one customer from enquiry through accepted quote, deposit, purchase orders, supplier cost, progress invoice, payment, credit, and reconciliation.
Privacy Act notices and overseas data handling
Map every way the CRM receives personal information, including forms, referrals, bought leads, advertising platforms, bill uploads, call records, and integrations. Check the notice shown for direct collection and the IPP 3A process for indirect collection.
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.
The real budget
What does solar CRM software cost in New Zealand?
The shortlist spans a free core solar platform, Indian annual pricing, New Zealand trade subscriptions, usage-priced design, USD solar-design plans, and enterprise quotes. Those prices represent different layers. A fair comparison budgets CRM users, design projects, field users, onboarding, migration, imagery, e-signatures, SMS, payment fees, accounting, API or connector access, support, and the staff time needed to operate the system.
Indian public pricing. Pro requires at least three users. Confirm New Zealand commercial terms.
API Access, supported connectors, premium imagery, payments, finance, hardware, and partner services can add cost.
Starter annual plan. Higher plans and month-to-month billing cost more. Confirm New Zealand tax and availability.
The captured page does not label the subscription currency. Confirm currency and New Zealand GST at checkout.
Quickest publishes a free plan with 10 proposals per month for one user and Pro at ₹6,999 per user per year with a three-user minimum. This is Indian public pricing, not a New Zealand tariff.
Tradify lists Lite at NZ$48, Pro at NZ$52, and Plus at NZ$62 per user per month, excluding GST, with a 14-day trial. Its page also lists optional website and SMS charges.
Pylon lists Standard design at $4 per project, Pro at $10, its solar CRM from $49 per user per month, e-signature at $0. 80 per project, and card processing at 2. 5 percent including GST.
OpenSolar says its core platform remains free, while API Access and supported app connectors became paid from 16 April 2026. Simpro uses tailored subscription and setup pricing, with add-ons.
Our number-one pick
Why Quickest Solar CRM ranks first in New Zealand
Quickest ranks first because this comparison gives the most weight to proposal-first value and adoption. A CRM produces little value if salespeople avoid it. Quickest keeps the core behaviour close together: capture and own a lead, produce a solar proposal, follow up from a mobile-oriented workflow, and give a manager a visible pipeline.
The number-one position does not mean Quickest has the deepest verified New Zealand feature set. It does not. Public pages describe an India-first product with rupee pricing, Indian GST and subsidy logic, DISCOM calculations, WhatsApp-led communication, and Mumbai hosting.
Before importing live customer information, a New Zealand team should create and revise an NZD solar and battery quote, preserve a GST-inclusive accepted version, attach a traceable design, record an ICP and distributor, submit or track an application, change the approved export condition, assign licensed workers with current endorsements, issue the required certificates, and export the final job.
The alternatives win under different priorities. OpenSolar is the stronger free core when solar design and proposal presentation come first. SolarPlus offers the most comprehensive documented technical workflow in this shortlist. Pylon is attractive for usage-priced design and an optional CRM. Tradify and Fergus publish clearer New Zealand trade workflows and prices.
- Proposal generator for fast branded PDFs
- Pipeline management for lead stages and ownership
- Sales reports for team and conversion visibility
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
New Zealand statusLocalisation must be verified before rollout
Your next move
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.
Research record
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.
- Distributed generationElectricity Authority Te Mana Hiko · checked 6 Sep 2026
- Solar energy in New ZealandEnergy Efficiency and Conservation Authority · checked 6 Sep 2026
- Best practice guidance for residential solar systemsEnergy Efficiency and Conservation Authority · checked 6 Sep 2026
- What GST isInland Revenue · checked 6 Sep 2026
- How taxable supply information for GST worksInland Revenue · checked 6 Sep 2026
- Quotes, estimates and invoicingCommerce Commission · checked 6 Sep 2026
- Making accurate claimsCommerce Commission · checked 6 Sep 2026
- Documentation from your electrical workerElectrical Workers Registration Board · checked 6 Sep 2026
- Why use a registered electrical workerElectrical Workers Registration Board · checked 6 Sep 2026
- Connect power generation at 10 kW or lessVector · checked 6 Sep 2026
- Solar power for home and businessPowerco · checked 6 Sep 2026
- Privacy Act 2020 and privacy principlesOffice of the Privacy Commissioner · checked 6 Sep 2026
- Sending information overseasOffice of the Privacy Commissioner · checked 6 Sep 2026
- OpenSolar ProOpenSolar · checked 6 Sep 2026
- Free core platform and paid external connectivityOpenSolar · checked 6 Sep 2026
- SolarPlus plans and pricingSolarPlus · checked 6 Sep 2026
- Pylon pricingPylon · checked 6 Sep 2026
- Solar CRM software for New ZealandTradify · checked 6 Sep 2026
- Tradify New Zealand pricingTradify · checked 6 Sep 2026
- Fergus New Zealand pricingFergus · checked 6 Sep 2026
- Simpro pricing and platform scopeSimpro · checked 6 Sep 2026
- Zoho CRM pricing and editionsZoho · checked 6 Sep 2026
Common questions
Frequently asked questions about solar CRM in New Zealand
What is the best solar CRM in New Zealand?
Quickest Solar CRM is our first proposal-focused trial for a New Zealand solar team because it keeps lead ownership, mobile proposals, follow-up, and pipeline visibility close together and offers a free starting point. QuickEstimate publishes and sells Quickest, and the recommendation is conditional. Its verified public product is India-first.
Does a New Zealand solar installer need a solar-specific CRM?
A solar-specific CRM reduces configuration when it understands properties, system designs, consumption, proposals, tariffs, batteries, grid stages, and project records. It is not automatically the best choice. Tradify, Fergus, and Simpro can be better when scheduling, labour, materials, certificates, invoices, or service work create the biggest loss.
Can solar CRM software submit a distributed-generation application?
Some products may create forms, connect to an application service, or track the process, but a generic integration claim is insufficient. The Electricity Authority says Part 6 mandates the application and approval process between the prospective generator and distributor. Networks publish their own practical requirements. Powerco begins with an installer application and uses the ICP.
How should a solar CRM handle export buy-back rates?
Treat a buy-back rate as a dated retailer-plan assumption, not a universal New Zealand tariff or a promise. Record the retailer, plan, rate structure, effective date, source, eligibility conditions, metering assumptions, and the person who approved it. Keep network export capacity in a separate field because the distributor controls connection conditions while the retailer sets commercial buy-back terms.
Which electrical documents should the CRM keep?
The exact pack depends on the work, but the CRM should be able to retain the Certificate of Compliance, Electrical Safety Certificate, inspection record where required, design and technical schedules, commissioning results, equipment details and serial numbers, network approval, photographs, warranty documents, operating information, and proof that the customer received the handover.
Does the Privacy Act 2020 apply to customer data in a solar CRM?
A New Zealand solar business should assess its CRM use under the Privacy Act 2020 because the system can hold names, addresses, energy bills, consumption, roof images, signatures, financial notes, communications, and connection identifiers. The Act's principles cover purpose, collection, notice, security, access, correction, accuracy, retention, use, disclosure, overseas disclosure, and unique identifiers.
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.