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 · the Philippines
8 best solar CRM platforms in the Philippines
Quickest Solar CRM ranks first for a proposal-first Philippine solar sales team, subject to a written localisation test. We compare it with seven credible alternatives using live search results, official product material, and current Philippine evidence on net metering, distribution-utility handoffs, CFEI, commissioning, VAT invoices, privacy, mobile work, design, and project delivery.
Direct answer
Which solar CRM is best in the Philippines?
Quickest Solar CRM is our number-one proposal-first choice for a Philippine installer that values mobile adoption, fast proposals, lead ownership, and disciplined follow-up. QuickEstimate publishes this comparison and sells Quickest. Its public evidence is India-first, so buyers must verify PHP, VAT and BIR invoices, net-metering stages, local tariffs, privacy terms, offline use, integrations, support, commissioning, and handover. OpenSolar is the strongest free core design alternative, while SolarPlus has the deepest documented design-to-handover scope here.
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
Small Philippine solar sales teams testing mobile proposals and disciplined follow-up
Indian public pricing. Pro has a three-user minimum. Confirm Philippine commercial and tax terms. 02Best free core design platformOpenSolarResidential installers that want solar design, proposals, CRM, and project management without a core subscription
External API access and supported app connectors are paid from 16 April 2026. Regional services and partner costs vary. 03Best advanced design and lead combinationARKA 360Residential and commercial teams that want 3D design, production reports, proposals, and optional CRM
The pricing page mixes regional INR and USD offers. Request a dated Philippine quote and confirm the applicable plan, currency, tax, and users. 04Best usage-priced solar designPylonTeams with variable design volume that want proposals, battery modelling, install packs, and an optional CRM
The page does not label the dollar currency as PHP. Solar CRM starts at $49 per user per month. Confirm currency, tax, and Philippine availability. 05Best design-to-handover depthSolarPlusBattery, off-grid, and commercial designers that need detailed energy and financial modelling
Starter is USD 135, Pro USD 260, and Complete USD 450 monthly on annual prepayment. Monthly billing and onboarding cost more. 06Best configurable general CRMZoho CRMMarketing-led solar businesses with an administrator who can build and govern a local process
The captured page shows regional selectors and says local taxes may apply, but it did not prove a PHP price. Confirm at checkout or by quote. 07Best configurable operations suiteOdooEPCs seeking one configurable suite for CRM, sales, procurement, inventory, projects, field work, accounting, and service
The captured page showed promotional and standard US-dollar rates. Implementation, custom development, Odoo.sh, SMS, and other credits can cost extra. 08Best marketing-led CRMHubSpot CRMSolar businesses that prioritise inbound forms, marketing, sales automation, content, and customer communication
The official pricing capture did not expose dependable plan amounts. Seats, hubs, contacts, onboarding, calling, messages, and add-ons can change the total.How we evaluated
The Philippines Solar CRM Fit Test
We captured eight Philippine search-result pages across CRM, proposals, pricing, sales, installer software, and net metering. We reviewed ranking pages, current government and utility material, and official vendor documents. Quickest leads because we give extra weight to adoption of one lead-to-proposal-to-follow-up flow, then test whether the system preserves local evidence after the sale. We publish no numeric scores because public pages cannot prove daily usability, support, implementation quality, or local accuracy 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 the Philippines?
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 Philippines
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
- Small Philippine solar sales teams testing mobile proposals and disciplined follow-up
- Public price
- Free; Pro ₹6,999/user/year
- Proposal
- Core strength; Philippine output needs validation
- Design
- Proposal inputs, not verified as complete Philippine PV design
- Operations
- Focused lead and pipeline workflow
- CRM depth
- Solar sales CRM
OpenSolarBest free core design platform
- Best for
- Residential installers that want solar design, proposals, CRM, and project management without a core subscription
- Public price
- Free core platform
- Proposal
- Custom digital and PDF proposals
- Design
- Solar and battery design with imagery and modelling
- Operations
- CRM, projects, teams, hardware, payments, and add-ons
- CRM depth
- Built-in solar CRM
ARKA 360Best advanced design and lead combination
- Best for
- Residential and commercial teams that want 3D design, production reports, proposals, and optional CRM
- Public price
- From $199/month on captured global plan
- Proposal
- Custom sales proposals and web presentation
- Design
- 3D residential and commercial design, shading, CAD, SLD, and reports by plan
- Operations
- Lead and task management; CRM availability depends on plan
- CRM depth
- Solar lead management with CRM functions
PylonBest usage-priced solar design
- Best for
- Teams with variable design volume that want proposals, battery modelling, install packs, and an optional CRM
- Public price
- $4 Standard or $10 Pro per project
- Proposal
- Web and PDF proposals with e-signature
- Design
- Solar, battery, shading, interval data, SLD, and financial tools
- Operations
- Job sheets, owner manual, payments, integrations, optional CRM
- CRM depth
- Optional solar CRM
SolarPlusBest design-to-handover depth
- Best for
- Battery, off-grid, and commercial designers that need detailed energy and financial modelling
- Public price
- From USD 135/month on annual prepay
- Proposal
- Highly customisable proposals and option comparison
- Design
- Deep solar, storage, load, tariff, and financial modelling
- Operations
- CRM, job packs, compliance flow, invoicing, and handover
- CRM depth
- Built-in solar CRM
Zoho CRMBest configurable general CRM
- Best for
- Marketing-led solar businesses with an administrator who can build and govern a local process
- Public price
- Free for 3 users; paid Philippine price unverified
- Proposal
- Generic CPQ, inventory, and document options by plan
- Design
- Requires specialist solar design software
- Operations
- Custom modules, approvals, portals, automation, APIs, and integrations
- CRM depth
- Deep general CRM
OdooBest configurable operations suite
- Best for
- EPCs seeking one configurable suite for CRM, sales, procurement, inventory, projects, field work, accounting, and service
- Public price
- One App Free; paid plans shown in USD
- Proposal
- Sales quotations, signatures, and invoicing
- Design
- Requires specialist solar design software
- Operations
- Broad suite across office, warehouse, project, field, and finance
- CRM depth
- General CRM within an ERP suite
HubSpot CRMBest marketing-led CRM
- Best for
- Solar businesses that prioritise inbound forms, marketing, sales automation, content, and customer communication
- Public price
- Free tools; paid Philippine total requires quote
- Proposal
- Generic quotes and commerce tools by product and tier
- Design
- Requires specialist solar design software
- Operations
- Sales, marketing, service, content, commerce, and integrations
- CRM depth
- Deep general customer platform
Local billing check: confirm PHP 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 | Small Philippine solar sales teams testing mobile proposals and disciplined follow-up | Free; Pro ₹6,999/user/year | Core strength; Philippine output needs validation | Proposal inputs, not verified as complete Philippine PV design | Focused lead and pipeline workflow | Solar sales CRM | 10 proposals monthly for one user |
| 2OpenSolar | Residential installers that want solar design, proposals, CRM, and project management without a core subscription | Free core platform | Custom digital and PDF proposals | Solar and battery design with imagery and modelling | CRM, projects, teams, hardware, payments, and add-ons | Built-in solar CRM | Core platform is free |
| 3ARKA 360 | Residential and commercial teams that want 3D design, production reports, proposals, and optional CRM | From $199/month on captured global plan | Custom sales proposals and web presentation | 3D residential and commercial design, shading, CAD, SLD, and reports by plan | Lead and task management; CRM availability depends on plan | Solar lead management with CRM functions | Demo or trial terms require confirmation |
| 4Pylon | Teams with variable design volume that want proposals, battery modelling, install packs, and an optional CRM | $4 Standard or $10 Pro per project | Web and PDF proposals with e-signature | Solar, battery, shading, interval data, SLD, and financial tools | Job sheets, owner manual, payments, integrations, optional CRM | Optional solar CRM | Five Standard project credits for new users |
| 5SolarPlus | Battery, off-grid, and commercial designers that need detailed energy and financial modelling | From USD 135/month on annual prepay | Highly customisable proposals and option comparison | Deep solar, storage, load, tariff, and financial modelling | CRM, job packs, compliance flow, invoicing, and handover | Built-in solar CRM | Webinar or demo; no permanent free plan shown |
| 6Zoho CRM | Marketing-led solar businesses with an administrator who can build and govern a local process | Free for 3 users; paid Philippine price unverified | Generic CPQ, inventory, and document options by plan | Requires specialist solar design software | Custom modules, approvals, portals, automation, APIs, and integrations | Deep general CRM | Free edition for three users |
| 7Odoo | EPCs seeking one configurable suite for CRM, sales, procurement, inventory, projects, field work, accounting, and service | One App Free; paid plans shown in USD | Sales quotations, signatures, and invoicing | Requires specialist solar design software | Broad suite across office, warehouse, project, field, and finance | General CRM within an ERP suite | One app with unlimited users |
| 8HubSpot CRM | Solar businesses that prioritise inbound forms, marketing, sales automation, content, and customer communication | Free tools; paid Philippine total requires quote | Generic quotes and commerce tools by product and tier | Requires specialist solar design software | Sales, marketing, service, content, commerce, and integrations | Deep general customer platform | Free CRM tools |
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 Philippine solar CRM must carry the sale through the utility and handover workflow
A Philippine solar record should connect the service account, utility, bills, survey, design, proposal revision, application checklist, CFEI, agreement, meter stage, commissioning, VAT invoice, consent, warranty, and handover. Commercial work adds decision makers, studies, procurement, milestones, and variations. Staff must keep it current across office and low-connectivity field work.
The Department of Energy said on 1 April 2026 that net metering covers renewable-energy systems up to 100 kW. One search result asserted a 1 MW ceiling, but the current DOE sources we captured still state 100 kW. Store the governing rule, source, and date rather than an unexplained template limit.
Philippine Department of Energy: DOE fast-tracks net metering under EO 110 ↗The same DOE notice gives distribution utilities and electric cooperatives a 10-working-day processing target during the declared energy emergency, including technical rectifications. Covered local-government permits have a three-working-day target. Because these are temporary measures, keep rule versions, dated tasks, delay reasons, and an audit trail.
Philippine Department of Energy: DOE fast-tracks net metering under EO 110 ↗DOE's September 2026 update identifies application procedures, documents, timelines, technical concerns, financing, and coordination among consumers, local governments, utilities, installers, and finance providers. Keep every submission, version, owner, date, dependency, and response attached to the property and customer.
Philippine Department of Energy: DOE advances net-metering implementation ↗Meralco publishes phase-specific checklists and an annex for some equipment combinations and primary-metered customers. Its process covers CFEI, the amended Net-Metering Agreement, proof of ERC Certificate of Compliance application-fee payment, possible impact studies, energisation, testing, and commissioning.
Meralco: Solar net-metering application process ↗Meralco says its path covers solar PV up to 100 kW or 100 kWp, the applicant name must match the account name, and the account should be in good credit standing. Capture these checks before the salesperson promises a schedule.
Meralco: Net-metering frequently asked questions ↗Republic Act 10963 states 12 percent VAT on the gross selling price or value of covered goods or properties. BIR Revenue Regulations No. 7-2024 implements invoicing changes under the Ease of Paying Taxes Act. Have an accountant approve tax status, invoice fields, numbering, and retention before use.
The Lawphil Project: Republic Act No. 10963, Section 31 ↗The Data Privacy Act requires transparency, legitimate purpose, and proportionality. It defines consent as freely given, specific, and informed. Because solar records can include identity, bills, consumption, roof images, signatures, messages, and finance notes, configure notices, permissions, retention, corrections, and exports deliberately.
National Privacy Commission: Republic Act 10173, Data Privacy Act of 2012 ↗The National Privacy Commission calls for third-party due diligence, processor agreements, privacy impact assessments, and safeguards. Before moving live leads, obtain processor terms, subprocessors, hosting locations, breach process, deletion method, and a complete export path.
National Privacy Commission: Data privacy responsibilities for third parties ↗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 Philippine installer should reject rollout until the complete local acceptance test passes in writing.
Best forProposal-first adoptionFree use10 proposals monthlyLocal evidenceIndia-first product
Quickest focuses on the daily sales path: capture a lead, assign ownership, prepare a solar proposal, follow up, and make the pipeline visible. That focused scope can matter more than a long feature list when a small team currently depends on spreadsheets, messages, and memory. The free plan gives one user a limited environment for an adoption test.
Why shortlist it
- Focused lead, proposal, follow-up, and pipeline path
- Free entry point for a controlled test
- Mobile-oriented workflow for small sales teams
Check before buying
- Require written confirmation for every Philippine localisation item
- Run a real weak-signal field and full data-export test
Choose it if: proposal speed, simple ownership, daily follow-up, and sales adoption are the immediate bottlenecks, and the vendor passes the full Philippine acceptance plan. Choose another platform if: the team needs verified Philippine compliance, deep PV engineering, complex field operations, inventory, or broad marketing automation before it needs a focused proposal CRM.
02
OpenSolar Pro ↗OS
Best free core design platform
OpenSolar
OpenSolar is the strongest free core alternative for design-led residential selling, provided its Philippine imagery, tariff, equipment, payment, and utility workflow passes the test.
Core priceFreePaid changeExternal connectivity from April 2026ScopeDesign, sell, manage
OpenSolar combines lead capture, AI-assisted and manual design, solar and battery proposals, financial presentation, e-signature, payments, a built-in CRM, project management, teams, hardware ordering, imagery, permitting services, and integrations. Its free core makes it a credible reference product against every paid proposal platform.
Why shortlist it
- Broad free core for design, proposals, CRM, and projects
- Solar and battery presentation with e-signature
- Useful benchmark before paying for another platform
Check before buying
- Price API, connectors, imagery, payments, messages, and partner services
- Validate Philippine tariffs, equipment, VAT, utility forms, and handover
Choose it if: design and customer presentation are central, the team wants a free core, and local validation shows that companion services are available at a sensible total cost. Choose another platform if: offline installation work, deep accounting and inventory, or a tightly focused sales-adoption workflow matters more than an integrated design platform.
03
ARKA 360 ↗A
Best advanced design and lead combination
ARKA 360
ARKA 360 is a strong design-led shortlist candidate, but its crowded regional pricing page and Philippine integration claims need a precise contract and live local demonstration.
Captured USD entry$199 per monthDesignResidential and commercialCRMPlan-dependent
ARKA 360 documents 3D visualisation, PV layout, shading, residential and commercial designs, CAD export, proposals, production and financial reports, battery sizing, microinverters, optimisers, manual stringing, SLDs, PVsyst export, lead management, tasks, surveys, and APIs across its plans. A Philippines-specific integrations article also targets local search demand.
Why shortlist it
- Advanced solar design and proposal scope
- Residential and commercial capabilities by plan
- Lead, task, survey, and API functions are documented
Check before buying
- Resolve plan, currency, user count, add-ons, and annual commitment
- Verify each claimed Philippine integration in a live account
Choose it if: the company wants design depth and sales tools in the same shortlist and has technical staff to validate outputs and administer the workflow. Choose another platform if: a simple free platform, transparent usage pricing, or deeper post-sale operations is the priority.
04
Pylon pricing ↗P
Best usage-priced solar design
Pylon
Pylon offers the clearest low-commitment design pricing in this shortlist, but several technical and integration cues are Australian and require Philippine validation.
Standard$4 per projectPro$10 per projectCRMFrom $49 per user monthly
Pylon publishes high-resolution imagery, panel placement, solar and battery design, shading, interval-data analysis, financial projections, web and PDF proposals, signatures, card payments, SLDs, voltage-rise reports, job sheets, owner manuals, integrations, and an optional sales CRM. Usage pricing can fit a team that does not want a fixed design subscription.
Why shortlist it
- Transparent per-project design model
- Strong proposal, battery, interval-data, and install-document scope
- Optional CRM avoids forcing every buyer into a sales subscription
Check before buying
- Confirm dollar currency, local tax, imagery, payments, and CRM total
- Remove Australian assumptions from Philippine templates
Choose it if: design volume varies and the team wants capable solar proposals and project documents without a large fixed design commitment. Choose another platform if: the company wants a free core, a broad operations suite, or a CRM with deeper marketing automation.
05
SolarPlus plans and pricing ↗S+
Best design-to-handover depth
SolarPlus
SolarPlus has the broadest specialist design-to-handover documentation here, but Philippine teams must replace Australian compliance, maps, tariffs, tax, and integrations with verified local inputs.
Starter annualUSD 135 monthlyPro annualUSD 260 monthlyComplete annualUSD 450 monthly
SolarPlus documents solar and battery sizing, interval-data and appliance load analysis, off-grid work, demand tariffs, peak shaving, EV and hot-water modelling, system upgrades, lifetime cash flow, PPA and financial analysis, string configuration, equipment, proposals, option comparison, pricing, CRM, tasks, contracts, invoicing, installation job packs, safety documents, and handover manuals.
Why shortlist it
- Deep solar, storage, load, tariff, and finance modelling
- Workflow reaches installation packs and handover
- Residential, commercial, and off-grid use cases
Check before buying
- Replace Australian standards, tax, tariffs, maps, and document assumptions
- Price onboarding, add-ons, integrations, capacity limits, and user access
Choose it if: technical design, batteries, commercial modelling, and consistent project documents justify a specialist platform and a careful localisation project. Choose another platform if: the business needs a lighter sales workflow, a free core, or general accounting and inventory more than advanced energy modelling.
06
Zoho CRM pricing ↗Z
Best configurable general CRM
Zoho CRM
Zoho CRM offers broad configurable sales control at a low starting point, but a Philippine solar company must own the data model, solar design connection, field process, and ongoing administration.
Free editionThree usersMobileOfficial mobile appsPaid local priceConfirm directly
Zoho CRM publishes leads, contacts, activities, forms, pipelines, email, calling, mobile apps, imports and exports, reports, APIs, workflow automation, custom modules, approvals, inventory, CPQ, portals, journeys, forecasting, sandboxes, and security controls across its editions. This breadth suits a business with multiple lead sources and formal sales governance.
Why shortlist it
- Broad forms, pipelines, automation, approvals, portals, reports, and APIs
- Free edition for three users
- Flexible custom modules for a controlled implementation
Check before buying
- Obtain the current Philippine price, tax, storage, and support terms
- Budget configuration, integrations, administration, and user training
Choose it if: the company wants general CRM depth, has several marketing and sales motions, and can fund an owner for configuration and governance. Choose another platform if: the team wants solar design, proposals, utility stages, and handover with less custom work.
07
Odoo pricing ↗O
Best configurable operations suite
Odoo
Odoo is the most operationally ambitious option here, but it becomes a project rather than a simple CRM purchase and needs a strong Philippine implementer plus specialist solar design.
FreeOne app, unlimited usersHostingOdoo Online included by planImplementationSeparate scope
Odoo brings CRM, sales, quotations, signatures, accounting, invoicing, purchasing, inventory, documents, projects, planning, timesheets, field service, help desk, website, marketing, and reporting into one app family. That can reduce duplicate customer, supplier, stock, job, invoice, and service records for an installer willing to implement an ERP-shaped process.
Why shortlist it
- Broad CRM-to-accounting and field-service scope
- Inventory, purchasing, projects, invoices, and documents can share records
- One App Free can support a narrow test
Check before buying
- Select and assess a Philippine implementation partner
- Connect specialist solar design and test upgrades plus full export
Choose it if: operational fragmentation across sales, procurement, stock, jobs, billing, and service is the central problem and management will sponsor implementation. Choose another platform if: the immediate need is a quick solar proposal rollout or advanced PV and battery design without an ERP project.
08
HubSpot CRM pricing ↗H
Best marketing-led CRM
HubSpot CRM
HubSpot is a credible marketing and customer-platform option, but it ranks last because the Philippine solar, field, and public-pricing gaps create the heaviest fit and cost test for this use case.
EntryFree CRM toolsSolar designSeparate platform requiredLocal totalObtain a quote
HubSpot is built around customer records, forms, email, marketing, pipeline management, tasks, automation, reporting, content, service, commerce, and a large integration catalogue. It can suit a solar company whose main challenge is generating, routing, nurturing, and measuring leads across multiple channels rather than technical design or installation control.
Why shortlist it
- Strong general marketing, sales, content, service, and integration catalogue
- Free tools support an initial contact and pipeline test
- Suitable for structured inbound and multi-channel lead management
Check before buying
- Obtain a complete current quote and renewal scenario
- Design and cost every solar, field, finance, and compliance connection
Choose it if: inbound marketing, lead nurturing, pipeline automation, and customer communication drive the buying case and the business can integrate specialist tools. Choose another platform if: the team mainly needs solar design, proposal speed, installation documents, inventory, or a low-cost all-in-one workflow.
Buyer guide
How should a Philippine 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-first sellerTrial Quickest beside OpenSolar
Quickest gets the first adoption test when fast mobile lead follow-up and proposal ownership are the immediate problem. OpenSolar provides a free design-led comparison. Require a complete Philippine quote, privacy, and handoff test before choosing either.
Residential design-led installerCompare OpenSolar, Pylon, and ARKA 360
All three publish solar design and proposal functions. OpenSolar has a free core platform, Pylon prices by design project, and ARKA 360 combines lead management with more advanced design tiers. Local tariffs, imagery, equipment, PHP output, and DU documents still need verification.
Battery or commercial design teamPut SolarPlus on the shortlist
SolarPlus documents load analysis, solar and battery modelling, commercial demand tariffs, financial modelling, proposals, CRM, job packs, and handover. Its pricing and compliance material has an Australian centre of gravity, so Philippine engineering rules and templates require a controlled review.
Operations-led EPCCompare Odoo with a solar design tool
Odoo covers CRM, sales, accounting, purchasing, inventory, projects, field service, documents, signatures, and invoicing in one suite. It can provide broad operational control if a capable implementation owner connects a verified solar design and local compliance process.
Marketing-led multi-team businessCompare Zoho CRM and HubSpot
These general CRMs offer broader forms, campaigns, automation, pipelines, reporting, and integrations than a focused proposal tool. They demand more configuration and a separate solar design layer. Judge them on governance, total implementation cost, and whether field users maintain the record.
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.
10 requirements to verify in the Philippines
PHP quotes, VAT, and BIR invoice control
Build residential and commercial quotes in pesos with equipment, labour, discounts, deposits, milestones, exclusions, and variations. Have an accountant approve VAT treatment, BIR invoice fields, numbering, timing, and records.
Current DOE and ERC rule version
Record the system capacity, applicable route, rule source, effective date, and responsible reviewer. Test the current up-to-100-kW net-metering path, then change the governing timeline or eligibility rule without overwriting older accepted proposals and applications.
Distribution-utility-specific handoffs
Use the utility serving the site. Capture account identity, applicant match, forms, annexes, technical data, submissions, corrections, fees, agreements, studies, meter work, energisation, testing, and commissioning.
Residential and commercial pipeline separation
Model a residential path from bill to handover. Give commercial work separate decision makers, engineering, procurement, contracts, studies, staged billing, variations, and acceptance rather than forcing both segments into one pipeline.
Design, tariff, battery, and savings assumptions
Create a traceable design from bills or interval data. Show consumption, self-use, exports, losses, degradation, dated tariffs, export credit, finance inputs, and uncertainty. Revise it without overwriting the accepted proposal.
Mobile work under weak connectivity
At a low-signal site, open the correct scope, complete a checklist, take photos, scan serials, capture notes and signatures, and sync after reconnection. A mobile screen does not prove offline operation.
Messaging consent and communication history
Test consent, opt-out, email, calls, and every messaging channel used. Confirm sender identity, cost, delivery status, ownership, attachment retention, and what returns to the customer record.
Data Privacy Act and processor terms
Map data sources and purposes. Review notices, permissions, logs, processor terms, subprocessors, transfers, hosting, backups, breaches, retention, correction, deletion, bulk export, and closure. Complete a privacy impact assessment.
Local accounting, payment, and lead integrations
Follow a test lead through duplicate handling, assignment, proposal, signature, deposit, supplier cost, BIR invoice, payment, reconciliation, and export. Price connectors, API access, automation, fees, and implementation.
Installation, commissioning, warranty, and handover
Use the approved design and store permits, CFEI, equipment, serials, photos, tests, punch-list items, energisation, commissioning, warranties, training, manuals, acceptance, and handover. Keep service cases linked after closing.
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 the Philippines?
The shortlist mixes INR, USD, free core access, project fees, user subscriptions, and suite plans. Compare a three-year cost covering users, project limits, imagery, signatures, messages, payments, APIs, connectors, storage, onboarding, migration, customisation, training, support, security, and exit. Keep published currencies because a dollar sign does not prove PHP pricing or included local VAT.
Indian public pricing. Pro has a three-user minimum. Confirm Philippine commercial and tax terms.
External API access and supported app connectors are paid from 16 April 2026. Regional services and partner costs vary.
The pricing page mixes regional INR and USD offers. Request a dated Philippine quote and confirm the applicable plan, currency, tax, and users.
The page does not label the dollar currency as PHP. Solar CRM starts at $49 per user per month. Confirm currency, tax, and Philippine availability.
Quickest publishes a free plan for one user and 10 proposals per month. Pro is ₹6,999 per user per year with a minimum of three users. These are Indian terms and do not establish PHP billing, Philippine VAT treatment, or local support.
OpenSolar says its core platform remains free. Its April 2026 update says API Access and supported external app connectors became paid services. Confirm which lead, finance, payment, accounting, permitting, imagery, and data-export functions are available in the Philippines and which require separate contracts.
Pylon lists Standard at $4 per project and Pro at $10 per project. Its optional Solar CRM starts at $49 per user per month, billed monthly. The captured page does not identify those dollar amounts as PHP, so request a Philippine quote, tax treatment, payment fees, imagery availability, and integration costs.
SolarPlus lists USD 135 per month for Starter, USD 260 for Pro, and USD 450 for Complete on annual prepayment. Monthly prices are higher. It also lists Australian-dollar onboarding packages and optional imagery and integrations, so request a Philippine scope before comparing totals.
Zoho CRM's captured page exposes several currency selectors and a free edition for three users, but it did not establish a Philippine checkout amount. Odoo displayed promotional and standard US-dollar figures plus separate implementation costs. HubSpot's captured page did not expose dependable plan prices. Obtain dated local proposals from all three.
Our number-one pick
Why Quickest Solar CRM ranks first in the Philippines
Quickest ranks first because this list gives the greatest weight to proposal-first value and adoption. Small solar sales teams often lose control between an enquiry, a site visit, a revised quote, and the next follow-up. Quickest keeps lead ownership, solar proposal work, follow-up, and pipeline visibility close together in a mobile-oriented product. Its free entry point also lets a team test the core behaviour before committing to a larger implementation.
The rank is conditional and transparent. QuickEstimate publishes the article and sells Quickest. Public Quickest evidence describes an India-first product: rupee pricing, Indian GST and subsidy logic, DISCOM calculations, WhatsApp-led communication, Indian customer proof, and Mumbai hosting. None of that proves a correct Philippine deployment. We have not verified PHP billing, 12 percent VAT, BIR invoices, DOE or ERC stages, Meralco fields, electric-cooperative forms, Philippine tariffs, offline use, local integrations, payments, or support.
A serious trial should begin with a redacted Philippine lead and finish with an exported handover record. Build and revise a PHP proposal, have an accountant approve the VAT and invoice output, attach a traceable design, test the correct utility checklist, capture account-name matching, obtain and store CFEI, preserve the net-metering agreement and ERC evidence, record meter and commissioning steps, and export every file plus the activity history. Repeat key field actions with poor connectivity.
Choose the alternative that wins your real bottleneck. OpenSolar is stronger when a free core design and proposal platform matters most. Pylon offers transparent project-based design pricing and an optional CRM. ARKA 360 emphasises design, proposals, and lead management. SolarPlus publishes the broadest specialist path from load and battery modelling through installation documents and handover. Zoho CRM and HubSpot provide deeper general sales and marketing systems. Odoo reaches further into operations, inventory, accounting, and field service.
- 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 accessOne user and 10 proposals per month
Public Pro price₹6,999 per user per year, minimum three
Philippine statusLocalisation requires written verification
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.
- DOE advances net-metering implementationPhilippine Department of Energy · checked 6 Sep 2026
- DOE fast-tracks net metering under EO 110Philippine Department of Energy · checked 6 Sep 2026
- Solar net-metering application processMeralco · checked 6 Sep 2026
- Net-metering frequently asked questionsMeralco · checked 6 Sep 2026
- Solar net-metering requirementsMeralco · checked 6 Sep 2026
- Republic Act No. 10963The Lawphil Project · checked 6 Sep 2026
- Revenue Regulations No. 7-2024Bureau of Internal Revenue · checked 6 Sep 2026
- Republic Act 10173, Data Privacy ActNational Privacy Commission · checked 6 Sep 2026
- Implementing rules of the Data Privacy ActNational Privacy Commission · checked 6 Sep 2026
- Data privacy responsibilities for third partiesNational Privacy Commission · checked 6 Sep 2026
- OpenSolar ProOpenSolar · checked 6 Sep 2026
- OpenSolar free core and paid external connectivityOpenSolar · checked 6 Sep 2026
- ARKA 360 productARKA 360 · checked 6 Sep 2026
- ARKA 360 pricingARKA 360 · checked 6 Sep 2026
- Pylon productPylon · checked 6 Sep 2026
- Pylon pricingPylon · checked 6 Sep 2026
- SolarPlus productSolarPlus · checked 6 Sep 2026
- SolarPlus plans and pricingSolarPlus · checked 6 Sep 2026
- Zoho CRM pricing and editionsZoho · checked 6 Sep 2026
- Odoo pricingOdoo · checked 6 Sep 2026
- HubSpot CRM pricingHubSpot · checked 6 Sep 2026
Common questions
Frequently asked questions about solar CRM in Philippines
What is the best solar CRM in the Philippines?
Quickest is our first proposal-focused trial because it connects lead ownership, mobile proposals, follow-up, and pipeline visibility. QuickEstimate publishes this list and sells Quickest. Its evidence is India-first, so deploy only after PHP, VAT invoices, net-metering stages, utility forms, tariffs, privacy, offline work, integrations, support, and export pass a written test.
Does a Philippine installer need a solar-specific CRM?
Solar-specific software reduces configuration for properties, bills, designs, proposals, utility stages, installation, and handover. A marketing-led company may prefer Zoho CRM or HubSpot with design software, while an operations-led EPC may prefer Odoo. Judge what prevents work from falling between sales, design, utilities, field crews, and accounting.
Can a CRM submit a Philippine net-metering application?
Do not assume it can. A product may create documents or track tasks without submitting to the serving utility. Demand a demonstration for a real service area covering current forms, account matching, CFEI, agreements, ERC evidence, studies, meter work, commissioning, corrections, timestamps, and a manual fallback.
What net-metering capacity limit should the CRM use?
The DOE and Meralco sources captured on 6 September 2026 state up to 100 kW, with Meralco also saying 100 kWp for solar PV. A competing result asserted 1 MW, but current official evidence did not support that claim. Store the source and date, then recheck DOE, ERC, and the utility.
Should solar CRM prices be converted to Philippine pesos?
Use the vendor's Philippine quote. Keep USD, AUD, or INR web prices in their original currency because exchange rates, fees, taxes, regions, minimums, and plans vary. Build a separate PHP budget for licences, implementation, APIs, messages, imagery, payments, migration, training, and exit.
How should a CRM handle 12 percent VAT and BIR invoices?
Republic Act 10963 states 12 percent VAT for covered sales, while BIR rules govern invoices and records. Have the installer's accountant approve status, taxable items, fields, numbering, timing, corrections, and retention. Test equipment, services, deposits, milestones, discounts, cancellations, and exports before issuing a live invoice.
Does the Philippine Data Privacy Act apply to solar CRM data?
Solar CRM records can include identities, addresses, bills, consumption, roof imagery, signatures, messages, and finance notes. Review purpose, consent, access, processor agreements, subprocessors, overseas transfers, hosting, retention, breach handling, correction, deletion, and export under the Data Privacy Act before importing production data.
What should installers test when mobile data is unreliable?
At a low-signal site, test property and revision access, checklists, photos, serials, signatures, and safe sync. Ask what works offline, how conflicts and upload retries behave, how much device storage is used, and how access is removed. A responsive screen alone does not prove offline reliability.
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.