Solar workflow depth
Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?
Quickest Solar CRM is our first pick for a small Kittitian or Nevisian installer whose immediate problem is slow quoting and follow up that nobody owns. That placement uses a disclosed proposal-first adoption lens and still requires a Saint Kitts and Nevis proof step. OpenSolar is the clearest free design-first option, Pylon pairs design with an optional CRM, and Sunbase publishes wider solar operations. We compared seven tools against XCD documents, adviser-approved VAT, SKELEC interconnection stages, two-island operation, resort accounts, hurricane design and handover.
Direct answer
Choose Quickest when proposal speed, lead ownership, field adoption and a free pilot are the first priorities. QuickEstimate owns Quickest and its published evidence is India-first, so local currency, VAT, utility fields, two-island operation, hosting and support all remain unverified until a demo proves them. OpenSolar is better when free solar design leads the purchase. Because Saint Kitts and Nevis run separate electricity utilities, the utility must be a controlled field rather than an assumption baked into a template.
7 jobs, 7 picks
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.
Small mobile sales teams
Free: 1 user and 10 proposals monthly. Pro: INR 6,999 per user yearly, minimum 3 users. 02Best free design-first optionOpenSolarStartups combining solar design, proposals and project CRM
OpenSolar says partners fund the model; review services and connected costs. 03Best compact design and CRM trialPylonTeams wanting solar and battery proposals with optional CRM
New users receive five Standard Project credits; confirm Saint Kitts and Nevis commercial terms. 04Best broad solar operations candidateSunbaseEstablished teams evaluating a wider solar sales and project platform
Request Saint Kitts and Nevis users, modules, implementation, integrations, support and renewal pricing. 05Best configurable general CRMZoho CRMTeams with an administrator and several sales or service lines
The reviewed global page publishes USD prices and adds local taxes. 06Best configurable operations suiteOdooBusinesses joining CRM with sales, inventory, field service and accounting
Confirm current plan, apps, users, hosting, implementation, localisation and customisation. 07Best for marketing-led acquisitionHubSpot CRMTeams prioritising forms, email, meetings and pipeline
Official page states up to 2 free users and 1,000 contacts; price all required hubs.How we evaluated
We saved English search attempts across Google, Bing, DuckDuckGo, Brave and Mojeek, then traced one record from an enquiry through site visit, roof and consumption assessment, quotation, deposit, structural and electrical design, the utility application, procurement, transport between the islands, installation, meter change, commissioning, invoicing, handover and service. Ranking rewards focused sales adoption first, then solar design, operational breadth, field usability, finance fit and configurable CRM depth. Facts come from SKELEC and the government portal, which were the official sources that responded when we checked on the reviewed date.
Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?
Can managers route leads, track activity, automate follow-up, forecast revenue, and see why an opportunity stalled?
Can a rep move from site information to a credible customer proposal, and how much specialist solar design happens inside the platform?
Does the workflow support the language, currency, tax, communications, documents, and handoffs common in Saint Kitts and Nevis?
What setup, migration, training, administration, and extra software does the apparent subscription require?
At-a-glance matrix
The table separates CRM depth from proposal, design, and operations coverage. Confirm plan limits and country availability in writing before signing.
Local billing check: confirm XCD 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 mobile sales teams | Free plan; Pro in INR | Focused branded proposals | Saint Kitts inputs unverified | Lead stages and follow up | Focused solar sales CRM | 1 user, 10 proposals monthly |
| 2OpenSolar | Startups combining solar design, proposals and project CRM | Free core platform | Interactive and PDF proposals | Native solar and storage design | Project CRM, tasks, schedules and files | Solar project CRM | Core platform described as free |
| 3Pylon | Teams wanting solar and battery proposals with optional CRM | Dollar pricing shown; confirm currency | Web and PDF proposals | Solar and battery design | Optional solar CRM and integrations | Solar CRM available | Five Standard Project credits |
| 4Sunbase | Established teams evaluating a wider solar sales and project platform | Quote required | Solar proposal capabilities published | Connect or verify design scope | Sales and operational solar workflows | Broad solar CRM | Request demo and trial terms |
| 5Zoho CRM | Teams with an administrator and several sales or service lines | Free for 3 users; paid USD tiers | Configure CPQ or connect a proposal tool | Specialist solar tool required | Custom modules, workflow, reports, portals and APIs | Broad general CRM | Free edition for 3 users |
| 6Odoo | Businesses joining CRM with sales, inventory, field service and accounting | One app free; paid plans published | Sales quotations and signatures | Specialist solar design required | CRM, sales, inventory, accounting, field service and more | General CRM within modular ERP | One app free plan stated |
| 7HubSpot CRM | Teams prioritising forms, email, meetings and pipeline | Free CRM; paid hubs available | Connect or configure proposal software | Specialist solar tool required | Paid sales and service expansion | Broad customer platform | Up to 2 users and 1,000 contacts |
Pricing and capability labels were checked against official sources on Sep 7, 2026. Currency conversion is intentionally omitted where a vendor does not publish a local price.
Country research
Saint Kitts and Nevis is a federation where the two islands run their own electricity arrangements, and an installer working across both is dealing with different counterparties, different application routes and a ferry between them. The mistake a CRM makes here is assuming one utility. A proposal that names the wrong counterparty, or a stage that assumes one application process, will produce a delay nobody notices until the customer asks why their meter has not changed.
The St Kitts Electricity Company supplies electricity on Saint Kitts and is the counterparty there for connection, metering and any customer generation arrangement. Store the island, the utility, the customer account, the rate class taken from the actual bill, the meter type, the supply phase, the requested capacity, the application route, the reference, the technical review outcome, the fees, the inspection, the meter change and the activation evidence.
SKELEC: St Kitts Electricity Company ↗Nevis operates its own electricity arrangement, so the utility is a property of the island rather than of the country. Make the utility a controlled field on the site and test moving a job recorded against the wrong one. A pipeline that assumes a single counterparty will misroute applications and produce delays that look like the installer's fault to the customer.
Government of Saint Kitts and Nevis: Government of Saint Kitts and Nevis ↗Government publishes national policy and programme information relevant to energy and investment. Record which policy version a proposal relied on and when it was checked, so a company can identify affected customers when terms change rather than relying on someone's recollection of what was current last year.
Government of Saint Kitts and Nevis: Government of Saint Kitts and Nevis ↗Resorts and residency-programme properties dominate the larger end of the market and buy through procurement or through an overseas owner. Store the decision window, the closing date, the shutdown period available for installation, the technical contact, the owning group, the mandatory documents, the agreed service level and the escalation path.
SKELEC: St Kitts Electricity Company ↗The ferry between the islands puts a schedule between the order and the installation. Store the island, the ferry or air route, the schedule, the consignment cut-off, the vehicle booking, the crew travel plan, the parts held on each island and the technician who can attend, then derive the commitment date from those fields.
Government of Saint Kitts and Nevis: Government of Saint Kitts and Nevis ↗Hurricane exposure makes the mounting specification a compliance artefact. Store the wind loading assumption, the standard referenced, the mounting system and its certification, the fixing type and spacing, the roof structure assessment, the approving engineer, the date and the installation photographs. Insurers and customers both ask for that record after a named storm.
SKELEC: St Kitts Electricity Company ↗Salt exposure on coastal properties drives corrosion and soiling. Store the exposure category, distance from the shoreline, the corrosion protection class, the fastener material, the cleaning interval assumed, the temperature derating and the approving engineer. A yield estimate that ignores soiling on a beachfront roof will be visibly wrong within a season.
Government of Saint Kitts and Nevis: Government of Saint Kitts and Nevis ↗Because everything is imported and the currency is pegged, quotation validity turns on landed cost and freight timing. Store the cost basis, the freight assumption, the validity period, the ordered stock and the clearance position, and prevent acceptance at a stale price without approval.
SKELEC: St Kitts Electricity Company ↗Service across two islands depends on what is already positioned where. Record the monitoring arrangement, credential holder, service interval, parts held on each island, the technician who can attend, the transport required and the promised response time. A CRM that cannot answer whether the spare is already on Nevis will send someone on a ferry to find out.
Government of Saint Kitts and Nevis: Government of Saint Kitts and Nevis ↗Full reviews
Each review explains the useful workflow, the buyer who should shortlist it, and the country-specific question that a sales demo must answer.
Quickest is first for a narrow mobile sales adoption goal, and utility routing is the field it must support.
Quickest centres the work a small team usually has to fix first: capture the enquiry, assign an owner, produce a branded proposal quickly and make the next follow up visible. A limited free plan allows an adoption pilot before a larger migration. QuickEstimate owns Quickest and publishes this ranking, so the position depends on the disclosed method rather than on independent market recognition.
No public evidence verifies XCD quoting with validity, local VAT, utility routing across two islands, interconnection tracking or hurricane structural workflow. Ask specifically whether the utility can be a required field on the site rather than free text in a note, because a misrouted application is the cheapest mistake to prevent and one of the most expensive to discover late.
Choose it if: residential quoting speed is the first bottleneck and utility routing works. Choose another platform if: resort procurement, stock on both islands or service agreements dominate.
OpenSolar is the strongest free design-first route here, and presentation quality helps with overseas owners.
OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions and an API. Residency-programme and second home owners are frequently overseas, so an interactive proposal that reads well remotely is a genuine commercial advantage rather than a cosmetic one.
Validate local imagery, irradiance, salt exposure handling, storage and backup modelling, equipment libraries, XCD display, VAT, utility stages, field connectivity and document output. Change a design after acceptance and trace price, stock, tax, payment, structural approval and handover. Review privacy terms, transfers, support coverage and a complete account export.
Choose it if: design and customer-facing proposals lead the purchase. Choose another platform if: utility routing, procurement and service agreements dominate the requirement list.
Pylon supports a compact design and CRM evaluation, with billing currency and local operation still unverified.
Pylon documents solar and battery design, web and PDF proposals, design history, integrations and a solar CRM add-on. It says new users receive credits for five Standard Projects and teams can add unlimited users. That supports a practical test involving sales, design and management before the buyer assumes it will replace a spreadsheet and a chat group.
Confirm the dollar currency, project rules, CRM cost, payment fees, taxes and renewal. Test local locations, salt exposure, weather and production inputs, backup loads, battery chemistry, XCD display, roles and support. Review data processing and export, and model several revisions because a resort committee typically asks for changes before the season.
Choose it if: the team wants to trial solar design, proposals and CRM together. Choose another platform if: utility routing, stock and service history dominate the requirement list.
Sunbase publishes broad solar CRM scope, and two-island scheduling is the capability to test.
Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow and operational visibility. For a federation contractor the operational half decides the value: routing an application to the right utility, booking a ferry for a crew and holding a service agreement on a resort on the other island.
Ask for comparable customer references and use a controlled demo from enquiry through survey, proposal, deposit, invoice, utility application, procurement, ferry transport, installation, commissioning and service on both islands. Verify XCD handling, utility routing, scheduling, roles, audit history, privacy terms, support hours, the contract price and data export.
Choose it if: a contractor works on both islands with service agreements. Choose another platform if: a free design tool or a simpler proposal CRM meets the immediate need.
Zoho suits a federation business that needs utility routing and island records enforced by rules.
Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals and APIs. Custom objects and validation rules are the reason to consider it here: a required utility field, an interconnection application with its own status and an installed asset with an island can each be enforced rather than remembered.
Build or connect consumption assessment, solar design, XCD quotations with validity, VAT, payment reconciliation, stock on each island, utility stages, structural approvals, commissioning, assets, warranty and handover. Test processor terms, transfers, retention, API limits, support and a complete export.
Choose it if: the company has an administrator and works across both islands. Choose another platform if: the team expects ready-made solar workflows with little configuration.
Odoo suits a federation contractor whose stock on two islands and planned maintenance have outgrown a sales tool.
Odoo combines CRM with quotations, sales, accounting, purchasing, inventory, projects, field service, helpdesk and other applications, including multi-warehouse stock and planned maintenance against installed equipment. For a business holding parts on both islands, those modules address the constraint directly.
Verify a current localisation and the accounting route with the responsible implementation partner. Test XCD, VAT, landed cost with freight, stock on each island, serial numbers, planned maintenance against installed assets, field service, approvals, utility and structural evidence, warranty and migration. Connect a specialist design tool and review hosting, backups, upgrades, exit and a restorable export.
Choose it if: stock, maintenance, accounting and CRM should share one suite. Choose another platform if: the business wants a solar-specific proposal product with minimal implementation.
HubSpot is strong with overseas and residency-programme buyers and leaves utility routing outside.
HubSpot's free CRM covers contacts, lead management, forms, email, meetings and pipeline for a small user group. Residency-programme and second home buyers are frequently overseas and reachable by email, so sequences, meeting scheduling and document tracking suit that half of the pipeline well.
Price and test the complete stack: messaging, solar design, XCD quotation with validity, VAT, payment reconciliation, stock on each island, ferry scheduling, field delivery, utility tracking, structural evidence and service reporting. Use controlled fields for the island, the utility, the rate class and the structural approval.
Choose it if: overseas and residency-programme buyers drive the pipeline. Choose another platform if: utility routing, stock and service are the real problems.
Buyer guide
Choose by the most expensive broken handoff, then test that handoff using real opportunities, real users, and the documents your customers actually receive.
Start with Quickest when slow quoting and unowned follow up are the visible failures on residential work. Use the free plan on real opportunities on both islands. Continue only if the vendor proves XCD quoting with validity, VAT, utility as a controlled field, interconnection tracking, structural evidence, privacy, support and export.
OpenSolar fits a team that needs solar design, proposals and project CRM before it can fund a wider stack. Validate local imagery, irradiance inputs, salt exposure handling, storage modelling, XCD display, VAT, utility stages, data terms and mobile performance on both islands.
Pylon is worth testing when web and PDF proposals, solar and battery design and an optional solar CRM all appeal. Confirm the displayed currency, local model inputs, backup load handling, revision economics, mobile use, permissions and support hours.
Sunbase targets broader solar sales and operational workflows, which suits a contractor serving resorts and commercial properties on both islands with maintenance agreements. Ask for comparable references and test two-island scheduling, procurement tracking, service level management, privacy, commissioning and export.
A configurable platform can model two utilities, interconnection applications, structural approvals, stock on each island and service agreements together. Odoo is stronger where multi-warehouse stock and planned maintenance dominate; Zoho is the more familiar CRM route with strong custom objects.
HubSpot fits a business whose first priority is forms, campaigns, email, meetings and pipeline visibility, and it handles overseas property owners and residency-programme buyers well. Budget the solar design, quotation, tax, interconnection, structural evidence and service tools around it.
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.
Capture a real lead, assign it, create the proposal, schedule follow-up, record acceptance, and hand it to delivery.
Change the system, equipment, price, payment route, and installation date. Identify every stale record.
Use a duplicate, missed follow-up, rejected proposal, or delayed job and ask the CRM to show what happens next.
Produce a taxable sale with separate lines for imported equipment, freight, inter-island transport, structural work and services, plus a deposit, a staged invoice, a variation, a credit note, a refund and a warranty replacement in XCD. Store a validity period, the cost basis and the freight assumption, and block acceptance at a stale price without approval.
Store the island and the applicable utility on every site record, along with the application route, reference format and expected turnaround for each. Test a job recorded against the wrong utility and confirm the correction is straightforward, because this is the single most common avoidable delay in a two-island federation.
Treat each application as its own record with a reference, an owner, a submission date, a document set and a dated outcome. Capture the technical review result, queries returned, the resubmission, the approved capacity, fees paid, the inspection, the meter change and the first export reading, and drive customer updates from those milestones.
Store the island, the ferry or air route, the schedule, the consignment cut-off, the vehicle booking, the crew travel plan, the parts held on each island and the technician who can attend, and derive the commitment date from those fields. Test a missed ferry and confirm the schedule, notification and revised date all follow.
Store the decision window, the closing date, the shutdown period available for installation, the technical contact, the owning group, the mandatory documents, the agreed service level and the escalation path, plus the actual decision maker where the owner is overseas. Set reminders against the property's works calendar.
Store the wind loading assumption, the standard referenced, the mounting system and its certification, the fixing type and spacing, the roof structure assessment, the approving engineer, the date, installation photographs and the insurance position. Block commissioning sign-off when the structural approval is missing.
Store the exposure category, distance from the shoreline, corrosion protection class, fastener material, the cleaning interval assumed, temperature derating, the approver and the date. Test a design change after acceptance and confirm the new yield, price and customer acknowledgement all propagate.
Record the monitoring arrangement, credential holder, service interval, parts held on each island, the technician who can attend, the transport required and the promised response time. Test a fault on Nevis and confirm the CRM can answer before anyone books a ferry.
Export the accepted scope, variations, the as-built design, the structural approval, installed equipment and serial numbers, photographs, test results, commissioning, utility evidence, invoices and payment status, warranties, manuals, monitoring access, training, signatures, open defects and the service contact, plus the island, the utility and parts held there.
The real budget
Local pricing is predictable because the currency is pegged, which shifts attention to freight, inter-island transport and service cost rather than exchange risk. Quickest publishes INR terms, OpenSolar describes its core platform as free, Pylon shows dollar prices whose billing currency should be confirmed, and Zoho publishes USD global tiers. Sunbase needs a quote for the relevant scope. Odoo and HubSpot vary by apps, seats, contacts and implementation. Ask for billing currency, taxes, payment method, bank charges, users, projects, storage, integrations, messaging, onboarding, support hours, renewal, exit and every product needed to reach a compliant invoice and an approved interconnection.
Free: 1 user and 10 proposals monthly. Pro: INR 6,999 per user yearly, minimum 3 users.
OpenSolar says partners fund the model; review services and connected costs.
New users receive five Standard Project credits; confirm Saint Kitts and Nevis commercial terms.
Request Saint Kitts and Nevis users, modules, implementation, integrations, support and renewal pricing.
Quickest lists one free user with ten proposals monthly and Pro at INR 6,999 per user yearly with a three-user minimum. Local commercial and tax terms are unverified.
OpenSolar states that its core platform is free because partners fund the model. Review partner choices, paid services, data use, support coverage and connected system costs.
Pylon offers five Standard Project credits to new users and states unlimited team users. Confirm the displayed currency, the CRM add-on, payment fees, project rules and renewal.
Zoho's reviewed page offers three free users alongside paid USD tiers. HubSpot states up to two free users and 1,000 contacts. Neither free plan supplies a complete local solar operating stack.
Budget accounting, payment handling, messaging, design software, structural engineering input, implementation, field devices, storage, support and administration alongside the licence fee.
Compare the cost of one complete acceptance case rather than a feature checklist, and price one misrouted application alongside it. A job filed with the wrong island's utility can add weeks, and the controlled field that prevents it costs nothing to maintain.
Ask what happens when an interconnection application is returned or a ferry booking falls through. The commercial proposal should identify alerting, rescheduling, manual reconciliation, notification, data ownership and support escalation.
Our number-one pick
Quickest concentrates on lead ownership, a mobile proposal and the next follow up, which is a practical first adoption target for a small federation sales team.
Its free plan lets one person test ten monthly proposals before the company commits to migration, custom integration or additional seats.
First place stays conditional on proof. XCD handling with validity, VAT, utility routing, interconnection tracking, structural records and two-island service are not verified for Saint Kitts and Nevis.
Your next move
Start with Quickest and the specialist closest to your largest local requirement. Use the same evidence and test deals for both.
Name the bottleneck. Pick lead response, proposal speed, design, payment, install handoff, or management visibility.
Choose two tools. Compare Quickest with the strongest specialist for that bottleneck.
Run the Three-Deal Proof. Score adoption, repeated entry, revision handling, support, and full annual cost.
Research record
These sources support the market, regulatory, product, and pricing statements on this page. Product terms can change after the checked date.
Common questions
Quickest is first under our proposal-first adoption lens for a small team, but QuickEstimate owns it and local capabilities are unverified. OpenSolar is the better free design-first option. Whichever you choose, make the island and the utility controlled fields, because assuming one counterparty is the most common avoidable delay here.
Because Saint Kitts and Nevis run their own electricity arrangements, so the counterparty depends on which island the site is on. A proposal that names the wrong utility, or a pipeline stage that assumes one application process, will misroute the job and produce a delay the customer will attribute to the installer.
We found no verified public evidence for native XCD proposals or local VAT handling. Quickest's published evidence is India-first. Require a live taxable quotation with equipment, freight and inter-island transport lines and a validity period, plus a deposit, a staged invoice, a credit note, a refund and an accounting export.
As their own records with a reference, an owner, a submission date, a document set and a dated outcome, plus the technical review result, queries returned, the resubmission, the approved capacity, fees paid, the inspection, the meter change and the first export reading. Drive customer updates from those milestones.
The transport and the counterparty. Store the island, the ferry or air route, the schedule, the consignment cut-off, the vehicle booking, the crew travel plan, the parts held there and the technician who can attend, and derive the commitment date from those fields rather than from an estimate.
As approved engineering evidence. Store the wind loading assumption, the standard referenced, the mounting system and its certification, the fixing type and spacing, the roof structure assessment, the approving engineer, the date, installation photographs and the insurance position.
They should. Store the exposure category, distance from the shoreline, corrosion protection class, fastener material, the cleaning interval assumed and the temperature derating, plus who approved the model and when. A beachfront roof that soils faster than assumed produces a visible shortfall within a season.
Quickest offers one user and ten proposals monthly. OpenSolar publishes a free core solar platform. Zoho offers three free users, and HubSpot states up to two users and 1,000 contacts. Compare the full cost of design, tax, payments, interconnection tracking, messaging, field work, service, support and administration.
Include the accepted scope, variations, the as-built design, the structural approval, installed equipment and serial numbers, photographs, test results, commissioning, utility evidence, invoices, payment status, warranties, manuals, monitoring access, training, signatures, open defects and the service contact, plus the island, the utility and parts held there.
Use the Three-Deal Proof and require every vendor to show the same lead, revision, document, and failed handoff.