8 best solar CRM platforms in Singapore

OpenSolar combines solar design, customer proposals, and a project CRM. Its official pages describe table and Kanban views, custom workflows, actions, schedules, documents, user roles, permissions, and an API. That breadth gives a startup one place to test the design-to-sale handoff before buying several subscriptions. Its partner-funded model also makes the commercial structure different from an ordinary seat licence.

Singapore buyers must validate imagery, irradiance, equipment, tariffs, contestable-account export logic, SGD, GST, customer language, owner consent, and SP stages. Review how partner offers appear, where data is processed, and which support tier applies. Test a revised layout after acceptance and trace equipment, price, tax, single-line material, tasks, finance, commissioning, and the final export to find any stale values.

SolarPlus publishes solar and battery sizing, string design, load assessment, commercial analysis, PPA proposals, custom branding, online acceptance, formula pricing, sales reporting, order and invoice functions, Xero synchronisation, and Stripe payments. This is a useful mix for a team whose sale depends on technical options and a detailed business case rather than a simple pipeline card.

The reviewed commercial page is written around Australian prices, GST, mapping, training, and practice. A Singapore phone-country option does not establish localisation. Ask SolarPlus to model a real Singapore bill and contestable account, then demonstrate SGD, 9% GST, IRAS invoice output, InvoiceNow finance flow, local maps, equipment, SP documents, PDPA terms, support hours, and the currency used for subscription and payment fees.

Pylon's pricing page describes solar design, battery design, web and PDF proposals, design history, integrations, and an optional solar CRM for leads and projects. It states that new users receive five Standard Project credits and that teams can add unlimited users. Those terms make it possible to test a cross-functional workflow without basing the evaluation only on a vendor demonstration.

Confirm the currency behind every dollar figure and any payment fee before comparing it with SGD alternatives. The product also needs a Singapore test for imagery, irradiance, tariff and export scenarios, equipment, GST, InvoiceNow handoff, consent, data transfers, SP tasks, partner permissions, commissioning, and handover. Verify whether a project-credit rule still fits repeated commercial designs and revisions.

Aurora's official pricing comparison includes design tools, automated panel placement, component data, custom design rules, pricing methods, web and PDF proposals, activity tracking, user roles, teams, and API options. It can suit a specialist design desk or a larger sales organisation that wants repeatable modelling and controlled templates connected to an established customer platform.

A Singapore buyer should verify imagery, weather and irradiance sources, local equipment, shading and loss inputs, tariff and export scenarios, SGD, GST, legal text, and technical outputs. Identify which CRM owns the account and accepted scope, then test duplicate contacts, revised designs, API errors, finance, QP and LEW access, SP evidence, and as-built handover. Request complete local pricing.

Deskera presents CRM, accounting, invoices, order management, procurement, inventory, warehouse, project accounting, and mobile business functions. This combination can appeal to an installer whose main control problem begins after the sale, when equipment purchases, stock, customer billing, and project costs must agree. A general suite can also support electrical or service work beyond solar.

Do not assume every listed module, GST feature, or local service is included in one Singapore plan. Ask Deskera to demonstrate 9% GST, tax invoices, InvoiceNow status, SGD, deposits, credits, purchase orders, serialised equipment, project costs, mobile evidence, audit history, and export. Add a specialist design tool and test how an accepted equipment revision reaches purchasing, invoice, installation, and warranty records.

Zoho CRM supports configurable records, stages, workflow, assignments, reports, mobile apps, portals, and APIs. Its official page publishes a free edition for three users and paid USD tiers. A capable administrator can separate residential, commercial, partner, and service pipelines, require key qualification fields, route approvals, and connect a broader application stack without choosing an installer-specific ERP.

Configuration effort is part of the cost. The buyer must build or connect solar design, SGD proposals, GST, InvoiceNow finance, owner approval, QP and LEW work, SP stages, commissioning, installed assets, and handover. Verify current Zoho Books InvoiceNow status directly. Review PDPA roles, transfers, subprocessors, retention, support, API limits, and exit. Avoid storing key settlement assumptions only in free-text notes.

HubSpot's free CRM page covers contact and lead management, forms, email, meetings, pipeline, and related customer tools for up to two users and 1,000 contacts. It can suit a marketing-led installer that wants web enquiries, communications, salesperson activity, and reporting in one familiar record. Paid hubs provide an expansion path as marketing, sales, service, content, and data needs grow.

HubSpot is not native solar engineering or Singapore project compliance software. Price the design product, SGD proposal route, accounting, InvoiceNow access, payments, project delivery, storage, messaging, users, contacts, and administration around it. Build controlled fields for account and property context, consent, proposal assumptions, QP, LEW, SP milestones, installation evidence, and service assets. Test sync failures, permission boundaries, retention, transfers, and account export.