7 best solar CRM platforms in Sri Lanka

OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions and an API. A young installer can therefore test the whole design-to-sale path without a core licence fee. The partner-funded structure deserves its own commercial and data review, particularly where finance or equipment recommendations enter the customer journey and the customer assumes the installer chose independently.

Validate Sri Lankan imagery quality, irradiance inputs, equipment libraries, battery and export scenarios, LKR display, VAT treatment, licensee stages, field connectivity and Sinhala or Tamil output. Change a design after acceptance and trace price, stock, tax, payment, technical evidence and the handover pack. Review privacy terms, overseas transfers, support coverage, how partners appear to the customer and whether a complete account export is genuinely available.

Pylon documents solar and battery design, web and PDF proposals, design history, integrations and a solar CRM add-on. It states that new users receive credits for five Standard Projects and that teams can add unlimited users. That structure supports a practical trial covering sales, design and management before a buyer assumes the product will replace a spreadsheet and a chat group.

Confirm the dollar currency, the project credit rules, the CRM cost, payment fees, taxes and renewal. Test Sri Lankan locations, weather and production inputs, load profiles, batteries, export treatment, LKR display, offline use, roles and support. Review data processing and export terms. Model several design revisions on one opportunity, because project credit economics and version control both matter on a commercial job that changes twice before signature.

Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow and operational visibility. That makes it relevant to a company whose problems have moved past design into several teams and handoffs. A solar-specific platform can reduce custom configuration, but public product language is not evidence that Sri Lankan tax, scheme, licensee or privacy paths are ready to use.

Ask for Sri Lankan customer references and run a controlled demo from a WhatsApp enquiry through consumption review, proposal, advance payment, invoice, procurement, licensed work, installation, meter change, commissioning and service. Verify LKR handling, integrations, offline behaviour, roles, audit history, privacy terms, storage, support hours, the implementation owner, the full module list, the contract price, data export and how a change after acceptance propagates through the record.

Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals and APIs. Its free edition supports three users, which is enough for a process owner to prototype residential, commercial, dealer and service records before committing. The wider Zoho suite can reduce vendor count, but every additional application and integration adds ownership, permissions, pricing and maintenance questions that a small team has to answer.

Build or connect consumption assessment, solar design, LKR proposals, VAT, payment reconciliation, inventory, CEB and LECO application stages, commissioning, assets, warranty and handover. Test mobile offline needs, WhatsApp history, processor terms, transfers, retention, API limits, support coverage, a complete export and the ongoing administrator effort required after launch rather than during the demo.

Odoo combines CRM with quotations, sales, accounting, purchasing, inventory, projects, field service, helpdesk and other applications. That can suit a solar company that must connect a sold bill of materials with buying, stock, technician work, invoice and the installed asset. The modular design also carries a plain warning: edition, hosting, partner work, custom code and maintenance decide the real cost and the real reliability.

Verify a current Sri Lankan localisation and the accounting route with the responsible implementation partner. Test LKR, VAT, advance and staged payments, serial numbers, offline field work, approvals, licensee evidence, warranty and migration. Connect a specialist design tool and decide which system owns equipment and price. Review privacy roles, hosting, subprocessors, backups, upgrades, custom code support, exit terms and a restorable export.

HubSpot's free CRM covers contacts, lead management, forms, email, meetings and pipeline for a small user group. It can give a marketing-led installer one consistent record from campaign response through sales activity. Paid marketing, sales, service, content and data products extend that record, though contact tiers, seats, onboarding and multiple hubs can change the commercial comparison faster than buyers expect.

Price and test the complete Sri Lankan stack: WhatsApp, solar design, LKR quotation, VAT, payment reconciliation, inventory, field delivery, service and reporting. Use controlled fields for the distribution licensee, the selected scheme, the tariff category, the responsible electrician, equipment, commissioning and warranty. Review consent, imports, suppression, processor terms, transfers, API limits, attachment storage, support, integration failure handling and export.