7 best solar CRM platforms in Tuvalu

OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions and an API. Because systems here carry the whole load rather than offsetting a bill, judge it on autonomy, depth of discharge and cycle life rather than on the roof render or the proposal styling.

Validate local imagery, irradiance, severe salt and humidity handling, standalone autonomy, equipment libraries, freight-inclusive pricing, field connectivity and document output. Change a design after acceptance and trace price, stock, tax, payment, siting evidence and handover. Review privacy terms, transfers, support coverage, partner presentation and a complete account export.

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. Its battery orientation matches a market where every system carries the entire load with no grid fallback behind it.

Confirm billing terms, the payment method available locally, project rules, CRM cost, taxes and renewal. Test local locations, salt exposure, weather and production inputs, critical loads, autonomy targets, offline use, roles and support. Review data processing and export, and model several revisions because a site survey here almost always changes the design after the first quotation.

Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow and operational visibility. For a contractor delivering donor-funded renewable programmes across nine islands, producing a defensible project report is the primary record rather than a side task, because reporting decides whether the next allocation arrives.

Ask for comparable customer references and use a controlled demo from programme allocation through survey, proposal, invoice, procurement, shipping, installation, commissioning, training and a later service call. Verify milestone and document control, scheduling, roles, audit history, privacy terms, support hours, the contract price and data export.

Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals and APIs. Custom objects are the reason to consider it here: a programme with a reporting schedule, a stock position, a trained local contact with a review interval and a consignment with a vessel date can each be modelled properly rather than squeezed into a deal stage.

Build or connect load assessment, solar design, quotations with validity, tax treatment, payment reconciliation, stock, shipping scheduling, utility stages, siting evidence, training records, commissioning, assets, warranty and handover. Test mobile offline needs, processor terms, transfers, retention, API limits, support and a complete export.

Odoo combines CRM with quotations, sales, accounting, purchasing, inventory, projects, field service, helpdesk and other applications, including multi-warehouse stock and landed cost handling. For a business importing everything and servicing systems for years afterwards, those modules address the real constraint rather than the visible one.

Verify a workable localisation and the accounting route with the responsible implementation partner. Test local currency, tax treatment, landed cost with shipping, stock, serial numbers, planned maintenance against installed assets, field service, approvals, siting evidence, warranty and migration. Connect a specialist design tool and review hosting, backups, upgrades, exit and a restorable export.

HubSpot's free CRM covers contacts, lead management, forms, email, meetings and pipeline for a small user group. The relationships that matter here are with donor programme managers, regional partners and overseas suppliers rather than a residential funnel, and structured email follow up suits those well.

Price and test the complete stack: messaging, solar design, quotation with validity, tax treatment, payment reconciliation, stock, shipping scheduling, offline field delivery, siting evidence, training records and service reporting. Use controlled fields for the location, the programme, the trained contact and the siting approval.