8 best solar CRM platforms in the United Kingdom

Payaca presents itself as an operating system for UK solar, heat-pump, battery, and EV-charger installers. Its public feature pages cover lead and pipeline management, interactive multi-option proposals, e-signatures, surveys, scheduling, field work, job forms, invoices, online payments, accounting sync, reporting, customer portals, service plans, MCS documentation, and DNO applications through ENA Connect. It also lists design imports from OpenSolar, EasyPV, and HeatPunk. That gives a buyer specific handoffs to test instead of relying on a general claim that the software understands solar.

The standard Growth plan is published at £1,199 per month or £999 per month when billed annually, with 25 users included and extra users at £30 per seat up to 50. Payaca also lists a one-off £1,500 onboarding fee for workflow mapping, migration, and training. Its Accelerator starts at £299 per month, or £249 per month annually, for 12 months. Public eligibility includes eight or fewer employees and incorporation within the previous 24 months. That introductory plan later returns to standard Growth pricing, so model both years.

The breadth is valuable when several tools and spreadsheets already create repeated entry. It also means the implementation deserves scrutiny. Bring the current pipeline, document templates, MCS process, ENA Connect case, design handoff, invoice structure, permissions, and reports to the demonstration. Ask which automations and AI allowances belong to each plan, how SMS at the published 4p per message is billed, and what data can be exported. Payaca is our second overall pick only because the declared ranking lens favours a cheaper, focused proposal adoption test. On publicly verified UK depth, Payaca leads.

Pylon combines pay-per-project solar design with customer proposals and an optional CRM. Its UK pricing page lists a Standard project at £4 and a Pro project at £10, with no monthly minimum spend. Standard includes system design, imagery, financial projections, web and PDF proposals, and battery design. Pro adds capabilities for custom load profiles and larger commercial work. This structure can fit a small installer whose design volume changes from month to month and who does not want a design seat subscription before work arrives.

The Solar CRM add-on starts at £49 per user per month. Public features include project links, email sync, automatic lead processing, SMS, web forms, AI assistance, custom pipelines, sequences, reminders, team work, lead history, and reporting. The connection between system design and the sales record is the main attraction. It reduces the risk that a rep discusses one system while the designer and proposal show another. Buyers should still test how revisions propagate and which data remains structured after acceptance.

The checked pages did not prove a complete MCS document pack, G98 or G99 submission, SEG handover, RECC evidence, or UK accounting workflow. Ask Pylon to demonstrate each requirement that matters rather than assuming a UK URL covers it. Also calculate project credits, CRM users, e-signatures, SMS, payment fees, imagery, API access, and support. Pylon deserves third place because design and proposal work sit close to the CRM, while the price model stays visible enough for a small team to estimate.

Business Pilot is a UK CRM and enterprise resource planning product built around installation companies. Its solar page covers website lead capture, contact and contract records, sales reporting, mobile field access, interactive scheduling, status progression, documents, remedials, service calls, guarantees, financial reporting, and accounting exports. A manager can map the company's process and see where a lead or contract is stuck. Surveyors and installers can receive jobs and approved documents in the app, which addresses the handoff that sales-only CRMs often leave to email and shared folders.

The vendor is clear about a boundary: Business Pilot is not pricing software. It stores quote documents and connects with pricing tools. That honesty helps a solar buyer plan the stack. The public FAQ says there is no minimum user count but a minimum contract value of £240 per month, equivalent to three full users. It also states a 24-month minimum term, a monthly rolling arrangement after the subscription period, unlimited file storage, and UK data storage on Microsoft Azure. Verify current contract wording in the formal quote.

The checked product pages did not prove native solar design, MCS document generation, DNO submission, or SEG workflow. Business Pilot can still hold tasks and documents around those processes, but the distinction affects labour and error risk. Ask a salesperson to configure one live solar status map and show the exact file, field, reminder, and owner at each step. The platform earns fourth place for broad installation control. A business that only wants faster proposals may find it larger than necessary, while a company losing margin after acceptance should take it seriously.

Tradify starts with the daily work of a trade business. The UK solar page describes enquiry capture, contact records, draft and branded quotes, accepted-quote conversion into a job or invoice, scheduling, job tracking, invoicing, payments, and automatic email or SMS reminders. Web and mobile access gives sales and field users a shared record. It also lists connections with Xero, Sage, and QuickBooks Online. For a small contractor moving from a diary, accounting package, inbox, and spreadsheet, that is a coherent improvement without enterprise CRM administration.

Public UK prices are £34 per user per month for Lite, £37 for Pro, and £44 for Plus. Tradify offers a 14-day trial and says subscriptions are month-to-month. The pricing page shows optional charges for its Instant Website and certain text messages, including quotes, invoices, and reminders. Check the exact plan because capabilities such as forms, certificates, job costing, purchase orders, subcontractor scheduling, and reporting differ. Calculate full field-user and SMS volume, not only the owner or office licence.

Tradify mentions compliance certificates, but the checked pages did not establish an MCS Solar PV document pack, G98 or G99 submission, SEG handover, or a complete RECC process. It also does not present itself as a specialist PV design engine. A UK solar buyer should attach the design output and run its actual commissioning and handover checklist during the trial. Tradify earns fifth place because it handles the commercial and job basics clearly at an approachable public price. Teams with complex certification and DNO work may need a specialist layer.

OpenSolar is built around solar professionals designing, selling, and managing projects. The core application covers more of a solar seller's work than a generic CRM because the system model, equipment, customer presentation, and project live together. A small company may decide that its internal project workflow provides enough customer management. A larger sales operation may still need advanced routing, sequences, attribution, permissions, service records, or management reporting in another CRM. The correct answer depends on process depth, not whether a page uses the CRM label.

OpenSolar confirmed that the core app remains free for work completed inside the platform. Its 2026 announcement introduced paid API Access and paid supported connectors for data moving to or from third-party systems. Charges began on 16 April 2026. The announcement does not provide one universal price, so buyers should obtain the current cost for their exact CRM, accounting, operations, and reporting connections. A free design platform can still be part of a paid multi-product stack once those handoffs are required.

For UK use, run an ordinary design and a battery case, then revise consumption, components, system size, price, and VAT. Inspect the customer output and exported data. Ask specifically about the current MCS document set, DNO application or task workflow, SEG handover, RECC records, and accounting integration. Do not assume that solar-specific design equals complete UK compliance operations. OpenSolar ranks sixth because its free core removes a major adoption barrier and its design role is clear, while this comparison gives more weight to dedicated CRM follow-up and connected delivery control.

Voltflo focuses on the top half of a solar installer's customer journey. Its public page describes dynamic self-qualifying enquiry flows, residential and commercial lead capture, instant proposals built from the installer's equipment and prices, automated booking, pipeline management, marketing-source tracking, and Smart Sites. This combination can help a marketing-led company distinguish which campaigns produce booked and won work rather than counting form fills. It also lists native connections with GoHighLevel, HubSpot, Zoho, and Monday for companies keeping another CRM.

The vendor says all plans include its complete feature set and that pricing is tailored to company size and needs. There is no public list price on the checked page. Ask for setup, website, migration, user, messaging, automation, integration, support, and contract costs in one written quote. Voltflo also says customers typically save more than 12 admin hours per week. That is a vendor claim, so we would not use it in a business case until a customer reference and an internal time study support it.

Voltflo markets to MCS-certified installers, but the checked page did not prove native MCS packs, G98 or G99 submission, SEG handover, field scheduling, or financial operations. Its value may be to connect lead generation and sales conversion, then pass accepted work to a separate design and delivery system. Test the exact handoff and how revisions return. Voltflo ranks seventh because the main comparison lens also rewards transparent entry cost and broader CRM control, but it can outrank several products for a UK installer whose largest problem is lead quality and attribution.

HubSpot provides mature contact, company, deal, email, meeting, form, marketing, reporting, and integration functions. A solar company can create a deal pipeline, route enquiries, log communication, manage campaigns, and connect web conversion to revenue. The ecosystem makes it easier to find implementation help and connect specialist tools. For an installer with a marketing team and clear system ownership, that flexibility can outweigh the convenience of a smaller vertical CRM. It can also preserve a familiar front office while a design or operations product handles technical work.

The official global product catalogue checked for this review lists Sales Hub Starter from US$20 per seat per month, Professional from US$100 per seat per month with US$1,500 onboarding, and Enterprise from US$150 per seat per month billed annually. HubSpot's interactive pricing can vary by market, package, seat type, and purchase date. A UK buyer should obtain the current GBP total, VAT treatment, onboarding, additional contacts, communication limits, and required integrations in writing rather than converting the catalogue price.

We found no native solar design, MCS document, G98 or G99 submission, SEG handover, or RECC workflow on the checked sales pricing material. Those processes need custom properties, workflows, documents, integrations, or another platform. Build a proof using one complete UK solar job and estimate the administrator time needed to maintain it. HubSpot ranks eighth because it requires the most solar configuration in this shortlist. It remains a credible choice when marketing automation and general CRM depth are more valuable than an installer-specific workflow out of the box.