Solar1 — Sales Pipeline & CRM
A CRM built for solar sales. Not adapted from one built for SaaS.
Lead to signed contract, with system sizing, site survey scheduling, proposal generation, and commission tracking — in one place, without a separate tool for each.
6–9 mo
typical C&I sales cycle most CRMs weren't built for
Pipeline stages
Built for the way solar is actually sold.
Lead
Captured from web forms, referrals, canvassing, or manual entry. Assigned to a rep automatically.
Qualifying
Utility bills pulled, site suitability checked, roof age and shading assessed. All attached to the record.
Site Survey
Survey scheduled from the CRM. Measurements, photos, and shading data attached directly to the opportunity.
Proposal Sent
System design finalized. Proposal generated from project data — not copy-pasted from last week's job.
Negotiation
System sizing adjustments, financing options, and incentive calculations tracked with version history.
Closed
Contract signed, deposit invoiced, project handed to operations. No data re-entry between teams.
“Most solar teams track leads in a spreadsheet and deals in a CRM that was built for SaaS companies, not EPCs. The gap between them is where deals get lost.”
A pipeline that understands solar sales cycles
Generic CRMs treat all deals the same. Solar deals aren't. A residential project takes 3–6 weeks from lead to contract. A C&I project might take 6 months. Both require system sizing, site surveys, utility company coordination, and incentive calculations. Solar1's pipeline has stages that reflect how solar is actually sold.
"The average solar sales cycle runs 4–8 weeks for residential, 3–9 months for C&I. Most CRMs weren't designed to track this complexity."
Screenshot at launch
Commission tracking — no more spreadsheet math
Commission disputes happen because the calculation lives in a spreadsheet that only one person understands. Solar1 tracks commission per rep, per project, at each stage — with configurable rates for residential and C&I, kWh-based or percentage-based structures, and automated payout summaries at the close of each month.
Screenshot at launch
Lead source attribution — know where your jobs come from
Most solar companies can't answer which lead source generates the most closed contracts — because the CRM and the job record are in different systems. Solar1 connects the lead source to the completed install, so you know whether referrals, canvassing, or digital advertising are actually producing revenue.
Screenshot at launch
Activity logging — calls, emails, site surveys, all in one place
When a deal goes quiet for two weeks, you need to see what happened — without asking the rep. Every call logged, every email sent from the pipeline, every site survey scheduled and completed appears in the activity timeline. Managers get visibility. Reps get accountability without micromanagement.
Screenshot at launch
How Solar1 compares
CRMs built for SaaS companies — adapted for solar.
The generic CRM playbook assumes a short sales cycle, a single decision-maker, and no site survey, system sizing, or AHJ coordination. Solar doesn't work that way.
| Capability | Solar1 | Salesforce | HubSpot | JobNimbus |
|---|---|---|---|---|
| Solar-specific pipeline stages | ✓ — 6 solar stages | Custom build required | Custom build required | Roofing stages (adapted) |
| Site survey scheduling in CRM | ✓ — built in | ✗ — separate tool | ✗ — separate tool | ✓ Basic |
| System sizing / proposal in CRM | ✓ — same system | ✗ — separate tool | ✗ — separate tool | Limited |
| AHJ / permit workflow from pipeline | ✓ — automatic handoff | ✗ | ✗ | ✗ |
| Commission tracking | ✓ — per rep, per project | Add-on ($) | Add-on ($) | Basic |
| Lead source attribution to install | ✓ — connected | With CRM + ops integration | With integration | Not available |
| Sales → ops handoff (no re-entry) | ✓ — automatic | ✗ — manual or custom | ✗ — manual or custom | Partial |
| Pricing | Flat rate | Per-user pricing | Per-user pricing | Per-user pricing |
Salesforce/HubSpot pricing based on Sales Hub tiers. Customization costs not included. Solar1 pricing is all-in — no per-feature add-ons.
Common questions
Solar CRM — answered directly.
What CRM should solar installers use?
Solar installers need a CRM that handles the full solar sales cycle — lead capture, site survey scheduling, system sizing, proposal generation, AHJ coordination, and the handoff to operations. Generic CRMs like Salesforce and HubSpot require significant customization to support these workflows and still lack the operations connection. Solar1 is built specifically for the solar sales cycle, from first lead to signed contract and permit submission.
How does Solar1 handle commission tracking for solar sales reps?
Solar1 tracks commission per rep, per project, with configurable rate structures — percentage-based or kWh-based, for residential and C&I separately. At month-end, Solar1 generates payout summaries automatically. No spreadsheet calculation, no end-of-month reconciliation argument. The commission record is tied to the project record, so the calculation is always auditable.
Does Solar1 connect the sales pipeline to operations?
Yes. When a deal closes in Solar1, the project record moves to the operations queue automatically. Site survey data, system design, customer information, signed contract, and equipment selection transfer with the record. Operations starts with everything they need. There is no re-entry of data between the sales and operations teams.
Is Solar1 a replacement for Salesforce or HubSpot?
For most solar installation teams, yes. Salesforce and HubSpot are built for SaaS and professional services sales cycles. Adapting them for solar requires custom development, third-party integrations, and ongoing maintenance — and they still don't include AHJ workflow, system sizing, or field operations. Solar1 includes all of these in one platform at a fraction of the per-user cost.
When the deal closes
The pipeline hands off to operations. No re-entry.
When a deal closes in Solar1, the project record moves directly to the operations queue. System design, customer information, site survey data, and contract terms transfer automatically. Your operations team starts with everything they need.
See how install operations works →Stop losing deals in spreadsheets.
Solar1's pipeline was built for solar sales — residential and C&I, from first lead to signed contract, with commissions and handoffs built in.
14-day free trial · No credit card required · Guided setup included