Ranking · Solar energy
CRMs and proposal tools used by US solar installers — design-and-sales platforms (OpenSolar, Aurora Solar, Solargraf, Enerflo), solar ops CRMs (Sunbase, JobNimbus, Leap), field-sales tools (SalesRabbit), complementary ops hubs (Scoop), plus generics (HubSpot, Pipedrive).
For solar installers, epcs, and residential solar sales teams.
This ranking now uses the dated review box. Scores are unchanged this pass. The daily rotation will re-read official vendor pages next.
Comparison table
Mark required features and the table shows only who has them natively. Sort by any column.
Showing 11 of 11 CRMs
| Price | Profile | ||||||
|---|---|---|---|---|---|---|---|
1 OpenSolar Solar CRM | 7.8 | Yes | Yes | No | No | Free (core app); API and connectors are paid add-ons | View profile → |
2 JobNimbus Solar CRM | 7.3 | No | Yes | No | Yes | Contact for pricing | View profile → |
3 Leap Solar CRM | 7.2 | No | Yes | No | Yes | From $79/mo | View profile → |
4 Sunbase Solar CRM | 7.2 | Yes | No | No | Yes | From $59/user/mo | View profile → |
5 Enerflo Solar CRM | 7.1 | Yes | Yes | No | No | Contact for pricing | View profile → |
6 Aurora Solar Solar CRM | 7.0 | Yes | Yes | No | No | From $159/user/mo | View profile → |
7 Solargraf Solar CRM | 7.0 | Yes | Yes | No | No | From $2,799/yr | View profile → |
8 SalesRabbit Solar CRM | 6.0 | Yes | No | No | No | From $49/user/mo | View profile → |
9 HubSpot CRM Generic CRM | 4.8 | No | No | No | No | Free plan | View profile → |
10 Scoop Solar CRM | 4.7 | No | No | No | No | Contact for pricing | View profile → |
11 Pipedrive Generic CRM | 4.3 | No | No | No | No | From $14/seat/mo billed annually | View profile → |
We mark a feature as present only when it is native to the product — marketplace integrations do not count. Click a column header to sort.
Ranking
The order is the overall score — a weighted average of the six criteria with this vertical’s weights. Generic CRMs and complementary tools sit on the same ranking on purpose — a lot of installers run one of them today.
Free end-to-end solar platform — AI design, branded proposals, integrated finance options, e-signature, payments, and a built-in project CRM from lead through install.
Free (core app); API and connectors are paid add-ons
View profileContractor CRM built for jobs — contacts, estimates, workflows, payments, QuickBooks, and homeowner financing (Wisetack / Sunlight) — strong on ops, light on PV design.
Contact for pricing
View profileContractor CRM and SalesPro stack — leads, estimates, production workflows, portals, Leap Pay, and in-app financing on higher sales tiers.
From $79/mo (Essential, 1 user); Team from $298/mo
View profileModular solar software — CRM, PV design, proposals, and project delivery from lead through PTO, with plans starting at $59 per user per month.
From $59/user/mo
View profileResidential solar operating system — Optimus proposals, Lendflo financing (loans, leases, PPAs, escrow), contracting, and project flow from first knock to PTO.
Contact for pricing
View profileIndustry-standard solar design platform with Sales Mode proposals, integrated loan/TPO financing, contract manager, and CRM sync via API — stronger as design-and-sales than as an ops CRM.
From $159/user/mo (Basic); Premium $259/user/mo
View profileEnphase-owned design, proposal, permitting, financing, and light CRM platform — public annual plans from Starter through Enterprise.
From $2,799/yr (Starter, 2 users / 240 projects)
View profileField sales platform — canvassing, territories, rep tracking, digital contracts, and solar proposals/design (native design tool plus Aurora partnership).
From $49/user/mo (Pro, billed annually)
View profileMature general-purpose CRM with a permanent free tier. Excellent pipeline and marketing — zero native PV sizing, solar financing, or plant monitoring.
Free plan (permanent); paid seats from Starter
View profileCentral Operations Hub for renewable install and service — workflows, field capture, scheduling, and integrations. Complements a CRM; it is not a proposal generator.
Contact for pricing
View profileMature pipeline CRM with a large marketplace. No kW calculator, no solar lender OS, no plant monitoring — WhatsApp and proposals arrive via third-party apps.
From $14/seat/mo billed annually (Lite); 14-day trial
View profileSide by side
Stuck between two? Open the comparison: scores by criterion, features, and an editorial verdict when one exists. Only the main duels appear here — editorial verdicts and pairs among the top five. Other pairs live on each CRM profile and at the bottom of each duel page.
Context
In the US solar market a CRM is almost never “just a funnel.” The cycle runs through site survey, system sizing, a bankable proposal, loan / lease / PPA quoting, then install, PTO, and O&M. That is why a generic CRM and a vertical solar platform do not play the same game — and this comparer puts both on one ranking, with explicit weights.
There is a third group that is easy to confuse in a demo: complementary tools (field ops hubs, canvassing apps, design engines wired into someone else’s CRM). They enter the same ranking on the same yardstick. A product that only builds PDFs loses on messaging and O&M on purpose; a product that only schedules trucks loses on proposals. The score does not say “bad product” — it says what the product is.
Native messaging (SMS/inbox on the lead, or WhatsApp Business API) is on the yardstick. Marketplace apps and website chat buttons do not count. Proposal and financing still weigh more than messaging — US solar pain is the proposal and the lender, not Meta chat.
A daily rotation re-reads official pages in this cut — one category per day — price, trial, new module, URL that disappears. The box at the top says what changed and what stayed the same, so you do not have to open every vendor site. The order only moves when the public source changes the product.