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bestCRM
Solar CRM#6 of 11 in solar energy

Aurora Solar

Industry-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.

Best for
Solar sales and design teams that need bankable designs and proposals
Price
From $159/user/mo (Basic); Premium $259/user/mo
HQ
United States (San Francisco)
Profile updated
September 26, 2026

Worth it for your operation?

Pros

  • Public pricing with Basic and Premium seats
  • LIDAR-assisted design, bankable shade reports, and battery modeling on Premium
  • Integrated financing with major lenders plus custom financier quoting in Sales Mode
  • Web/PDF proposals, activity tracking, and Contract Manager e-signature

Watch-outs

  • Native CRM depth is light — Aurora’s own guide points teams at CRM integrations
  • No native WhatsApp; plant O&M monitoring is out of scope
  • Per-user pricing adds up fast on large field teams
  • Site models and advanced design features sit behind higher tiers

Score by criterion

The dark mark on each bar is the average of the 11 CRMs in this ranking. Criteria with higher weight pull the overall score more.

Proposal generatorweight 1.5×
9.4

PV sizing, shading, production estimates, and a customer-ready proposal or PDF without a parallel spreadsheet.

Financingweight 1.2×
9.0

Quote and, when it exists, pre-approve solar loans, leases, or PPAs without retyping the homeowner in another portal.

Post-sale and monitoring
5.2

Installed systems, service tickets, and a clean handoff from sales into install / O&M without an orphan spreadsheet.

Native messagingweight 0.9×
3.0

Native SMS or messaging inbox on the lead card, with team history. WhatsApp Business API also counts. Marketplace apps, extensions, and website buttons do not.

Price and transparencyweight 0.8×
6.2

Public plan, currency, trial, and whether you can start without a vendor sales call.

Learning curveweight 0.8×
7.0

English UI, solar vocabulary (kW, shade, PTO, TPO), and time to the first usable proposal.

What ships natively

We only mark “yes” when the feature is part of the product — marketplace integrations or third-party apps do not count.

  • Yes

    Proposal generator

    Builds photovoltaic proposals inside the CRM

  • Yes

    Financing

    Credit simulation or underwriting in the product — solar or real estate, depending on the vertical

  • No

    Native messaging

    Native SMS or messaging inbox on the lead/contact card (history preserved). WhatsApp Business API also counts. Marketplace apps, Zapier, browser extensions, website chat buttons, and sibling-SKU modules do not

  • No

    Monitoring

    Tracks installed solar systems

  • No

    Website simulator

    Simulator for the integrator’s website

  • No

    Project management

    Installation and engineering stages

  • No

    Native marketing

    Marketing automation in the same product

  • No

    Sales pipeline

    Visual sales pipeline

Editorial analysis

Aurora Solar in detail

Aurora is the design gold standard that grew a sales layer. Sales Mode wraps AI-assisted designs, interactive web proposals, storage modeling, and integrated financing. The pricing page is unusually clear for this market: Basic at $159/user/month and Premium at $259/user/month (billed monthly on the public page).

Who it is for

Teams whose change orders and lender pushback come from bad shade and production numbers — and who already accept that jobs, trucks, and SMS live in another system. If you need one login for CRM + install + O&M, Aurora alone will not be that login.

What drives the score

Proposal and financing sit at the top of the vertical. Post-sale is modest because Aurora is not a job or monitoring CRM (funil, obras, and monitoramento are false). Price benefits from a public rate card even though seats are expensive. Messaging stays low — no clear native two-way SMS inbox on the record.

How we read the sources

Based on aurorasolar.com pricing, Sales Mode, and Integrated Financing. Enterprise/API details come from the same pricing matrix. CRM language on Aurora’s blog is treated as product education, not as a claim that Aurora is a full CRM.

Frequently asked questions

Is Aurora a CRM?

Aurora is design-and-sales software with proposal, financing, and contract tools. Its own beginner CRM guide describes syncing Aurora with a separate CRM. We score it on the solar yardstick anyway — proposal and financing are excellent; pipeline and ops features stay thin on purpose.

Which financing partners show up in Aurora?

The pricing and financing pages list integrated lenders such as GoodLeap, Dividend, and Mosaic, plus custom financiers you configure yourself. Partner lists change — verify on Aurora’s financing page before you promise a lender to a homeowner.

Sources consulted

Everything on this profile comes from the pages below. We did not lab-test the platform.

Profile updated September 26, 2026. Found something outdated? Corrections are welcome.