Skip to content
bestCRM
Solar CRM#8 of 11 in solar energy

SalesRabbit

Field sales platform — canvassing, territories, rep tracking, digital contracts, and solar proposals/design (native design tool plus Aurora partnership).

Best for
Door-to-door and field solar sales teams
Price
From $49/user/mo (Pro, billed annually)
HQ
United States (Lehi, UT)
Profile updated
September 26, 2026

Worth it for your operation?

Pros

  • Public Pro pricing at $49/user/month on annual billing
  • Canvassing, maps, gamification, and setter/closer scheduling built for door-to-door
  • Native Solar Design tool plus SalesRabbit Proposals; Aurora partnership for LIDAR-grade designs
  • Digital contracts add-on for e-sign in the field

Watch-outs

  • Not an install / O&M CRM — post-sale handoff lives elsewhere
  • Financing inside proposals often rides Aurora or lender add-ons, not a deep native Lendflo-style stack
  • No Meta WhatsApp inbox
  • Add-ons (DataGrid AI, contracts, weather) stack on top of the seat price

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×
7.2

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

Financingweight 1.2×
5.2

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

Post-sale and monitoring
4.2

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

Native messagingweight 0.9×
4.0

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×
7.6

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

Learning curveweight 0.8×
7.8

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

  • No

    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

  • Yes

    Sales pipeline

    Visual sales pipeline

Editorial analysis

SalesRabbit in detail

SalesRabbit is field sales infrastructure that learned solar. Pro is publicly $49 per user per month on annual billing (or $75 monthly). The platform’s center of gravity is canvassing, territories, and rep management; solar proposals and a native design tool extend it to the kitchen table.

Who it is for

Door-to-door solar orgs where the CRM problem is “who knocked which door” — not “which truck installs Tuesday.” Pair it with an ops CRM or Enerflo-class OS after the contract.

What drives the score

Proposal and price help. Post-sale is weak by design (obras false). Financing mid with feature false. Messaging stays low — no clear native two-way SMS inbox on the record. Learning curve is friendly for field reps who already live in the app.

How we read the sources

Based on salesrabbit.com pricing/features, the Solar Design announcement, and Aurora’s SalesRabbit partnership page.

Frequently asked questions

Do I need Aurora if SalesRabbit has native design?

SalesRabbit announced a native Solar Design tool for rooftop proposals. The Aurora partnership still matters when you want LIDAR-assisted, installable designs and bankable shade. Many teams use one or both — confirm which design path your plan includes.

Why is financing false?

Public SalesRabbit materials emphasize canvassing, proposals, and design. Lender quoting appears in the Aurora partnership narrative more than as SalesRabbit’s own embedded lender OS. Conservative flag: false; axis score stays mid for proposal payment options.

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.