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bestCRM
Solar CRM#10 of 11 in solar energy

Scoop

Central Operations Hub for renewable install and service — workflows, field capture, scheduling, and integrations. Complements a CRM; it is not a proposal generator.

Best for
Solar installers and O&M teams that need field execution next to an existing CRM
Price
Contact for pricing
HQ
United States
Profile updated
September 26, 2026

Worth it for your operation?

Pros

  • Built for install / service execution with offline mobile checklists and work apps
  • Unlimited-user pricing narrative (value-based, not per-seat friction)
  • Connects to existing CRMs and design tools instead of forcing a rip-and-replace
  • LOOXY analytics and GLOO integrations for ops visibility

Watch-outs

  • Scoop’s own solar CRM page says it is likely not a traditional solar CRM
  • No native proposal generator or lender OS on the public product story
  • Quote-based pricing
  • No Meta WhatsApp inbox

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×
3.2

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

Financingweight 1.2×
2.2

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

Post-sale and monitoring
9.0

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

Native messagingweight 0.9×
3.2

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×
5.5

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

Learning curveweight 0.8×
6.8

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.

  • No

    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

  • Yes

    Project management

    Installation and engineering stages

  • No

    Native marketing

    Marketing automation in the same product

  • No

    Sales pipeline

    Visual sales pipeline

Editorial analysis

Scoop in detail

Scoop is the ops hub that comparison lists often mislabel as a CRM. Its own solar CRM page is unusually honest: Scoop connects to your existing CRM, turns won deals into executable projects, and runs field workflows — it does not claim to be the lead database.

Who it is for

Growing installers whose sales stack already works and whose chaos is handoffs, checklists, and service tickets. If you still need a proposal engine, Scoop is the wrong first buy.

What drives the score

Post-sale is excellent. Everything else on the solar sales yardstick is intentionally weak. That is editorial clarity, not a slight.

How we read the sources

Based on scoop.solar, the solar-crm explainer, and the software products page.

Frequently asked questions

Why is Scoop on a CRM ranking?

Because installers evaluate it in the same software budget as CRMs — and Scoop explicitly positions itself as the execution layer beside a CRM. The low proposal/financing scores are the point: the ranking shows what the product is.

Does Scoop replace OpenSolar or JobNimbus?

Scoop says no — keep your CRM and design tools; Scoop standardizes delivery. Treat it as complementary unless a demo proves you can retire the CRM.

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.