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bestCRM
Solar CRM#4 of 11 in solar energy

Sunbase

Modular solar software — CRM, PV design, proposals, and project delivery from lead through PTO, with plans starting at $59 per user per month.

Best for
Solar installers that want CRM, design, proposals, and delivery in one modular suite
Price
From $59/user/mo
HQ
United States
Profile updated
September 26, 2026

Worth it for your operation?

Pros

  • Published starting price ($59/user/mo) with modular CRM / design / proposal / project packs
  • Lead-to-PTO narrative: opportunities, design, proposals, permitting, install tracking
  • Customer communication (email/SMS) documented on the CRM workflow
  • Integrations called out with Aurora, Enphase, HubSpot, QuickBooks, DocuSign, Twilio

Watch-outs

  • Final quote still depends on modules — starting price is not the full bill
  • Financing depth is less explicit than Enerflo or Aurora on public pages
  • No Meta WhatsApp inbox (one-way email does not replace an SMS inbox on this axis)
  • Plant monitoring is not the product

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×
7.6

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

Financingweight 1.2×
6.2

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

Post-sale and monitoring
7.6

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

Native messagingweight 0.9×
7.8

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×
7.0

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

Learning curveweight 0.8×
7.2

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

  • Yes

    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

  • Yes

    Native marketing

    Marketing automation in the same product

  • Yes

    Sales pipeline

    Visual sales pipeline

Editorial analysis

Sunbase in detail

Sunbase pitches a modular contractor suite with a solar-specific CRM path: leads and opportunities, PV design and shading, proposals, then project delivery through PTO. The pricing page and CRM page both open at $59 per user per month — rare transparency among solar ops vendors.

Who it is for

Installers who want one vendor for CRM + design + jobs without buying Aurora-class design seats for every rep, and who accept that financing may still run through a separate lender portal unless the demo proves otherwise.

What drives the score

Proposal and post-sale (project delivery) carry the profile. Financing is mid because native lender embedding is not clearly documented — feature flag stays false. Messaging stays low — CRM-page SMS language is not a clear two-way inbox on the lead. Price benefits from a published floor.

How we read the sources

Based on sunbasedata.com solar CRM, solar software, and pricing pages.

Frequently asked questions

Why is financing marked false if Sunbase sells solar deals?

The public CRM and solar-software pages emphasize design, proposals, and delivery. They do not document embedded lender applications the way Enerflo Lendflo or Aurora Sales Mode do. Conservative rule: no clear native financing workflow in the sources → `financiamento: false`. The score still gives partial credit for commercial proposal finance fields.

Is $59 the real price?

It is the published starting point per user per month. Sunbase says final pricing depends on users, modules, workflows, and implementation. Budget for a quote after you pick modules.

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.