solar crm

The ultimate CRM for solar companies

Power your solar installation business with seamless coordination between sales, permitting, installation, and customer service.

Our solar CRM and project management platform empowers solar contractors with the features to manage leads, track installations, monitor project timelines, and ensure compliance—all in one place.

Whether you’re handling residential solar installs or large-scale commercial projects, Contractors Cloud helps you streamline operations, improve efficiency, and deliver high-quality solar solutions on time and on budget.

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Solar CRM features

CRM contacts
CRM

Track and manage your leads, customers, and contacts for effective solar sales and customer service communication.

proposal
Estimates + Proposals

Create fast and accurate estimates. Send professional proposals with estimates, documents, and photos for signature to win more jobs.

scheduling
Scheduling

Schedule and manage your events for what trades, installers, suppliers, material lists, and work orders for a project with automations.

workflows
Custom Workflows

Create custom solar installation project templates for consistency and efficiency by automating milestones and standardizing processes. Reduce errors, improve productivity, and keep projects on track.

materials
Materials

Automate material management with smart workflows that streamline estimates, orders, and pricing. Detailed material organization and measurements for precise ordering and cost control.

financials
Invoicing + Financials

Manage invoices, payments, accounts receivable, and integrate with QuickBooks. Track profitability, cash flow, and expenses with financial reporting tools.

photos
Photos

Upload, organize, and access your project photos. Create albums and capture every aspect of your projects with ease.

project notes
Project Notes

Master the details and automatically log every change or add manual notes, creating a detailed project history. Keep everything documented and organized.

reporting
Reporting

An unparalleled suite of 50+ reports to track, manage, and optimize your business. From financials to production reports to milestones and work in progress reports, we have it all.

SOFTWARE BUILT FOR SOLAR INSTALLERS

Connect your solar company to the details that grow your business

Discover the most complete solar CRM and project management software for your residential or commercial solar projects. Get connected to your sales, projects, ordering, scheduling, financials, and more.

Your project process, perfected—create workflows that fit you

Custom Workflows in Contractors Cloud give you unmatched flexibility to build repeatable, automated processes for any project type. Create workflow templates that standardize milestones, require conditions to move forward, send alerts, reduce errors, and improve team efficiency—so every job stays on track.

Automate key steps, ensure consistency, and scale your operations with ease. This is a game-changer for contractors looking to streamline project management and boost productivity.

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Communication takes off with Jet Streams team chat

Jet Streams in Contractors Cloud is a powerful team chat tool designed to keep everyone connected and informed. Similar to Facebook Messenger or Slack, it creates a real-time chat stream for every project, ensuring seamless collaboration across your team.

Track client history, share updates, and streamline internal communication—so nothing falls through the cracks. From scheduling production to handling warranty calls, Jet Streams keeps your team in sync and your projects running smoothly.

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CRM experts

EXPERT HELP

Ask us anything!

Choosing the right solar CRM is no small task. Have questions about features, options, or switching platforms? Our experts are here to show you how it works and answer your questions.

Book a call
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Ready to grow? Let’s get started.

Connect with us today for a demo and see how Contractors Cloud can help you manage your people, projects, and profits—all in one place!