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Work the way you want, use the tools you need

Get the power of OpenSolar, all within your existing CRM or business management software. The Open API gives your system direct read/write access to your OpenSolar data, so you can use it however you need to help your business grow.

  • ‚ÄčLead Import – automatically create a project in OpenSolar each time a lead is created in your system
  • Triggered Outreach – get notified instantly in your system each time a customer takes an action in their proposal
  • Accounting & Ordering – sync data to facilitate account and hardware ordering
  • Sync Status – ensure project statuses in your system are always up-to-the-minute
  • Seamlessly integrate your preferred products and services

Looking for more?

Connect with one of our experts to explore custom features and assistance with more complex systems.

What our Pros have to say

We’ve used salesforce to manage our sales and operations for a long time. We really liked OpenSolar’s design and proposal tools, but there was no way to import leads, contacts, materials and projects between the two platforms. So when they offered the Open API we jumped on it. Now we get the best of both worlds. We still have our existing processes, but now with what we reckon is the best solar design tool out there.
Peter | Leeson Solar | Victoria, Australia