Built-in Solar CRM

Manage your solar projects effortlessly with OpenSolar’s new customizable CRM, featuring seamless lead and project management, customer communications and scheduling, and integrated document management, permitting, e-signature and payment processing.

Two solar industry professionals, a woman and a man, are seated at a desk, intently focused on a document or a laptop. In the background, a digital interface displays OpenSolar's project management dashboard in a Kanban view, showcasing various solar project cards. Each card features an aerial view of a property with a proposed solar panel array designed on its rooftop, indicating project stages such as "Lead," "Design," and "Selling." The image highlights collaborative work among users of the OpenSolar platform for solar project development.

Great designs and proposals work better connected to a CRM

Use our built-in CRM to manage your customers and business. Or, if you love the CRM you’re using today, you can connect it with OpenSolar via our API.

Manage all of your leads, contacts, and projects in one place
Efficiently organise and update projects with flexible views and filters
Digital calendars and scheduling to connect seamlessly with customers and team members
Manage projects, tasks, and team members efficiently with tailored assignment and permissions features
Complete digital contracting, e-signature, and payment processing solution

Streamline your business operation and workflows your way

Nobody knows how to run your business better than you do. So we’ve designed a flexible CRM that you can make your own to grow your business profitably.

Customize your workflow with your own project stages
Configure project stages to include actions according to your operational processes. Actions can be assigned to individuals and given due dates.
Totally white labeled experience – embed your own branding, systems, content and collateral directly within OpenSolar
Centralized repository for all project-related documents and notes
Initiate critical steps of your process right from OpenSolar. Make the most of our permitting integrations and save time when you launch them from your projects.

A screenshot of the OpenSolar platform's "Project Documentation" feature. The main screen lists project files like proposals, site plans, and photos. A pop-up window titled "Email Documentation" is overlaid, showing a user selecting documents like a proposal and installation instructions to email directly to a client from within the software.

Manage, merge and send documents effortlessly

Tracking and managing all documents that relate to one project can be challenging, so we let you do it easily and all in one place.

Upload all relevant documents to each of your projects, keeping all critical information in one place, accessible by your team
Merge documents together in easy-to-read and send PDFs – perfect for customer handover packages
Send key documents to your customers, right from the project

A screenshot of the OpenSolar project management dashboard, focusing on the 'Actions' tab. The main panel lists key solar project tasks like 'Schedule scaffold erect date' and 'Generate documentation' with assignees and due dates. Surrounding this are widgets for 'Cashflow,' tracking payments; 'Hardware,' for ordering solar equipment from suppliers; and an 'Activity' pop-up listing overdue actions like 'Submit Permit.'

Keep your team on track with action management

Stay on task as a team, leaving nothing to chance

Add and manage your actions on the go, ensuring projects are kept up to date according to your latest updates
Assign tasks to individuals on the team
Set due dates for tasks to be completed, for all your important project based actions
Create a personalised view of your individual actions, allowing you to focus on the critical actions first
Create push notifications to be alerted when key items are completed or overdue

Get a real-time feed of all project activity, all in one place

When there’s a lot going on, it’s easy to miss details on projects. With the Activity Center, you never miss a beat.

Get real-time notifications from your projects in-app and via email.
Focus on the most pressing items with helpful views for overdue, due and upcoming action deadlines.
Manage effectively – with admin permissions you have business oversight of all actions.

What the Pros have to say

I was double or even triple handling data for clients, which was time-consuming and frustrating, and we couldn’t perform basic tasks like uploading multiple files in bulk. Now, we can now upload multiple files and installation photos at once. Creating the Owner’s Manual is easier than ever. The timeframe for uploading and producing paperwork has dramatically decreased. One of the most encouraging things is how open OpenSolar is to user input.

Jack Major