Project Management CRM

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

Two professionals connecting over a workspace with the OpenSolar CRM interface in the background showing a Kanban board project view. The interface displays project stages like "Lead," "Design," and "Selling" with satellite imagery of properties, highlighting the ability to efficiently organize and manage leads, contacts, and projects in one place.

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, actions, and team members efficiently with tailored assignment and permissions features
Complete digital contracting, e-signature, and payment processing solution

A screenshot of the OpenSolar software interface showing a project management page. At the top is a project details card for "230 Valparaiso Ave, Atherton, CA 94027" with a small satellite image of the house, Project ID "5971126," Date Created "19 December 2024," and a yellow Priority label "Medium." Below is a table titled "Actions," "Assignee," and "Due Date." Several tasks are listed with checkboxes, such as "Schedule Installation Date," "Permitting Submission," "Share BOM with AM," "Order Hardware," and "Schedule Crews." The assignee dropdown menu for "Schedule Installation Date" is open, showing options including "Sally Salesperson," "Derek Designer," "Martha Manager," and "Ian Installer." Below the table is a blue arrow-shaped progress bar with stages "Designing" and "Selling

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 "Project Documentation" interface functioning as a centralized repository for project files. The background lists various documents and images, such as "Proposal_Contract...pdf," "Installation Instructions.pdf," "Shade_Report...pdf," and site photos like "attic.jpg" and "side access.jpeg". An "Email Documentation" modal window is overlaid, showing a workflow to share these files; it displays selected recipients "Trevor Noah" and "Oprah Winfrey," checked attachments including the proposal contract and site plan, and a rich text editor for composing the email.

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 composite screenshot of the OpenSolar interface showcasing workflow automation features. The central "Actions" table displays tasks like "Schedule Installation Date" with an active dropdown menu for assigning team members like "Sally Salesperson" and "Derek Designer". Surrounding the table are three widgets: a "Cashflow" card tracking payments with a timeline and progress bar, a "Hardware" card for ordering equipment with stock status, and an "Activity" card listing overdue tasks like "Submit Permit" with red timestamps.

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
Push notifications designed to alert you to 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