Solar Sales CRM Development

Solar CRM built for the proposal and financing complexity of solar sales

Generic CRMs are built around contacts, companies, and deal stages. That structure works for most B2B sales. It breaks down for solar because the proposal isn't a price list, it's a financial model: the customer's current utility bill, rate escalation assumptions, system production estimate, federal tax credit, and chosen financing structure all change the payback period and monthly savings number. A custom solar CRM builds the proposal engine directly into the lead record. The rep enters the utility rate, roof data, and system size; the savings estimate, payback period, and financing comparison are calculated and formatted into a document the customer can sign. When the deal closes, the site data and system design go directly to the installation team.

  • Lead pipeline with source tracking and follow-up automation

  • Solar savings proposal generator linked to lead record

  • Financing option comparison and presentation tools

  • Contract management and installation team handoff

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See our work

The problem

Sound familiar?

  • Solar sales team using a generic CRM with no way to generate a savings proposal or present financing options without switching to a separate tool?

  • Lead-to-contract handoff that requires manual data re-entry into the installation management system because the two tools don't connect?

Short answer

RaftLabs builds custom solar sales CRM software for solar sales teams, covering lead capture from multiple channels, solar savings proposal generation using the customer's utility rate and roof data, financing option comparison and presentation, contract management, and automated data handoff to the installation team. A custom solar CRM is appropriate when your proposal accuracy, financing complexity, or installation handoff requirements go beyond what a generic CRM supports. Projects typically deliver in 10-14 weeks at a fixed cost.

Key takeaways

  • Utility bill OCR extracts kWh usage and tariff data directly from an uploaded PDF, and Aurora Solar or OpenSolar API integration models production per string from actual roof geometry and shading.
  • Financing comparisons apply NPV and IRR logic across purchase, loan, lease, and PPA scenarios, with tax credits and incentives applied automatically by service territory.
  • Every proposal assumption (rate, escalation, degradation, tax credit) is documented in the stored record, so disputes six months post-installation can be traced to a specific input.
  • Closed contracts trigger an automatic handoff package to the installation team, site notes, system design file, financing confirmation, and utility interconnection requirements, with no manual forwarding.

Trusted by

Vodafone logo
Aldi logo
Nike logo
Microsoft logo
Heineken logo
Cisco logo
Calorgas logo
Energia Rewards logo

Solar sales CRM delivery, by the numbers

software products shipped
100+
cost delivery
Fixed
week delivery cycles
10-14

Solar CRM built for the proposal and financing complexity of solar sales

A custom solar CRM builds the proposal engine directly into the lead record: the savings estimate, payback period, and financing comparison are calculated in one place, and when the deal closes, the handoff to installation is automatic.

Capabilities

What we build

  • 01
    Lead capture and pipeline management

    Webhook-fed lead capture with territory-based routing, duplicate detection, and follow-up automation by pipeline stage.

    Built with
    EnergySage
  • 02
    Solar savings proposal generation

    OCR-extracted utility bill data feeding a documented, auditable savings model with 25-year cumulative projections.

    Built with
    Aurora Solar · OpenSolar
  • 03
    Financing option tools

    NPV/IRR-based side-by-side comparison of purchase, loan, lease, and PPA with automatic tax credit and incentive application.

  • 04
    Contract management

    Auto-populated contracts with real-time envelope status tracking and automated follow-up on unsigned contracts.

    Built with
    DocuSign
  • 05
    Installation team handoff and data sync

    Automatic transfer of site data, system design, and financing confirmation the moment a contract is signed.

  • 06
    Reporting and conversion analytics

    Stage-by-stage conversion rates by rep and territory, with proposal-accuracy reporting against actual post-install production.

How we work

From scope to live solar CRM

  1. Week 1
    01

    Lead volume and process scoping

    We map your lead volume, your current proposal process, and the specific step that is slowing your reps down. You leave week 1 with a written scope document and a fixed-price quote.

  2. Weeks 2-4
    02

    Proposal and financing model design

    Savings calculation logic, financing partner integration, and handoff data structure designed against your actual sales process.

  3. Weeks 5-11
    03

    Build and integrate

    Pipeline, proposal generator, and contract management built in parallel, tested against real deal scenarios.

  4. Final 2-3 weeks
    04

    Launch and rep training

    Sales reps and installation coordinators trained on the new workflow before full rollout.

Why us

Why solar companies choose RaftLabs

  • 01
    Senior engineers build what they scope

    The engineers who assess your proposal process also build the solution. No bait-and-switch, no offshore handoff after the contract is signed.

  • 02
    Fixed price before development starts

    We scope the work, calculate the cost, and lock it in writing before any development starts.

  • 03
    9 years and 100+ products shipped

    Clients include Vodafone, T-Mobile, Aldi, Nike, Cisco, and Lockheed Martin. Track record building solar and CRM platforms.

  • 04
    Every proposal assumption documented

    Rate, escalation, and production assumptions are traceable years after the sale.

  • 05
    Handoff to installation is automatic

    No phone call, no email, no copy-paste between sales and operations.

Have a solar sales CRM project?

Tell us your lead volume, your current proposal process, and the specific step that is slowing your reps down. We'll tell you what we'd build and how long it would take.

Talk about your solar sales CRM project

Related services

Solar Sales CRM Development, scoped in one call.

Tell us what's broken. Within one business day you get a straight take on cost, timeline, and the right first step. No deck, no pressure.

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Frequently asked questions

Generic CRMs don't calculate a savings estimate from a utility rate and system size, pull kWh usage from a bill via OCR, connect to Aurora Solar or OpenSolar for shading analysis, or present financing options side by side with accurate NPV comparisons. Every step happens in a separate tool, producing inconsistent numbers and no audit trail connecting the estimate to the signed contract.

Utility rate schedules are configured by service territory. OCR extraction reads kWh usage and rate directly from an uploaded bill. Production estimates come from PVWatts or Aurora Solar/OpenSolar APIs modelling actual roof geometry, azimuth, tilt, and shading. Every assumption is documented in the stored proposal.

Financing options are configured with current loan terms, rates, and fees. For partners with an API, the rep initiates a credit application from the CRM lead record and receives an approval decision within the session, with approved terms flowing into the contract automatically.

A focused pipeline and proposal tool typically runs $20,000 to $25,000. A full CRM adding financing tools, contract management with e-signature, and installation handoff typically runs $35,000 to $60,000, delivering in 10-14 weeks.

Work with us

Tell us what you need. We'll tell you what it would take.

We scope Solar Sales CRM Development in 30 minutes. You walk away with a clear cost, timeline, and approach. No commitment required.

  • Scope and cost agreed before work starts. No surprises. No obligation.
  • Working prototype within 3 weeks of kickoff.
  • Pay by milestone. You see progress before each invoice.
  • 60-day post-launch warranty. Bug fixes, UI tweaks, and deployment support. No retainer.
  • All conversations are NDA-protected.

Go deeper

Browse our case studies

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