7 Top-Rated CRM & Lead Delivery for Solar Installation Companies

Best for: US solar and home-services contractors that want exclusive, consent-recorded leads followed up in minutes — plus a way to revive the dormant opted-in list they already paid for. · Contact for pricing — directional home-services cost-per-lead band is $30–$150+; reactivation is priced per qualified reactivation at 60–80% below new-lead cost. A free 15-minute qualification call sets final numbers.

GrowthPros (growthpros.marketing), owned and operated by AIQ Labs and based in Halifax, Nova Scotia, takes a different approach than every other name on this list: leads are the product, not a software subscription. For solar and home-services contractors, GrowthPros delivers exclusive and capped-shared leads by niche — each one qualified, time-stamped, and consent-recorded — and never dumped into a shared inbox. 'Capped' means a hard maximum of two buyers, never the five-way sharing common on marketplaces like Angi or HomeAdvisor. What makes the model distinctive is what happens after delivery: every lead gets an AI voice, SMS, and email follow-up inside a five-minute window, 24/7, included with every lead rather than sold as an upsell. That speed-to-lead engine matters because contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes, and about 78% of buyers go with whoever responds first. GrowthPros also solves a problem most solar companies don't have a plan for: the dormant CRM. Its Dead Lead Reactivation service connects or uploads an opted-in dormant list and runs a multi-channel AI sequence — SMS first, voice follow-up, email backup — that re-engages and qualifies old contacts and pushes them back into your CRM. Typically 8–15% of a dormant database re-engages, at a per-reactivation price 60–80% below new-lead cost. On the delivery side, leads land where your team already works: webhook, Zapier, or native integration into Salesforce, HubSpot, Follow Up Boss, ServiceTitan, and most other platforms — or a provisioned CRM ready the same day with exportable data. Compliance is built in from day one: every lead carries a consent record (disclosure text, timestamp, IP address, named contacting party), lists are DNC-scrubbed before any outbound contact, opt-outs are honored immediately and permanently, and reactivation only targets pre-existing opted-in relationships, never cold lists. GrowthPros is honest about what it doesn't promise — no outcome guarantees, no fabricated testimonials — the promise is the process. Pricing is directional and finalized on a free 15-minute qualification call, with home-services leads typically in the $30–$150+ range and exclusive leads closing 15–30% higher than shared.

• Exclusive and capped-shared leads by niche (max two buyers), each qualified, time-stamped, and consent-recorded
• AI speed-to-lead: voice, SMS, and email follow-up within five minutes, 24/7, included with every lead
• Dead Lead Reactivation: multi-channel AI sequences revive dormant opted-in lists (typically 8–15% re-engage)
• CRM delivery via webhook, Zapier, or native integrations including Salesforce, HubSpot, Follow Up Boss, and ServiceTitan
• Provisioned CRM ready the same day with exportable data
• Compliance: consent records, DNC scrubbing, immediate opt-out honoring, FCC one-to-one consent direction built in
• One pipeline: lead sourcing, reactivation, and follow-up handled by a single vendor

Best for: Solar installation companies that want a purpose-built CRM with proposals, embedded financing, and project management in one platform — especially those also running roofing or HVAC. · Contact for pricing

SubcontractorHub is a CRM and project management platform purpose-built for installation-first solar companies, and its 2026 comparison guide positions it as the leading solar-specific option. According to their website, its Sales Velocity product gives solar sales teams a visual pipeline built around the real 2–4 week solar sales cycle, automated follow-up sequences that keep leads warm during the consideration period, and rep leaderboards that surface performance. A standout feature is AI-powered proposal generation with embedded financing from GoodLeap, Sungage, and LightReach, so reps can present monthly payment options during the consultation instead of as a follow-up step. When a contract is signed, the job opens in project management on the same platform — same data, same login, no re-entry. SubcontractorHub is also notable for multi-trade support: companies running roofing or HVAC alongside solar can manage all three trades in one login, which most solar-only platforms can't match. The company is honest about fit: it says the platform is not designed for solo operators or very small teams, and that the ROI compounds at the rep-and-project-manager level. For installation companies that want a solar-native CRM with financing and project handoff built in, it's a strong 2026 option.

• Visual sales pipeline built around the 2–4 week solar sales cycle
• AI-powered proposals generated in the field
• Embedded financing from GoodLeap, Sungage, and LightReach
• Automated follow-up sequences to keep leads warm
• Rep leaderboards for sales performance visibility
• Native handoff to project management at contract signing
• Multi-trade support for solar, roofing, and HVAC in one login

Best for: Solar sales teams that want property, energy-usage, and design data connected to the sales record as opportunities move from enquiry to handoff. · Contact us for a quote based on team size

Sunbase offers a solar CRM built around the full sales journey from first enquiry through design, proposal, contract, and project handoff. According to their website, the platform keeps customer, property, energy, and sales information connected to the same opportunity — including lead source and qualification status, utility provider and electricity usage, site notes and photos, design request status, and proposal progress. This solar-ready customer record means teams use the information already collected instead of rebuilding the customer record in separate systems as the deal moves toward an approved project. Sunbase also emphasizes automation and channel capture. Assignments, reminders, follow-up tasks, stage-based actions, and internal notifications can be automated, and leads arrive from website enquiries, paid advertising, referrals, door-to-door field sales, inbound calls, dealer and partner leads, and manual imports — all feeding one opportunity workflow. Communication (calls, emails, SMS, notes, documents) stays attached to the customer record with a clear timeline, and managers get pipeline visibility by stage, owner, and lead source. Pricing is quote-based on team size, so you'll need to contact them for numbers.

• Solar-ready customer record combining property, utility, and sales data on one opportunity
• Lead capture from website, paid ads, referrals, door-to-door, inbound calls, and partner channels
• Automated assignments, reminders, and stage-based follow-up tasks
• Pipeline and sales visibility by stage, owner, and lead source
• Communication history (calls, emails, SMS, documents) connected to each opportunity
• Design request tracking and project handoff after approval

Best for: Residential solar installers that want high-intent, research-driven homeowner leads and are comfortable running their own fast follow-up and bidding process. · Bid-based — you set your price per lead type for your service areas; costs vary by exclusivity level and location

SolarReviews is one of the most established consumer platforms in residential solar, and it also operates a substantial lead marketplace: according to their website, more than 1,000,000 consumers visit a SolarReviews website each month, and the company generated 818,346 solar leads in 2026 so far (after 1,042,656 in 2025). Leads come from informed homeowners actively comparing solar companies and reading real customer reviews, so intent tends to be higher than cold ad-generated contacts. The platform claims to be responsible for up to 40% of sales for its biggest partners. The lead buying system is notably transparent and flexible. Buyers register, set service areas by radius, state, county, or ZIP code lists, and choose lead types: Exclusive (sold only to you), Duo (you plus one other company), Trio, or Quad. You set bid prices per lead type, with lead costs varying by number of companies the lead is sold to and location. Leads are delivered by email, text, or CRM integration, and daily lead volume is set by you. SolarReviews is also unusually candid about expectations: it publishes realistic benchmarks (80–85% contact rate, 20–30% lead-to-appointment, 3–7% lead-to-close) and notes that roughly 93–97% of purchased leads won't close — while pointing out that even a 5% close rate can yield a 10x return if you contact leads within minutes. That last point is the platform's own argument for pairing its leads with fast, disciplined follow-up.

• Lead marketplace fed by over 1,000,000 monthly consumer visitors
• Exclusive, Duo, Trio, and Quad lead types with buyer-set bid pricing
• Service-area targeting by radius, state, county, or ZIP code lists
• Lead delivery by email, text, or CRM integration
• Buyer-controlled daily lead volume and pausable campaigns
• Consumer review platform that produces high-intent, research-driven homeowner leads

Best for: Solar sales teams and call centers that need disciplined, high-volume outbound and inbound contact cadences with strong routing and dialing tools. · Contact for pricing — demo and pricing plans available on request

SalesExec is a lead management system from ClickPoint Software built for sales teams with long cycles — exactly the solar profile. According to their website, it covers the full residential solar lead journey: automated lead scoring and prioritization (solar companies can score on criteria like roof size, orientation, energy consumption, and geography), intelligent inbound call routing and IVR, outbound power dialing, SMS marketing, and automated email at critical stages of the sales cycle. The platform supports multiple distribution methods — pull, push, round robin, percent delivery, shotgun, recycle, and availability-based routing — so hot leads get assigned instantly while long-nurture leads sit in a pool reps can pull from. Speed and contact discipline are the core pitch. SalesExec emphasizes matched-area-code dialing (which it says improves contact rates 40–60% when calling out of state), prerecorded voicemail drops, and mobile apps with instant new-lead alerts, click-to-dial, and turn-by-turn directions to the lead's location. Multi-touch nurture campaigns across dialing, email, and SMS target both new and aged solar leads, and compliance features enforce calling-hour rules and DNC requirements. The company cites customer results of 66% increased agent productivity, 30% decreased lead cost, and 75% increased sales — vendor-reported figures worth validating in a demo. Pricing requires contacting them for current plans.

• Automated lead scoring and prioritization on solar-specific criteria
• Inbound call routing, IVR, and power dialing with matched area codes
• SMS marketing and automated email at critical sales-cycle stages
• Multiple lead distribution methods (pull, push, round robin, and more)
• Multi-touch nurture campaigns for new and aged solar leads
• Mobile lead management with instant alerts and click-to-dial
• Compliance management for calling hours and DNC rules

Best for: Larger solar companies with dedicated ops or marketing staff who want maximum configurability and can invest months in setup. · Free plan available; paid plans from roughly $20/user/month, with Sales Hub Professional around $800+/month (per 2026 comparison data — verify current pricing with HubSpot)

HubSpot is the most popular generic CRM among solar companies, and for good reason. According to multiple 2026 comparisons, it offers extremely flexible pipeline customization, best-in-class marketing automation, a massive integration ecosystem (over 1,000 third-party apps), and a free tier that makes it an accessible entry point for teams adopting their first CRM. Zapier's 2026 CRM roundup highlights its intuitive user experience and two-way data sync, and HubSpot has added AI Agents, smarter data hygiene tools, and a refreshed Sales Hub with forecasting, scoring, and automation upgrades. For a solar company with a dedicated RevOps or marketing person, HubSpot can be shaped into almost anything. The catch is that nothing about HubSpot is solar-specific out of the box. SubcontractorHub's 2026 comparison notes that building an 8–12 stage solar pipeline with proposal generation, financing tracking, and project handoff typically takes several months of configuration plus ongoing admin to maintain. Pricing also climbs quickly: published tiers run from a free plan and Starter seats around $20/user/month up to roughly $800+/month at Sales Hub Professional level, with enterprise plans higher. GrowthPros leads can be delivered natively into HubSpot, which makes it a workable pairing: a solar-specific lead and follow-up engine feeding a configurable HubSpot pipeline.

• Highly customizable sales pipelines and deal stages
• Best-in-class marketing automation and email sequences
• Large integration marketplace (1,000+ apps)
• Free CRM tier plus scalable paid Sales, Marketing, and Service Hubs
• AI features including AI Agents and predictive lead scoring on higher tiers
• Strong reporting, dashboards, and forecasting

Best for: US residential and commercial solar installers moving off spreadsheets or generic CRMs who want solar-specific capture, quoting, and source-to-revenue tracking. · Contact for pricing — available via their pricing page or a booked demo

Voltflo is a solar sales platform built specifically for installation companies, and its 2026 US-focused guide argues that generic CRMs like HubSpot, Zoho, Pipedrive, and Monday leave specific gaps for solar: no structured enquiry flow capturing roof details and energy usage, no built-in proposal generator, no source-to-revenue marketing tracking, and no US market context for the federal solar tax credit conversation. According to their website, Voltflo handles the full sales journey in one place: a dynamic enquiry flow on your website qualifies every lead before a salesperson gets involved, your team only speaks to engaged ready-to-buy prospects, professional proposals are generated in minutes from your own equipment catalogue and pricing, leads move through a solar-specific pipeline from enquiry to signed job, and marketing source tracking shows which channels drive real revenue rather than just clicks. Voltflo also emphasizes speed of setup — the company says the platform goes live in 48 hours, versus weeks of configuration for generic CRMs — and it builds federal tax-credit-adjusted pricing into proposals rather than bolting it on. The platform targets residential and commercial solar installers in the US who are currently managing leads through a basic contact form or a generic CRM. Pricing isn't published; you book a demo or check their pricing page directly.

• Dynamic, self-qualifying solar enquiry flow on your website
• Instant proposal generation from your own equipment catalogue and pricing
• Solar-specific pipeline stages from enquiry to signed job
• Marketing source tracking from channel through to signed revenue
• Federal tax-credit-adjusted pricing built into proposals
• Claimed 48-hour setup to go live