Discover how a solar CRM streamlines sales, project tracking, and installs. Learn how Pipe Solar helps solar companies work faster and smarter with built-in automation.
A solar CRM is a customer relationship manager specifically built for the solar industry. Unlike general-purpose CRMs, a solar CRM is designed to handle the entire sales and installation process from lead generation to final inspection. For solar companies looking to grow efficiently and reduce install times, using a CRM tailored for solar is no longer optional — it’s essential.
Generic CRMs like Salesforce or HubSpot were not built to manage the workflows solar companies face every day. A true solar CRM supports every step of the lead-to-install process in a centralized system. That includes lead management, appointment setting, site survey capture, CAD requests, permitting, and installation progress tracking.
Solar companies that rely on spreadsheets or disconnected tools risk losing deals, miscommunicating with homeowners, and increasing their install cycle by weeks.
Pipe Solar was built to solve these exact problems.
Pipe Solar’s CRM allows dealers, installers, and sales organizations to manage every stage of the project from one dashboard. Leads can be imported or created automatically, and the system tracks each opportunity as it moves through project milestones. From initial contact through install and PTO, the platform offers full visibility.
With milestone-based tracking, sales and operations teams always know where a project stands. When issues arise, users get alerts instantly so they can take action and avoid delays.
Pipe’s CRM includes tools to capture and store every document, photo, and permit in one place. Sales reps or site surveyors can upload images directly from the field. Contracts, utility bills, CAD drawings, and installation checklists are all available in the project record.
This centralization makes it easier for teams to collaborate and reduces costly back-and-forths with customers or municipalities.
A major differentiator of Pipe Solar is its built-in CAD and permitting system. Users can request CAD designs directly from the CRM and receive them within 24 to 48 hours. With a 97 percent first-acceptance rate, Pipe’s CAD service minimizes costly redesigns and resubmissions.
Once the CAD is approved, permitting agents can file directly from the platform. External project fees are waived for license holders, making this feature both cost-effective and time-saving.
Pipe Solar AI is Pipe’s built-in automation engine. It allows users to trigger actions based on project activity. That includes lead imports, CAD and permit requests, design follow-ups, and installer alerts. With Copilot, repetitive tasks are automated so teams can spend more time closing deals and less time on data entry.
Companies using Pipe Solar AI have reported install timelines shortening by as much as 12 days.
Solar customers want transparency. Pipe’s CRM includes a client portal that shows homeowners where their project stands at every step. This not only builds trust but also reduces the number of calls or emails your team needs to handle.
By offering clear communication, your company improves customer satisfaction and increases the likelihood of referrals.
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