CRM for Solar
The CRM built for the long, document-heavy solar sale.
Track leads through site survey, financing, permitting, and install — without losing momentum. Built for solar sales teams and installers.
Built for solar
Your reality, not a template.
Challenge
The solar sale has too many stages to track in a spreadsheet.
How KudosCRM helps
A pipeline modeled on the real solar journey — survey, proposal, financing, permit, install.
Challenge
Deals stall waiting on documents and approvals.
How KudosCRM helps
Automations chase the missing doc or signature so deals don't die in limbo.
Challenge
Reps and installers work off different information.
How KudosCRM helps
One shared record keeps sales, ops, and install crews aligned.
Features that fit
The parts of KudosCRM Solar teams actually use.
Custom pipelines
Stages and fields that match how you actually work.
Custom fields
Capture the data that matters to your vertical.
Automations
Rules that fire reminders, emails, and handoffs automatically.
Reports & dashboards
The KPIs your leadership cares about, live.
Email + sequences
Nurture long cycles without losing the human touch.
Mobile parity
Full-power CRM on the road, on the phone, in the field.
Starter pack
Get the Solar template.
Pre-built pipeline stages, custom fields, automations, and reports. Ready in one click.
Import templateIndustry-specific pipeline template
Pre-built custom fields
Starter automation workflows
Vertical-specific reporting dashboards
Onboarding playbook for new reps
Kickoff checklist and internal rollout plan
Explore KudosCRM
Everything Solar teams need, in one CRM.
Sales pipeline & 360° view
Track every deal, contact, and company in one place.
Lead capture & qualification
Turn forms, inbounds, and meetings into scored leads.
Quotes & proposals
Build, send, and e-sign quotes, then convert to orders.
Workflow automation
Automate follow-ups, routing, and busywork.
Reporting & analytics
Dashboards, forecasts, and a command center.
See the full platform
The whole customer journey on one record.
Serving a different vertical? Browse all industries.
FAQ
Frequently Asked Questions
Start free today
Ready to run solar on KudosCRM?
Start your team on KudosCRM free today.