Blog · Software & systems
Solar Contractor Software & CRM for solar companies.
Most solar companies are not short of software. They are short of one place where the software agrees with itself. These pieces cover CRMs, proposal tools, pipelines and the numbers worth tracking, written for an owner choosing a stack rather than a vendor selling one.
Start here: The best solar contractor software
- 01Commercial
The best solar contractor software
By Cayden Chern
There is no single best solar software, there are five categories that overlap badly. Here is what each one does and which you actually need.
Read article5 min
- 02Commercial
Choosing a CRM for a solar company
By Cayden Chern
Every CRM demo looks the same. Seven features separate the ones that work for solar from the ones that become an expensive contact list.
Read article4 min
- 03Commercial
Do solar companies need a CRM?
By Cayden Chern
Not every solar company needs a CRM yet. Here are the four symptoms that mean you do, and what to do first if you do not.
Read article4 min
- 04Informational
Solar marketing automation that earns its keep
By Cayden Chern
Seven automations in order of return. The first three pay for the whole system, and the last two are where most companies start.
Read article4 min
- 05Commercial
Solar CRM vs spreadsheet
By Cayden Chern
Spreadsheets are underrated and they have four hard limits. Here is exactly where the line is and what to do when you reach it.
Read article4 min
- 06Informational
Solar sales pipeline stages
By Cayden Chern
Generic CRM stages do not fit solar, because half the timeline is waiting on a utility. Eleven stages that match what actually happens.
Read article4 min
- 07Commercial
How to choose solar proposal software
By Cayden Chern
Proposal software is judged on the wrong things in demos. Six criteria that predict whether it will still be in use in a year.
Read article4 min
- 08Informational
How to consolidate your solar tech stack
By Cayden Chern
Nine tools, each doing 60% of a job, with a person retyping between them. Here is how to get to three without losing a quarter.
Read article4 min
- 09Informational
Solar company KPIs worth tracking
By Cayden Chern
Twelve numbers, sorted by how often you should look at them. Most solar dashboards track thirty and act on none.
Read article4 min
Browse by subject
Seven things solar companies ask about.
- Lead generationWhere the next job comes from09 articles
- Reviews & reputationThe proof that closes the deal09 articles
- Local SEOGetting found in your own postcode09 articles
- Speed & follow-upWhat happens in the first five minutes09 articles
- Software & systemsThe stack behind the sale09 articles
- Website & conversionTurning visits into booked surveys09 articles
- Paid ads & referralsBought demand, and the free kind09 articles
- Incentives & financingSelling after the credit ended09 articles
- Google AdsThe paid search channel done honestly09 articles
Next step
Book the call. It is running in 7–10 days.
Twenty minutes to see whether it fits your company. No pitch deck, and if it does not fit we will say so.
No contracts. Cancel anytime.