--- title: "Solar CRM Software" url: "https://pro.houzz.com/for-pros/software-solar-dealer-crm" datePublished: "2026-09-15T05:40:33+0000" --- SOLAR DEALER CRM # Meet Your New Super-Charged Solar CRM Rise above the competition with a solar CRM that does so much more than just organize your contacts. Track and manage leads from any source, respond to inquiries with custom reply templates, sync your calendar to schedule consultations, and send professional marketing emails that educate homeowners and build your brand. ## Trusted by 3 Million+ Contractors and Design Pros [Capterra: 4.3 out of 5 stars, 1,081 reviews](https://www.capterra.com/p/199689/Houzz-Pro/) [Software Advice: 4.3 out of 5 stars, 1,081 reviews](https://www.softwareadvice.com/construction/houzz-pro-profile/) [GetApp: 4.3 out of 5 stars, 1,080 reviews](https://www.getapp.com/construction-software/a/houzz-pro/reviews/) [App Store: 4.6 out of 5 stars, 4.2K reviews](https://apps.apple.com/us/app/houzz-pro/id1488002482) CRM ## Be Ready for Anything With Our Solar CRM Our solar CRM software helps you attract and communicate with clients all under one roof, in the office or on the go. Follow-up, schedule meetings, share files, and more with ease. [https://www.youtube.com/embed/5H1oejrjRqg](https://www.youtube.com/embed/5H1oejrjRqg) [Get Started](https://www.houzz.com/houzz-pro/pricing) ## One-Of-A-Kind Customer Experiences in Less Time ### Never Miss a Follow Up Leave spreadsheets and sticky notes behind. Streamline lead management to help you and your prospects stay organized. ### Cut Down on the Back & Forth Have a leg up on other solar companies in your area who are still manually managing their leads. Keep employees and contractors in the loop. ### No More App Jumping Find new leads or tap into old leads from any source when business is slow. Access all lead info in one place to save time. MANAGE LEADS ## Nurture New Leads Into Loyal Clients Successful solar dealers and installers know that securing new projects requires great communication and prompt estimates. Our solar CRM helps you: - Fire off messages quickly - Preview and send estimates - Track approvals at every stage - Document approvals with e-signatures [Get Started](https://www.houzz.com/houzz-pro/pricing) EMAIL NOTIFICATIONS & QUICK REPLIES ## Give Prospects Personalized Attention Wear one less hat and save time by trying Houzz Pro’s solar sales CRM. - "Quick replies" save you time creating messages - Email nudges help clients approve proposals - Gentle reminders prevent roadblocks [Get Started](https://www.houzz.com/houzz-pro/pricing) VIDEO CONSULTATIONS ## The Solar Sales CRM For Virtual Facetime These days, current and prospective clients expect to be able to meet with you virtually. Our solar CRM software lets you do just that. - Integrate seamlessly with your calendar - Schedule video meetings or phone calls - Track leads through your pipeline - Streamline lead management to save time [Get Started](https://www.houzz.com/houzz-pro/pricing) CLOUD-BASED FILE SHARING ## File Sharing Is Caring Give your back of house processes a boost. Our CRM for solar companies is cloud-based with unlimited file uploads. - Limit unnecessary back and forth - Set the stage for productive collaboration - Never waste time working off of outdated documents - Prevent sending clients the wrong information [Get Started](https://www.houzz.com/houzz-pro/pricing) GMAIL EXTENSION ## Built-in Gmail Extension to Save (A Lot) of Time When you receive a new inquiry via Gmail, you can create a new lead directly from the sidebar and manage that lead with Houzz Pro. Plus... - Add and edit details or internal notes - Create and save email templates - Progress leads through to the next stage - Never leave your Gmail inbox [Get Started](https://www.houzz.com/houzz-pro/pricing) ## Pro Success Stories Hear from real home professionals who've used our solar CRM software or other Houzz Pro tools to better their business. General Contractor Relies on the Houzz Pro CRM to Win Jobs [Remodelers Thank CRM Software for Never Missing a Follow Up](https://pro.houzz.com/pro-learn/blog/how-family-remodeling-business-kimber-homes-sets-everyone-up-for-success-with-houzz-pro) [Design Firm Saves Hours a Week Managing Leads With Houzz Pro](https://pro.houzz.com/pro-learn/blog/etch-design-group-puts-people-first) > "What I love right now is I have created templates inside of Houzz Pro to address every client as they're reaching out. So instead of me having to stop and manually type an email every time I have various templates in there that I can just click. I also love the Houzz Pro reminds me to follow up. It's almost like a personal assistant." > > John McClain | John McClain Design HOUZZ PRO INTEGRATIONS ## Ready to Connect With Your Favorite Tools Our solar CRM software for Mac and Windows works with tons of the tools you already use, cutting the double work. Autosave financial details in QuickBooks Online, manage leads directly from Gmail, sync your calendars (iCloud, Gmail, Exchange, Office 365, Outlook), and so much more. [Get Started](https://www.houzz.com/houzz-pro/pricing) AWARD-WINNING SUPPORT ## Here to Help—However You Need It. ### Got questions? Our experts have answers. For anything our self-guided resources can't solve, just reach out for assistance and we'll take it from there. #### Online Chat The fastest, most convenient way to get your questions answered. #### Email Troubleshooting and other assistance are just a help ticket away. #### Phone Our support team is standing by Monday to Friday, 6am to 5pm PT. #### Help Center Articles, video tutorials, webinars, and more—all accessible 24/7. #### Software Specialists On-staff experts who know every Houzz Pro tool, inside and out. #### Stevie Award Winner Recognition for excellence in customer service and innovation. ## Help Yourself to On-Demand Answers Get to know our best-in-class software through curated video tutorials, how-to walkthroughs, and beyond. [Free Template: How to Write a Construction Contract](https://pro.houzz.com/pro-learn/blog/startup-guide-residential-construction-contract-template) [Free Template: How to Write a Pool Construction Contract](https://pro.houzz.com/pro-learn/blog/free-swimming-pool-contract-template) [How to Manage Your Leads](https://pro.houzz.com/pro-help/r/how-to-manage-your-leads) ## Why Go With Houzz Pro? ### All-In-One Solution As the leading online platform for home renovation and design, Houzz proudly offers the only true all-in-one software solution for solar dealers and installers like you—combining best-in-class tools with access to our growing network of hiring homeowners. ### Tailored to Your Trade Built specifically for home remodeling and design professionals, our CRM for solar businesses has the exact tools your business needs. Simply put, we know what it takes to win and manage projects while collaborating with your team and clients. ### Largest Online Community For over a decade, Houzz has been a trusted home remodeling resource and has grown to become a global community for over 65 million homeowners and home design enthusiasts, and over 3 million home remodeling and design professionals. ## Solar CRM Software FAQs ### Can small solar businesses use CRM software? Yes, small solar businesses can definitely benefit from using CRM (Customer Relationship Management) software. Here's how: 1. **Client Management**: Maintain a centralized database of client information, including contact details, project history, and preferences. 1. **Project Management**: Organize installation schedules, assign tasks to team members, and track project progress efficiently. 1. **Communication**: Automate follow-up emails, send reminders to clients about upcoming installations, and provide portals for communication and updates. 1. **Lead Management**: Track leads from initial contact through the sales pipeline, nurturing them with automated workflows and targeted communications. 1. **Marketing Integration**: Segment clients for targeted marketing campaigns, analyze campaign effectiveness, and improve lead generation strategies. 1. **Financial Management**: Streamline invoicing, track payments, and manage project budgets effectively. 1. **Scalability**: Scale the business by handling more clients and projects without increasing administrative workload. Utilizing CRM software tailored for the solar industry, like Houzz Pro, can help small solar businesses streamline operations, enhance client satisfaction, and drive business growth effectively. ### What does CRM stand for? CRM stands for Customer Relationship Management. It refers to a system used to manage client interactions, streamline project workflows, and enhance customer satisfaction to drive business growth. ### What CRM software do solar dealers and installers use? Solar dealers and installers often rely on CRM software tailored to their industry's unique needs. Things to look for in a CRM for solar companies include: 1. **Client Management**: Centralized database for storing client information, project details, and communication logs. 1. **Project Management**: Tools for scheduling installations, assigning tasks, and managing resources efficiently. 1. **Communication Tools**: Automated follow-ups, email templates, and client portals for seamless communication and updates. 1. **Lead Management**: Tracking leads from initial contact to installation completion, with automated workflows to nurture prospects. 1. **Marketing Integration**: Segmentation for targeted campaigns and analytics to measure marketing effectiveness. 1. **Financial Management**: Invoicing, payment tracking, and budget monitoring features to streamline financial processes. 1. **Scalability**: Ability to handle business growth without compromising efficiency or performance. By utilizing Houzz Pro, solar dealers and installers can effectively manage client relationships, projects, and business growth, enhancing their overall success in the solar industry. ### Which features are included with a subscription of Houzz Pro’s CRM for solar companies? With a subscription to Houzz Pro’s CRM feature, you also gain access to our client dashboard, built to help answer client’s rearing questions, keep them engaged, and turn them into another satisfied customer. You can find more information about what features are included with each of our plans [here](https://www.houzz.com/houzz-pro/pricing). ### What support does Houzz Pro’s CRM for solar companies include? When you subscribe to Houzz Pro’s CRM for solar companies, you gain premium access to our [support team](/pro-learn/blog/how-to-reach-houzz-pro-customer-service). That means you get an exclusive phone number that directs you to an onshore team member and you get pushed to the top of the queue. You also get personalized on-demand onboarding support, showing you how to properly use the specific features you want, when you want, to help get your business up and running with Houzz Pro. We also have a wide variety of help articles available in our [Help Center](/pro-help) and in-depth how-to videos on our [YouTube channel](https://www.youtube.com/@HouzzPro). ## Explore More Features for Solar Energy Dealers [Takeoffs](https://pro.houzz.com/for-pros/takeoff) [Estimate Builder](https://pro.houzz.com/for-pros/software-solar-dealer-estimating) [Email Marketing](https://pro.houzz.com/for-pros/feature-email-marketing-tools) [eSignatures & Approvals](https://pro.houzz.com/for-pros/feature-e-signature-approvals) [Insights & Analytics](https://pro.houzz.com/for-pros/feature-insights-analytics) [Invoicing](https://pro.houzz.com/for-pros/software-solar-dealer-billing-invoicing) [Online Payments](https://pro.houzz.com/for-pros/feature-online-payment) [Integrations](https://pro.houzz.com/for-pros/feature-integrations) [Financial Reports](https://pro.houzz.com/for-pros/feature-financial-reports) [Mobile App](https://pro.houzz.com/for-pros/feature-mobile-app) [Compare Houzz Pro](/for-pros/compare) READY TO GET STARTED? ## Schedule Your Free Demo Have questions? Give us a call at (888) 372-2851 [Schedule Demo](https://www.houzz.com/houzz-pro/schedule-demo?utm_campaign=7015c000001NeVVAA0&sourceCommandName=HouzzProCMSLanding)