Best CRM for solar companies
Solar software splits into design/proposal tools and sales-pipeline CRMs, with some products bundling both. Compared on what each one actually covers.
Solargraf wins for a solar company that wants design, permitting, financing and CRM bundled into one annual plan. Sunbase wins instead for a company that already has a design workflow and just needs a dedicated contractor CRM and sales-management layer, starting at a lower monthly price.
The short answer
- Aurora Solar's Basic tier is $159/user/month ($135/user/month annually), with a 50-project monthly cap and no dedicated CRM or lead pipeline feature highlighted on its pricing page, per aurorasolar.com/pricing.
- Solargraf's Starter tier is $2,799/year for 2 users and 240 projects, with interactive proposals, shading tools, permitting, financing and CRM bundled into every tier, per solargraf.com/pricing.
- Sunbase starts at $59/user/month, scaling with team size and selected modules, and includes a Contractor CRM & Sales Management module plus door-to-door sales software, per sunbasedata.com/pricing.
Solar design and CRM tools compared
| Tool | Starting price | Seats model | Cold outbound allowed? | Own database? | CRM/pipeline? | Best for | Not for |
|---|---|---|---|---|---|---|---|
| Aurora Solar | $159/user/mo (Basic, annual $135) | Per user, minimum 1 | No, not built for it | No, hosted multi-tenant SaaS | Not a highlighted feature; the tool is scoped to design and proposals | A solar company needing shading analysis and tablet-friendly sales proposals | A company wanting a CRM or lead pipeline in the same tool |
| Solargraf | $2,799/yr (Starter, 2 users, 240 projects) | Per plan, scales by tier; extra users and projects cost more | No, not built for it | No, hosted multi-tenant SaaS | Yes, CRM included at every tier alongside design and permitting | A solar company wanting design, permitting, financing and CRM bundled together | A company that wants monthly billing instead of an annual commitment |
| Sunbase | $59/user/mo, scales with modules | Per user | No, not built for it | No, hosted multi-tenant SaaS | Yes, Contractor CRM & Sales Management module, plus door-to-door sales tools | A solar company wanting a dedicated sales CRM alongside an existing design tool | A company wanting design and shading analysis in the same tool |
Figures checked on aurorasolar.com/pricing, solargraf.com/pricing and sunbasedata.com/pricing, September 2026.
How each one fits a solar business
Aurora Solar
Focused on the technical side of a solar sale: shading analysis, system design and proposals built to close a deal in front of a homeowner. Its pricing page doesn't foreground CRM or lead-pipeline features, so it reads as a design tool a sales team plugs into, not a system of record for the pipeline itself. Not for: a company that wants one tool covering design and CRM together.
Solargraf
The most bundled of the three: interactive proposals, shading tools, permitting, financing and CRM are all included from the Starter tier, priced annually rather than monthly. Enterprise is the only tier with unlimited users and no per-project overage. Not for: a company that wants to pay monthly or avoid an annual commitment while testing the tool.
Sunbase
Built around contractor sales workflows specifically, including door-to-door sales software, which matters for a solar company whose sales motion still includes canvassing. Pricing starts lower per seat than Aurora Solar or Solargraf's entry tier, but the final number depends on which modules you select. Not for: a company that wants shading analysis or system design in the same tool.
When none of these is the answer
A one- or two-person solar sales shop selling a handful of systems a month, working with an installer that handles design separately, doesn't need dedicated solar software yet. A spreadsheet for tracking leads and a manual proposal process covers that stage until deal volume makes tracking by hand slow.
Disclosure: SalesCrew is our product. It has no shading analysis, no system design tool and no permitting workflow, so it doesn't replace Aurora Solar or Solargraf for the technical side of a solar sale. Where it could fit is running outbound and a pipeline for a solar company's sales team, sitting beside a design tool rather than instead of it. It isn't ranked above because it has no solar-specific features at all, unlike every tool in this list.
Questions
- What's the difference between Aurora Solar and a solar CRM like Sunbase?
- Aurora Solar is a design and proposal tool: shading analysis, system design and tablet-friendly sales proposals, priced per user per month with no dedicated CRM or lead pipeline highlighted on its pricing page. Sunbase is a CRM and sales-management platform built around contractor sales workflows, including door-to-door sales tools, priced from $59/user/month. Many solar companies run both, one for the technical design, one for the pipeline.
- Does Solargraf replace both a design tool and a CRM?
- Solargraf bundles interactive proposals, shading tools, fast design, permitting, financing and CRM into every tier, starting at $2,799/year for 2 users and 240 projects. That makes it the most bundled of the three, at the cost of an annual commitment and per-project overage fees once you exceed the plan's included project count.
- Is ServiceTitan an option for a solar installer?
- No. ServiceTitan's published trade list covers HVAC, plumbing, electrical, roofing and more than a dozen other residential and commercial trades, but solar installation is not among them, per servicetitan.com/industries. A solar company needs a solar-specific design and sales tool instead.
- Which of these is cheapest to start with?
- Sunbase publishes the lowest starting figure at $59/user/month, though its final price depends on which modules and industry workflows you select. Aurora Solar's Basic tier is $159/user/month ($135 annually). Solargraf's Starter tier is the most expensive to enter at $2,799/year but includes CRM, permitting and financing tools bundled in.