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.
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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 billed yearly), capped at 50 projects a month. Its pricing page shows no CRM or lead pipeline, per aurorasolar.com/pricing.
- Solargraf's Starter tier is $2,799/year for 2 users and 240 projects. Every tier bundles live proposals, shade tools, permits, financing and CRM, per solargraf.com/pricing.
- Sunbase starts at $59/user/month and grows with your team and the modules you pick. It has a Contractor CRM & Sales Management module plus door-to-door sales tools, 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 firm that needs shade checks and tablet 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 firm that wants design, permits, financing and CRM in one plan | 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 firm that wants a sales CRM next to its 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. Live proposals, shade tools, permits, financing and CRM all come with Starter, priced by the year, not the month. 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 for how contractors sell, with door-to-door sales tools. That matters if your solar team still knocks on doors. 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.
How to choose
Choose Solargraf if you want design, permits, financing and CRM in one yearly plan. Choose Aurora Solar if design and proposals are the main job. Choose Sunbase if you already have a design tool and need a sales CRM, or your team still sells door to door.
Disclosure: SalesCrew is our product. It runs outbound and a pipeline for a solar company's sales team, beside a design tool like Aurora Solar or Solargraf. Every lead gets an owner, a stage and a cadence that stops on a reply.
Questions
- What's the difference between Aurora Solar and a solar CRM like Sunbase?
- Aurora Solar is a design and proposal tool. It does shade checks, system design and sales proposals that work on a tablet. It's priced per user per month, and its pricing page shows no CRM or lead pipeline. Sunbase is a CRM for contractor sales teams, with 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 puts live proposals, shade tools, fast design, permits, financing and CRM in every tier. It starts 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 trade list covers HVAC, plumbing, electrical, roofing and more than a dozen other home and business trades. Solar isn't on it, 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 posts the lowest start price, $59/user/month. Your final price depends on the modules and trade setups you pick. 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.