Top 8 Solar Sales Tools for Growing Companies

mars 7, 2025 L'équipe AI d'EasySolar

Solar companies face challenges like managing leads, creating proposals, and navigating regulations. With only 8% of U.S. homes using solar panels in 2022 and a projected increase to 15% by 2030, the opportunity is huge. The right tools can simplify operations, improve sales, and save time. Below are eight top tools to help solar businesses grow:

EasySolar: AI-powered designs, CRM, and financial analysis tools. Pricing starts at $27/user.
Aurora Solar: LIDAR-based shade analysis, 3D modeling, and financing integrations.
Salesforce Solar Cloud: CRM with automation for lead management, proposals, and performance tracking.
Energy Toolbase: Financial modeling for solar/storage projects with utility rate data.
SolarNexus: Project management and sales automation tailored for solar contractors.
Enerflo: Unified platform for design, proposals, and project tracking.
PVComplete: Advanced CAD tools for large-scale solar designs.
Solargraf: Fast proposal creation with features like AutoPitch and financing integrations.

Quick Comparison

Outil	Caractéristiques principales	Tarification	Ideal For
EasySolar	AI designs, CRM, financial tools	$27-$38/user/month	Small to medium businesses
Aurora Solar	LIDAR, 3D modeling, financing	Tarification personnalisée	Residential solar companies
Salesforce	CRM, automation, integration	Tarification personnalisée	Large enterprises
Energy Toolbase	Financial modeling, utility rates	$189-$249/user/month	Solar/storage developers
SolarNexus	Project management, automation	Tarification personnalisée	Contractors and installers
Enerflo	Design, proposals, project tracking	Flat monthly fee	Growing teams
PVComplete	CAD tools, utility-scale projects	Tarification personnalisée	Large-scale projects
Solargraf	Fast proposals, AutoPitch, financing	Tarification personnalisée	Installers and sales teams

These tools can reduce proposal time, boost efficiency, and help businesses stay competitive in the growing solar market. Choose one that fits your size, budget, and goals.

1. EasySolar

EasySolar tackles the challenges of long sales cycles and complex project setups in the solar industry with its AI-powered platform. By speeding up project design and sales management, it helps businesses respond to customer inquiries faster – boosting conversion rates by up to 391% when responses are made within the first minute.

The platform’s AI-driven design tools allow sales teams to quickly create photovoltaic designs and proposals, addressing the industry’s typical nine-month sales cycle. With EasySolar, sales reps can generate realistic visualizations using tools like:

Photo-based designs
Google Maps integration
Custom map uploads
3D visualizations

EasySolar also includes a built-in CRM that simplifies lead management, project tracking, and automated follow-ups. According to Nucleus Research, CRM tools like this deliver an average ROI of $8.71 for every dollar spent.

"We bring together everything that’s required to design and sell solar systems. Serve your customers better, save time and money, and grow your business." – EasySolar

Pricing Plans

EasySolar offers two pricing options to fit businesses of different sizes:

Plan	Monthly Cost	Team Size	Caractéristiques principales
De base	$27/user	2+ users	Custom website, unlimited designs, basic CRM
Plus	$38/user	10+ users	Full branding control, API access, custom terms

Additional Features

The platform goes beyond CRM and design tools to simplify operations even further. Its financial analysis tools help businesses calculate costs and project ROI with accuracy, while automatic electrical diagram generation speeds up technical documentation. EasySolar also automates sales profiles and follow-ups – critical, given that 65% of companies rate CRM tools as highly effective.

For businesses operating across multiple regions, EasySolar supports multiple languages and currencies. Collaborative tools like status updates, comments, and real-time notifications keep teams aligned, reducing delays and improving efficiency. By addressing common industry hurdles, EasySolar positions itself as a go-to solution for solar companies looking to streamline their sales processes.

2. Aurora Solar

Aurora Solar is a trusted platform used by 90% of top residential solar companies in the U.S. It combines advanced tools like LIDAR-based shade analysis and AI-assisted 3D modeling to streamline solar design and sales processes. With over 20 million solar projects under its belt, Aurora Solar has proven its effectiveness on a global scale.

Performance and Accuracy

The platform’s technology delivers measurable results:

Métrique	Impact
Proposal Creation Time	14x faster (Infinity Energy case study)
Change Order Reduction	Up to 99% with 3D modeling
AI Model Generation	Average of 32 seconds
AI Accuracy vs. Humans	83% success rate on moderate roofs

Integration Ecosystem

Aurora Solar works seamlessly with partners like Lightreach TPO, Sungage Financial, EnFin by Qcells, and UtilityAPI. These integrations bring financing options and utility data directly into the platform, enhancing its usability for solar professionals.

Key features include NEC validation reports and a Contract Manager for automating document creation and e-signatures. Sales teams can use the platform’s Sales Mode to build tailored proposals with precise energy production data and financial breakdowns.

"Aurora Solar is the industry’s leading solar partner, committed to the success of the solar community."

3. Salesforce Solar & Renewable Energy Cloud

Salesforce Solar & Renewable Energy Cloud is a CRM platform designed specifically for solar companies, making it easier to manage the entire sales process – from the first customer interaction to the final installation.

Automation and Integration Features

This platform connects various data sources using MuleSoft, simplifying everything from lead management to post-installation services. Some of its standout automated tools include:

Monitoring energy production
Automatically handling incentive registrations
Creating tailored proposals
Keeping track of installations
Managing customer support

These tools help businesses achieve faster and more efficient workflows.

Real-World Results

Sunnova used the platform’s automation and MuleSoft integration to link over 900 data sources. The result? They cut their lead-to-contract time from a week to just about 15 minutes.

Features Built for the Solar Industry

The platform also comes with prebuilt tools tailored for solar businesses, such as:

Customer Lifecycle Management: Handles everything from initial outreach to post-installation services.
Field Service Tools: Simplifies scheduling for site inspections and installations.
Financial Processing: Manages recurring payments and incentives with ease.
Performance Analytics: Offers real-time data on business performance and customer satisfaction.

Seamless Integration for Enterprises

Salesforce works effortlessly with dealer networks, financial systems, utility billing, customer information systems, and third-party data sources. Its focus on renewable energy highlights its leadership in the industry.

"By automating manual tasks, integrating disparate systems, and providing a unified view of every customer, MuleSoft is helping Sunnova scale its operations, offer more personalized customer experiences, and lead the charge in disrupting the energy industry." – Param Kahlon, EVP, GM, Automation and Integration

4. Energy Toolbase

Energy Toolbase (ETB) is a financial modeling platform tailored for solar and storage developers. With a database of over 100,000 utility rates, it’s a trusted tool for conducting precise economic analyses of projects.

Advanced Financial Analysis Features

ETB Developer offers two subscription options:

Plan	Monthly Cost	Project Capacity
Lite	$189/user	Up to 10 designs
Standard	$249/user	Unlimited designs

The platform’s pricing structure supports detailed financial analysis for projects of varying scales. ETB also maintains accurate and current data through its dedicated utility rates team, making it especially helpful for businesses operating in multiple regions.

Integration Capabilities

ETB Developer connects seamlessly with major outils de conception solaire, creating an efficient workflow:

HelioScope: For system design
Scanifly: For aerial imagery and 3D modeling
UtilityAPI: For automated utility data retrieval

One standout example of integration is ETB’s collaboration with Sol-Ark. This partnership allows users to model and manage small commercial solar and storage projects from one platform, simplifying the entire process from design to deployment.

Real-World Impact

ETB’s tools are used by over 1,500 distributed energy organizations globally. REC Solar shared how ETB supports their operations:

"Energy Toolbase has streamlined our rate analysis process and taken the pain and time out of modeling in new territories as our customers continue to expand."
– Jama Bond, Director, Channel & Inside Sales, REC Solar

Project Optimization Features

ETB now includes co-optimization, balancing grid services and utility bill savings for better results.

"At Energy Toolbase, we are constantly pushing the boundaries of what’s possible with C&I solar and energy storage modeling", said Nathan Gutzmann, Product Manager of Acumen EMS™ at Energy Toolbase. "Our co-optimization feature has the potential to transform project economics, turning marginal projects into economically attractive investments and empowering our customers to capitalize on new opportunities."

For complex projects, ETB provides consulting services at $500 per analysis, offering expert insights to guide decision-making.

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5. SolarNexus

SolarNexus offers business management software designed specifically for solar contractors and installers. It combines project management, sales automation, and customer relationship management into one system, helping solar companies grow and improve their sales processes.

Simplified Project Management

SolarNexus makes it easy to manage projects from the first sale to the final installation. Its milestone-based system allows teams to track progress and automate workflows. Custom project milestones can be created to oversee progress payments, while automated notifications for bookkeepers ensure invoices are sent on time, improving cash flow. This efficient tracking system supports solar sales operations seamlessly.

Results Achieved

Power Production Management (PPM), a solar provider in the southeastern U.S. with a team of 20-30 employees, saw major improvements after moving from spreadsheets to SolarNexus in 2019:

Métrique	Improvement
Sales Duration	Reduced by 33%
Project Lifecycle	Reduced by 50%
Team Size Supported	20-30 employees

Integration Features

SolarNexus enhances its functionality through various integrations:

Sunvoy Integration: Syncs contacts, deals, and tickets across platforms.
Project Milestone System: Works with existing accounting software using automated notifications.
Custom Workflow Design: Adjusts to meet the specific needs of different companies.

What Experts Say

Eric Dornfeld, President of Green Power Energy, shared:

"The customized reporting gives us a high-level overview of where all our projects stand today. It’s a really good tool."

Phil Alwitt, CEO of SolarCraft, added:

"The SolarNexus team is awesome. They helped set up the initial process flow and offered fantastic support whenever we needed it."

In addition to its software, SolarNexus provides professional services to refine contractor workflows and collaborates with SEIA to encourage effective industry practices.

6. Enerflo

Enerflo is a comprehensive solar platform designed to simplify sales through automation and team collaboration. With over $9 billion in solar transactions processed, it combines design, proposal creation, and project management into a single, unified system.

Fast Design and Proposal Creation

Thanks to its partnership with Aerialytic, Enerflo allows sales teams to create designs and proposals in record time:

Fonctionnalité	Performance Metric
Design Creation	90 seconds
Document Generation	Less than 3 seconds
Financing Success Rate	90% of deals financed

Smart Process Automation

Enerflo’s Docflo engine, tailored specifically for solar businesses, automates document management and boosts efficiency by:

Sending automated customer updates
Tracking project milestones
Centralizing key project data
Simplifying financing workflows

"We can’t wait to get this integration into the hands of our partners! The integration with Aerialytic comes at the perfect time, as solar businesses across the country struggle to maintain profitability. Being able to go from Lead to Proposal on the Enerflo platform in just 90 seconds, while lowering the cost per design, will be a great option for many installers and sales dealers."

Improved Project Management

Enerflo’s Project Tracker (WingMan) enhances project oversight by giving sales teams real-time updates on installation progress. It also offers tools for building custom reports and ensures clear communication with customers through a dedicated portal.

"Our vision has always been to make solar more accessible… With Enerflo’s community of innovative and forward-thinking solar installers and dealers, we’re thrilled to be working together to bring that vision to life by providing them with cheaper and faster solar designs."

Scalable and Budget-Friendly

Enerflo charges a flat monthly fee, allowing unlimited users and deals, making it a great choice for expanding businesses. Its open architecture ensures smooth integration with existing tools, including:

Canvassing platforms
CRM systems
Logiciel de conception
Dialer solutions

7. PVComplete

PVComplete offers a powerful toolset for designing commercial and utility-scale solar projects. Since its launch in 2015 by industry professionals, it has supported over 500,000 projects worldwide.

Advanced Design Features

PVCAD Mega, built on Autodesk technology, delivers large-scale designs – up to 1GW – in just seconds. It handles everything from commercial projects to utility-scale setups, integrates seamlessly with PVSyst and U-Builder, and produces complete engineering documentation.

Precision in Engineering

The software excels in accuracy and advanced topography analysis, helping reduce material and installation expenses without sacrificing quality.

"Solar engineers love CAD software because it provides responsiveness and the precision canvas they need to create accurate drawings in a way that cloud software can’t match", says Claudia Eyzaguirre, CEO of PVComplete.

Boosting Productivity

"PVCAD Mega has been instrumental in increasing our productivity. Having the ability to create large-scale tracker layouts in minutes that are up to Lightsource standards for quality, efficiency and effectiveness is a game changer for us and is helping accelerate our project deployment throughout North America", explains Leonardo Silva, Lightsource PV Development Engineer.

Streamlined Workflow Through Integration

In July 2020, PVComplete introduced PVSyst integration, allowing users to:

Create unified construction layouts
Export data packages compatible with PVSyst
Generate precise yield estimates
Access hourly weather data and project details

This integration removes redundancies and enhances accuracy in project modeling, making it a must-have for solar companies scaling up their larger installations. With PVComplete’s advanced features and seamless integration, solar design and deployment become faster and more efficient.

8. Solargraf

Solargraf is a solar sales platform trusted by over 650 installers, handling more than 30,000 proposals every week. It combines speed and accuracy to streamline design and proposal creation, making it a go-to tool for solar professionals.

One of its key features, AutoPitch, uses deep learning and 3D point cloud processing to estimate roof pitch with precision, eliminating the need for manual measurements. The software supports complete system designs, including solar panels and battery storage, while optimizing for different net metering scenarios like NEM 3.0.

With Solargraf, custom proposals are ready in just 3 minutes. Sales teams can create polished presentations backed by these features:

Fonctionnalité	Objectif
Good/Better/Best Options	Offers tiered pricing strategies
Virtual Site Assessments	Saves time and travel costs
Automated Shading Analysis	Enhances system performance predictions
Custom Branding	Ensures professional consistency

It also connects directly with leading solar financing providers, including Mosaic, Dividend, Goodleap, LightReach, and Everbright.

Thanks to 70+ API endpoints and Zapier integration, Solargraf integrates with thousands of apps, cutting down on manual tasks.

"I was crafting all of the proposals based on a template that I had made, and it was quite cumbersome. When I saw Solargraf, I thought, ‘Wow! We need that.’ Our training program for new advisors is also significantly shorter. I used to spend 2.5 days going through the program I’d set up. Today, if you have the desire, I can put you to work. I do a training program once a week and have them up and running in half a day. That’s a big deal." – Tom Sims, Founder/CEO, QEnergy Online

Another standout feature is its ability to generate complete permit plan sets with just a few clicks. For more complex projects, an in-house design team can deliver finalized designs and proposals within one business day, helping solar companies scale faster.

"It’s easy to use without much technical knowledge and you can come up with the proposals quickly. I feel like Solargraf is at the forefront in terms of using software as a tool." – Joseph Marhamati, Co-Founder, Ipsun Solar

Wrapping It Up

Choose solar sales tools that align with your company’s specific needs, size, growth plans, and budget. According to a McKinsey report, 51% of top-performing companies gain an edge by leveraging digital technology. Picking the right tools sets the foundation for smooth implementation, better integration, and stronger team buy-in.

A great example of this is EIGENSONNE, which cut its sales cycle from 40 days to just 14 days by adopting a well-suited solution.

"With Orchestrator, you can easily make sure the person who needs to see what they need to see can see it. And it’s given me a better understanding of all our company’s processes, what the pain points are, and what our stakeholders need in the big picture."

Mihaela Muresan, Salesforce Technical Lead, EIGENSONNE

For the best outcomes, keep these tips in mind:

Set Clear Goals: Define specific objectives and metrics to track software performance.
Check Compatibility: Ensure the tools integrate smoothly with your current systems and workflows.
Focus on Usability: Pick tools that your team can easily adopt and use effectively.

Smaller solar businesses might find cost-effective solutions like HubSpot’s free CRM a great fit, while larger enterprises could benefit from more advanced platforms like Salesforce Solar & Renewable Energy Cloud. For a strong return on investment, consider reinvesting about one-third of your automation savings.

Lastly, keep an eye on performance. Regularly track key metrics and gather feedback from your team to make sure the tools continue to meet your growing business needs.