Solar Installer CRM for Long Sales Cycles and Long Permit Waits
Track every $20K to $50K residential solar project from first call to PTO. Built for installers who lose deals when financing stalls, permits drag, or homeowners ghost between site survey and signed contract.
What we hear, every week.
A homeowner ghosted three weeks after the site survey and you have no record of the design they saw or the financing they were offered
Two projects are stuck in permit limbo and the homeowners are texting you weekly because you haven't updated them
Customers activate, smile, and disappear -- nobody gets asked for a referral and nobody hears from you when their first production report drops
Built for how solar installers actually work.
RadiusOS gives residential solar installers a project pipeline built for the 60- to 120-day reality of selling and installing a $20K to $50K system. Every homeowner moves from lead through site survey, design, quote, financing, permits, install, inspection, and activation. AI scoring flags projects going cold during the long permit and financing waits so you check in before the homeowner assumes you forgot. Email templates handle the weekly permit-status updates, financing comparisons, install-day prep, and post-activation review asks that keep the project moving and the referrals coming.
Vertical-aware AI
The AI writes drafts in your industry's voice. When you click “Draft a follow-up,” RadiusOS reads your pipeline template and matches the trade language, the trust signals, and the typical outreach scenarios solar installers actually use - not generic B2B SaaS phrasing.
Every step. Already mapped.
Your workspace is pre-loaded with these stages on day one. Drag-and-drop to customize, or use them as-is.
Lead
A homeowner inquired or was referred. Book the site survey within a week -- the longer it sits, the colder the lead. Capture the utility provider and roof age up front so the survey is productive.
Site Survey
You've been on the roof and have measurements, shading data, and roof condition notes. Turn the survey into a design within a week. Homeowners who wait three weeks for a design assume you've moved on.
Design Review
The system layout, panel count, and production estimate are done. Walk the homeowner through the design and the production numbers -- not just the price. Customers who understand the system buy faster.
Quote Sent
The proposal is out with cash, loan, lease, and PPA pricing. Follow up within 48 hours and offer to get on a call to compare financing options. The financing conversation is where most solar deals are won.
Permits
Permits are filed with the AHJ and the utility. This is where projects stall and homeowners get anxious. Send a status update weekly even when nothing has changed -- silence reads as negligence in a 60-day wait.
Installation
Crew is on the roof. Send a morning prep message (panel access, pets, work hours) and an end-of-day photo. Day-of communication is the difference between a five-star review and a Yelp complaint.
Inspection
AHJ inspection is scheduled or completed. Once it passes, immediately update the homeowner and explain the next step -- PTO from the utility, which they can't see and don't understand. Make the timeline concrete.
Activated
PTO is granted and the system is producing. Send a celebration message, walk them through monitoring, and set expectations for year-one production. Ask for a review and a referral after the first production report drops -- that's when the customer is happiest.
What you're probably wondering.
What is the best CRM for solar installers?
The best solar CRM has stages built for site surveys, design reviews, financing, permits, and PTO -- not just lead-to-close. RadiusOS includes all eight stages and AI scoring that flags projects stalling during the long permit and financing waits. Free to start. Most general field service tools force you to map a 60- to 120-day project into a generic three-stage funnel.
How do solar companies track leads through long sales cycles?
RadiusOS scores every project on engagement, time-in-stage, and last-contact freshness. Projects that haven't moved in 14 days get flagged so you check in. Pro users can automate weekly permit-status updates and design-review reminders so the long waits don't kill momentum.
Is there solar lead tracking software for small installers?
Yes. RadiusOS works for one-truck installers and ten-crew shops alike. Each project card stores system size, financing type, utility provider, permit status, and roof condition. Built for installers who manage their own pipeline -- not the enterprise CRMs sold to national installers with 50 sales reps.
How do solar companies track leads from quote to activation?
RadiusOS handles the full lifecycle: lead, site survey, design, quote, financing, permits, install, inspection, and activated. AI scoring tells you which deals need attention today. Pro is $19/month for email sequences that handle the weekly permit updates and financing follow-ups. EnergyToolbase and SolarReviews don't replace your CRM -- they live alongside it.
Built for solar installers. Free to start.
No credit card. Cancel anytime. The pipeline is set up the moment you sign up — no blank-page problem.