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.
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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
Template preview
Solar Installer
For residential solar installation companies running long sales cycles on $20K-$50K systems. Track every site survey, design, permit, install, and activation - so financing stalls and permit delays don't kill the deal you already sold.
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. Walk & Talk lets you record the site survey from the roof and the electrical panel -- photograph the array path, shading obstructions, and main service panel while you talk through the design constraints -- and the recap drops onto the homeowner record so the designer and your sales rep are both working from the same notes. 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.
Pipeline stages (5)
Included modules
Custom fields (7)
System Size (kW)
number
System Cost
currency
Financing Type
select
Roof Condition
select
Utility Provider
text
Net Metering Status
select
Permit Status
select
Terminology
How this pipeline works
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, then turn the survey and design into a proposal fast. Homeowners who wait three weeks assume you've moved on.
Quote Sent
The proposal is out with cash, loan, lease, and PPA pricing. Walk the homeowner through the design and production numbers, not just the price. Follow up within 48 hours and offer to compare financing options -- the financing conversation is where most solar deals are won.
Approved
The homeowner signed and 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. After install, the AHJ inspection and utility PTO are the last steps -- keep the timeline concrete so the homeowner knows what comes next.
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.
Frequently asked questions
What is the best CRM for solar installers?
The best solar CRM has stages built for the real solar flow -- quoting, financing, permits, install, and PTO -- not just lead-to-close. RadiusOS gives you a clean five-stage pipeline (Lead, Quote Sent, Approved, Installation, Activated) with 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 in five clear stages: lead, quote sent, approved, installation, and activated -- with financing, permits, and inspection tracked along the way. 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.
Ready to get started with Solar Installer?
Free to install. Every stage, field, and email is yours to customize. You’re live in 60 seconds.