Best CRM for solar installers in the US (2026)

Last reviewed 4 October 2026. I run Payaca, which is one of the ten tools below, so read the Payaca section with that in mind. Every claim about another company comes from that company's own website, checked on the date above.

Most "best solar CRM" lists are written for nobody in particular. They rank tools by review count, and they lump together software that does completely different jobs. A US installer doing 20 or 30 residential systems a month doesn't need a ranking. They need to know which of the names their peers mention handles the work after the contract is signed, because that's where the permits, the utility paperwork and the inspection dates live, and it's where most of the office hours go.

So this page sorts the ten tools that actually come up when a solar business of 10 people or more goes shopping, by what each one is for and where it runs out.

At a glance

Tool	Best for	Pricing posture	Where it stops for solar
ServiceTitan	Large HVAC, plumbing and electrical service businesses	Per technician, three plans, no published figures	Solar isn't one of its listed trades; built around dispatch and a pricebook
Jobber	Smaller home service businesses doing short jobs	Published plans priced by team size, free trial	Nothing on permits, interconnection or multi-month installs
JobNimbus	Roofing contractors, and solar teams that sell like roofers	Plans by user band with automation caps, pricing on request	Built and marketed around roofing
Scoop Solar	Solar operations once a sale has closed, alongside a CRM you keep	Usage-based on install and service volume, unlimited users, pricing on request	Expects a separate CRM for leads, pipeline and proposals
HubSpot	Marketing and sales teams in any industry	Free tier, then per seat, with paid onboarding on the upper tiers	The sale; everything after it is yours to build or bolt on
Salesforce	Businesses with in-house admins or a budget for consultants	Per user per month, field service licensed separately	Needs configuration before it knows what a solar job is
Pipedrive	A sales team that wants a clean deal pipeline	Per seat, charged whether or not the seat is used	Install delivery needs an add-on or another tool
monday.com	Teams happy to design their own boards	Seat buckets with a three-seat minimum	You, or a partner, build the solar process
Simpro	Trade contractors with heavy inventory and job costing	Base plan plus add-ons, pricing on request	Its solar page doesn't cover permits or interconnection
Payaca	Clean tech installers from 10 staff up who want sales and install in one system	Published plans	Doesn't file permits or interconnection applications for you

If two minutes of reading is all you have, the short version is this. If you already like your CRM and the pain is all after the sale, look at Scoop. If you're a small service business more than an installer, Jobber. If you want one system from lead to paid invoice that was built for solar, look at Payaca, and at how we set it up for solar installers.

What a solar installer actually needs from a CRM

A residential solar job in the US runs for weeks, sometimes months, and most of that time it isn't with the crew. It's waiting on the AHJ for a permit, on the utility for interconnection approval, on an inspection slot, then on permission to operate. Each AHJ wants something slightly different, each utility has its own interconnection and net metering process, and the customer rings the office to ask which one their system is stuck in.

A sales CRM tracks a deal until it's won. A field service tool schedules visits. A solar installer needs the bit in between, where one project carries a signed proposal, a deposit, a permit number, an interconnection reference, an inspection date and an install crew, and nobody has to ask in Slack which of those is holding the job up. We wrote about what that waiting costs in capacity, and it's the lens for everything below.

As for "what software do top US solar installers use", nobody publishes a census. What we see is a stack: a design tool, something for the sales pipeline, something for the install side, and accounting. The larger the company, the more of that stack it has stitched together with integrations. We've written up the categories solar firms run in more detail.

ServiceTitan

Best for: established HVAC, plumbing and electrical businesses with a dispatch team and a large technician headcount.

ServiceTitan is the name most installers hear first, especially owners who came from the trades. Its pricing page lists three plans, Starter, Essentials and The Works, priced per technician, with dispatching, scheduling, call booking, invoicing and a pricebook in every one. No figures are published, so you'll get a number from a sales call.

Solar isn't in the list of trades ServiceTitan builds pages for. Its industry menu covers HVAC, plumbing, electrical, roofing and a long tail of other service work. That shows in the shape of the product, which is strong on booking a technician to a call and pricing the visit, and none of the ServiceTitan pages we checked mention permits or interconnection.

Our take: a strong choice if you're a large service business that also installs solar. If solar installs are your core work, you'll be bending it. Payaca vs ServiceTitan goes line by line, and we've also written about ServiceTitan alternatives for solar.

Jobber

Best for: small home service businesses doing one or two visit jobs.

Jobber describes itself as running a service business "from first quote to final payment", and its customers on the homepage are landscapers, plumbers and cleaners. It publishes its prices, which few on this list do. There are three plans, Connect, Grow and Plus, priced by team size, with a free trial and a "let's chat" option for 16 people or more. The Plus plan adds crew scheduling, custom reports and a lead pipeline.

Neither its homepage nor its pricing page mentions permits, interconnection or anything resembling a multi-stage install.

Our take: good software for a small crew doing short jobs. A solar installer running 20 systems a month through permits will outgrow it. See Payaca vs Jobber.

JobNimbus

Best for: roofing contractors, and solar sales teams that run door-to-door like a roofing business.

JobNimbus calls itself roofing software, and its case studies are roofing companies. It does have a solar page, pitched as "from lead to install", and the core of the product, boards, estimates, invoices, e-signatures, financing and a QuickBooks connection, carries across. Plans are grouped by user count (up to 3, 10, 19, then 20 and over) with a cap on active automations at each level. Pricing is on request.

Our take: worth a look if your sales motion looks like roofing. The automation caps and the roofing-first product are where a growing solar installer feels it. See Payaca vs JobNimbus.

Scoop Solar

Best for: solar businesses that already have a CRM they like and need structure after the sale.

Scoop calls itself a "Central Operations Hub" for solar and new infrastructure, and it's the most solar-specific tool on this list after Payaca. Its project management page names permitting, design, procurement, scheduling, installation, PTO and closeout as the work it runs. It's also clear about what it doesn't do: "Your CRM manages lead management, pipeline, proposals, and deals, while Scoop runs delivery." Pricing is usage-based, tied to install and service volume, with unlimited users, and you request a quote.

Our take: a serious option for the operations side, and the right one if you want to keep a CRM you've already invested in. You're paying for and maintaining two systems and the sync between them. See Payaca vs Scoop Solar.

HubSpot

Best for: marketing-led businesses in any industry that want good email, forms and a sales pipeline.

HubSpot's CRM is free for up to two users. Paid Sales Hub tiers are priced per seat, and the Professional and Enterprise tiers carry a required one-time onboarding fee on top. It's a very good sales and marketing tool.

It's also generic by design. A deal in HubSpot doesn't know about an AHJ, a crew or an inspection date, so the install side is something you build in it or run somewhere else. A lot of the installers we talk to have tried the first option.

Our take: fine for the front of the funnel. Don't expect it to run installs. See Payaca vs HubSpot.

Salesforce

Best for: larger businesses with an in-house Salesforce admin, or a budget for an implementation partner.

Salesforce sells Sales Cloud in suites priced per user per month, from Starter and Pro up through Enterprise, Unlimited and Agentforce 1. Field Service is priced separately, with its own dispatcher, technician and contractor licences.

It can be made to do almost anything. For a 20-person installer the trouble is that "made to" means someone configuring objects, flows and page layouts until it understands a solar project, then maintaining them. We've written about why solar companies leave Salesforce.

Our take: the right call only if you have the people to own it. See Payaca vs Salesforce.

Pipedrive

Best for: a sales team that wants a simple, visual deal pipeline.

Pipedrive's plans (Lite, Growth, Premium and Ultimate) are priced per seat, and its help centre says you're charged per seat whether it's assigned to a user or not. Quotes, proposals and e-signatures are built in. Delivery work after the sale sits in a separate Projects add-on.

Our take: pleasant for closers, and nothing in it is shaped around a permit or an install crew. See Payaca vs Pipedrive.

monday.com

Best for: teams that want to design their own process on flexible boards.

monday.com sells seats in buckets, starting at a minimum of three and stepping up from there, so a team of four buys five. There's a partner-built "Solar Operations Suite" in its marketplace, aimed at mid-market solar installers, with pre-configured boards for sales, project execution and inventory.

So monday.com gives you the boards, and you or a partner decide what a solar job looks like on them.

Our take: works if someone on your team enjoys building systems and will keep doing it. See Payaca vs monday.com.

Simpro

Best for: trade contractors, electrical especially, where inventory, purchasing and job costing are the hard part.

Simpro's pricing page pitches it at businesses with "five or 200 staff". The base plan covers quoting, scheduling, inventory and purchasing, invoicing and reporting, and add-ons cover forms, fleet tracking and SMS. Pricing is on request. It has a solar and renewables page that talks about project management and Gantt charts, but it doesn't mention permits or interconnection.

Our take: strong if stock control is what keeps you up at night. A residential solar installer will spend more time configuring it than using the depth. See Payaca vs Simpro.

Payaca

Best for: clean tech installers from 10 staff up who want sales, install and payment in one system built for solar, battery, EV charger and heat pump work.

This is our product, so here's what it does, taken from our own help documentation rather than our marketing.

A project in Payaca holds the whole job, from enquiry to final payment, and moves through pipeline stages you define. Stages can carry guards, so a job can't move to install until the deposit invoice is paid, for example. US installers use custom fields for AHJ permit numbers, inspection dates and utility interconnection references, and document templates for AHJ inspection checklists and permit applications. Automations send the emails and texts, add the tasks and move the stage when something happens, which is where most of the chasing goes.

Proposals go out branded, the customer signs digitally, and the deposit invoice can send itself on acceptance. Customers get a portal to see their project, sign, pay and download documents. Crews work from a mobile app, and event details, materials lists and task checklists stay available offline when there's no signal on the roof. Payments run through Stripe, and invoices sync to QuickBooks or Xero. If you design in OpenSolar, it connects to the project. Our own solar design tool, Glow, is switched on per account while it's in early access.

What it doesn't do is file the permit with your AHJ or submit the interconnection application to the utility. It tracks them, reminds people and stops the job moving until they're done. Plans are published on our pricing page.

Our take: if you're the installer this page is written for, it's the one we'd shortlist, and we'd say so. See Payaca as a solar installer CRM for the full feature list, or request a demo and tell us which part of your process breaks first. We'll come back with times.