The solar installer CRM built for how US solar actually runs
Quote faster from OpenSolar designs, track permits through PTO, and run install ops from one platform. Built for US solar installers ready to scale, not retrofitted from a generic CRM.
No credit card needed. ISO 27001 certified.
Why solar installers outgrow generic CRMs
If any of these sound familiar, you are running solar ops on a tool that was never built for it.
Quoting takes too long
Sales reps copy system specs from OpenSolar into Salesforce, then re-enter them in proposals. Every quote eats hours and the numbers drift between tools.
Permits and inspections live in spreadsheets
Generic CRMs have no concept of AHJ workflow, interconnection paperwork, or inspection scheduling. Your team tracks it in Google Sheets and forgets to update the customer.
Field crews can't see the design
Designers finish a system in OpenSolar, but the install crew shows up with a printout and no real-time access to the latest revision. Change orders happen on the truck.
You bought 'all-in-one' and got 12 tools
ServiceTitan, Jobber, HubSpot, Salesforce — they were never designed for solar ops. Solar-specific workflow ends up bolted on with custom fields, automations, and prayer.
What makes Payaca different for solar
The features generic CRMs make you build yourself, shipped on day one.
OpenSolar integration, not bolted-on
Push designs from OpenSolar directly into Payaca proposals. Pricing, panels, inverters, and savings projections flow through automatically. Re-quote in minutes when the design changes.
Learn more →Permit and AHJ tracking that fits
Custom pipeline stages for permitting, interconnection, inspections, and PTO. Automated reminders so nothing sits with a city office for two weeks unnoticed.
Learn more →Multi-option proposals for solar + battery + EV
Build proposals that let homeowners pick between solar-only, solar plus storage, and solar plus EV. One template, every combination, e-signed online.
Learn more →Field-ready mobile app
Install crews see the latest system design, project notes, and customer details on iOS and Android. Offline mode for rooftop work where signal is patchy.
Learn more →Customer portal that closes the loop
Homeowners track their project from proposal to PTO. They see install dates, sign change orders, and pay deposits without you sending another email.
Learn more →AI agent Dave for the boring stuff
Ask Dave for the status of any project, the pipeline this week, or to draft a customer update. Natural language queries against your real data.
Learn more →How Payaca compares
Quick takes on the platforms US solar installers consider, with deeper comparisons if you want them.
Roofing CRM with solar bolted on
HVAC enterprise platform, not solar workflow
Home services CRM, no solar design integration
Build-it-yourself, six months and a consultant later
Solar-specific, but lighter on quoting and proposals
Solar installer CRM FAQ
What is a solar installer CRM?
A solar installer CRM is a customer and project management platform built around the solar sales-to-install workflow. Beyond contact tracking, it handles solar-specific tasks: importing system designs from tools like OpenSolar, generating multi-option proposals (solar, solar plus storage, solar plus EV), tracking permits and AHJ inspections, scheduling install crews, and giving homeowners a portal to follow their project. Generic CRMs need heavy customisation to do these things; a solar installer CRM ships with them.
Why not just use Salesforce or HubSpot for a solar business?
Salesforce and HubSpot are powerful but generic. To run solar ops on them you typically need custom objects for systems, custom workflows for permits and PTO, and an integration partner to wire in OpenSolar. Most solar businesses end up paying Salesforce plus an implementation consultant, and still end up with a Frankenstein. Payaca ships with the solar workflow already built, so a 10-50 person installer is live in weeks rather than months.
Does Payaca integrate with OpenSolar?
Yes. Payaca has a native two-way integration with OpenSolar. You can push system designs from OpenSolar directly into Payaca proposals — pricing, panel and inverter specs, and savings projections flow through automatically. When the design changes, the proposal updates without re-keying.
How does Payaca handle US permits and inspections?
Permits and inspections live as pipeline stages in Payaca. You can build a workflow that mirrors your local AHJ process — for example, plan submission, plan check, building permit issued, electrical inspection, final inspection, PTO. Custom fields capture permit numbers and AHJ contacts. Automated reminders flag stages that have been sitting too long. Documents stay attached to the project so the install crew and the back office work from the same source of truth.
Is Payaca a good fit for a 10-person solar installer or a 50-person company?
Both. The Core plan is designed for growing installers (around 5-15 users) replacing spreadsheets or a generic CRM. Growth fits scaling installers (15-50 users) with multiple sales reps, an ops manager, and field crews. Larger franchise and enterprise solar businesses run on Scale with custom workflows. The same platform grows with the business — you do not have to migrate when you hire.
How long does it take to switch from another CRM to Payaca?
Most Core customers are live within 1-2 weeks. Growth customers take 2-4 weeks for full data migration, workflow setup, and team training. Onboarding is hands-on: we map your sales-to-install process, import your existing customer and project data, and train your team. You do not get handed a login and left to figure it out.
What does Payaca cost compared to ServiceTitan or Salesforce?
Payaca pricing is transparent and tiered. Core covers small teams; Growth covers scaling installers; Scale is for franchise and enterprise. ServiceTitan typically lands around $1,500+ per month with months-long implementation. Salesforce starts cheaper but adds up quickly with custom objects, integration fees, and consultant time. Most solar installers find Payaca lower total cost of ownership because the solar workflow is built in.
See Payaca built for your solar workflow
30-minute demo. We will tailor it to your install volume, design tools, and ops stack — not a generic walkthrough.