®Follow every solar deal from enquiry and site survey to proposal, handoff, and installation.
A CRM configured for solar EPC companies and rooftop installers: capture and qualify leads, manage site surveys and proposals, and keep visibility across the handoff into project execution and installation milestones.
No pressure. A demo walks you through the workflow configured for your industry.
Who it is for
- Solar EPC companies
- Rooftop solar installers
- Solar sales teams
- Solar project and O&M businesses
Built on Nowgray's CRM foundation and configured for the solar sales and project journey. Lead, site-survey, proposal, and project-milestone workflows are set up to your process. It does not perform solar design or engineering calculations, subsidy processing, or government-portal filing; those remain outside the CRM unless scoped as a custom integration.
What is a Solar Sales and Project CRM?
A Solar Sales and Project CRM helps solar EPC companies and rooftop installers manage the customer journey from enquiry and lead qualification through site survey, proposal, and sales follow-up, into project handoff and installation milestones. Nowgray delivers it as a configurable solution so sales and project visibility stay connected in one system.
Where solar sales & project crm deals and jobs actually leak.
Leads lost between enquiry and survey
A solar enquiry comes in but the site survey is never scheduled, or the result never makes it back to sales, so the deal drifts.
Proposals without follow-up
A proposal goes out and then goes quiet. Without structured follow-up, warm solar leads cool and competitors win them.
A blind handoff to projects
Once a deal is won, sales loses sight of it and the customer chases updates, because the handoff into installation is not tracked.
No single project checklist
Documentation, approvals, and installation milestones live across people and chats, so status is never clear at a glance.
One flow, start to finish.
- 1
Capture & qualify the lead
Solar enquiries from ads, web, and referrals are captured and qualified, with customer and site details in one record.
- 2
Survey & proposal
Schedule the site survey, record its outcome, and track the proposal and its follow-ups through to a decision.
- 3
Win & hand off
A won deal hands off into a project with its details intact, so execution starts from what sales already captured.
- 4
Install & close out
Installation milestones and a documentation checklist are tracked to completion, with post-installation service after go-live.
What the dashboard looks like.
What the solution does.
Capabilities tagged Configurable or Custom are set up to your process rather than shipped fixed, so the page is clear about what is out-of-the-system and what we build.
Lead capture & qualification
Capture solar enquiries from every channel and qualify them with the customer and site details that matter.
Site survey management
Schedule surveys, record outcomes, and keep survey findings attached to the deal and the eventual project.
Proposal & follow-up tracking
Track proposals, revisions, and the follow-ups each one needs, so warm leads do not go cold.
Sales-to-project handoff
Won deals carry their details into project execution, so nothing is re-collected and nothing is lost.
Installation milestones
Track project stages and installation milestones so sales and the customer can see progress. Stages are configured to your delivery process.
Documentation checklist & service
A per-project checklist for documents and approvals, plus post-installation service records.
How different teams use it.
Rooftop residential installer
An installer captures home-owner enquiries, qualifies them, schedules surveys, and follows proposals through to signed installs without losing anyone in between.
Commercial & industrial EPC
An EPC firm running larger projects keeps the long sales cycle and the project handoff connected, so execution teams start with full context.
High-volume solar sales team
A sales team managing many leads at once sees exactly which are at survey, proposal, or negotiation, and where follow-ups are due.
The view an owner checks.
The point of structured data is the reports that come out of it. These are the ones the solution is built to surface.
- Lead-to-installation funnel
How many leads reach survey, proposal, win, and installation, and where they drop off.
- Proposal status and value
Open, revised, and won proposals with their value, so the forecast is grounded.
- Project and milestone progress
Which projects are at which installation milestone, and which are stuck.
- Follow-up and survey discipline
Pending surveys and overdue follow-ups, so nothing warm is neglected.
Ready-made, configurable, or custom.
We are clear about which applies to this solution, so there are no surprises later.
The usual starting point: lead, survey, proposal, handoff, and milestone workflows configured to your solar sales-to-install process on the CRM foundation.
When you need integrations with design or proposal tools, accounting, or document systems, our engineering team builds those as a confirmed scope.
There is no fixed shrink-wrapped edition. Each solar business names its stages and documents differently, so the workflow is configured to yours.
Why a specialized CRM, not a generic one.
| Dimension | Specialized Solar Sales & Project CRM | Generic CRM |
|---|---|---|
| Survey to proposal | Tracked as explicit stages | Generic deal stages |
| Sales-to-project handoff | Connected, with details carried over | Lost once the deal is won |
| Installation milestones | Visible per project | Lives outside the CRM |
| Fit to solar journey | Configured to your process | A plain sales pipeline |
Questions buyers ask.
- Solar EPC companies, rooftop solar installers, and solar sales and project teams that manage the journey from enquiry and site survey through proposal, project handoff, and installation.
- It is a configurable solution built on Nowgray's CRM foundation, with the solar lead, survey, proposal, and project-milestone workflow configured to your process. It is not sold as a fixed shrink-wrapped product.
- No. It is a sales and project CRM. It does not perform solar design or engineering calculations, subsidy processing, or filing on government portals. Where useful, it can integrate with tools you already use for those, scoped as custom work.
- Yes. It keeps the handoff from sales into project execution connected, and tracks installation milestones and a documentation checklist through to completion and post-installation service.
- Yes. We migrate your leads, customers, and ongoing projects from spreadsheets or your current system during onboarding.
- Book a demo to see the solar workflow, then we scope pricing against your team size and requirements. Pricing depends on configuration, so we quote after understanding your needs.
Who is this CRM suitable for?
Is it ready-made or configurable?
Does it do solar design, subsidy processing, or government-portal filing?
Can it track projects after the sale, not just leads?
Can we migrate our existing leads and projects?
How do we see it and what does it cost?
Discuss your solar sales and project workflow with Nowgray.
Tell us how your team sells and delivers today. We will show the workflow configured for you and scope what a rollout would involve, with no obligation.