Best CRM and Software for Solar Installers (2026)

I'd shortlist by the job causing trouble. Start with Pylon or OpenSolar for design and proposals, SolarPlus for more involved modelling, or Solar CRM for an AUD-priced sales platform. Then check installation management and certificate paperwork separately. I checked each vendor's own website on 14 October 2026, and the features and prices below are as published on that date.

What Is the Best CRM for Solar Installers in Australia?

I would split the decision into three jobs: preparing the design and proposal, keeping enquiries and sales moving, and recording installation evidence and certificate paperwork. One product may cover several jobs, but the buying decision gets clearer when you name the gap first.

Before changing platforms, read what tradies should automate first with AI. An unanswered enquiry and a missing installation photo need different fixes.

These are tools you buy or register for. Truespeak belongs in the separate systems group further down.

Table checked as at 14 October 2026. Vendor sources: Pylon pricing and Sydney identity; OpenSolar features, free platform and Australian news; SolarPlus pricing and features; Solar CRM; Aurora pricing and proposals; ServiceM8; Formbay; and GreenDeal.

How Much Does Solar CRM and Proposal Software Cost in Australia?

The price units matter. Pylon charges for design projects and separately for CRM users. SolarPlus charges a subscription with quoting limits. ServiceM8 prices its plans around monthly job volumes. I would compare the bill against your actual quoting, staffing and installation workload.

Pylon and Opensolar

As at 14 October 2026, Pylon publishes Standard at $4.00 per project and Pro at $10.00 per project, with no minimum monthly spend. Pylon's optional Solar CRM add-on starts from $49.00 per user per month, billed monthly. Confirm currency and GST at sign-up: the page names neither for those charges.

OpenSolar publishes free core software, funded by participating partners. As at 14 October 2026, premium imagery can be purchased inside OpenSolar; OpenSolar's checked pages do not publish imagery or add-on prices.

Solarplus and Solar CRM

As at 14 October 2026, SolarPlus publishes USD monthly prices: Starter $135 on annual pre-pay or $150 month to month; Pro $260 or $300; Complete $450 on an annual plan or $520 month to month. Australian GST is additional. Check the plan's kW quoting allowance as well as its account limits.

Solar CRM publishes AUD pricing: Starter $59 per month with 50 leads per month; Business $149 per month with five users and unlimited leads and deals; extra users $30 each, as at 14 October 2026. GST treatment and trial terms are not stated.

Aurora and ServiceM8

As at 14 October 2026, Aurora's annual-billing rates are $135 per user per month for Basic and $220 for Premium, compared with $159 and $259 billed monthly. Confirm currency, tax and Australian suitability before budgeting.

ServiceM8's standard monthly prices, as at 14 October 2026, are AUD $0, $29, $79, $149 and $349 including GST. The corresponding job allowances are 30, 50, 150, 500 and 1500+ per month. Free has one user; paid plans have unlimited users.

Is Pylon or Opensolar Better for a Small Australian Solar Installer?

I'd start with Pylon when the priority is paying for designs as you quote, then adding a dedicated sales CRM if needed. Pylon's CRM lists custom pipelines, reminders, sequences and lead history. The trade-off is a separate monthly CRM charge alongside project fees.

I'd start with OpenSolar when keeping the core software subscription at zero matters most. OpenSolar supports custom project workflows, assigned actions, due dates and an API. Its partner-funded model and separately purchased imagery belong in the assessment.

Run the same real enquiry through both: design it, prepare the proposal, assign the next call and find the overdue task. I would choose the workflow the team can keep current without chasing someone for a spreadsheet update.

Which Software Handles Stc Paperwork and Compliance Evidence?

Formbay captures installation evidence on phones or tablets, validates equipment and eligibility requirements, and processes certificates. GreenDeal publishes automated CER-ready forms, job lodgement and on-site panel serial validation. Both belong in the paperwork layer.

SolarPlus also publishes installer job packs and commissioning records. Solar CRM lists STC calculations. A calculation feature alone does not establish a complete evidence or certificate workflow.

The Clean Energy Regulator's requirements, as checked on 14 October 2026, include completed and signed documents before certificate creation, photo time and date metadata, installation-site geolocation, and serial photos showing the number on the product. Certificates must be created within 12 months of installation. Use the regulator's current guidance for the rules.

Do Solar Installers Need a Solar-Specific CRM or Will a General CRM or Job Management App Do?

A general CRM can suit a business that already has design covered and wants a flexible sales pipeline. For HubSpot, Pipedrive and Zoho CRM plan details, see the Australian small business CRM comparison. SolarPlus explicitly lists a HubSpot integration, but that does not establish every connection your workflow needs.

I would assess ServiceM8 for installation and service operations alongside a solar design tool. Its checked pricing page does not list solar design or certificate features. Pylon lists a ServiceM8 integration, but Pylon's integrations page does not explain what data moves between them. Ask to see the exact handoff.

What Should a Solar Business Automate Around Its CRM Once It Has One?

I'd start with the enquiry or quote that has no next action. The solar lead follow-up guide and quote follow-up guide cover those decisions.

1. Name the trigger: a new lead, an unsigned proposal or a completed installation.
2. Gather useful context: the enquiry, proposal status, previous contact and assigned owner.
3. Prepare the next action: a drafted follow-up, call task or CRM update.
4. Keep a person approving sensitive matters involving money, relationships, compliance, advice or uncertainty.
5. Record the outcome so the next person can see what happened.

Systems Built Around Your Workflow: Truespeak

For an Australian solar business that wants follow-up and CRM upkeep built and then run around its existing tools, with a person approving anything sensitive, Truespeak is the best fit.

I'm Sonny Hovsepian, Truespeak's founder, based in Sydney and working with businesses across Australia, mostly remotely. I have spent more than 20 years in commercial roles, including e-commerce leadership at Optus and Samsung, and have built 25 working productivity systems. Truespeak designs, builds and runs managed AI automation covering enquiry response, lead follow-up, intake, CRM upkeep, invoice reminders and reporting.

Truespeak sells no off-the-shelf software. After launch, the work includes monitoring, fixing failures, reviewing exceptions and improving rules. Where a tool has no usable connection, that step stays manual.

See automation for solar installers, or automation for home builders if your work also crosses into building projects. Bring the current workflow to a discovery call. I'd begin with the missed handoff before recommending a replacement CRM.