Power Smarter Operations. Automate Workflows. Grow Your Solar Brand.
All-in-One Solar Business Software to Manage Sales, Projects & Growth
Running a solar company takes more than just great panels and skilled installers. From generating proposals to tracking installations, managing teams, and keeping clients informed it can get overwhelming fast. Our solar business software brings it all together in one powerful, easy-to-use platform built for solar companies of all sizes.
Whether you focus on residential installs, commercial projects, or large-scale solar farms, our software helps you close more deals, streamline operations, and deliver projects faster all while keeping your team and clients on the same page.
The Best CRM For Solar Businesses
Your clients aren’t just leads they’re long-term relationships. With our best solar CRM, you can track every interaction, follow up automatically, and convert more prospects into paying customers.
Track Leads & Deals: See where each potential client is in your sales pipeline.
Automate Follow-Ups & Reminders: Stay top-of-mind without spending hours on manual outreach.
Powerful Management Software for Solar Companies
Running multiple installations at once? Our solar project management software keeps everything on schedule and within budget.
Assign Tasks & Track Deadlines: Break projects into phases and monitor progress in real time.
Collaborate with Teams & Clients: Share designs, documents, and updates instantly.
Types of Solar Businesses That Benefit
Our solar business management software is built for every type of solar professional:
Residential Solar Installers
Manage quotes, installations, and customer updates in one place.
Commercial Solar Contractors
Track complex, multi-site projects and keep stakeholders aligned.
Solar Sales Teams
Generate professional proposals in minutes with integrated solar proposal software.
Project Managers
Assign tasks, track progress, and ensure deadlines are met.
Renewable Energy Consultants
Access tools for site analysis, financing, and client reporting.
01 Tools For Marketing & Sales
Reach the right audience, elevate your brand, and turn visitors into customers with tools tailored for growth
Email Marketing
Create campaigns that connect.
WhatsApp Marketing
Reach customers where they’re active
Social Media Management
Schedule and manage posts with ease.
Sale Funnels
Bring all messaging into one platform—SMS, email, and social.
Website Builder
Build professional, high-conversion landing pages.
Search Engine Optimization
Track and manage customer interactions in a single, organized CRM.
Invoicing & Payment Tools
Monitor reviews and keep your online image shining.
Reputation Management
Engage and grow your loyal audience.
All-in-One Communication Hub
Centralize your messages for smooth communication.
02 Tools For CRM & Customer Management
Stay organized, nurture leads, and deliver exceptional experiences with streamlined customer management
Pipeline Management
Track every stage of your customer journey.
Lead Management
Stay on top of your prospects with ease.
Task Management
Assign and track tasks effortlessly.
Appointment Scheduling
Track every stage of your customer journey.
Contact Management
Stay on top of your prospects with ease.
Retargeting Automations
Assign and track tasks effortlessly.
Membership Management
Manage your customer memberships seamlessly.
03 Tools For Sales & Revenue Optimization
Close deals faster, manage payments seamlessly, and unlock new revenue streams with smart optimization tools
Sales Funnels
Convert leads effortlessly with optimized funnels.
Quoting & Invoicing
Simplify billing and close deals faster.
Payment Integration
Make transactions easy for you and your clients.
Course Sales
Create and sell courses directly from your platform.
04 Tools For Automations & Insights
Say goodbye to repetitive tasks and hello to smarter decisions with data-driven automation
Workflow Automations
Automate repetitive tasks and save time.
AI Assistant
Optimize client interactions with smart tools.
Call Tracking & Recording
Make transactions easy for you and your clients.
Dashboards & Analytics
Gain insights and track progress effortlessly
Funnel & Website Analytics
Understand your performance in real time.
Watch A Live Demo
Curious how it all works? See our 3-minute video showing how Exterly powers hundreds of growing service businesses.
Your Complete Solar Business Management System
Customer Friendly Website
Create a professional website for your service business, with built-in contact forms, solar lists, and booking calendar.
Smart CRM + Unified Communication
Manage all client Database, chats from WhatsApp, Instagram, Email, Google, and more in one dashboard. Keep full conversation and job history.
Chatbot & Chat Widget
Automatically answer questions like menu availability, check-in times, or current offers even while you sleep.
Social Media Management Built into Your Dashboard
Plan, schedule, and post content to all your social media platforms directly from Exterly
Reputation Management
Automatically request reviews after jobs, monitor your ratings, and boost your local search presence.
Marketing Automation
Send follow-ups, booking reminders, review requests, and promotions on autopilot through email or WhatsApp.
Feature-Rich Tools To Power Your Entire Operation
Drag & Drop Website Builder
Create a professional website for your service business, with built-in contact forms, service lists, and booking calendar.
Smart CRM + Unified Communication
Manage all client chats from WhatsApp, Instagram, Email, Google, and more — in one dashboard. Keep full conversation and job history.
Marketing Automation
Send follow-ups, booking reminders, review requests, and promotions on autopilot through email or WhatsApp.
Memberships Management
Sell cleaning bundles, handyman tools, or offer loyalty programs, service bundles, and memberships.
Reputation Management
Automatically request reviews after jobs, monitor your ratings, and boost your local search presence.
Easily Connect with the Apps You Love
Frequently Asked Questions (FAQs)
Discover how Exterly can simplify your business see it in action with a free demo.
What is solar business software and how can it help my company?
It’s an all-in-one platform that helps solar companies manage sales, projects, teams, and clients. It includes tools like CRMs, proposal builders, payment processing, and project tracking to save time and increase efficiency.
Does solar company software include a CRM?
Yes, the best CRM for solar business is built in, helping you track leads, follow up with prospects, and manage client relationships.
Can I create and send proposals through the software?
Yes, you can use solar proposal software to create professional, accurate quotes in minutes.
Does it work for small solar businesses?
Absolutely. Our system is designed to grow with you from a single user to a large team.
Can I manage my team and installations?
Yes, our solar project management software lets you assign tasks, schedule crews, and track progress.
Does the software handle invoicing and payments?
Yes, you can create invoices, send estimates, and collect payments online
Can I track inventory and materials?
Yes, you can manage stock levels, orders, and deliveries right inside the platform.
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