CRM Platform

Power Your Solar Business with a Purpose-Built CRM

PanelPlanner's CRM Platform is purpose-built for the demands of solar businesses, providing the tools you need to manage leads, projects, and customers with clarity and confidence.

Capture every opportunity

All your leads, from every source, come together in a single organized hub. Instantly view contact history, communication details, and project status at a glance — never miss a follow-up or let a deal slip through the cracks.

Stay On Top, Every Step

Visual project timelines and clear status indicators ensure you always know what's next. Move prospects through each stage effortlessly — quoting, site visit, contract, and installation — all tracked automatically in the platform.

PanelPlanner App Leads View

See the Big Picture

Track sales performance, conversion rates, and project progress with real-time dashboards and reports. Make data-driven decisions that fuel steady business growth.

Build Relationships That Last

Keep every conversation and document in one place. Integrated messaging and email tools make it easy to stay connected with leads and customers at every stage of the project.

Save Time, Boost Results

Let smart workflows handle routine tasks: assign leads, send reminders, automate follow-ups, and generate reports. Free your team to focus on what matters most — delivering excellent service and closing deals.

Ready for a CRM that matches your ambition?

Experience how PanelPlanner's platform transforms the way you sell, serve, and succeed in solar. Discover new efficiencies and empower your team to deliver outstanding results at every stage.