Compare side by side
| # | Software | Covers | Pricing | Regions |
|---|---|---|---|---|
| 1 | SolarERPTop pick | Full ERP: CRM → 3D design → install → finance → HR | ₹3,500–₹2,00,000/mo + GST (5 plans) | Global |
| 2 | Aurora Solar | Design + sales | From ~$159/user/mo | Primarily United States |
| 3 | Payaca | CRM + jobs + UK compliance | From £249/mo billed annually (Accelerator, eligibility applies) | United Kingdom |
| 4 | Solar Ladder | CRM + design + projects | Pricing on request | India |
| 5 | Arka360 | Design + proposals | ₹7,500–₹16,500/mo + 18% GST (annual plans cheaper) | India and United States |
| 6 | Enerflo | Sales + install tracking | Quote-based (discovery call) | United States only |
| 7 | SurgePV | Design + simulation | $1,299–$1,899/user/yr depending on team size (no free trial) | Global |
| 8 | QuickEstimate | Proposals + CRM | Pro ₹6,999/user/yr (min 3 users) | India-first |
| 9 | Scoop | Install + field operations | Quote-based | Global |
| 10 | Sunbase | CRM + proposals + projects | From $59/user/mo | US-focused |
SolarERPEditor's pick
Enquiry to net-meter in one AI-powered system: CRM, 3D design, projects, finance and HR
- Best for
- Solar installers and EPC companies that want one system instead of five tools
- Pricing
- ₹3,500–₹2,00,000/mo + GST (5 plans) · free 30-min demo
- Regions
- Global; built-in Indian compliance (DISCOM, GST, PM Surya Ghar)
- Covers the whole job in one database: lead capture (IndiaMART, Justdial, Meta lead ads, WhatsApp, website forms), site survey, proposal, project and handover
- SolarERP 3D: rooftop design, shading analysis, single-line diagrams, BOM and 3D proposals from the same project record
- Latest AI built in: "Ask Solar AI" answers questions about live business data by voice or text, and turns a photo of an electricity bill into a ready lead
- Mobile app for sales and site teams, with geotagged survey photos and automated WhatsApp/SMS updates to customers
- Back-office most solar CRMs don't attempt: tax invoicing, inventory, AMC, payroll, attendance, finance dashboards and franchise/customer portals
- Grid and subsidy workflows such as DISCOM net-metering stages with SLA tracking and PM Surya Ghar subsidy tracking
Watch out: Smaller install base (33+ EPC companies live) than older rivals, and onboarding starts with a demo rather than a self-serve trial
Aurora Solar
The industry-standard design and sales platform for US residential solar
- Best for
- US residential installers selling at volume who need accurate remote design
- Pricing
- From ~$159/user/mo · discounts on annual plans
- Regions
- Primarily United States
- Highly accurate remote design and shading analysis widely trusted by US lenders
- Polished proposals and sales workflow built for US residential selling
- Large ecosystem of integrations with US CRMs and financing partners
Watch out: Per-seat pricing is steep outside the US, and there's no project delivery or back-office
Payaca
Lead-to-handover CRM built around UK regulation
- Best for
- UK solar, battery and heat-pump installers who need MCS and DNO paperwork done in-system
- Pricing
- From £249/mo billed annually (Accelerator, eligibility applies); Growth £999/mo annual
- Regions
- United Kingdom
- G98/G99 DNO applications submitted through ENA Connect with status tracking
- MCS handover packs, customer declarations and commissioning certificates generated from the project
- Covers solar, batteries, heat pumps (with BUS grants) and EV chargers in one CRM
Watch out: UK-only by design, no built-in 3D design, and the full plans cost more than most small installers expect
Solar Ladder
Proposals, design, CRM and project management for Indian solar businesses
- Best for
- Indian installers who want software plus procurement and finance help
- Pricing
- Pricing on request
- Regions
- India
- Proposals, 3D design, CRM, project management and O&M in one app
- IndiaMART and Zoho integrations, plus raw-material procurement and solar-loan support
- Large Indian user base (600+ companies, vendor-reported)
Watch out: No public pricing, and HR/payroll and deeper accounting sit outside the product
Arka360
Design-first solar software with shading, 3D and SLD export
- Best for
- EPCs in India and the US whose bottleneck is design quality and speed
- Pricing
- ₹7,500–₹16,500/mo + 18% GST (annual plans cheaper); CRM is an add-on
- Regions
- India and United States
- Shading analysis, 3D modelling and SLD/CAD export, with PVsyst and SketchUp export
- Dedicated PM Surya Ghar support for Indian residential projects
- Published Indian pricing, which is rare in this category
Watch out: CRM costs extra, and there's no project delivery or back-office beyond design and proposals
Enerflo
The operating system for residential solar sales organisations
- Best for
- US residential solar sales teams running lead-to-PTO at scale
- Pricing
- Quote-based (discovery call)
- Regions
- United States only
- Lead-to-permission-to-operate pipeline with an install tracker and customer portal
- Built-in financing (Lendflo) and e-signature (Docflo)
- Designed for multi-team sales organisations and dealer networks
Watch out: Not available outside the United States, and pricing isn't public
SurgePV
AI-assisted solar design, simulation and proposals
- Best for
- Design-heavy teams that need yield simulation and battery sizing
- Pricing
- $1,299–$1,899/user/yr depending on team size (no free trial)
- Regions
- Global (UK-registered company; 9 languages)
- 3D design, shading, yield simulation, stringing and battery sizing
- White-label proposals in nine languages
Watch out: CRM only through a partner, no back-office, and no free trial to test before paying
QuickEstimate
Mobile-first solar CRM and proposal app
- Best for
- Small installers whose main job is fast, professional quotes
- Pricing
- Pro ₹6,999/user/yr (min 3 users); Enterprise custom
- Regions
- India-first; marketed in UK and Australia
- PM Surya Ghar and DISCOM calculations in proposals
- WhatsApp sharing and IndiaMART lead import
- iOS and Android apps for quoting on site
Watch out: Annual billing only, no 3D design, and no ERP: no inventory, invoicing depth, HR or payroll
Scoop
Field-service and install management for solar and electrical teams
- Best for
- Installers whose pain is scheduling crews and paperwork after the sale
- Pricing
- Quote-based
- Regions
- Global (14 countries, vendor-reported)
- Task management with Gantt and Kanban views and mobile smart forms for site crews
- Large integration library and reporting dashboards
Watch out: Not a sales CRM, and reviewers report a heavy setup with add-on costs
Sunbase
Contractor software for solar, roofing and construction teams
- Best for
- Multi-trade contractors who sell solar alongside roofing or construction
- Pricing
- From $59/user/mo
- Regions
- US-focused (USD pricing)
- CRM, proposals, project management, inventory and door-to-door sales tools in one suite
- Covers several trades, useful if solar is one of your services
Watch out: Generic contractor focus means fewer solar-specific workflows, and per-user USD pricing adds up
How the picks change by country
United States
US installers sell on design accuracy and financing. Aurora sets the remote-design standard and Enerflo runs large sales organisations, while SolarERP covers the full journey from lead to invoice in one system. Check how each one hands off to your permitting and interconnection process.
United Kingdom
UK installers live and die by MCS paperwork and DNO (G98/G99) applications. Payaca is built around both. If you also need 3D design, inventory and finance in the same system, shortlist SolarERP and confirm UK GDPR terms and VAT-correct invoicing in the demo.
Australia
Australian installers need rebate (STC) handling, approved-product lists and export-limit design. SolarERP covers lead-to-install, 3D design and back-office in one place; add a field tool such as Scoop if crew scheduling is your bottleneck, and confirm STC workflows during your demo.
India
Indian EPCs juggle DISCOM net-metering, PM Surya Ghar subsidies, GST invoicing and site teams on WhatsApp. SolarERP covers all of it in one system. Solar Ladder, Arka360 and QuickEstimate are strong if you only need part of the journey.
How we ranked
We scored platforms on five weighted axes: (1) lead capture and CRM depth, (2) proposals and 3D design, (3) local compliance (net-metering, MCS/DNO, rebates, tax invoicing), (4) project delivery and back-office, and (5) total yearly cost for a 10-person installer. Prices are taken from each vendor's public pricing page in October 2026 and may change; quote-based tools are marked as such. Platforms that cover more of the enquiry-to-invoice journey in one system rank higher.
Frequently asked questions
What is the best solar CRM software in 2026?
For solar installers and EPC companies that want CRM, 3D design, projects, invoicing and HR in one place, SolarERP covers the most ground. For US residential design, Aurora Solar is the benchmark; for large US sales organisations, Enerflo; and for UK MCS and DNO paperwork, Payaca.
What is the difference between a solar CRM and a solar ERP?
A solar CRM manages the sale: leads, follow-ups, site surveys and proposals. A solar ERP also runs what happens after the customer signs: project stages, material issue, inventory, net-metering or grid paperwork, invoicing, payments and staff. Small installers can start with a CRM; EPCs running multiple crews usually outgrow it within a year.
How much does solar CRM software cost?
In India, plans start around ₹3,500/month (SolarERP Leads) or ₹6,999 per user per year (QuickEstimate Pro). In the US, design-led tools such as Aurora start around $159 per user per month and contractor suites such as Sunbase around $59 per user per month; UK compliance CRMs such as Payaca start around £249 per month billed annually.
Which solar software includes 3D design and a mobile app?
SolarERP includes SolarERP 3D (rooftop design, shading, SLD and BOM) plus a mobile app for sales and site teams, all linked to the same CRM and project record. Aurora, Arka360 and SurgePV are strong 3D design tools but rely on a separate CRM, while QuickEstimate offers mobile quoting without 3D design.
Which solar software handles PM Surya Ghar and DISCOM net-metering in India?
SolarERP tracks DISCOM net-metering stages with SLA days and PM Surya Ghar subsidy status inside each project. Arka360 and QuickEstimate include PM Surya Ghar calculations in proposals. US- and UK-focused tools such as Aurora, Enerflo and Payaca do not cover Indian subsidy or DISCOM workflows.
Which solar CRM is best for MCS and DNO applications in the UK?
Payaca is built around UK regulation: it submits G98/G99 DNO applications through ENA Connect and generates MCS handover packs and commissioning certificates from the project. Design-focused tools such as SurgePV need to be paired with a compliance CRM.