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Electrical CRM Software Built to Close, Not Just Track

Capture every lead, follow up on every open estimate, and quote panel upgrades and EV chargers with financing right from the customer's home — then watch the signed job flow straight into scheduling and invoicing. One platform, from first call to paid.

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Electrical CRM dashboard showing customer pipeline, open estimates, and scheduled jobs

Every Customer, Every Quote, Every Job — In One Place

Pipeline you can actually see

Every lead, estimate, and job in one view — from the first call to the signed proposal. Know which panel upgrades and EV charger quotes are still open and worth a call today.

Automated follow-up

Unsold estimates are the biggest leak in electrical service work. Automated reminders keep every open quote in front of the customer until it closes — no sticky notes, no dropped leads.

Financing at the point of sale

GoodLeap, Sungage, and LightReach are built in. Turn a $12,000 service upgrade into an affordable monthly payment the customer says yes to at the kitchen table — not days later.

From signed to scheduled

When the customer signs, the CRM record becomes a scheduled job automatically — customer, materials, pricing, and financing status pre-loaded. No re-entry, no handoff gaps.

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Electrical CRM pipeline showing open service upgrade estimates, follow-up reminders, and customer history

Stop Letting Service Upgrades Die in a Spreadsheet

Panel upgrades, EV chargers, and whole-home rewires are the highest-ticket work an electrical contractor sells — and the easiest for a homeowner to defer. The quote gets emailed, the customer “thinks about it,” and nobody follows up. A CRM that only stores names does nothing about that.

SubcontractorHub keeps every open estimate front and centre, automates the follow-up, and gives every rep the full customer history — past service, panel and equipment installed, financing status — before they pick up the phone.

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Electrical CRM turning a signed estimate into a scheduled job with financing and permit status attached

One System for Electrical, Solar, and Storage

Electrical is the trade most likely to cross into adjacent work. A large share of electrical contractors now also install solar PV, battery storage, or EV charging — and running a separate CRM for each service line means reconciling pipelines by hand and never seeing the real numbers.

SubcontractorHub is a CRM and an operating system for the whole business. Lead, estimate, financing, permit status, schedule, dispatch, and invoice live in one platform across every trade you work in — so the customer record follows the job from first call to final payment.

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Built for the Way Electrical Contractors Actually Work

Residential service & repair

Service calls, troubleshooting, and panel work. Full job history on the customer record so the next tech is not diagnosing blind.

Service upgrades & EV charging

The high-ticket work. Good-better-best options with financing attached, quoted on a tablet before you leave the driveway.

Commercial & institutional

Longer sales cycles and multi-stage projects. Pipeline stages, permit and inspection tracking, and progress invoicing in one place.

Solar, storage & multi-trade

One login across electrical, solar, roofing, and HVAC — with pipeline and revenue reporting that spans every service line.

Electrical CRM Software — Common Questions

What is electrical CRM software?

Electrical CRM software is a customer relationship management system built for electrical contractors. It stores every customer and property record, tracks leads and estimates through the pipeline, automates follow-up on unsold quotes, and connects the customer history to scheduling, dispatch, and invoicing. The better ones also present financing and multi-option proposals at the point of sale, so a service upgrade or panel replacement can be closed on the first visit rather than days later by email.

How is an electrical CRM different from a generic CRM?

A generic CRM tracks contacts and deals but knows nothing about panels, permits, or trucks. An electrical CRM is built around the job: it links the customer record to the service history, the equipment installed, permit and inspection status, and the crew assigned. SubcontractorHub goes further by turning a signed estimate into a scheduled job automatically — something Salesforce or HubSpot cannot do without heavy and expensive customization.

Can an electrical CRM help close more service upgrades?

Yes, and this is usually where the biggest revenue leak is. Panel upgrades, EV charger installs, and whole-home rewires are high-ticket jobs that homeowners routinely defer on price. SubcontractorHub tracks every open quote, automates the follow-up, and shows monthly payment options through embedded GoodLeap, Sungage, and LightReach financing — so a $12,000 service upgrade becomes a monthly figure the customer can approve at the kitchen table.

Does it work for electrical contractors who also do solar or HVAC?

Yes. SubcontractorHub is built for multi-trade contractors, which matters more in electrical than most trades — a large share of electrical firms also do solar PV, battery storage, or EV charging. One rep can manage electrical, solar, roofing, and HVAC customers from a single login, and managers see pipeline and revenue across every service line in one dashboard rather than reconciling separate systems.

How much does electrical CRM software cost?

Pricing models vary more than the feature sets do. The most common trap is per-technician pricing, which penalises you precisely when you grow the crew, plus paid add-on modules for financing or project management. SubcontractorHub charges one flat platform price with no per-tech fees and works on any tablet in the field. See our pricing page for the current structure.

What should electrical contractors look for in a CRM in 2026?

Look for one system that covers lead capture, pipeline, on-site quoting with financing, permit and inspection tracking, scheduling, and invoicing — rather than a contact database bolted onto disconnected tools. Two specifics matter for electrical work in particular: the ability to attach permit and inspection status to the job record, and multi-trade support if you do any solar, storage, or EV charging work.

Ready to Run Your Electrical Business From One CRM?

Book a demo and see how SubcontractorHub tracks every lead and estimate, automates follow-up, presents financing on-site, and turns a signed quote into a scheduled, invoiced job — all in one platform.

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