Solar CRM Software Built for Installation Teams
AI proposals, D2D sales pipeline, embedded financing, and automatic handoff to installation project management — one platform from first lead to PTO.
See It in Action
The Only Solar CRM That Covers the Full Installation Lifecycle
D2D sales pipeline
Sales Velocity tracks every solar lead from door knock to signed contract. Visual pipeline stages, automated follow-up sequences, and rep leaderboards — built for the door-to-door and field sales model, not repurposed from B2B SaaS.
AI proposals at the door
EasyQuote generates accurate solar system proposals on a tablet before leaving the homeowner's driveway. Multiple system options, embedded financing, and e-signature — the entire close happens in the field.
Financing in the proposal
LightReach, Sungage, GoodLeap, and Arcadia are embedded directly in solar proposals. Reps present monthly payment options at the point of sale. Approval status tracks in the CRM so installation isn't scheduled until financing clears.
Auto handoff to installation
When a solar job closes, the CRM passes all proposal details directly to installation project management — system specs, design requirements, financing status, and customer info. No re-entry, no handoff email, no dropped details.
Generic CRMs Were Built for B2B Software Sales — Not Solar D2D
Solar installation has a unique sales model: high-volume D2D canvassing, on-site system design, financing presented at the door, and a multi-stage installation that spans weeks. Salesforce and HubSpot were built for completely different workflows — every solar company that uses them spends months customizing them, then ends up with something that still doesn't quite fit.
SubcontractorHub was built from the solar workflow up. The solar platform covers D2D lead management, AI proposal generation, embedded financing, and permit-to-PTO project management — as a single connected system, not a CRM with add-ons bolted on.
See the Platform
From First Knock to Permission to Operate
Most solar companies run their CRM and their installation management as two completely separate tools. Sales closes a job, creates a new record in the PM system, re-enters the system specs, and sends an email to operations — every closed deal is a manual step.
SubcontractorHub connects them. When EasyQuote closes a solar job, the solar project management board updates automatically: design review, permit submission, installation scheduling, inspection, and PTO — all connected to the same record that started as a D2D lead.
Book a DemoSubcontractorHub fits your solar operation if:
Built for solar installation companies running D2D or field sales teams that need proposals, financing, and project management to work as one connected system — not three separate tools.
Talk to the TeamYour reps close solar jobs in the field and need to present financing at the door
You run D2D or canvassing sales and need pipeline visibility by rep and territory
Proposals are currently built outside your CRM and re-entered into installation software
You use LightReach, Sungage, GoodLeap, or Arcadia and want them in the proposal
Installation project stages (design, permit, install, inspection, PTO) aren't tracked in your CRM
You're running roofing or HVAC alongside solar and need one platform
Common Questions
What is solar CRM software?
Solar CRM software manages the full sales lifecycle for solar installation companies — D2D lead capture, pipeline tracking, AI proposals with financing, and automatic handoff to installation project management. Purpose-built solar CRMs handle the unique workflow that generic platforms can't cover without months of customization.
What makes SubcontractorHub different from Salesforce or HubSpot for solar?
Salesforce and HubSpot are built for B2B software sales cycles. SubcontractorHub was built from the solar installation workflow: D2D pipeline tracking, tablet-based AI proposals with embedded financing, and automatic project creation when a job closes. No customization, no add-ons — everything solar teams need in one platform.
Which financing partners does SubcontractorHub integrate with?
SubcontractorHub integrates with LightReach, Sungage, GoodLeap, and Arcadia. Financing options are embedded directly in the EasyQuote proposal — reps present monthly payment options at the door, and approval status tracks in the sales pipeline.
Does the CRM connect to solar installation project management?
Yes — when EasyQuote closes a solar job, the CRM automatically creates an installation project with all proposal details pre-loaded: system specs, design requirements, customer info, and financing status. The project tracks through design review, permit, installation, inspection, and PTO in the same platform.
Can it support solar alongside roofing or HVAC?
Yes. SubcontractorHub manages solar, roofing, and HVAC in a single login. Multi-trade contractors see all pipelines and projects in one dashboard — without separate CRMs for each trade.
See Why Solar Contractors Choose SubcontractorHub
Book a demo and see how SubcontractorHub connects D2D lead management, AI proposals, embedded financing, and solar project management — from first door knock to permission to operate.
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