A pipeline the whole team can read
See new, contacted, site-assessed and quoted opportunities together, with ownership and the next action visible on each record.
Solar CRM software
Keep every solar lead, customer and next action on one record.
ArcSolar gives solar sales teams one live customer record from first enquiry through accepted quote, installation and final payment. Reps can see what needs attention without rebuilding the job in another tool.
Book a workflow demoOne customer record connects pipeline activity to the quote and every downstream handover.
ArcSolar / Solar CRM
What changes
Replace a broken handoff with a connected workflow.
Follow-up without side spreadsheets
Tasks, calls, messages and customer context stay beside the opportunity instead of being split across personal notes and inboxes.
A clean sales-to-operations handover
When a quote is accepted, the same record carries the job details forward so operations starts with the context sales already collected.
How it works
One record through the work that matters.
The workflow is configured around the retailer rather than forcing the team into a generic software template.
- 1
Capture the enquiry
Create the customer and opportunity from a website enquiry, referral or lead source.
- 2
Work the next action
Assign ownership, record contact and keep the opportunity moving through the pipeline.
- 3
Carry the record forward
Move the accepted deal into quoting, payments and operations without re-keying the customer.
Questions
What solar teams ask about solar crm.
Is ArcSolar a general-purpose CRM?
No. ArcSolar is built around the solar retail workflow, so customer records connect directly to solar quoting, roof design, deposits, installation and finance status.
Can managers and sales reps see different information?
Yes. Roles and access can be scoped so managers can see team-wide performance while representatives work from the customers and actions assigned to them.
Does the CRM connect to calling and SMS?
Yes. Calling and messaging can live in the same workspace, keeping the conversation history close to the customer record.
Related solutions
Continue through the connected workflow.
Solar communications software
Keep customer calls and messages beside the solar job they concern.
Explore Solar quoting softwareBuild accurate solar and battery quotes from one live price book.
Explore Solar operations softwareMove an accepted solar deal into delivery without rebuilding the job.
ExploreSee it with your workflow