How does KudosCRM handle solar leads?

Forms and imports create leads, scoring grades them, and lead routing assigns an owner. Reps start with the top scores and the unassigned filter.

Can I track a solar deal from site survey to invoice?

Yes. Build a pipeline with your own stages and add system size and roof type as custom fields. Stage-movement rules stop a deal skipping a step.

Can I re-quote after a design change?

Yes. Issue a new quote version when the scope changes and keep the history. An accepted quote converts into an order, and you draft the invoice from it.

How do install crews see the job details?

A won deal becomes a project with an owner, health badge, tasks, files and members. The crew opens one record instead of a separate note.

Does KudosCRM do system design, permitting or crew scheduling?

No. System design, permit tracking and crew scheduling stay in your solar tools. KudosCRM handles leads, quotes, jobs, customer records and invoices.

Can my reps use KudosCRM in the field?

The web app adapts to phones, and tables become card lists. There is no native mobile app today, so confirm with the team before relying on it on a job site.

How much does KudosCRM cost for a solar company?

Free covers up to 3 seats. Basic is $9 per seat per month billed yearly, Professional is $24 and Enterprise is $49. Every workspace gets a 14-day Professional trial with no card.

Solar CRM That Moves Leads From Site Survey to Signed Install

Score every inquiry, track each proposal through your own stages, and hand the signed job to the install crew.

Inquiries scored and routed to an owner

Proposals tracked stage by stage

Quotes that convert to orders and invoices

Install projects with health and files

Start Free Book a Demo

14-day free trial of Professional, no credit card required.

Sales · Solar Deals

Total deals

$2.6M

Open

$2.1M

Pipeline

$2.05M

38 open

Weighted

$1.03M

38 open

Hot · ≥70%

$720K

Qualified10%

$579K total≈ $260K

Residential 8 kW Rooftop

Hillcrest Homes

$9,894Oct 07

Warehouse Array 120 kW

Westfield Logistics

$77,890Sep 16

Proposal30%

$680K total≈ $309K

Office Carport 45 kW

Lakeview Realty

$58,560Nov 17

Battery Storage Add-On

Sunrise Dental

$29,149Nov 10

Negotiation60%

$791K total≈ $475K

School Campus 200 kW

Maple Ridge District

$87,000Dec 02

Farm Array 60 kW

Oakfield Farms

$16,640Nov 28

What Is a CRM for Solar Companies?

A CRM for solar companies tracks a lead from first inquiry through site survey, proposal, signature and install. Every call, quote and file stays on one record, so a sales cycle that runs for weeks never loses its thread.

System design, permitting and crew scheduling stay in your solar tools. KudosCRM covers the sales and customer side.

KudosCRM leads list with grades and scores — Leads with grades and scores. Sample workspace data.

The Gap

Where Does a Solar Sales Cycle Leak Today?

Five handoffs lose most deals. Here is each one, and what replaces it.

Spreadsheet and inbox

With KudosCRM

Leads live in an ad inbox, a sheet and three phones

Every inquiry lands in one leads inbox with a source and a score

Nobody owns the new homeowner inquiry

Lead routing assigns an owner the moment it arrives

Survey times are agreed over text and forgotten

Share a booking link and meetings land on one calendar

Proposal versions get overwritten in email

Quotes keep every version, and accepted ones become orders

The install crew gets a forwarded note

A won deal becomes a project with tasks, files and a health badge

The Sales Cycle

Follow One Solar Deal From Inquiry to Install

Pick a stage to see what KudosCRM does there.

Capture and Score Every Inquiry

Forms and imports create leads. Scoring grades them and routing hands each one to an owner.

Lead sources show where inquiries come from

Scores rank who to call first

Routing assigns an owner on arrival

Explore Lead Scoring

The Long Middle

Keep Slow Deals Warm Without Chasing Them by Hand

Solar buyers take weeks. Three tools keep the right deal in front of the right rep.

Score the Interested Ones

Give points for title, company size, engagement and source. Hot leads rise to the top of the list.

Explore Lead Scoring

Plan Today in My Day

Tasks show as a list, board, calendar or timeline, with your own focus list on the side.

Explore Task Management

Spot Stalled Deals on the Board

Drag deals across your own stages. Rot flags mark the card that has sat too long.

Explore Pipeline Management

Automation

Set the Rules Once, Then Check the Run History

Each rule pairs a trigger with an action. Review what ran whenever a deal looks off.

WhenThenType

A new lead arrivesLead routing assigns an owner by source, stage or titleRoute

A deal is marked WonAn automation creates the install scheduling task and can alert the team in SlackHand off

A deal sits too long in a stageA rot flag marks the card on the pipeline boardWatch

A survey is bookedThe meeting appears on the shared calendar with its outcome and follow-up tasksSchedule

Explore Workflows Explore Lead Routing

Pricing

What Does KudosCRM Cost for a Solar Company?

Per seat, published, with a 14-day Professional trial and no card. Small crews start on Free or Basic. Teams running several pipelines choose Professional.

Free

Small firms

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Small sales teams

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Growing contractors

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Multi-office groups

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.

14-day free trial — no credit card requiredCompare every plan

CRM for Every Kind of Solar Business

Residential and commercial installers both win on speed and follow-up.

Residential Solar Commercial Solar Solar Installers Battery Storage EPC Contractors Solar Sales Teams

Integrations

Works with the Tools You Already Use

Connect Gmail or Outlook so customer email lands on the right record, Zoom for demos, and Slack for alerts. Chatra brings website chat into the same CRM.

See All Integrations