What should a solar CRM keep together?
- Customer, installation address, enquiry source and responsible rep.
- Conversation history, next task and follow-up date.
- Issued quote version, customer acceptance and payment state.
- Links to the project, job and outstanding handover requirements.
In ArcSolar, sales stages show sales progress. Operational queues and payment states remain separate. Check the underlying record before advancing the work.
Is solar CRM the same as design or job management?
| Software role | Question it answers |
|---|---|
| CRM | Who is the customer, and what happens next? |
| Design | What system and drawings are being proposed? |
| Job management | Who will do the accepted work, and what is missing? |
A platform can cover several roles. ArcSolar connects customer records with quoting and delivery; Roof Vision supports the design workflow on eligible plans. Review plan, access and provider setup before assuming everything is included.
Example: accepted offer, pending deposit
Illustrative workflow: a Melbourne household accepts a battery offer. The deposit is still processing and a switchboard photo is missing. Sales records acceptance; finance checks payment confirmation; operations owns the missing photo. An accepted offer alone does not establish that the deposit is paid or the site is ready.
| Owner | Evidence to check |
|---|---|
| Sales | Accepted issued offer |
| Finance | Confirmed payment record |
| Operations | Site information and open requirements |
What does the software still need you to verify?
A CRM does not certify installer suitability, site safety, forecast savings or rebate approval. Review source evidence and make the appropriate commercial and technical decisions. Demo records and illustrated screens do not prove a live payment or connected provider.
Compare the workflow before choosing the platform
Use the same fictional records in each demonstration. Record what was shown, the required plan and setup, manual steps and the next owner. ArcSolar publishes this guide from its own product perspective; it is not an independent software review.
Sources and review (5)
Published by ArcSolar. Examples are illustrative; product details come from the sources below. Editorial standards.
- Manage the pipeline and deal stages — ArcSolar; checked 11 October 2026.
- Understand the customer's quote view — ArcSolar; checked 11 October 2026.
- Create and send a quote — ArcSolar; checked 11 October 2026.
- Feature availability and demo screens — ArcSolar; checked 11 October 2026.
- Coordinate field operations and installers — ArcSolar; checked 11 October 2026.