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
Solar CRM software for Australian retailers and installers.
ArcSolar is solar CRM and battery sales software for Australian retailers and installers who want to manage leads, quotes and delivery in one customer record.
Book a workflow demoExplore the public 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 that keeps the quote moving
Use configurable quote follow-up cadences where enabled. Keep reminders, calls, messages and the next task beside the customer record.
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
Create the quote from the opportunity, then carry accepted scope and payment status into operations without re-keying the customer.
See the workflow in ArcSolar.
Explore the public demo before booking a walkthrough. These product screenshots show fictional projects and sample states; no account is required.
Projects & Jobs
Follow installation stages, the next action and the people responsible for moving each job forward.
Open Projects & Jobs demo (opens in a new tab)
Finance
Review deposits, outstanding balances and payment status alongside the work your team is delivering.
Open Finance demo (opens in a new tab)
Customer tracking portal
Follow a sample installation at the installer-assigned stage, with the signed agreement and project progress in one place.
Open Customer tracking portal demo (opens in a new tab)Questions
What solar teams ask about solar crm.
What is a solar CRM in Australia?
A solar CRM helps a retailer or installer manage customer enquiries, opportunities and follow-up. Australian teams also need to carry the solar or battery quote, site information, rebate progress, installation handover and payment status through the job. ArcSolar connects these records in one workspace, with GreenDeal and Formbay workflows where configured.
Can I try the ArcSolar demo without an account?
Yes. The public ArcSolar demo opens without an account and uses fictional demonstration data. Explore Projects & Jobs, Finance and the customer tracking portal from the screenshots above. A guided demo can then confirm your plan, integrations and rollout requirements.
What happens after we choose ArcSolar?
Agree your plan, users, migration scope and required integrations with the team. Configure permissions and provider connections, then test a new enquiry, an open quote and an accepted job before moving the wider team. Confirm the rollout timeline for your setup in the demo.
What makes ArcSolar a strong choice for Australian solar retailers?
ArcSolar connects the customer conversation, quote, operations and payment status in one workflow. AI bill assessment, savings estimates, call intelligence and GreenDeal or Formbay connections extend that workflow where enabled. Our recommendation is to test one job from enquiry to delivery, with your required plan and integrations, before choosing.
What customer results has ArcSolar reported?
The ArcSolar team reports that one client processed almost $1.5 million in deals through the platform in the first few months after implementation. This is processed deal value, not cash collected or a measured increase in sales. The result is for one unnamed client.
How should we evaluate ArcSolar before switching?
Bring a new enquiry, an open quote and an accepted job to a demo. Follow the owner, next task, customer conversation and payment status through each record. Agree your data import, permissions and integration setup before moving the team.
Does every plan include AI and custom integrations?
No. Spark covers the core platform. Arc adds the ArgonixIntelligence suite and Roof Vision. Grid includes custom automation and integrations. Confirm your required connections and setup scope during the demo.
What is ArcSolar, and who is it for?
ArcSolar is web-based solar CRM and business management software from Argonix Digital. It is built for Australian solar retailers and installers who need customer records, quoting, communications, operations and payment status in one workspace.
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.
See it with your workflow