Discover the ideal CRM for solar companies | Nutshell
Sales and CRM, simplified
Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Visual pipeline management
Track every lead from first contact through installation and beyond.
Sales automation
Automate follow-ups, task reminders, and pipeline moves so no deal goes cold.
Email & SMS marketing
Run referral campaigns, upsell battery storage, and re-engage past customers.
Mobile CRM access
Update records, log site survey notes, and reach leads from anywhere.
Never let a hot lead go cold
Solar shoppers move fast. They’re getting multiple quotes, and the company that responds first—and follows up most consistently—is usually the one that wins the job.
Nutshell automates your entire follow-up process so no lead slips through the cracks. From the moment a lead comes in, your reps know exactly what to do next, and Nutshell keeps nudging prospects forward until they’re ready to sign.
- Automated follow-up sequences: Drip emails and task reminders trigger automatically when a lead enters a stage
- Instant lead routing: New leads get assigned to the right rep immediately, based on territory or round-robin
- One-click calling & SMS: Reach leads instantly from any device without switching apps
Learn more about sales automation
Track every deal from first knock to final inspection
The solar sales cycle isn’t a straight line. It spans weeks or months, touches multiple team members, and involves proposals, financing, permits, and installation handoffs. Without a clear system, deals get lost and customers fall through the cracks.
Nutshell’s visual pipelines give you a real-time view of every opportunity at every stage. Create separate pipelines for residential leads, commercial projects, and post-install follow-up so each workflow stays organized and nothing gets confused.
- Custom multi-stage pipelines: Build the exact sales process your team follows, from site survey to signed contract
- Multiple pipeline support: Keep residential, commercial, and post-install workflows completely separate
- Mobile access for field reps: Update deal status, log site notes, and view customer history from anywhere
Learn more about pipeline management
Turn happy customers into your best lead source
Your most profitable leads are often the ones you already have. Past customers who are happy with their solar system are primed to refer friends, add battery storage, or expand their system—if you stay in touch.
Nutshell makes it easy to run targeted email and SMS campaigns to your installed base. Segment by install date, system size, or location and send the right message at the right time, all from the same platform where you manage your sales.
- Referral campaigns: Automatically reach out to happy customers with a templated referral ask
- Battery storage upsells: Target past customers with timely offers based on install date or system type
- Review request automation: Send follow-up messages after installation to collect 5-star reviews
Learn more about our engagement tools
Know which marketing dollars are actually working
Solar companies invest heavily across a mix of lead channels—Google Ads, Facebook, referrals, door-to-door, and events. The problem is, high lead volume doesn’t always mean high close rates. You need to know which sources are actually driving revenue, not just traffic.
Nutshell’s lead attribution and reporting tools give you a clear picture of where your best leads are coming from and how your team is performing against their goals.
- Lead source attribution: Track every lead back to its original source and measure close rate by channel
- Real-time sales dashboards: See pipeline value, deal velocity, and rep activity at a glance
- Revenue forecasting: Predict future revenue based on current pipeline stage and deal value
Connect with the tools your solar team already uses
Nutshell integrates with the software solar businesses rely on, so your customer data stays synced across every stage of the sales cycle.
Whether you’re sending contracts for e-signature, syncing invoices after a job is won, or booking in-home consultations, Nutshell connects your existing tools so your team isn’t manually copying data between systems.
- Contracts & proposals: Connect DocuSign or PandaDoc to manage solar agreements without leaving your CRM (or use Nutshell’s built in quotes)
- Accounting & invoicing: Sync QuickBooks to track deposits, milestone payments, and final invoices automatically
- Scheduling: Let leads book in-home consultations and site surveys directly from a branded booking page (or use Nutshell’s built in Scheduler)
- 5,000+ apps via App Marketplace: Connect Aurora Solar, lead gen platforms, and other tools in your solar stack
Helpful, human customer support
Award-winning support here for when you need us.
- Free for everyone: Live chat support is available to all trials and active customers
- Helpful support articles: Our knowledge base is filled with “how-tos” and guides to help with all of your questions
- Monthly webinars: Covering how to set up and use specific features or processes in Nutshell
Learn more about our award-winning support
See Nutshell in action!
Try Nutshell free for 14 days or let us show you around before you dive in.
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Thousands of happy users can’t be wrong.
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