# Easy Install Solar CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Easy Install Solar CRM Software - reviews, pricing plans, popular comparisons to other Solar products and more. Source: https://www.capterra.com/p/10049460/Easy-Install-Solar-CRM --- # Easy Install Solar CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 6, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Easy Install Solar CRM ## What is Easy Install Solar CRM? Easy Install Solar CRM is a platform for electrical and solar installation professionals, combining job management, scheduling, dispatching, invoicing, messaging, and AI tools. It streamlines the job lifecycle, from intake to closeout, with customizable job records, calendar scheduling, and map-based dispatching. Integrated timecards and purchase order tracking ensure financial oversight, while mobile access and real-time messaging keep teams connected. Field crews can submit timecards and access project plans on-site via a mobile portal. An AI assistant provides insights and answers queries using live CRM data, including jobs, notes, invoices, and messages. The client portal offers branded job progress updates without exposing internal workflows. Integrations with QuickBooks, Zapier, WordPress forms, and GPS tracking enhance functionality. Administrative tools like role-based access, workflow automation, audit logs, and billing management support operations across multiple locations. ## What is Easy Install Solar CRM used for? [Solar](https://www.capterra.com/solar-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $149 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Easy Install Solar CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://easyinstallsolar.com/&name=Easy Install Solar CRM) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Bill of Materials Access to a library of manufacturing parts, models, and specs Contract Lifecycle Management Organize, track, and automate the entire contract process CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Import/Export Import and export data to and from software applications Easy Install Solar CRM 30 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Software program that continuously adjusts its behavior based on observed data Access to a library of manufacturing parts, models, and specs Organize, track, and automate the entire contract process Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Import and export data to and from software applications Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Serves solar industry Use AI to generate content in the form of text, images, videos, etc. Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Access software remotely via mobile devices Accept, record, and reconcile financial transactions Calculate rule-based prices for a product/service Plan and coordinate all the resources, costs and time needed to execute assignments Create proposals based on costs of labor and materials Generate quotes or estimates for customers Notifications that are delivered to users as soon as an event occurs Visualize products in real time, as they are configured Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 3D design and modeling tool used to create solar/photovoltaic (PV) installation proposals Organizing a group of people to accomplish a task Set up connections to third-party platforms to improve business processes Streamlining repetitive tasks and activities through automated and predefined workflows Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Starter $149.00 Flat Rate,Per Month It includes: - Core operational tools: jobs, calendar, map view, clients, and subcontractors - Financial tools: timecards, purchase orders, invoices, reports, and PDF exports - Communication tools: messaging, notifications, file manager - Onboarding support - Shared workspace access with responsive desktop and mobile views Professional $349.00 Flat Rate,Per Month It includes: - Includes all features from the Starter Plan - Grounded AI assistant with plan-based usage controls - Workflow automation: workflow rules, recurring jobs, reminders, and richer notifications - Branding options: custom domains or branded subdomains for a polished experience ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ One Step GPS](https://www.capterra.com/p/197399/One-Step-GPS/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.