Solar CRM for installers, from first enquiry to permission to operate
Laureo is a solar CRM for installers: capture the enquiry, book the consultation, send a system quote the homeowner accepts online, bill the deposit and each install milestone from that one quote, and track permits, interconnection and inspection on a project board.
Built for residential and small commercial solar installers that sell and run installs from the office. Plans start with Pro at $83.33/mo billed annually ($99.99 month-to-month), with unlimited contacts on all plans, and every plan includes Forms, Booking Pages, Quotes & Invoices, and Project Boards.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Web leads, referrals and event leads arrive in three places, and some never get a call back
The proposal goes out as a PDF, and nobody knows whether the homeowner opened it
Deposit, install and final payments are invoiced by hand, and one of them is always late
Permits and utility applications live in a spreadsheet that only one person updates
Homeowners call the office to ask where their install stands
What you can do with Laureo
Real workflows for Solar Installers, built into Laureo.
Answer every enquiry while it is warm
The Lead Router agent reads each new form lead and drafts a first reply for you to send, so the reply goes out while the homeowner is still comparing installers.
Meet homeowners online
Run the consultation on Google Meet, and when its calendar event matches the customer, the recording, transcript and smart notes from your paid Google Workspace plan file on their contact and company for the designer and the closer. Microsoft Teams transcripts follow once your Microsoft admin turns them on.
Bill in stages without a spreadsheet
Each milestone invoice draws down what is left to bill on the accepted quote, and a voided invoice gives its amount back, so the invoices always add up to the contract.
Keep every install moving
The project board shows every install by stage, from permit submitted to permission to operate, and each task carries an owner and a due date.
Ask happy customers for referrals
Once a system is switched on, send installed customers a referral email or a seasonal maintenance reminder from Campaigns, with unlimited contacts on all plans.
A pipeline that speaks Solar Installers
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- system sale
- Contact
- homeowner
- Company
- household or business
- Pipeline
- sales pipeline
- Invoice
- milestone invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Consultations booked from your website
A form on your site creates the lead, and a booking page lets the homeowner pick a consultation time, with a Google Meet link for a virtual call.
System quotes homeowners accept online
Quote panels, inverters, racking and labor as catalog lines, and add a battery or an EV charger as optional lines. The homeowner toggles the options on a hosted quote page and accepts by typing their name.
Milestone invoices from one quote
Bill the deposit at signing, the next payment at install and the balance at permission to operate, each as an invoice drawn from the accepted quote, so no part of the contract is billed twice. This works on every plan.
Install projects from a template
When the sale closes, start the install project from your template, with milestones for site survey, permit, utility interconnection, install, inspection and permission to operate. Project boards are on every plan; Business and Ultra remove the cap on active projects.
A status page for the homeowner
On Business and Ultra, share a private, read-only link to a branded status page for the install, so the homeowner sees the milestones you choose to publish without calling the office.
Panels and inverters in stock
Track the panels, inverters and batteries you hold in each location, and raise purchase orders to your supplier, on every plan.
The whole platform, in one workspace
Laureo brings these tools together, grouped the way your work flows. Some start on Business or Ultra, and the plan comparison shows the plan for each.
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Import leads and past customers
Bring open leads and installed customers in from a spreadsheet, tagged by lead source, system size and utility.
Set your sales stages
Name the stages a homeowner moves through, for example Enquiry, Consultation Booked, Proposal Sent and Contract Signed.
Build your equipment catalog
Add panels, inverters, batteries, racking and labor as products, and bundle your standard system sizes so each quote starts from a kit.
Save your install template
Create the install project template once, with tasks and milestones from site survey to permission to operate.
Choose your payment stages
Decide how much of the contract you bill at signing, at install and at permission to operate, and draw each milestone invoice from the accepted quote. On Business and Ultra, connect Stripe to take card payments.
AI agents that work for you
Six built-in agents start on their own, on a weekday schedule or when the work arrives. By default, every agent except Ticket Triage drafts what it can and asks before it changes anything, and Ticket Triage sorts new tickets in Service on Ultra.
Quote Follow-Up - Highlighted for Solar Installers
AI follows up when a homeowner opens the proposal
When a homeowner opens your system quote without accepting it, the Quote Follow-Up agent drafts a follow-up email for you to review and send.
Integrations that matter for Solar Installers
Connect the tools you already use. No code required.
Google Workspace
Gmail sync files each email with a homeowner or utility contact in your CRM on that person's record, and Calendar holds consultations and site surveys.
Microsoft 365
Outlook email and calendar sync for installers on Microsoft, with OneDrive documents such as permit sets linked to the job record.
Stripe
Card payments for deposits and milestone invoices, paid into your own Stripe account, on Business and Ultra.
Solar Installers vs JobNimbus
The problem
JobNimbus is built for home exterior contractors and names solar among the trades it serves, but its pricing page shows no price for Essentials, Pro or Premium: each plan asks you to request pricing.
The Laureo advantage
Laureo publishes every price: Pro from $83.33/mo billed annually ($99.99 month-to-month), with unlimited contacts on all plans and no onboarding fee. Quotes, milestone invoices, booking pages and install project boards are on every plan, and you can start the same day without a sales call.
Why Laureo wins for Solar Installers
- Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
- Booking pages are built in on every plan, so you need no separate scheduling tool.
- Unlimited contacts and companies on every plan, with no contact tiers to outgrow.
- One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Solar Installers FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives, explore features relevant to Solar Installers, and see related solutions.
- ComparisonLaureo vs HubspotSee how Laureo compares to Hubspot on features, pricing, and usability.
- ComparisonLaureo vs PipedriveSee how Laureo compares to Pipedrive on features, pricing, and usability.
- FeatureCRM FeaturesExplore Laureo's crm features in detail.
- BlogHow to build a sales pipeline in 5 stepsMap the stages a homeowner moves through, set exit criteria, and track the numbers that matter.
- SolutionCRM for HVAC and PlumbingFor the sales office of an HVAC, plumbing or electrical shop: estimate requests, quotes with system options, follow-up until the homeowner signs, invoices, and maintenance agreements billed as recurring invoices on Business and Ultra. Your dispatch tool keeps the technicians.
- SolutionCRM for Event PlannersFor wedding, corporate and social event planners, and the sales desk of a venue: inquiry forms, consultation booking, proposals with package options, invoices and a planning board for every booked event. Card deposits and payment schedules come with Business and Ultra.
- SolutionCRM for Freight and LogisticsFor freight brokers, forwarders and 3PL sales teams: shipper accounts and contacts, a pipeline per lane, rate quotes, each synced email with a shipper contact on the account, and campaigns to your whole list. Cold outreach to new shippers comes with Ultra, and your TMS keeps the loads.
- SolutionAll solutionsFind the right CRM configuration for your team.
Run every solar job from enquiry to PTO
By continuing you agree to our Terms and Privacy Policy.
Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.