Most losses come from approvals and handoffs, not price. Learn how to use a connected flow with CRM, interactive proposals, instant design, project boards, and a customer portal to close faster and hit PTO on time.
Commercial solar projects cover small to mid sized rooftops and sites for offices, retail, warehouses, schools and nonprofits. Buyers care about payback, business continuity, brand and predictable execution. Compared with residential, you deal with longer approval chains, more documents, and utility or AHJ steps that must be tracked with discipline.
Package a clear offer for business solar panels. Show bill savings, backup options, battery upsell and operations timelines in one place.
Speed wins. Route solar leads in under five minutes, score them by service area and roof type, then auto start follow ups. Your solar lead generation programs work best when every form triggers an instant estimate and a call or SMS within minutes.
With solar crm software your team gets pipeline stages, proposal templates, e sign, tasks and reporting in one system. If you evaluate tools, shortlist the best solar crm or best crm for solar business by speed to quote, integrations and rollout effort. For mixed trades or GC led teams, crm for contractors keeps sales and field crews in sync.
Give every buyer the same clear experience.
Pipe Solar in action: create an interactive proposal in minutes with instant design, usage based savings and e sign. Start inside Interactive Proposals and pull roof and shade context from Solar Design. When the customer signs, Pipe Solar opens the project automatically and carries over documents, site photos and the bill of materials.
This is where many commercial solar projects slow down. A strong delivery plan protects margins and reputation.
Run a milestone board for design approvals, AHJ permitting, interconnection, procurement, installation, inspection and PTO. Use solar project management software to add dependencies, owners and due dates. Templates for interconnection packets, QC and commissioning reduce soft costs. See how boards, milestones and dependencies work in Project Management.
Commercial rooftops often require R and R or coordination with a roofing partner. Treat roofing and solar as a single workflow. Create work orders with photo requirements, warranty evidence and a shared schedule, then store everything in the same project record inside Project Management.
Invite customers to a portal with timeline, tasks completed and documents. Customer portal software reduces back and forth and increases trust. Share progress and bill comparisons in Customer Portal.
Buyers compare options, not just prices. Put solar financing options side by side and make assumptions explicit.
Explain solar payback with a simple chart and a short paragraph that defines assumptions like rate escalation and operating costs. Connect financing milestones to interconnection dates so expectations stay aligned. Your proposal can present these options on one screen in Interactive Proposals.
Market example: if you sell in Texas add a sidebar that covers texas solar incentives and a case study for commercial solar texas with project timeline and bill outcomes.
Storage is often the difference between a good plan and a great plan. Educate buyers on backup, demand charge management and time of use shifting. Mention the role of a hybrid inverter and how home energy management can prioritize critical loads during outages or peak periods. Present a no storage option and a storage option so the economics are visible. You can configure both variants in Solar Design and present them side by side in Interactive Proposals.
Place these blocks directly inside your proposal and the early project emails so they are easy to reference. You can save them as reusable sections in Interactive Proposals.
Track a small set of metrics that your GM and owners care about.
Use dashboards inside the CRM and in Project Management. Review weekly with sales and delivery leaders and fix the slowest step first.
Day 1 to 30
Choose target markets and industries. Import contacts into solar CRM. Build proposal templates for cash, loan and PPA inside Interactive Proposals. Prepare interconnection, permitting and R and R checklists in Project Management.
Day 31 to 60
Launch instant design and proposal flows with Solar Design and Interactive Proposals. Turn on e sign. Stand up Project Management with milestones, owners and SLA alerts. Train crews and subs on photo and QC requirements.
Day 61 to 90
Invite customers into Customer Portal. Add storage options with hybrid inverter templates in Solar Design. Publish a Texas case study if that is a priority market. Review KPIs weekly and iterate. If you want a guided setup, book a demo
Commercial solar wins come from a connected process that moves fast, stays clear, and delivers on time. Run pipeline in a solar CRM, create interactive proposals with instant design, manage milestones in project boards, and keep clients informed in a customer portal to cut days to PTO, reduce change orders, and lift referrals.
Ready to put this into practice? See the end-to-end flow and leave with usable templates: Book a demo with Pipe Solar. Explore the tools: Interactive Proposals · Solar Design · Project Management · Customer Portal
One platform. Every tool you need to design, sell and manage solar projects with confidence.
