Alternatives
Salesforce alternatives for solar
Salesforce is powerful and general. Solar companies look for alternatives that work for solar on day one, without an admin team.
- 5
- options described
- 3
- why people look beyond salesforce
Why people look beyond Salesforce
- You do not have a CRM admin
- You need roof design and quotations, not just a pipeline
- Per-user pricing across several editions is hard to plan
The alternatives, one by one.
1. Solset AI
Best for: solar EPCs and installers who run the whole job, in any country.
- One record from enquiry to service: design, quotation, purchase orders, stock, crews, grid connection, invoices and AMC visits.
- A Design Studio with per-panel shading, a structural analysis with STAAD export, a single-line diagram and a bill of materials that prices the quotation.
- Works in any country: tax, document currency, dates and units follow the workspace.
- Priced per workspace, not per user, with a Free plan that needs no card.
2. HubSpot
Best for: Teams where marketing (content, nurture, attribution) is the main constraint.
A marketing, sales and service platform with a free CRM.
3. Zoho CRM
Best for: Companies already on Zoho that want an affordable, configurable CRM.
A general-purpose CRM, part of the wider Zoho suite.
4. Odoo
Best for: Companies that want one general ERP for every department and can configure it.
A suite of open-source business apps: CRM, inventory, invoicing, projects and more.
5. Enerflo
Best for: US residential sales organisations that need lenders, e-signature and many integrations in one flow.
An operating system for US residential solar, connecting CRM, design partners, financing, contracting and project tracking.
Each product is described from its own website, read on 3 November 2026. Check their sites before relying on a detail.
Common questions
See the parts for yourself.
- Design StudioRoof layout, shading, structure, SLD and bill of materials
- Sales and CRMLeads, WhatsApp, quotations and follow-ups
- OperationsProcurement, stock, crews, grid connection and service
- FinanceInvoices, receipts, receivables and job costing
- Plans and pricingPer workspace, with a Free plan and no card
- Book a live demo30 minutes on your own kind of project
Put your next job on one record.
Create a free workspace, add one real enquiry and take it as far as a quotation. If that is not faster than how you work today, you have lost nothing.