Visual Pipeline Management
Track every lead from first contact through installation and beyond.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
In the fast-growing solar industry, a top-notch solar CRM platform is a must-have. As renewable energy gains momentum worldwide, efficient lead, project, and customer relationship management are vital.
Nutshell offers the tools you need to stay organized, enhance your sales process, and capitalize on emerging opportunities. An efficient solar CRM like Nutshell makes your work easier while helping you stand out in the booming solar market.
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Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Track every lead from first contact through installation and beyond.
Automate follow-ups, task reminders, and pipeline moves so no deal goes cold.
Run referral campaigns, upsell battery storage, and re-engage past customers.
Update records, log site survey notes, and reach leads from anywhere.
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.
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.
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.
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.
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.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
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