01
Invoices that get paid
Send the invoice from the client's record. When it is paid, the deal is marked won.
Explore Invoices that get paid
CRM
CRM for solar companies
Capture enquiries, book site surveys, send signed proposals and track each install and payment on one customer record.
Free plan, no card needed. Or book a demo.
Solar sales take weeks, not minutes
A solar customer usually asks on WhatsApp or by phone, needs a site survey, compares a few quotes and then pays in instalments. That is a long trail to keep in your head, and a lot of follow-ups to remember.
startbuddi keeps the whole trail on the customer's record: the enquiry, the survey booking, the proposal they signed, the install project and every instalment paid.
How solar installers use it
- A pipeline from enquiry to survey to proposal to installed.
- A booking link for site surveys, with an optional survey fee.
- Proposals and contracts that turn into invoices.
- Instalments recorded as part-payments, with the balance kept for you.
See startbuddi for solar companies for the full workflow.
- Survey bookingsCustomers book a site survey and can pay a survey fee.
- Signed proposalsSend the proposal and contract from the customer record.
- InstalmentsRecord part-payments and see what is still owed.
- Install projectsTrack each install with tasks and dates.
Board
Every install from enquiry to paid.
Name your stages, from enquiry to survey to installed, and drag each customer forward as the job moves.
- Start with New Leads, Qualified, Proposal Sent, Negotiation, Won and Lost
- Double-click a stage title to rename it. Deals are never deleted with a stage
- Mark as won or Mark as lost, with an optional reason
Contracts
Proposals and contracts, signed.
Send the proposal and contract from the customer's record, then turn the accepted estimate into an invoice.
- Freelance, Photography, Brand Design, Website Development and Event Planning templates
- Several signers per contract, with x/y signed at a glance
- Drafts, Awaiting signature and Signed, all in one list
Record payments
Instalments, recorded.
Record each instalment as it arrives. The invoice shows Partially paid and the balance is kept for you.
- Bank transfer, Cash, Card (outside startbuddi) or Crypto
- Part-payments allowed, with the balance kept for you
- A collection timeline: created, sent, viewed, paid
Same workspace
Your CRM is already connected to the rest of the business.
The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.
02
Online bookings
Clients book from your link and land in your contacts with the booking on their page.
Explore Online bookings
03
Follow-ups that run themselves
Follow-ups, reminders and tasks that start when a form, booking or deal changes.
Explore Follow-ups that run themselves
04
Projects your team can follow
Won the work? Start the project, track tasks and share progress with the client.
Explore Projects your team can follow
05
Dashboards and reports
A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.
More about Analytics
Plans
A CRM on every plan, including Free
The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
SolutionSolar Installation Companies Nigeria
ProductEstimates, proposals & contracts
ProductCustomers
ProductContacts & companies
ProductSales pipeline & deals
ProductInbox
CompareBest CRM Software for Small Business
GuideHow to organise your customers: from WhatsApp chats to a real pipeline
BlogCRM vs spreadsheet: why agencies are switching in 2026
Questions people ask
Can I track instalment payments?
Yes. Record each payment against the invoice. It shows Partially paid, and the balance stays in Receivables until it is cleared.
Can customers book a site survey?
Yes. Add a survey service to your booking page and turn on a deposit if you charge for surveys.
Can I manage the install as a project?
Yes. Start a project from a template, add tasks and dates and link it to the customer.
What does it cost?
The CRM, bookings, projects and invoicing are on Free. Starter ($29 a month) adds WhatsApp and automations.
Put every client in one place.
Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.
Free plan available. Every paid plan starts with a 30-day trial.