The Solar CRM
Built for the long close.
Track every site survey, proposal, financing application, and install — without losing leads in the gap between "interested" and "signed."
No contracts · Cancel anytime · Live in 7–14 days
Door-knock to PTO — one pipeline.
Every quote request, every site survey, every signed contract, and every install — in one place — so a 90-day sales cycle does not lose a single homeowner.
Quote requests that do not go cold
Web inquiries auto-acknowledge with your pitch deck and book a site-survey appointment in seconds — leads stay warm while reps drive.
Long-cycle nurture that closes
90-day decision cycles need 8+ touches. Auto-sequences keep you in front of homeowners through every objection.
Post-install referral engine
After PTO, an auto-text asks for a review and offers the referral bounty. The cheapest leads you will ever buy.
Built for the way you actually close solar
We talked to solar reps and owners about where deals stall — and built Tegrity Connect to fix the long-cycle, multi-touchpoint reality of solar sales.
Pipeline that doesn't forget
Solar deals take months. Tegrity keeps every site survey, proposal, document, and financing note tied to one customer record so deals don't go cold while you're working ten others.
Automated nurture during the financing gap
Lenders take time. We keep customers warm with proactive updates and check-ins so they don't ghost mid-process or shop your proposal with a competitor.
A real team behind you
"Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything." — Basia Kost, small business owner. Business plan customers get 24/7 chat support.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Everything you want to know before you switch
Yes. Tegrity Connect works alongside Aurora, OpenSolar, EnergySage, and most design platforms. We focus on the lead-to-signed-contract motion; you keep your design tool in place if you love it.
Solar deals can take 30, 60, even 120 days. Tegrity keeps every touchpoint, document, and follow-up tied to one record so nothing gets lost. Automated nurture sequences keep customers engaged during financing and site-survey gaps so they don’t cool off or shop your bid elsewhere.
Yes. Every customer record can hold uploaded documents, signed paperwork, financing status, and adjuster contacts. Automated reminders chase down missing docs so your reps aren’t playing courier on top of selling.
Yes, and we mean it kindly. The $175 onboarding gets you a real human walking you through SMS, domain setup, lead-source integrations, and the multi-stage solar pipeline your business actually runs. You launch confident, not lost.
Business plan customers get 24/7 chat support — helpful when a financing question hits at 8 p.m. Starter plan customers can email anytime. Basia Kost on our team: “Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything.”
Yes — see HVAC, roofers, and general contractors, who run adjacent quote-driven workflows.
Close more solar. Refer more solar.
Drop your email and we will show you exactly how Tegrity Connect runs your solar business — or book a 20-minute demo with our team.