The CRM for solar companies, from first consultation to permission to operate.
Your design tool is good at designing. It was never built to run a 60-day consultative sales cycle, track four financing options against one homeowner, chase the utility interconnection packet, keep the installed base warm for referrals, or forecast revenue by milestone. Strkr is the revenue and customer-journey layer that wraps your design stack and runs the business.
Residential and commercial solar installers in the 5 to 100 person band hit the same wall. The design tool handles design well. The spreadsheet handles the proposal numbers until it does not. The financing partner portal handles its own slice. The permitting binder is a Google Drive folder. The install crew runs on a group text. The utility interconnection packet is tracked in somebody's inbox. And the referral motion that is supposed to lower CAC never fires because nobody is clocking the installed base. None of these are design problems. All of them are revenue and operations problems that live in the CRM layer, and most solar companies in this size band never built that layer. The result is a six-month customer journey that gets dropped at least once per deal, and a bank of installed systems that should be throwing off referrals and is instead going quiet.
The sales cycle is a 60-day fog
Design to signed contract has eight checkpoints and no owner.
Consult, site survey, design, preliminary proposal, financing match, final proposal, signed contract, deposit. Each step has a different owner, a different tool, and a different follow-up cadence. Deals stall between steps for weeks because nobody owns the handoff. A real CRM tracks every stage with age, probability, and a nudge sequence per stage.
Financing matrix drowns the rep
TPO, PPA, loan, cash is four conversations with one homeowner.
Each financing path has its own paperwork, approval flow, dealer fees, and credit score cutoff. Reps juggle Mosaic, Sunlight, GoodLeap, Sungage, EnFin, and cash side by side on a single kitchen table. The CRM has to remember which product the homeowner was pre-approved for, who the dealer rep is, and when the credit application expires.
Rebates and tax credits leak money
The 30 percent credit on an 18k system is 5,400 dollars left on the table.
Federal ITC, state rebates, utility programs, net metering tiers, SREC markets, local municipal incentives. Each has its own form, deadline, and documentation requirement. Miss one filing window and the homeowner is unhappy and the rep eats the difference. A real CRM runs a checklist per deal and clocks every rebate application through to paid.
Permitting and interconnection are a black box
The utility has had the packet for six weeks and nobody knows why.
Permit application, AHJ review, revisions, approval, interconnection application, utility review, PTO, meter swap. Each handoff loses a week. The homeowner calls the sales rep at week five asking when their panels turn on and the rep has no visibility. A CRM has to track every utility and permitting ticket as a first-class record with age and next action.
Battery and add-on attach is ad hoc
The home that bought panels last year wants a battery this year.
Battery attach rates have gone from a nice-to-have to the margin story. EV charger upsells, main panel upgrades, re-roof pairings, generator swaps. The installed base is a six to seven figure attach pipeline that most shops never work because they are heads-down selling new systems. A real CRM clocks every installed account and runs attach sequences.
Referral motion is a bumper sticker
Installed customers are a channel most solar companies never work.
Solar is a referral business. A happy homeowner with new panels talks to five neighbors inside the first year. Most shops hand out a yard sign and hope. A real CRM has a referral program with a tracked payout, a 30-day and 90-day post-install touch, a review funnel at PTO, and a neighbor-of-customer campaign tied to zip and street.
Where Strkr fits in a solar stack
The revenue layer around your design and proposal tools.
Be clear up front. Strkr is not a solar design or proposal engineering tool. It does not do shading analysis, roof modeling, string sizing, performance simulation, or racking takeoffs. Aurora Solar, OpenSolar, EnerFlo, Helioscope, and Solargraf do that work and most are excellent at it. Strkr sits around those tools as the CRM, financing matrix, install project tracking, marketing, messaging, and reporting layer. The design tool stays. Strkr runs the rest of the customer journey from the first consultation through the referral eight months after PTO.
Every home is an account
Residential and commercial on one data model.
The account record holds roof type, roof age, panel count installed, inverter model, battery capacity, utility, rate schedule, financing product, monthly savings, SREC enrollment, warranty expirations, and every family member who signed the contract. A residential account is a household address. A commercial account is a property with a parent company. The data model treats them the same so you can run the whole book.
Lead to PTO pipeline
One pipeline from first web form to meter spin.
A web form or inbound call enters as a lead. A qualified consultation becomes an opportunity. Site survey complete moves the stage. Design approved moves it. Proposal signed moves it. Permitting submitted, approved, installed, inspected, PTO received each move the stage. One pipeline, eight to twelve stages, with age and probability at every step. Nothing stalls in silence.
Financing matrix per deal
Four financing paths on one opportunity record.
Every opportunity holds a financing matrix: cash, loan, lease or PPA, and sometimes a secondary loan option. Each row carries the product, the dealer, the credit application status, the approval amount, the dealer fee, the APR, the lock expiration, and the paperwork tracker. The rep sees all four side by side instead of switching between three browser tabs and a notebook.
Rebate and incentive tracker
Every credit, rebate, and SREC clocked to paid.
Federal ITC and depreciation (for commercial), state rebates, utility programs, net metering enrollment, SREC registration, and local incentives are tracked as checklist items per deal with document fields, filing deadlines, and payout status. The office sees exactly which deals have outstanding rebates and which have been paid, down to the dollar.
Install milestones as a project
From signed contract to PTO as a tracked project.
When a contract is signed, a project is auto-created on the account with milestones: engineering review, permit submitted, permit approved, equipment ordered, equipment received, install scheduled, install day, inspection, interconnection submitted, PTO received, final invoice. Each milestone has an owner, a due date, and an aging alert. The operations manager sees every open install on one board.
Utility and AHJ tracking
Permits and interconnection as first-class records.
A permit ticket is a child record of the install project with jurisdiction, application date, review status, revisions required, and approval date. An interconnection ticket does the same thing on the utility side with application date, utility reviewer, PTO date, and meter swap date. The homeowner calling at week five gets a real answer because the office can see the packet is in week three of utility review.
Equipment on every account
Model panels, inverters, and batteries as records.
Panels (make, model, count, wattage), inverters (make, model, string config), batteries (make, model, kWh), monitoring platform logins, serial numbers, warranty expirations. All of it on the account record as structured data instead of a PDF attached to a note. When the homeowner calls three years later about a monitoring alert, the office has the system under their fingertip.
Referral and review engine
PTO day fires the review and the referral ask.
PTO achieved triggers a 48-hour-delay satisfaction text to the homeowner. 9 or 10 ratings get the Google review link and the referral program enrollment. 7 or 8 ratings get a thank-you plus a service manager call. 6 and below create a complaint ticket. The 30-day post-install touch introduces the neighbor referral payout. Installed customers become a channel, not a yard sign.
Battery and attach nurture
The installed base is a measurable pipeline.
Every PTO account older than 10 months enters a quarterly attach nurture: battery storage economics, EV charger pairings, re-roof opportunity windows, panel expansion options, generator comparisons. The attach sequence is built once and compounds year over year as the installed base grows. By year three a shop with 800 PTO accounts has a seven-figure attach pipeline running in the background.
What design tools do not cover
The jobs that live in the CRM, not Aurora or OpenSolar.
Design and proposal tools are built to answer: how many panels fit on this roof, how much will the system produce, what does the proposal PDF look like? Those are the right questions for a design tool. The CRM questions sit somewhere else and get neglected because the design tool was never built to answer them.
Consultative sales cycle
A 60-day cycle needs a nudge every seven days.
From first consultation to signed contract the homeowner expects responsiveness, education, and clear next steps. A nudge sequence fires every seven to ten days with content tuned to the stage: utility bill explainer during consult, financing comparison after design, incentive summary after proposal, timeline expectation after signature. Deals stop stalling because the sequence does the follow-up.
Pre-approval tracking
Credit applications expire. The CRM remembers.
Mosaic, Sunlight, GoodLeap, Sungage, EnFin pre-approvals live for 30 to 90 days depending on the product. The CRM clocks every active pre-approval with its expiration date and fires a renewal task to the rep seven days before expiration. Deals do not die because paperwork went stale on week eight of a ten-week cycle.
Interconnection follow-up
The utility packet sitting at week five gets a touch.
When an interconnection ticket passes a configurable age threshold, the office gets an auto-generated follow-up task with the utility contact and the application reference number pre-filled. The homeowner gets a status email letting them know the shop is on it. The utility reviewer gets a professional ping. The packet moves. The homeowner stays confident.
Rebate chasedown
Filed rebates get a receipt. Unpaid rebates get a chase.
Rebate payouts take 30 to 180 days depending on the program. A nightly flow checks every open rebate against the expected payout date. Overdue rebates auto-create a chase task on the office manager with the program contact and the application number ready. Shops recover a measurable percentage of rebate dollars just by not letting them sit.
Design handoff tracking
Design assigned, design in revision, design approved.
The design team sits in Aurora or OpenSolar but the design queue is a Strkr list. Design assigned moves the opportunity. Design in revision tags the designer and the sales rep. Design approved pushes the final PDF into the opportunity record for proposal generation. The design team stops being a bottleneck because the queue is visible.
Lost-deal nurture
The homeowner who said not yet buys next spring.
A lost consultation does not die. It goes into a 12-month nurture cadence with content tuned to the loss reason: utility rate hike alerts (for the price-sensitive), roof repair pairing offers (for the roof-concerned), new incentive announcements (for the fence-sitters). A meaningful share of lost deals come back inside 18 months when a trigger fires.
Monitoring platform integration
Production alerts become customer calls.
Enphase, SolarEdge, Tesla, Franklin monitoring data flows into the account record. A system that trips an underproduction alert for seven days creates a service ticket inside Strkr. The office calls the homeowner proactively instead of waiting for the homeowner to call about a lower bill. Service becomes a feature of the installed base, not an afterthought.
Warranty and workmanship tracking
Panel, inverter, workmanship warranties clocked by year.
Panels carry a 25-year warranty. Inverters are usually 10 to 25. Workmanship is 10 to 25. Each has a different clock and a different claim process. The CRM holds every warranty with an expiration date so a service manager handling a 7-year-old failed inverter has the manufacturer contact and the claim form ready in seconds.
Commercial account depth
A 400 kW rooftop is a 12-month project with 20 stakeholders.
Commercial accounts have CFO, facilities, roofing contractor, GC, legal, utility, and AHJ stakeholders. The CRM holds them as linked contacts with role, decision-maker flag, and activity history. Losing a commercial deal because the office never knew the CFO had left is a story every commercial-leaning solar company has.
The integrations that actually matter
The connections that pull the solar stack together.
Strkr integrates with the design and proposal tools, not against them. A typical solar company running Strkr pairs it with Aurora Solar or OpenSolar for design, a finance partner portal for pre-approvals, QuickBooks or Xero for accounting, and a monitoring platform for post-install service. The integrations are native and API-based where the vendor supports it.
Aurora, OpenSolar, EnerFlo
Design stays in the design tool, revenue in Strkr.
Where the design tool offers an API, Strkr pulls design artifacts (PDF, kW DC, kW AC, panel count, inverter model, production estimate) into the opportunity record. The design team works in the design tool. The sales rep sees the design in Strkr. The office runs reporting on close rates and attach rates against design output.
Finance partner portals
Mosaic, Sunlight, GoodLeap, Sungage, EnFin.
The finance partner portals keep the credit application. Strkr holds the pre-approval amount, product, APR, dealer fee, dealer rep, and expiration date on the opportunity so the rep sees all four financing options side by side in one place. The paperwork stays with the lender. The decision data lives on the deal.
QuickBooks and Xero
Deposits and progress payments feed revenue reporting.
Native accounting integration syncs invoices, deposits, progress payments, and final payments. Strkr uses that data to compute revenue by install milestone, lifetime value, financing-mix margin, and campaign attribution. The accounting data lives in accounting. The reporting lives in the CRM.
Monitoring platforms
Enphase, SolarEdge, Tesla, Franklin data on the account.
Monitoring platform data flows into Strkr. Daily production, cumulative production, alert status, device-level failures. The service team sees underproduction before the homeowner does. Attach campaigns use real production data to pitch battery storage with a credible payback number.
Google LSA and Google Ads
Lead sources tracked back to signed contracts.
LSA leads, Google Ads leads, Facebook form fills, and organic form fills land in Strkr tagged with the source, campaign, and keyword. The shop finally answers: what is the real cost per acquisition for an LSA lead by zip code net of leads that never consult and consults that never close? The reporting pays for the lead tool.
Native SMS and MMS
Text the homeowner, log the conversation.
Native messaging ships as a module with per-tenant numbers. Appointment reminders, on-the-way texts, install day confirmations, PTO notifications, review requests, and two-way conversations all land on the account record. Shops that want to keep an existing carrier can bring Twilio credentials; most run native with no third-party vendor exposed to customers.
Marketing emails
Nurture, attach, and referral from inside the CRM.
Marketing is a native module. The consultative nurture during the sales cycle, the attach sequences to the installed base, the referral program emails, the review follow-ups, and the lost-deal reactivation all fire from inside the CRM against the same account records that hold the equipment, financing, and lifetime data. One system, one audience.
DocuSign and PandaDoc
Contracts and change orders land back on the opportunity.
When a contract or a change order needs a signature, the shop sends it through DocuSign or PandaDoc. The signed document and the signature event flow back to the opportunity record and move the stage automatically. Strkr Docs is a wiki for internal process documentation (install SOPs, utility packet templates, warranty claim steps). E-signature runs through the two established tools shops already know.
The honest limits
What Strkr does not do, directly.
Strkr does not design systems, model shading, size strings, or render roof takeoffs. It does not file permits with the AHJ or submit interconnection packets to the utility (though it tracks those tickets). It does not approve credit on behalf of a lender. Those are the design tool, the office admin, and the lender's jobs. The CRM runs the connective tissue around them.
What the shop actually sees
The daily operating rhythm on Strkr.
A 5 to 100 person solar company has an operating rhythm the design tool does not understand. The sales team runs morning dials to warm leads at 8 AM. The design team queues roof surveys at 9. The office checks every open interconnection packet at 10. The install coordinator schedules the week at 1 PM. The owner wants a Sunday night snapshot. Strkr is built for that rhythm.
Morning triage queue
The first screen the office sees at 7:30 AM.
Overnight web leads, overdue proposal follow-ups, expiring credit pre-approvals in 7 days, aged permit packets past 14 days, overdue PTO follow-ups, overdue rebate chases, 1-star review alerts. One queue, prioritized, assigned to the right owner. The office does not open seven tabs to find the day.
Sales rep dashboard
The person running a 60-day cycle has a view.
Open consults scheduled this week, open proposals by stage and age, financing pre-approvals expiring soon, lost deals ripened for reactivation, referral-sourced leads tagged to the rep. Each rep runs their own book inside Strkr with their own scorecard and their own forecast.
Install coordinator board
Every open install from signature to PTO.
Kanban-style board grouped by milestone: engineering, permit submitted, permit approved, equipment ordered, scheduled, installed, inspected, interconnection submitted, PTO received. Age alerts fire when a card sits too long in one column. The install coordinator uses this for the Monday morning operations huddle.
Service manager board
Monitoring alerts, warranty tickets, callbacks.
Underproduction alerts from the monitoring platform, open warranty claims by manufacturer, callbacks from installed customers, complaint tickets from the review funnel. The service manager has one place to run the entire post-install book.
Owner reports
The numbers the owner wants on Sunday night.
Monthly contract signed vs plan, revenue by install milestone (deposit, progress, final), average cycle time by stage, financing mix margin, cost per acquisition by lead source, referral-sourced revenue, attach-sequence revenue, lifetime value by segment. The owner opens the dashboard, reads it, and goes to bed.
Owner mobile view
The one metric that matters, on the phone.
The owner leaving a Rotary meeting at 2 PM opens the Strkr app and sees: today's signed contracts, open proposals over 30k with the rep name next to each, installs scheduled this week, PTO achieved this week, 1-star reviews opened. The data model works on mobile without being a scaled-down web page.
Head-to-head
Strkr vs the typical solar stack of Aurora limits, spreadsheets, and Mailchimp.
Most solar companies in the 5 to 100 person range run Aurora or OpenSolar for design, a stack of finance partner portals for pre-approvals, a Google Sheet or two for the sales pipeline, a Mailchimp account that goes stale, and a group chat for installs. The gap is the CRM and revenue layer. Here is the honest side-by-side.
Feature
Strkr
Aurora limits + spreadsheets + Mailchimp
Lead to PTO pipeline
One pipeline with stage, age, and probability from consult to PTO
Deal list in a spreadsheet, no stage logic, no handoff tracking
Financing matrix per deal
Four financing paths side by side with product, APR, approval, expiration
Reps toggle between three partner portals and a notebook
Rebate and incentive tracking
ITC, state, utility, SREC tracked as checklist with filing deadlines
Office memory, missed filing windows, lost margin
Install milestone tracking
Native projects module with engineering through PTO stages
Group chat and a wall whiteboard
Permitting and interconnection
Permit and interconnection tickets as records with age and next action
Inbox folder, no visibility, homeowner calls the sales rep
Equipment on every account
Panels, inverters, batteries as structured records with warranties
PDF attached to a note somewhere in the drive
Referral and review engine
PTO fires satisfaction gate, 9 to 10 to Google and referral enrollment
Yard sign and a hope
Attach and battery nurture
Quarterly nurture to every PTO account older than 10 months
The installed base goes silent after PTO
Lost-deal nurture
12-month cadence by loss reason, utility rate alerts, incentive updates
Lost deals never touched again
Monitoring and service
Underproduction alerts fire service tickets inside the CRM
Homeowner calls when the bill comes in
Commercial account depth
Linked contacts with role, decision-maker flag, activity history
One record per site, no stakeholder visibility
Pricing basis
Per seat, every paid tier includes CRM, Marketing, Projects, Messaging
Design per user plus Mailchimp per contact plus spreadsheet labor
How teams use Strkr
Playbooks solar companies run on Strkr today.
The pattern across customers in this category is consistent. The design tool stays. The finance partner portals stay. Strkr layers on and runs the CRM, financing matrix, install tracking, marketing, and reporting work. The payback shows up inside the first two quarters because the stalled proposals, the expiring pre-approvals, and the unworked installed base are already there, just not surfaced.
12-person residential installer
Financing matrix on every open proposal.
A residential solar company with four reps was losing deals at the financing stage because reps were manually tracking Mosaic and Sunlight pre-approvals in notebooks. Strkr turned on the financing matrix per opportunity with pre-approval expiration alerts seven days out. Dead-pre-approval losses dropped close to zero inside one quarter. Reps closed more deals in the same consultation volume because the paperwork stayed warm.
28-person regional solar
Install milestone board on 70 open projects.
A regional installer had 70 projects in flight between contract signature and PTO with no single view of where each one sat. Strkr built the install milestone board with age alerts at each stage. The average contract-to-PTO cycle dropped by three weeks inside two quarters because the office caught stalls at week two instead of week six. Operating capacity went up without a hire.
45-person commercial-leaning
Commercial account stakeholder map on 60 open commercial deals.
A commercial-leaning installer was losing deals when CFOs rotated out and nobody told them. Strkr built the linked-contacts model with role, decision-maker flag, and activity history. The office set a 90-day stakeholder refresh cadence on every open commercial opportunity. Lost-to-silence deals dropped meaningfully in the first full year.
60-person residential at scale
Attach nurture to a 1,400-account installed base.
A residential installer with 1,400 PTO accounts had never run a structured attach campaign. Strkr segmented the base by install year and set up quarterly battery, EV charger, and panel expansion nurture sequences. Inside year one the shop attributed a double-digit percentage of booked revenue to the attach engine. The installed base became a measurable channel.
85-person multi-state operator
Referral program on a 2,300-account installed base.
A multi-state operator had no referral motion beyond the yard sign. Strkr turned on the PTO-day review funnel, the 30-day referral enrollment, and the neighbor-of-customer campaign tied to zip and street. Referral-sourced leads doubled inside two quarters at a cost per acquisition well below paid channels. The installed base started paying back for itself.
The revenue layer your solar company has been running in spreadsheets.
See how Strkr sits around your design tool and turns the installed base into a measurable pipeline. Transparent per-seat pricing with CRM, Marketing, Projects, Messaging, and Docs on every paid tier. Compare the features list before you book a call.
No. Be direct about this. Strkr is not a solar design, proposal engineering, or performance-modeling tool. It does not do shading analysis, roof modeling, string sizing, or racking takeoffs. Aurora Solar, OpenSolar, EnerFlo, Helioscope, and Solargraf do that work. Strkr is the revenue and customer-journey layer around the design tool. It runs the CRM, financing matrix, rebate tracking, install milestone project management, marketing, review funnel, and reporting. Most solar companies run Strkr with their existing design tool integrated and get the best of both. If you do not have a design tool, pick one first.
What size solar company is Strkr built for?
The sweet spot is 5 to 100 people, roughly 50 to 1,500 installs per year. Below 5 people the shop can usually run on a design tool plus a spreadsheet until the lost pre-approvals and the stalled installs start costing real money. Above 100 people, enterprise CRM customization or a specialized solar operations platform may fit, though Strkr continues to work with configuration. In between, the design tool solves the technical half and Strkr solves the revenue, financing, and install-tracking half at a fraction of a custom build.
How does Strkr handle the financing option matrix?
Every opportunity holds a financing matrix row for each option the homeowner is being pitched: cash, loan, lease or PPA, and sometimes a secondary loan option. Each row carries the finance partner (Mosaic, Sunlight, GoodLeap, Sungage, EnFin, or a cash entry), the product, the pre-approval amount, the APR or lease rate, the dealer fee, the dealer rep contact, the credit application reference, and the pre-approval expiration date. A nightly flow fires renewal tasks seven days before any pre-approval expires. The rep sees all four options side by side on the opportunity instead of switching between browser tabs and losing the deal to stale paperwork.
Can Strkr track federal ITC, state rebates, SRECs, and utility incentives per deal?
Yes. Each incentive is a checklist item on the opportunity with document fields, filing deadlines, expected payout date, and status (not filed, filed, approved, paid). The federal ITC is tracked as a value on the contract. State rebates and utility programs are tracked with the program contact, application number, and payout date. SREC enrollment is tracked with the registration ID and the first-year expected production. A nightly flow checks every open rebate against expected payout dates and fires a chase task to the office manager for anything overdue. The office stops leaving rebate dollars on the table because the system clocks every filing.
How does install milestone tracking from contract to PTO actually work?
When a contract is signed, Strkr auto-creates a project on the account with a configurable milestone list: engineering review, permit submitted, permit approved, equipment ordered, equipment received, install scheduled, install day, inspection passed, interconnection submitted, PTO received, final invoice sent. Each milestone has an owner, a target date, and an aging alert. The install coordinator sees every open project on one kanban board grouped by milestone. The homeowner can be given a view-only link to track their own install. The AHJ permit ticket and the utility interconnection ticket are child records with their own age and next-action fields. Nothing stalls in silence.
Does Strkr handle the referral and review motion that solar companies depend on?
Yes, and this is one of the highest-ROI motions for the category because solar is a referral business. PTO achieved triggers a 48-hour-delay satisfaction text. A 9 or 10 rating gets the Google review link and automatic enrollment in the referral program with a tracked payout per referral. A 7 or 8 rating gets a thank-you plus a service manager follow-up. A 6 or below creates a complaint ticket for the service manager inside 15 minutes. At 30 days post-PTO the homeowner gets the referral payout reminder. At 90 days the neighbor-of-customer campaign fires to houses on the same street and zip. Installed customers become a channel instead of a yard sign.
What does migration from a spreadsheet and Mailchimp setup look like?
The typical path is 6 to 10 weeks running the existing design tool unchanged. Week 1, connect the design tool and the accounting tool, import active opportunities and past installs. Week 2, build the equipment list for installed accounts from monitoring platform data and existing records. Weeks 3 to 4, build the install milestone project template and the financing matrix fields on the opportunity, then migrate active in-flight installs to the new tracker. Weeks 5 to 6, turn on the PTO-day review funnel, the 30-day referral enrollment, and the quarterly attach nurture. Weeks 7 to 10, build the lost-deal reactivation and the full seasonal campaign calendar. Most shops see first clear ROI from the install milestone board and the pre-approval expiration alerts inside the first full quarter.
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