Every solar deal, in one clear pipeline, from first enquiry to signed contract.
Built for how solar businesses actually sell, not a generic CRM you have to bend into shape. Residential and commercial, running side by side in one workspace.
A CRM shaped like a solar business
kWp, roof type, MPAN, DNO status, funding route, install date, the fields you actually use, on records that finally match the way you work. Fully customisable to your stages, your team and your process, and part of the wider solar CRM for UK installers that carries companies, contacts and deals together.
- Kanban, table and list views for the same live pipeline
- Multi-assign deals across sales, design and delivery
- Powerful search across companies, contacts, assignees and notes
- Referral partner tracking baked in from day one
- Fully customisable stages, fields and views per business
Key features
Built for solar businesses, commercial and residential.
Three views, one pipeline
Kanban, table or list, switch view without losing your filters.
Multi-assign teams
Sales, design and delivery on the same deal. No cloned records, no confusion.
Filters that stick
Assignee, partner, stage and search combine cleanly, and stay put.
Nothing goes cold
Tasks, reminders and clear ownership keep every deal in motion.
Reporting you can trust
Live pipeline value, conversion by owner, win rate by sector.
Calendar sync
Google and Outlook sync both ways so site visits actually happen.
How it works
- 1
Capture
OpenLead, referrals, the marketplace and manual entry, every source lands in one pipeline.
- 2
Qualify
Score, assign and tag. Residential and commercial run alongside each other, cleanly.
- 3
Close
Move deals through your stages with proposals, deal rooms and tasks attached to each.
Common questions about the Radiant solar CRM
How is a solar CRM different from a generic CRM?
A generic CRM stores a company, a contact and a value. A solar deal needs a great deal more than that. Radiant carries system size in kWp, roof type and pitch, MPAN, DNO application status, half hourly consumption, funding route and survey outcome as first class fields on the record, so nothing important lives in a free text note that no one reads. Pipeline stages match how solar is actually sold, from first enquiry through survey, design, proposal, DNO and contract, rather than a generic set of sales stages you have to bend into shape.
Can commercial and residential pipelines run side by side?
Yes. You can define separate pipelines with their own stages, so a twelve month commercial and industrial deal with three stakeholders does not sit in the same funnel as a domestic rooftop that closes in a fortnight. Reporting keeps them apart too, so your close rate and average deal value stay meaningful rather than being an average of two very different businesses.
What happens to a deal once it is won?
The record stays put and keeps its full history. Proposals, deal room engagement, tasks, calendar events, survey forms and the design that produced the numbers all remain attached, so the install team inherits the context rather than starting a fresh handover document. Loss reasons are captured on the way out too, which is what makes the pipeline funnel report worth reading.
How much does the CRM cost?
The CRM and pipeline are free to use. Radiant charges for the optional lead services layered on top, such as OpenLead and the commercial and industrial marketplace. There is no seat charge on the core workspace.
Related pages
How the whole CRM section fits together.
The UK providers compared on price, exclusivity and what each enquiry contains.
Turn a won pipeline stage into a branded buyer page.
Pipeline funnel, close rate and team performance.
Long, multi stakeholder C and I deals.
Get started with CRM & Pipeline today.
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