A free solar CRM built for how UK solar businesses actually sell.

What a solar CRM has to do that a generic one does not

Most CRM software was built for a sales process with a company, a contact, a value and a close date. A solar deal has all of that and then a great deal more. It has a roof, a system size in kWp, a consumption profile, a funding route, a grid connection question and a survey that may change every number in the file. If those things live in free text notes, they are invisible to your reporting and invisible to whoever picks the deal up next.

Radiant holds them as proper fields on the record. Companies and sites carry kWp, roof type, MPAN, DNO status, funding route and install date. Contacts carry the people behind the deal, the finance director, the operations lead, the estates manager or the homeowner, linked to the company and the deal they belong to rather than floating in a separate address book. When a colleague opens a deal they have been handed, the context is on the record.

Deals and pipeline, shaped for solar

The pipeline is the part of the CRM your team lives in, so it comes in three views of the same live data. Kanban when you want to see where everything is sitting and drag a deal on a stage. Table when you want to scan values, owners and dates at speed. List when you are working a queue. Filters by stage, owner, referral partner and free text search combine cleanly and stay where you put them, so you are not rebuilding the same view every morning.

Stages are yours to define. A commercial and industrial deal that runs for twelve months through survey, design, proposal, DNO application and contract should not share a funnel with a domestic rooftop that closes in a fortnight. You can run separate pipelines with their own stages, which keeps conversion rate and average deal value meaningful instead of averaging two different businesses into one useless number.

Deals can be assigned to more than one person, because solar rarely has a single owner. Sales, design and delivery can all sit on the same record without anyone cloning it. Ownership stays explicit, so nothing ends up in the gap between two people who each assumed the other had it.

How enquiries arrive in the first place

A CRM is only as good as what goes into it, and manual entry is where most pipelines start to rot. Radiant gives you three routes in besides typing. OpenLead works on your Google Business Profile so more local searches find you, and gives you a branded instant quote tool for your website, socials, email signature or a shared link. A prospect puts in their site and their consumption, gets indicative figures back, and the enquiry lands in your pipeline with the source attached and a proposal already generated.

Referrals give partners, consultants and past customers their own login and a structured submission form, so introduced deals arrive as ordinary CRM records with the partner tagged from day one. You can filter the whole pipeline by partner and report on value and conversion per partner. The commercial and industrial marketplace is the paid route: claimed opportunities matched to the sizes, sectors and regions you cover. If you are weighing that against buying enquiries elsewhere, our breakdown of what commercial solar leads cost sets out the numbers honestly.

Quotes, proposals and what happens after you send one

A quote that lives in a spreadsheet on somebody's laptop is not part of your pipeline. In Radiant the proposal comes off the record. Instant Proposals turn a customer and an address into a branded draft deck with generation, savings, payback and carbon filled in at your own pricing, using the MCS MGD003 yield methodology rather than a national average. From there, deal rooms send the buyer a live branded page they can open on a phone and share internally, instead of a PDF that gets forwarded until nobody knows which version is current. If you use DocuSign or PandaDoc, a contract link can be added to the deal room alongside the proposal, so the buyer finds it in the same place, with the signing itself handled by your own provider.

When the deal moves on, so does the paperwork. DNO applications are prepared and tracked from the same record, so the grid connection status is a field on the deal rather than a thread in somebody's inbox. Proposals, deal room engagement, tasks, calendar events and survey forms all stay attached after the deal is won, which means the install team inherits the context instead of asking for a handover document.

What it looks like day to day

The morning view is the dashboard: what needs attention, what is due today, the deals in play and the numbers for the period. Tasks are attached to the deal they belong to with an owner and a due date, so a follow up is a thing with a name on it rather than a note in a diary. The calendar syncs both ways with Google and Microsoft, so a site visit booked in Radiant appears in the calendar your team already checks, and a meeting booked elsewhere does not create a clash.

Site surveys use offline first forms. Your surveyor fills in the roof, the pitch, the MPAN and the photographs standing on a rural rooftop with no signal, and it all syncs the moment they are back in coverage. Reporting runs live off the same workspace: pipeline funnel, estimated revenue, lead source attribution, proposal analytics, close rate and team performance, with CSV export on every report. Loss reasons are captured on the way out, which is what makes the funnel worth reading.

What it costs

The CRM itself is free. Companies, contacts, deals, pipelines, tasks, calendar sync, forms and reporting are included when you sign up, with no seat charge on the core workspace. The Sell subscription adds the selling layer on top: OpenLead, Instant Proposals, deal rooms, DNO applications and Ask Sonny, the copilot that reads your live pipeline and helps you triage in plain English. Full detail is on the pricing page, and you can start on the free workspace and move up when the selling tools earn it.