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Documentation

Everything you need
to build with Solar CRM

Guides, tutorials, API reference and integration docs — all in one place.

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Getting Started

Set up your account, invite your team, and import existing leads in under an hour.

CRM & Pipeline

Manage leads, deals, contacts, and sales pipelines with full control.

Quotes & Orders

Create professional solar proposals and track them through to fulfilment.

Inventory & Procurement

Real-time stock, purchase orders, GRNs, and vendor management.

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Workflows & Automation

Build no-code automations that trigger actions across your entire pipeline.

Developer

API Reference

Full REST API documentation with examples, SDKs, and webhook schemas.

Security & RBAC

Roles, permissions, SSO, audit logs and data residency options.

Integrations

Connect Solar CRM to your existing tools — email, calendar, accounting and more.