Solar CRM
Your CRM closes deals. Scoop delivers them.
Scoop connects to your existing CRM to turn deals into executable projects by syncing customer, site, and job data into one Central Operations Hub. Your CRM manages lead management, pipeline, proposals, and deals, while Scoop runs delivery without the chaos of manual handoffs, delays, and lost information.
Common Solar CRM Challenges
Solar companies rely on traditional CRMs to manage sales, but once a deal is closed, execution often becomes manual. This creates breakdowns across handoffs, scheduling, and project delivery, limiting visibility and slowing progress.
Deal to Project Handoff Gaps
Manual routing, approvals, and version control slow execution across installation and service stages, especially when milestone validation and required documentation are not standardized.
Lack of Proper Tool For Execution
Sales slows when outreach is manual and execution data is scattered across tools, making it difficult to coordinate next steps quickly across channels.
Poor Pipeline Visibility
Pipeline teams struggle to track status without real-time insights once deals become active jobs, leading to decisions made on partial updates and lagging signals.
Where Your Solar CRM Connects to Execution
Sales activity often lives in one platform, while delivery runs in another system, creating gaps across operations and handoffs. Scoop connects Solar CRM activity into a Central Operations Hub, to ensure seamless transition from deal to field ready delivery.
Deal To Project Automation
Approved deals can automate project creation, assign owners, and automatically generate the right workflows, helping teams save time and reduce manual reentry as projects move into execution.
- Automate deal handoffs
- Auto-create projects
- Eliminate manual data entry
Why Connect Scoop With Your CRM?
CRMs manage your sales pipeline, but they stop at Closed Won. Connecting Scoop turns sales commitments into structured, flawless execution, linking deals to real workflows, ownership, and delivery through shared data and automation.
Seamless Deal Execution
Scoop connects your CRM to the execution layer, routing ownership, scheduling, and field steps through automation for higher efficiency.
Unified Customer Visibility
Scoop connects CRM data with operational status in one view, aligning sales, projects, service, and operations with role-based access for the full team.
Actionable Operational Insights
Scoop consolidates data into real-time views that track performance across crews, regions, and job stages, with reporting built from projects, work orders, tasks, and sites.
How to Get Started With Our Solar CRM
1. Align on Your Goals and Operating Goals
The first step involves working with us to understand how your company operates today and what business management outcomes matter most. This ensures the platform is tailored to your needs, the right workflows, handoffs, and execution priorities specific to your organization’s structure and growth stage.
2. Design and Validate Your Scoop Workflows
Starting with industry best-practice templates, we’ll collaborate with your teams to configure workflows that reflect how work actually moves through your organization. This phase leverages features designed to create custom processes, ensuring each stage, handoff, and responsibility is captured in a way that matches operational reality.
3. Launch With a Dedicated Success Team
Our dedicated customer success team provides 1:1 hands-on help throughout the launch phase & beyond. This service ensures every user understands their role in the new workflows, minimizing disruption and helping the team transition smoothly into standardized execution.
4. Scale Confidently With Ongoing Expert Support
As your solar company grows and operational complexity increases, your ongoing expert support helps your team refine workflows, onboard new team members & subcontractors, and adopt best practices. This continued partnership ensures the platform evolves alongside the business without creating operational debt.
Which Industries is Scoop Built For?
Commercial Solar Installs & Service
Solar O&M Services
Battery Storage Installs & Service
Wind Turbine O&M Services
HVAC Field Service
EV Charging Installs & Service
Data Centers
Modular Buildings
Prefabricated Homes
Commercial Solar O&M Services
Utility -Scale O&M Services
Wind Turbine O&M Services
EV Charging O&M Services
Battery Storage O&M Services
HVAC O&M Services
How Scoop Gives Your Team a True Competitive Edge
"Scoop won us over with its customization, integrations, & unique project progress options."
Tim Howaldt
CO-Founder & COO
“Scoop allows us to create industry-leading, high-quality service reports for our customers.”
Fletcher Dyak
President of Operations
“Scoop has been a huge help in organizing our work and supporting my field team.”
Jamal Aboeljoud
Director of Post-Construction Services
Ready to Transform Your Solar Operations?
Boost your conversion and transform your operations by connecting your Solar CRM with Scoop! Book a demo with our sales team today to see how we can connect your solar operations in one Central Operations Hub.
Request a Demo
See how leading solar and infrastructure teams run operations from a single hub.
Book a 20-minute session to review your workflows and see how Scoop can help.
Frequently Asked Questions on Solar CRM
Is Scoop a Traditional Solar CRM?
Although this depends on your definition, Scoop is likely not a traditional Solar CRM. It function as a powerful Central Operations Hub that standardizes & automates finance, installation and service execution while tying in key tools such as sales or Solar CRM, Solar Design Software, Solar Proposal Generation & e-Signature and of course accounting. For solar teams needing predictable handoffs and operational visibility, using the Scoop Central Operations Hub enables them to get work done flawlessly, across office and field, not just serve as an office-based repository of contacts and deals.
Does Scoop Replace Existing Solar CRMs?
Scoop typically complements existing CRMs by adding a robust purpose-designed execution layer for delivery, creating a centralized system. Solar CRM data can remain in place while workflows, ownership, and field completion run through Scoop, reducing manual handoffs without forcing a full replatforming of the tech stack. In contrast to so-called “all-in-one” tools that often deliver limited functionality, Scoop and our team of solution architects enable companies to build a modular, future-proof tech stack, connecting tools that work for their business at various stages of growth.
How Does Deal To Project Automation Work?
Deal to project automation converts a won opportunity in your Solar CRM into an operational job with predefined stages, tasks, and owners in the execution layer, so delivery starts right away and with the right data, ownership, and status without the need for manual handoffs and data re-entry.
Can Scoop Integrate With Solar Sales Tools?
Yes, Scoop connects with solar sales tools through integrations designed to keep systems aligned. Solar software and Solar CRMs often rely on accurate field & execution data for accurate quoting at the outset and change order data during execution. Scoop supports the capture and flow of that date into your Solar CRM and other Solar Sales Tools while centralizing project execution, scheduling, and service workflows.
Who Owns Customer Data Across Workflows?
Customer data ownership stays with the business, and your Solar CRM remains the system of record for customer and sales data while Scoop serves as the system of record for operational execution. When Solar CRM platforms and other systems sync into workflows, governance can be defined by role and stage so updates remain auditable and consistent across scheduling, field execution, workflows, and reporting.
Is Scoop Built For Solar Operations Scale?
Scoop is specifically built for scaling operations by standardizing workflows across teams, regions, and job types. Instead of relying on ad hoc coordination common in solar software solutions, the Central Operations Hub approach reduces operational debt as processes and systems evolve.
What Teams Use Scoop After Sales Close?
After close, teams across,site survey, design/engineering, permitting, scheduling, field crews, service, and maintenance use Scoop to run execution. Additionally other teams such as Sales and Finance refer to Scoop to get the most up-to-date job information. Unlike Solar CRM workflows centered on sales pipeline management, the Scoop platform supports solar installations, service, quality and closeout inspections, punch lists, and ongoing solar O&M.