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Connect your stack

Plays well with the tools you can't replace.

SolarProjeX already runs the whole business — including roof design with Design Studio and sales proposals, so there's no separate design tool to wire in. Integrations connect what's actually left: accounting, equipment monitoring, fleet hardware, and payments, plus 6,000+ more apps through Zapier.

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One platform that runs the business, connected to the hardware and accounts it can't replace.

Most solar companies are paying for four or five overlapping systems, and the seams between them are where jobs and money go missing. SolarProjeX replaces that stack: leads, quotes, roof design, permits, install, dispatch, forms, payments, paysheets and warranty all live in one record. We migrate your customers, jobs and history in.

What stays connected is the handful of things that genuinely can't live inside SolarProjeX — because they're a bank, a piece of equipment on the roof, a truck's GPS hardware, or a legacy system you're migrating off of. Native integrations: SunProjeX for thermal design and proposals, QuickBooks, Stripe, Twilio, Geotab, SolarEdge, Tigo, EcoFlow, PermitSleuth, Microsoft Teams, and more, with Zapier reaching 6,000+ additional apps for anything not natively supported.

Design Studio builds the roof from satellite imagery and turns it straight into a priced, signed proposal — so there's no PV design hand-off step to manage, and nothing to keep in sync between a separate design tool and the sale. SunProjeX does the same for solar pool heating and hot water, sized on surface area, occupants and loop type, with its signed proposals importing straight into your pipeline.

What it does, point by point

  • Native integrations for what SolarProjeX genuinely can't replace — accounting, monitoring hardware, fleet GPS, payments
  • No PV design hand-off needed — Design Studio builds the roof and the proposal natively
  • SunProjeX connector: solar thermal proposals import into the same sales pipeline as PV
  • Full data migration from your old system — customers, jobs and history come with you
  • Zapier connects to 6,000+ additional apps
  • Webhook and CSV options for systems without a native integration yet
  • Solar production monitoring integrations: SolarEdge, Tigo, EcoFlow, with more hardware platforms on the way
What connects

One system of record, connected to what it actually can't replace.

Native integrations

QuickBooks, Stripe, Twilio, Geotab, SolarEdge, and more — the things SolarProjeX genuinely doesn't do itself.

No design hand-off

Design Studio builds the roof and the proposal natively — nothing to wire in, nothing to keep in sync.

We migrate you in

Customers, jobs and history import from your old system, so nothing is left behind on day one.

6,000+ more via Zapier

Anything not natively supported can still connect through Zapier's app catalog.

SunProjeX for thermal

Pool heating and hot water are sized and signed in SunProjeX, then imported so the thermal sale sits in the same pipeline as PV.

Questions

Frequently asked questions

Does SolarProjeX replace our CRM?

Yes. SolarProjeX is the CRM and the operations platform in one — leads, quotes, customers, jobs, permits, payments and warranty in a single record. We migrate your existing customers, jobs and history in, so you are not running two systems side by side.

Do we still need a separate PV design tool?

No — Design Studio builds the roof from satellite imagery, lays out panels, and turns the design into a priced, signed proposal natively. There's no hand-off step or second tool to keep in sync.

What is the SunProjeX connector?

SunProjeX is a dedicated solar thermal design platform for pool heating and domestic hot water — it sizes the system on surface area, occupants, loop type and shading, and it owns the customer-facing proposal and signature. The connector imports the resulting project into SolarProjeX so a thermal sale appears in the same pipeline and the same reports as every PV sale, without a second document ever reaching the customer.

What if our tool isn't natively supported?

Connect via webhook or CSV, or reach it through Zapier's catalog of 6,000+ apps.

Everything SolarProjeX does, built for solar

One platform from the first lead to the last warranty claim. Every capability below is part of it.

Run your solar service on one platform.

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