A CRM built around how solar businesses actually work: leads, site surveys, proposals, financing, permitting, and install scheduling - engineered to run your entire sales-to-install workflow from a single system.
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One System to Run Your Entire Solar Business
TwoWorks Solar CRM is built around how solar businesses actually work - from the first lead and site survey through proposal, financing, permitting, and install scheduling. Manage Sales, Site Surveys, Permits, Financing, and Installation in one seamless system.
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Built for solar. Backed by our team.
A manageable process.
Combining a CRM built for solar workflows with one-to-one engineering support, we make it easy for you to run leads, surveys, permits, and installs with complete confidence.
A CRM built for how solar works
Lead-to-install pipeline tracking, site survey scheduling, and financing workflows designed to eliminate spreadsheets and manual entry.
- •Lead capture and site survey scheduling in one pipeline
- •Proposal generation with financing options and e-signature
- •Permit and utility interconnection tracking per project
- •Install and crew scheduling tied to real availability
- •Custom workflow rules without modifying core engine
- •Role-based access for sales, ops, and install crews
Your dedicated build engineer
Your dedicated TwoWorks engineer learns how your sales, survey, and install teams actually work, then builds the exact fields and workflows tailored to your business - not a generic template.
Available for workflow tweaks, fixes, and support as your team actually uses the system.
Everything You Need, Seamlessly Connected.
Complete Suite of Modules - From First Lead to Commissioning
Connects With the Tools You Already Use
Leads and messages flow straight into your pipeline from WhatsApp, Facebook, Instagram, and Drive - or your own systems through a custom API.
Start Free, Scale When You're Ready
Client TestimonialsTrusted by Fast-Growing Modern Businesses
Discover how our intelligent ERP platforms and custom software architectures drive measurable operational excellence.
“Working with TwoWorks has put us in an incredibly strong position with not only understanding our baseline operational bottlenecks, but unlocking new opportunities to scale our manufacturing and distribution effortlessly.”
“It’s so nice to speak with engineering leaders who clearly know what they’re talking about when it comes to scalable software architecture. I’m so much happier partnering with a dedicated team like TwoWorks than a rigid off-the-shelf SaaS that offers no relationship.”
“We were keen to unify our multi-facility inventory and fulfillment workflows without disrupting live operations. TwoWorks’ platform architecture and 1:1 engineering support made a complex multi-tenant ERP migration straightforward and reliable for us.”
“What stood out most was the hands-on and responsive support that continued through the process. The platform is intuitive, but what really exceeded expectations was the guidance and clarity provided when custom requirements arose. We have a partner genuinely invested in our success.”
“As a high-growth business, finding an integrated platform to measure, automate, and streamline our complex operations was a massive priority. TwoWorks have been fantastic from the start at guiding us through the entire process, taking the time to understand our domain knowledge, and their software has made everything a breeze! With an incredibly quick turnaround time, we now have real-time data insights across departments.”
“TwoWorks’ platform is refreshingly easy to use and makes cross-department reporting much more straightforward than I would have believed possible. I’m so pleased with how effortlessly it simplifies our operational workflows, dramatically reducing manual overhead.”
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SEE THE PLATFORM AND TALK TO AN EXPERTBook Your Free Discovery Call
We'd love to chat and see how TwoWorks can accelerate your operations and software systems!
Enterprise Performance“We were genuinely blown away by the efficiency, expertise, and execution speed of TwoWorks. Their strategic engineering and ERP architecture transformed our operations seamlessly.”
