The Pitch: OpenSolar’s free solar PV design, proposal and CRM software

Welcome to The Pitch — a Solar Builder side project connecting solar professionals straight to solar PV system and service providers. We explore their new ideas and chat awkwardly about their innovations so you don’t have to. First up in this new series is OpenSolar, founded by the team that started remote solar sales before anybody with Sungevity. This new OpenSolar concept is as the name suggests: open. It is a suite of free tools to fully digitize the business of solar installer, from phone or other remote sales to design, finance and customer relationship management.

In the Pitch above, Cofounder Andrew ‘Birchy’ Birch explains:

  • How is OpenSolar free?
  • How the system goes from lead generation to CRM to PV proposal and design all the way to close
  • The value of interactive, remote proposal creation
  • The benefits of a streamlined totally free process for a solar installation business
  • What big innovation is being added very soon (3D design)

For more on that last bullet point, check out this other video from the OpenSolar team.

Have you checked out our YouTube page?

We have a ton video interviews and additional content on our YouTube page. Recently we debuted Power Forward! -- a collaboration with BayWa r.e. to discuss higher level industry topics as well as best practices / trends for running a solar business today.

Our longer running side project is The Pitch -- in which we have awkward discussions with solar manufacturers and suppliers about their new technology and ideas so that you don't have to. We've discusses everything from residential rail-less deck attaching and home solar financing to large-scale energy storage value stacking and utility-driven new home solar + storage microgrids.

We also post our Project of the Year announcements there! Interviews with this year's winners will be up starting the week of Nov. 8. Head there and subscribe today to stay on top of all this extra stuff.

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  • April 29, 2020 16:45:16

    I’d love to be a part of the beta launch. BSEE, MBA, CPM and NABCEP 032611-321. 12 years solar experience. Currently living OFF GRID at 401 Royal Reserve Way, Sunset SC 29685 Joe Utasi cell 513-616-6044

    • April 30, 2020 23:09:39

      Hi Joe! This is Cara with OpenSolar. I’d be happy to get you set up on the platform! I’ll try giving you a ring.