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Sunbase

Stages 2-3 | Multi-Stage
Best For: Small to mid-sized installers needing an affordable ERP
L Expert Review by Lumen Editorial
✓ Updated: March 2026
Mid-market solar installers often see their operations stall when their CRM and project management data are stuck in disconnected silos. Solar companies struggle to scale when lead gen, sales, and back-office management are stuck in fragmented, siloed tools.

See Sunbase in Action

Key Features

  • Integrated solar CRM
  • Canvassing and field sales tools
  • In-built solar design engine
  • Inventory and warehouse management
  • HR and employee scheduling

Pricing

Contact for Pricing (Starts ~$199/month)

The Deep Dive

Workflow Integration

  • Unify lead generation, project management, and billing into a single source of truth to eliminate double-entry.
  • Streamline back-office management with automated workflows that move projects from 'Lead' to 'PTO' faster.
  • track real-time project profitability and team performance to identify and clear operational bottlenecks.

Maturity Fit

Sunbase is a versatile solution that spans multiple operational scales, effectively serving teams from scaling SMBs all the way up to high-growth organizations.

Audit your Operations with Sunbase via the link below.

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Pros

  • True all-in-one system for established firms
  • Excellent tools for door-to-door sales teams
  • Includes back-office HR and inventory modules

Cons

  • Dated user interface in some modules
  • Long onboarding process due to many features
  • Design engine is less mature than Aurora

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Top Alternatives to Sunbase

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2-3

Bodhi

Homeowners feel 'ghosted' after signing a contract, leading to high cancellation rates and endless support calls. Bodhi anchors the Ops pillar by automating the post-sale customer journey. Ideal for Stage 2 teams looking to scale without hiring a fleet of account managers.

  • Automate project updates via SMS to reduce inbound support calls by 40%.
  • Gamify the referral process to turn every happy installation into a lead generation engine.
  • Bridge the gap between PTO and performance monitoring to increase customer lifetime value.

Audit your Operations with Bodhi via the link below.

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Scoop Solar

Field-to-office communication gaps are where many solar projects lose their momentum, resulting in data loss and delayed customer sign-offs. Scoop Solar anchors the Ops pillar by unifying project management and field operations. Ideal for Stage 3 teams scaling their installation and O&M fleets.

  • Unify project management and field ops into a single platform designed for solar and storage teams.
  • Use automated workflows to move projects from 'Sales' to 'Service' without manual data re-entry.
  • Track real-time progress and photo documentation to ensure quality control and fast milestone payouts.

Audit your Operations with Scoop Solar via the link below.

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Leap

Distributed asset owners miss out on significant revenue by failing to bridge the gap between their battery fleets and lucrative wholesale energy markets. Leap anchors the Ops pillar by bridging the gap between hardware and energy markets. Ideal for Stage 4 enterprises ready to turn battery fleets into Virtual Power Plants (VPPs).

  • Connect DERs (Distributed Energy Resources) directly to lucrative wholesale energy markets via API.
  • Automate the orchestration of storage assets to provide grid-balancing services and earn passive revenue.
  • Increase system owner ROI by participating in Demand Response programs with zero manual effort.

Audit your Operations with Leap via the link below.

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