# Automate Solar

> Solar CRM with integrated communication and automation for lead management. (iPhone/iPad app by Automate Solar.)

- Source: https://appshunter.io/ios/app/automate-solar/id1559505573 (this page in markdown: same URL + `.md`)
- Developer: [Automate Solar](https://appshunter.io/developer/1559505575)
- Category: Productivity
- Price: Free
- Rating: 3.70/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.6 · 342 MB
- Languages: American English
- Released: 2021-03-22
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/automate-solar/id1559505573/reviews.md

## What is Automate Solar?

The all in one CRM for Solar. 
Send emails, texts, call customers, record calls all from the same platform. With hundreds of automations you can use we beat your conventional CRM.

You can use Automate.Solar for online or D2D leads, you can even upload lead lists and work them on the system. We have automations for English and Spanish (created by native Spanish speakers of course)

Most people who use Automate.Solar replace other softwares they were using and keep everything centralized on this system. 
Keeping everything organized is key to scaling whether you have a couple reps on the system or a couple dozen. 

We've created the ultimate CRM for solar by testing with millions of dollars from our own solar company and finding what works best, we release constant updates from everything we prove to work for our own solar company.

## Key features

- Integrated email, texting, and calling
- Call recording
- Hundreds of automation options
- Online and D2D lead support
- Lead list uploading
- Spanish language automations


## Frequently asked questions about Automate Solar

### What devices does Automate Solar support?

Automate Solar is available on iPhone and iPad devices, offering a versatile platform for solar sales professionals on the go.

### How often is Automate Solar updated?

The app is updated frequently, with the latest version being 4.3.1, last updated on December 6, 2025. This ensures users benefit from continuous improvements and new features.

### What is the age rating for Automate Solar?

Automate Solar has an age rating of 4+, making it suitable for a wide range of users, including younger individuals assisting in business operations.

### Does Automate Solar have ads?

No, Automate Solar does not contain advertisements, providing an uninterrupted user experience for managing solar sales operations.

### What is the user sentiment for Automate Solar?

Based on available data, Automate Solar has a rating of 3.7 stars from 3 ratings, indicating a generally positive but mixed user reception.

### Can Automate Solar handle lead lists?

Yes, Automate Solar allows you to upload lead lists and manage them directly within the system, streamlining the process of working with new prospects.

### Does Automate Solar offer automations in Spanish?

Yes, Automate Solar provides automations specifically designed for Spanish speakers, created by native Spanish speakers to ensure cultural and linguistic accuracy.

### What are the main benefits of using Automate Solar over other CRMs?

Users often replace other software with Automate Solar to centralize all their solar sales activities, benefiting from hundreds of automations and a platform tested with millions of dollars in solar company revenue.

## Version history (last 5 releases)

### 4.3.1 — 2025-12-06

Bug Fixes & performance Improvements

### 3.95.7 — 2025-04-13

## Payments
- Support for Square, Authorize.net, and NMI payments.
- Square readers are supported for accepting payments.
- Added invoice payment plans & inventory search.

## Social Planner
- Introduced media optimization and watermarking features along with new filters.

## Conversations
- Enabled group chat creation.
- WhatsApp CTA templates supported.

## Contacts
- Enhanced contact addresses with copy & open map options.

## Improvements
- Stability improved.

### 3.92.2 — 2025-02-22

updated version

### 3.74.3 — 2024-06-07

>Updated notification badge logic: Badge count now reflects the number of unread notifications, not unread conversations.
>Persistent Filters on Conversations and Tasks: Filters applied on the Conversations and Tasks page of the mobile apps will retain their selections made by the user until the user decides to change or remove them.
>Seamless creation of CRM contacts from native contacts: If a call is made from device native quick actions (Long press the icon on your device's app drawer/home screen and tap on "Make a Call")
>Streamlined Product Editor for better functionality: All products created on web will be accessible on mobile and vice versa
>Enhanced features for Documents and Contracts: Any documents created on web will be seamlessly accessible on mobile and vice versa.
>Fixed call duration reset glitch: Often, if you were to rotate your device from Portrait to Landscape, the call duration would reset to 00:00. This has been fixed now.

### 3.70.2 — 2024-05-06

>Handle navigation url schemes in Webview
>Fixed issue where app gets killed when manual action call is endedAdded integration tests for reputation module
>CustomField date range not in parity with web
>Email CC / BCC recipients not getting actual emails
>Improved Message sender data fetching
>User parsing error in permissions
>CustomField does not display multiple lines for multiline texts
>Opportunity stage bottom sheet not opening in create/update page
>Opportunity dropdown clear button visibility

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*