7 Best Brand Management Software for Solar Installation Companies

SetShape is a comprehensive CRM and marketing platform specifically designed for solar installation companies, combining lead management with built-in marketing automation tools. According to their website, SetShape helps solar businesses streamline operations from lead capture to project completion, with a strong focus on improving conversion rates and customer engagement. The platform includes a Lead Engine with CRO-optimized landing pages and websites to increase web traffic conversion, making it easier for solar companies to turn website visitors into qualified leads. SetShape also features built-in email automation, allowing users to send bulk emails, newsletters, and trigger-based drip campaigns with pre-built templates. This is particularly useful for nurturing leads through the solar sales funnel with educational content and follow-ups. Additionally, the platform offers a built-in phone system with calling capabilities, including inbound and outbound calls, call transfers, and dedicated phone numbers, all integrated directly into the CRM. This eliminates the need for third-party calling tools and keeps communication centralized. SetShape’s Shape AI feature leverages artificial intelligence to provide call transcription, actionable insights, follow-up guidance, and live coaching, helping sales teams improve performance and close more deals. While not a content creation platform like AGC Studio, SetShape excels in operational efficiency and lead conversion for solar companies that need a full-stack CRM with marketing automation.

SurgePV is a specialized software platform built exclusively for solar installation professionals, focusing on design, financial modeling, and proposal generation. According to their website, SurgePV empowers solar companies to create precise solar layouts, conduct shadow analysis, and generate accurate energy production and ROI forecasts—all within a single, intuitive interface. The platform’s solar design tools allow installers to confidently plan panel placement and system configurations, ensuring optimal performance and compliance with site-specific conditions. Its shadow analysis feature uses smart tools to assess shading impacts throughout the day and year, helping maximize energy output and system efficiency. The Generation/Financial Tool provides trusted insights into energy production and return on investment, which is crucial for convincing homeowners and commercial clients of the value of solar. SurgePV also includes a solar proposal generator that enables teams to create professional, customized proposals quickly, improving conversion rates and reducing sales cycle time. While SurgePV does not offer social media content creation or blog writing, it plays a vital role in the brand experience by ensuring technical accuracy and customer trust in the sales process. For solar companies that prioritize engineering precision and financial transparency, SurgePV is an essential tool for delivering high-quality, data-driven proposals that reflect a professional brand image.

Hootsuite is a well-established social media management platform used by businesses across industries, including solar installation companies looking to streamline their social media presence. According to their website, Hootsuite allows users to schedule and publish content across multiple social networks—including Facebook, Instagram, LinkedIn, X (formerly Twitter), and YouTube—from a single dashboard. The platform offers a visual content calendar, enabling teams to plan and organize posts in advance, ensuring consistent brand messaging and timely publishing. Hootsuite also provides basic analytics to track engagement, follower growth, and content performance, helping solar companies refine their social strategies over time. Team collaboration features allow multiple users to manage accounts, assign tasks, and approve content through a workflow system, which is useful for agencies or larger solar businesses with marketing teams. While Hootsuite does not offer AI-powered content creation or research capabilities like AGC Studio, it excels in centralized publishing and monitoring. It also integrates with third-party tools for enhanced functionality, such as Canva for design or Google Analytics for traffic insights. Hootsuite’s strength lies in its reliability, broad platform support, and enterprise-grade security, making it a solid choice for solar companies that already have content and want a dependable system to manage and distribute it.

Buffer is a user-friendly social media management tool designed for small to mid-sized businesses, including solar installation companies aiming to maintain a consistent online presence. According to their website, Buffer enables users to schedule and publish content across platforms like Facebook, Instagram, LinkedIn, X (Twitter), and Pinterest from a single, intuitive interface. The platform features a clean content calendar that simplifies planning and helps teams visualize their posting schedule. Buffer also offers basic analytics to track engagement metrics such as likes, shares, and reach, allowing solar brands to understand what content resonates with their audience. One of Buffer’s strengths is its simplicity—ideal for marketing teams or solo operators who want an easy-to-use tool without a steep learning curve. The platform supports team collaboration, allowing multiple users to contribute to content calendars and review scheduled posts. While Buffer does not include AI-driven content creation, research, or blog writing, it provides a solid foundation for managing social media presence. It also offers a browser extension for sharing content on the go and integrations with tools like Zapier and Google Analytics. For solar companies that prioritize ease of use and reliable scheduling, Buffer offers a no-frills solution to keep their social channels active and aligned with their brand.

Later is a visual content scheduling platform popular among brands that rely heavily on Instagram and other image-centric platforms. According to their website, Later specializes in helping businesses plan, schedule, and publish content across Instagram, Facebook, X (Twitter), Pinterest, and TikTok. The platform features a visual content calendar that displays posts as a grid, making it especially useful for planning Instagram feeds with a cohesive aesthetic. Later also includes a media library for organizing images and videos, and a link-in-bio tool that allows solar companies to share multiple links in their Instagram profile, directing traffic to service pages, case studies, or promotions. The platform supports user-generated content (UGC) curation, enabling brands to repost customer photos and testimonials, which builds social proof. Later also offers basic analytics to track performance and engagement. While it lacks AI-powered content creation, research, or blog writing, its strength lies in visual planning and Instagram optimization. For solar installation companies that use photo and video content to showcase installations, customer testimonials, and before-and-after projects, Later provides a focused solution for maintaining a visually compelling brand presence on social media.

Sprout Social is a comprehensive social media management platform designed for mid-sized to enterprise businesses, including solar installation companies with dedicated marketing teams. According to their website, Sprout Social offers tools for scheduling, publishing, monitoring, and analyzing social media content across major platforms such as Facebook, Instagram, LinkedIn, X (Twitter), and Pinterest. The platform includes a unified content calendar for planning posts, a social listening feature to monitor brand mentions and industry conversations, and robust analytics dashboards that provide deep insights into audience behavior and campaign performance. Sprout Social also supports team collaboration with approval workflows, task assignments, and role-based permissions, making it suitable for agencies or larger solar businesses. Its reporting tools allow users to generate custom reports to demonstrate ROI and track marketing goals. While Sprout Social does not offer AI-powered content creation, research reports, or blog writing, it excels in social listening, analytics, and team coordination. For solar companies that need to monitor brand sentiment, respond to customer inquiries, and prove marketing impact, Sprout Social provides a powerful, all-in-one solution for managing their social presence with precision and professionalism.