For renewables & solar sales teams

Perfect for the funnel from lead to install.

Never per seat · total customisation · a genuine partnership

Why renewables teams choose ORCA

Off-the-shelf CRMs weren't built for solar. Yours can be.

Generic CRMs make you bend a lead funnel that runs through site survey, quote, install, and long-tail follow-up into a pipeline built for someone selling software. Renewables sales doesn't work that way, and forcing it usually means a spreadsheet living alongside the CRM anyway.

ORCA is built the other way round: the structure follows your funnel, not a template's.

A lead funnel that matches how you actually sell. Custom stages for enquiry, survey, quote, install and aftercare, built around your process rather than a generic sales pipeline.

Site photos and survey video, handled properly. Direct-to-storage uploads for the large files a site visit generates, with progress and retry built in rather than a browser tab that quietly times out.

Every lead field, visible where your team needs it. Show what matters on the record list and the kanban card, hide what doesn't. No developer required to change your mind next month.

Grows with your install volume. No per-seat pricing means a busy quarter and a bigger site team never turns into a licensing conversation.

"I emailed Hugh a problem at half ten at night and had three fixes live by breakfast, including one where he proved my diagnosis wrong and fixed the real cause instead. You don't get that from a CRM you buy off a shelf."
Grant Deane · Managing Director, Evolv.eco
Pricing

We charge for the tailoring.
Never by the head.

From £100 a month. Plans by the size of your team, never a price per person.

Most software is sold off the peg and charged by the head. ORCA works the other way round. Everyone in your team gets an account, from the partners to the six-month placement, and adding someone within your plan costs nothing. Well done for employing.

Solo
£100
a month + VAT

Up to 2 people. The full platform; add any specialist module.

Team
£350
a month + VAT

Up to 10 people. The full platform, with 1 specialist module of your choice included.

Business
£700
a month + VAT

Up to 50 people. The full platform, with 3 specialist modules of your choice included.

Enterprise
From £1,000
a month + VAT

More than 50 people. Every module included, set up with you.

Every plan starts from a template suited to your kind of work, shaped with us, with your existing data brought across. Then you pick and mix: the site clock, the planner, job costs, automations and the rest, each at its own monthly price, with the dearest you choose included in your plan. When your team outgrows its plan, we show you the next one before anything changes.

Beyond that is where ORCA earns its keep: sections built around the things only you track, dashboards for the people who need the whole picture, links to the systems you already run. We quote each piece once, before we start, and then it's part of your ORCA.

You'll struggle to find anything cut this closely, at any price. And if it isn't earning its place, you can leave whenever you like. Your data comes with you.

Prices exclude VAT. Paid monthly, with no contract, and you can change plan or modules whenever you like. Charities and non-profits pay less on every plan.

A second opinion

Don't take our word for it.
Ask your own assistant.

A lot of people now run this kind of decision past Claude, ChatGPT or whichever assistant they already use, and it tends to know a fair bit about how they work. So rather than tell you ORCA is a good fit, here is a prompt that asks for an honest answer either way. Copy it, paste it in, and see what comes back.

Open in Claude → Open in ChatGPT →

Claude shows a standard caution note on any question that arrives from a link. The question is shown in full, and nothing is sent until you press send.

The prompt asks where ORCA would be the wrong choice as well as where it would be the right one. If the answer comes back "stay where you are", that is a useful answer too, and it has cost you nothing to get. What the assistant reads is at orca-crm.com/for-agents. It says the same things as this page, arranged for something that reads quickly.

The platform in practice

A quick look around.

The platform

Your data. Your structure. Shaped precisely around how you work.

At the heart of ORCA is a custom data architecture that lets any organisation define exactly how their information is structured - without touching a line of code, without a developer on retainer, and without compromise.

CRM & Relationships

Companies, contacts, communications, and the web of relationships between them. Structured the way you think, not the way a template dictates.

News Intelligence

Pull in news from the sources that matter to your sector. Articles link directly to companies and contacts in your CRM. Stay informed without the manual work.

Daily Briefing

A personalised, AI-powered digest arrives in your inbox every morning. The news, the updates, the things you need to know - condensed and ready.

ORCA AI

Ask ORCA anything about your data. Find clients by sector, sentiment, or recent activity. Run reports in plain language and get answers in seconds.

Calendar & Tasks

A fully functional calendar with integrated to-dos, client booking, and event management. Everything that matters, in one clear view.

Partner Portal

External intake forms and booking built directly into your ORCA. Let clients and partners submit information without ever touching your core data.

ORCA AI

The teammate with the best memory.

ORCA remembers every call, every email, every deal and every promise, across your whole team, going back years. It never hoards knowledge, never has an off day, and never leaves with the client list.

Ask it anything, in plain English. Which leads went quiet after the survey? Who do we know at the companies in this morning's news? It answers from your own data, in seconds. No query language, no exporting to a spreadsheet to work it out yourself.

You may have noticed the rest of the CRM world is busy building autonomous agents to do your job while you sleep. ORCA takes a quieter view. It doesn't email your contacts, chase your deals, or act on your behalf. It sits with your team, remembers everything, and answers when asked. The judgement stays with the humans.

And it's built in. Not an add-on, not a credit meter, not a premium tier. Every member, every seat, included.

Ask ORCA anything. It was paying attention.
Onboarding

Moving from an existing CRM shouldn't feel like a chore.

In Las Vegas casinos they call it "escalators in, stairs out". They rely on it being easier for you to stay. When you move to ORCA, we do the heavy lifting: a clean migration of all your data, at no extra cost - simply part of the tailored approach we take to every new member.

We have spent years building and refining migration pipelines for the platforms you're most likely moving from:

Salesforce Pipedrive Monday HubSpot Trello Spreadsheets

And if you are just starting out, we have templates, documentation, and human help to get you up and running from day one.

Your data

We don't sell your data. We don't train AI on it. Full stop.

Your client relationships are among the most valuable assets your organisation holds. We treat them accordingly. The data inside your ORCA is yours - it never leaves your environment to train machine learning models, and it is never monetised in any form. The AI features in ORCA use your data to serve you, and only you.

Membership

We think of ORCA as a members club. We are selective about who joins.

We would rather work with a small number of like-minded organisations on a genuinely customised platform than manage thousands of accounts on a generic one. It allows us to maintain the kind of one-on-one relationship that makes ORCA what it is, and to ensure the platform continues to earn its keep for every member.

We look for organisations that are building something worthwhile - ethically, thoughtfully, and with an eye on the long term. If that sounds like you, we'd love to hear from you.

Apply

Apply for membership.

Tell us a little about your organisation. If it looks like a good fit, we'll be in touch to arrange a conversation and a hands-on look at the platform.

Something went wrong. Please try again, or email us directly at hello@orca-crm.com.

Thank you.

We have received your application and will be in touch shortly.
We're looking forward to building something brilliant with you.

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Also see ORCA overview ORCA for Advisory & Investment ORCA for Construction & Fit-out ORCA for the Arts ORCA for Charities & NGOs