Solar CRM software in India
A solar CRM that does not stop at the lead.
Solar leads come from calls, walk-ins, ads, dealers and referrals. A good solar CRM keeps every one visible, makes ownership clear, and then carries the customer into survey, delivery and service on the same record.
What is a solar CRM? Customer relationship software for solar companies that records enquiries, assigns them, tracks follow-ups and conversations, handles partner leads, and connects to quotation and project delivery.
From lead to job
The CRM is the first step of the record.
Capture
Enquiries arrive from calls, partners and imports.
Follow up
Calls and messages are logged with a next date.
Qualify
Surveys and quotations follow on the same record.
Win
The job moves into delivery with the history attached.
What it handles
Pipeline, people and follow-through.
Pipeline
Eighteen lead statuses with owner, priority and next follow-up date.
- Statuses you can follow
- Overdue follow-ups visible
Duplicate protection
A phone number match warns before a lead is entered twice.
- Match on phone
- Override recorded
Conversations
Calls, WhatsApp, email, meetings and notes on the enquiry.
- Call outcomes logged
- History stays
Assignment
Leads are assigned and shared so nobody is left guessing.
- Owner per lead
- Collaboration
Partner leads
Channel partners submit leads and see status from their own portal.
- Duplicate hold
- Commission tracking
Beyond the lead
Convert into survey, quotation and delivery without re-entering data.
- One record
- Survey and quotation next
Keep exploring
Connected pages.
Questions
Common questions.
Is this only a CRM?
Can partners submit leads?
Can we import existing leads?
Does it prevent duplicate leads?
See your leads in one pipeline.
Bring a sample sheet and we will show it loaded.