What is the best CRM for a solar company in India?
- One that survives a long decision. Rooftop solar takes weeks, so the deciding feature is not the first call but whether the follow-up in week two and week four actually happens. Solar-specific platforms handle design and proposals well; most of them are not where a tele-sales team lives all day.
Why do solar leads go cold after the first call?
- Because the decision takes six weeks and the follow-up does not. A rooftop enquiry is a large purchase involving a second family member, a roof inspection and a subsidy question, and almost none of that is settled on call one. Most solar leads are lost in week two when nobody rang back.
How do I track site surveys?
- As a stage with a date and an owner, because the survey is the real qualification step. An enquiry that agreed to a survey and never had one scheduled is the commonest stall point in solar sales, and it is invisible unless the survey is a stage rather than a note.
Can I track subsidy status on each lead?
- Yes, as stages or a field: applied, approved, disbursed. Subsidy questions dominate residential solar conversations, so having the status on screen when the customer rings back saves the caller from promising something they then have to correct.
Can I follow up leads based on their electricity bill amount?
- Yes, if you record the bill as a field, which most solar teams do because it decides system size and payback. Filtering the list by bill amount and calling the high-bill enquiries first is the cheapest prioritisation available.
How do I get referrals from installed customers?
- Keep them as records and call them, which is what most solar companies skip. An installed customer three months in has seen a real bill drop and is the most credible salesperson you have. Filtering to installations from a given quarter and running it as a calling session works better than any advertisement.
Does it work for commercial rooftop solar enquiries too?
- Yes, with a longer set of stages, since commercial decisions run through procurement and take longer still. The mechanics are identical; what changes is the number of people involved and how important the note about who actually decides becomes.
Can Facebook and Google solar leads come in automatically?
- Yes. Route the lead forms into a Google Sheet or post them to the API, and each new enquiry becomes an assigned lead within minutes, tagged with the campaign and the district.
How do site surveys get scheduled?
- As a stage, with the surveyor assigned as a user. The survey appears in the surveyor's queue with the address and notes, and a reminder the evening before reconfirms with the customer.
Can I send the quote and the subsidy document list on WhatsApp?
- Yes. Save one template with the quote PDF and one with the subsidy checklist, and send either from the call screen in one tap. With a WhatsApp Business API they go out by themselves on the stage change.
Can I track the subsidy application status?
- As stages and fields: Subsidy documents pending, Application submitted, Subsidy approved, with the application number as a field. The dashboard counts systems at each stage.
Does it work for our dealer network?
- Each dealer can be a user with their own queue and permissions, seeing only their leads, while you see everything. Leads from a dealer carry the dealer as their source.
Can I re-contact installed customers for referrals or AMC?
- Yes. An installed customer is a client with the system size, installation date and AMC renewal date as a reminder. A bulk WhatsApp to installed customers with a referral offer goes out in one send.
Does it work for commercial and industrial solar leads too?
- Yes. Add fields for sanctioned load, connection type and monthly units, and use a separate source or stage set for commercial enquiries; the dashboard filters by either.
What does it cost for a solar company?
- ₹161 per user per month on the yearly plan, GST extra, every feature included, unlimited leads. Three callers, four surveyors and the owner is eight users. The first 3 days are free.
