The all-in-one Solar Sales CRM & ERP Platform designed specifically for Indian solar installers, rooftop EPC contractors, and dealers. Automate WhatsApp lead follow-ups, mobile site surveys with GPS, ₹78,000 MNRE subsidy quotations, 13.8% composite solar GST invoicing, and DISCOM net-metering milestones — all in your own white-label workspace.
See firsthand how SolarCRM’s quotation engine automatically calculates exact MNRE subsidies, solar unit yields, and client payback periods in seconds.
* Central direct benefit transfer applies to residential rooftop installations connected to the DISCOM grid.
White-labeled with your logo, contact details, and bank UPI QR.
Generic sales CRMs fail because they don’t understand DISCOM net-metering, ALMM panel wattages, or composite solar GST. SolarCRM solves every operational hurdle.
Capture enquiries from Meta Ads, IndiaMART, and website forms. Automated duplicate detection by 10-digit mobile number, instant WhatsApp greeting, and visual drag-and-drop Kanban pipeline.
Empower field engineers to log GPS latitude/longitude, roof usable area, azimuth tilt, shading obstructions, and DISCOM meter consumer details directly on mobile browsers without extra apps.
Generate customer-ready solar proposals in under 90 seconds. Pre-loaded with Mono PERC / TopCon modules, ₹78k MNRE central subsidy deductions, and accurate composite 13.8% solar GST.
Track projects from Order Advance to Technical Approval, Material Dispatch, Mechanical Installation, DISCOM Joint Inspection, and final Commissioning Handover with zero duplicate conversions.
Issue professional GST-compliant invoices with CGST/SGST/IGST tax splits. Record advance, post-dispatch, and commissioning payments via UPI, NEFT, or Cheque with instant printable money receipts.
Manage warehouse stock for modules, inverters, and ACDB/DCDB boxes. Track Bill of Materials (BOM) issued per project, and manage post-installation annual maintenance contracts (AMC) and breakdown tickets.
See why over 450+ rooftop solar installers abandoned generic platforms and messy Excel sheets for our specialized Indian Solar ERP.
| Capability / Requirement | Excel & WhatsApp | Generic CRMs (Zoho/HubSpot) | Specialized SolarCRM India |
|---|---|---|---|
|
PM Surya Ghar Subsidy Engine
Automated ₹30k/kW & ₹78k slab limits calculation
|
❌ Broken Formulas | ❌ Requires Custom Code | Native 1-Click |
|
Composite 13.8% Solar GST Engine
70% goods @ 12% + 30% services @ 18%
|
❌ Manual Headaches | ❌ Only Single GST Rate | Auto-Computed |
|
Mobile Site Survey with Geolocation
GPS coordinates, shadow analysis & DISCOM meter upload
|
❌ Lost WhatsApp Photos | ❌ Expensive Add-on Apps | Built-in Mobile Web |
|
7-Step DISCOM Net-Metering Tracker
Feasibility, meter changeover dates & commissioning
|
❌ Constant Customer Calls | ❌ Generic Deal Stages | Full Solar EPC Flow |
|
Official WhatsApp Cloud API
Verified templates, quotation summaries & reminders
|
❌ Number Ban Risk | ❌ High 3rd-Party Charges | Official Meta Cloud API |
|
Printable Commissioning Certificate
Joint inspection handover document with warranty details
|
❌ Manual Word Editing | ❌ Not Available | 1-Click PDF Ready |
|
Hosting & Total Cost of Ownership
Affordability, shared hosting & currency
|
❌ Disorganized Loss | ❌ $40–$100 / User / Month | Affordable in INR Shared Hosting Friendly |
Click any role below to launch directly into an active, pre-populated Indian solar workspace. Test real leads, proposals, surveys, and net-metering workflows.
Complete bird's-eye view of your solar enterprise
Eliminate dropped enquiries, missed net-metering deadlines, and lost invoices with a unified, standardized solar operational pipeline.
Enquiry arrives from Facebook Ads, IndiaMART, or Website. Duplicate phone check runs automatically, and an official WhatsApp welcome message is sent.
Technician visits the site with a smartphone. Logs GPS coordinates, roof usable area, shading angles, and photographs the DISCOM electricity bill.
Select Mono PERC / TopCon panels and inverter. System applies ₹78,000 MNRE subsidy deduction and composite 13.8% solar GST automatically.
Client accepts proposal. Record partial token payment via UPI/NEFT, convert lead to permanent Customer record with automated duplicate protection.
Submit net-metering application on the State DISCOM portal. Log application number, sanctioned load approval date, and technical feasibility clearance.
Warehouse team issues Bill of Materials. Field technicians execute structure mounting, module alignment, inverter cabling, and earthing pit connection.
Joint inspection with DISCOM engineer. Bidirectional meter installed, grid sync confirmed, 1-click printable Plant Commissioning Certificate issued with customer signature, and final tax invoice cleared!
See real business metrics and ROI achieved by solar installers after standardizing their operations with SolarCRM SaaS.
"Before SolarCRM, our sales reps took 24 to 48 hours to create an Excel proposal for residential solar leads in Pune. With SolarCRM, quotes are sent on WhatsApp in 90 seconds while the lead is still warm. We grew our monthly installations from 15kW to 120kW in 4 months!"
"Under PM Surya Ghar Muft Bijli Yojana, we received hundreds of inquiries every week. Generic CRMs had no way to compute the ₹78,000 subsidy slab or track UGVCL net-metering. SolarCRM automated 1,200+ applications with zero rejected filings. Lead conversion surged by 42%."
"The composite 13.8% Solar GST calculation alone saved our accounting team 30+ hours each month. Invoicing with separate 70% goods @ 12% and 30% services @ 18% splits was a nightmare before. SolarCRM handles it flawlessly while field technicians upload GPS surveys from their phones."
Activate your 14-day free trial immediately, or enter a Super Admin issued license key. No credit card required.
Perfect for small solar dealers and rooftop retail contractors.
Ideal for growing solar EPC companies and multi-executive agencies.
Complete enterprise solar operations with unlimited scale & custom branding.
Everything you need to know about the platform, Indian solar compliance, hosting, and licensing.
Don't let valuable PM Surya Ghar enquiries slip through messy WhatsApp chats or broken Excel sheets. Start your free trial now or test-drive our live demo in 1 click.