India’s easiest Solar Quotation & CRM Software for Installers

Complete solar business management platform trusted by 50+ companies. Generate professional solar proposals, manage leads, track solar projects, and automate your sales process in one powerful system.

Solar Business Management Software Dashboard - Solar CRM and Proposal Software

Who Is This Solar CRM Built For?

Whether you're a dealer, an EPC company, or an installer β€” our solar business management software is built to solve your exact pain points

Solar Dealers

Use our solar sales proposal software to manage your product catalog, generate instant quotations for customers, track inventory, and close more deals with professional proposals that build trust.

Instant Quotes

EPC Companies

Handle end-to-end project management with our solar CRM and proposal software β€” from lead capture and site survey to solar sales proposal generation, billing, and project execution tracking in one unified platform.

End-to-End

Solar Installers

Stop juggling phone calls and spreadsheets. Our solar sales software gives you a simple system to manage leads, create quotes on-site, send reminders, and never miss a follow-up again.

Simple & Fast

Installation Teams

Field installation teams get a dedicated mobile app to view assigned projects, upload survey & installation reports with photos, tag GPS location of the site, and stay connected with the office β€” no paperwork needed.

Field Ready

Sales Executives

Sales reps get a mobile-first portal to onboard customers on the spot, track their monthly project targets, capture site GPS, upload KYC documents, and see exactly how close they are to hitting their goals.

Target Driven

Sound Familiar? These Problems Are Killing Your Solar Sales

Without a proper solar sales software, most solar businesses lose up to 40% of revenue because of these common operational gaps

Manual Quotation Hassle

Without solar sales proposal software, creating proposals manually takes hours. Copy-pasting prices, calculating ROI, formatting documents β€” it's slow, error-prone, and looks unprofessional to customers.

2–3 hrs wasted per quote

Excel Sheet Chaos

Leads scattered across multiple Excel files, WhatsApp chats, and notebooks. Without a solar CRM, there's no single view of your pipeline. Important customer details get lost in the mess.

35% leads get lost

Missed Follow-Ups

Without a system, you forget to follow up. Customers who were ready to buy go cold. Your sales team has no reminders, no tracking, no accountability.

60% deals lost to no follow-up

One Solar Business Management Software. Every Problem Solved.

Replace your messy workflow with an all-in-one solar CRM and proposal software built specifically for solar businesses

Auto Quotation Generator

Our solar sales proposal software lets you select panels, inverters, and system size β€” and generates a professional PDF proposal in under 60 seconds. Includes ROI calculations, subsidy info, and your company branding.

Quote in 60 sec

Built-In CRM

Our solar CRM puts all your leads in one dashboard. Track every interaction, assign leads to your team, visualize your sales pipeline, and know exactly which deals need attention today.

Zero leads lost

Smart Reminders & Follow-Up

Automated follow-up reminders via WhatsApp & SMS. Never let a hot lead go cold. Set schedules, get notifications, and watch your conversion rate skyrocket.

3x more conversions
Manual Quotes β†’ Auto Proposals
Excel Chaos β†’ Organized CRM
Missed Calls β†’ Smart Reminders

Why Solar Companies Choose Our Solar Business Management Software

After working with hundreds of solar installers across India, we built the best solar CRM and proposal software to address the real challenges you face every day β€” from managing leads that slip through the cracks to creating solar sales proposals that actually convert customers.

Our platform was built by solar industry veterans who know that every lead matters and every proposal needs to tell the right story. We've helped companies increase their closing rates from 15% to over 45% by streamlining their entire sales process.

3+ Years

Serving Solar Industry

β‚Ή50Cr+

Solar Projects Managed

45%

Average Conversion Rate

Whether you're a small installer doing 10 projects a month or a large company handling hundreds of leads, our solar business management software adapts to your workflow. No more Excel sheets, no more missed follow-ups, no more unprofessional proposals.

Solar Sales Software - Solar CRM and Proposal Management

How Our Solar CRM & Sales Software Actually Works

Simple 4-step process in our solar business management software that most solar companies master within their first week

1

Import Your Leads

Upload from Excel, connect Indiamart, or add manually. Our system automatically assigns leads to your sales team based on location and availability.

2

Create Winning Proposals

Use the solar sales proposal software to generate accurate quotes in under 5 minutes. Include site photos, ROI calculations, and financing options that customers actually understand.

3

Track Every Interaction

Never miss a follow-up again. Set reminders, log calls, track site visits, and see exactly where each lead stands in your sales pipeline.

4

Close More Deals

Send automated payment reminders, track project progress, and generate professional invoices. Watch your conversion rates climb month after month.

What Solar Business Owners Say

Real feedback from companies using our platform daily

"Before this system, I was losing at least 30% of my leads due to poor follow-up. Now I close 4 out of every 10 leads that come in. The ROI calculator alone has saved me hours every week."

Rajesh Kumar Founder, SunPower Solutions Delhi

"The proposal templates are game-changers. My customers now understand exactly what they're getting and why solar makes sense for them. My closing rate went from 20% to 42% in just 3 months."

Priya Sharma Director, Green Energy Mumbai

"Managing 200+ leads per month was impossible with Excel. This platform keeps everything organized and my team knows exactly what to do next. We've doubled our monthly installations."

Amit Patel CEO, Solar Solutions Gujarat

Powerful Solar Sales Software Features for Professionals

Everything you need in a solar business management software to manage your solar business efficiently and professionally

Smart Solar Proposals

Our solar CRM and proposal software generates professional solar sales proposals with automated ROI calculations, customizable templates, instant PDF generation, and digital signatures.

Advanced CRM & Lead Management

Our solar CRM tracks leads through custom sales pipelines, manages customer interactions, automates follow-ups, and converts 40% more prospects into customers.

Business Intelligence & Analytics

Real-time dashboards, sales performance tracking, revenue analytics, conversion rate optimization, and detailed business reports.

Integrated Billing & Invoicing

Automated invoice generation, payment tracking, expense management, GST compliance, and complete financial reporting.

SMS & WhatsApp Integration

Automated customer communication, appointment reminders, payment notifications, and multi-channel marketing campaigns.

Secure & Reliable

Enterprise-grade security with regular backups, SSL encryption, 99.9% uptime guarantee, and complete data protection.

Installation Team Management

Assign solar installation projects to field teams directly from the CRM. Teams get a dedicated mobile dashboard to view assigned projects, upload survey & installation reports with GPS location tagging, and manage site documents β€” all without needing admin access.

Sales Team App

Give your sales executives a dedicated mobile-first portal to onboard customers, view their assigned leads, track monthly targets vs achieved projects, capture GPS location of sites, and upload KYC documents like Aadhar, PAN & bank passbook β€” all from their phone.

50+

Solar Companies Trust Us

50K+

Proposals Generated Monthly

300%

Average Sales Increase

99.9%

Uptime Guarantee

Start Your Journey Today

No credit card required. Get full access to our solar business management software at minimal cost. See why 50+ solar companies already trust our solar CRM and proposal software.

  Register Now β€” Get Started
No Credit Card
Easy Registration
Whatsapp Support
Full Feature Access

Data Security & Security Measures

Enterprise-grade security and strict privacy controls built into every layer of Solar CRM

Data Protection Guaranteed

Your Business Data, Protected.

Your business data is important to us. Solar CRM is designed with security and controlled access in mind, helping you manage leads, customers, quotations, payments, staff information and other business records securely.

Our Security Measures

Comprehensive security architecture to protect your daily operations and confidential records

πŸ” Secure Login & Authentication

CRM access is protected through secure user authentication so that only authorized users can access your account.

πŸ‘₯ Role-Based Access Control

User access can be managed according to roles and responsibilities, helping ensure that employees only access the modules and information relevant to their work.

πŸ”’ HTTPS / SSL Security

Data transmitted between your browser and the CRM server is protected using HTTPS/SSL encryption.

πŸ—„οΈ Secure Data Storage

Your CRM data is stored on protected server infrastructure with appropriate database and server-level security practices.

πŸ’Ύ Data Backup & Recovery

Backups can be maintained to reduce the risk of data loss and support recovery in case of unexpected technical issues.

πŸ“‹ Controlled Data Access

Access to business information is restricted to authorized users and system processes according to the permissions configured for your organization.

πŸ›‘οΈ Infrastructure Security

We follow security practices at the application, database and server levels to help protect your business information from unauthorized access.

Your Data Is Not Sold

Your business data belongs to you.

We do not sell, rent or trade your business or customer data to third parties for their own marketing or commercial purposes.

Your CRM data is used to provide and operate the services you have subscribed to. We are committed to maintaining the confidentiality of your business information and protecting it from unauthorized access.

We believe your customer data is your business asset β€” not a product for resale.

Data Security – Frequently Asked Questions

Everything you need to know about how your data is protected, handled, and owned

Is my data safe in Solar CRM?

Solar CRM uses multiple security measures to help protect your business data, including secure authentication, role-based access control, HTTPS/SSL and server/database security practices.

Who can access my CRM data?

Access to your CRM is controlled through user accounts and permissions. Your team members can be assigned appropriate roles and access levels according to their responsibilities.

Do you sell or share my customer data?

No. We do not sell, rent or trade your business or customer data to third parties for their own marketing or commercial purposes.

Your data is used to provide and operate the Solar CRM services and to support the functionality of your account.

Is my customer information used for advertising?

No. Your customer and business data is not sold or provided to advertisers for their independent marketing purposes.

Is my data encrypted?

Data transmitted between your browser and our CRM application is protected using HTTPS/SSL. Additional security measures are applied at the application, database and server levels as appropriate.

Can my employees access all the CRM data?

Not necessarily. Access can be controlled through roles and permissions, allowing organizations to restrict access to specific modules and information according to employee responsibilities.

Can Solar CRM employees see my data?

Access to customer data is restricted to authorized personnel and only when required for legitimate operational, technical or support purposes. We do not use customer data for unrelated commercial purposes.

Will my data be given to another company?

We do not sell or trade your business or customer data. Certain trusted service providers may process limited information when necessary to operate specific CRM services, infrastructure or integrations. Such processing is subject to applicable agreements and security requirements.

Who owns my CRM data?

Your business and customer data remains your business information. Solar CRM provides the technology and infrastructure to help you store, manage and use that data.

What security should I maintain from my side?

Customers should also protect their accounts by using strong passwords, keeping login credentials confidential, providing access only to authorized employees and removing access for users who no longer work with the organization.

How can I report a security concern?

If you identify a potential security issue or unauthorized access, please contact our support team immediately so that the matter can be investigated and appropriate action can be taken.

General Frequently Asked Questions

Got questions? We've got answers. Here are the most common things people ask us.

What is this solar business management software and who is it for?

This is an all-in-one solar business management software built specifically for solar dealers, EPC companies, and installers in India. It combines a powerful solar CRM, auto quotation generation, lead management, billing, and follow-up reminders β€” making it the most complete solar sales software available today.

How does the solar sales proposal software work?

Simply select the solar panels, inverter, and system size β€” our solar sales proposal software automatically calculates the total cost, subsidy, ROI, and generates a professional branded PDF proposal in under 60 seconds. No manual formatting or calculations needed.

Can I manage my team and assign leads?

Absolutely. Our solar CRM lets you add team members, assign leads based on location or availability, track individual performance, and ensure no lead falls through the cracks. Managers get a complete overview of team activity and the solar sales pipeline.

Does it support WhatsApp and SMS reminders?

Yes. Our platform integrates with WhatsApp and SMS to send automated follow-up reminders, appointment confirmations, payment reminders, and custom notifications. You'll never miss a follow-up again.

Is my data secure?

Your data is protected with enterprise-grade SSL encryption, regular automated backups, and strict access controls. We guarantee 99.9% uptime and full data protection. Your business information stays safe and private.

Can I use this on mobile?

Yes, the platform is fully responsive and works beautifully on phones and tablets. Your sales team can create quotes, manage leads, and track follow-ups right from their mobile devices while on-site.

Can I manage my installation field teams through this software?

Yes. Our Installation Team Management module lets you assign solar projects to field teams directly from the CRM. Each installation team gets a dedicated mobile dashboard where they can view their assigned projects, upload survey and installation reports, tag GPS location of the site, and manage documents β€” all without needing full admin access. This keeps your office and field teams perfectly in sync.

Does it have a dedicated portal for sales executives?

Yes. The Sales Team App gives your field sales executives a mobile-first portal where they can onboard new customers, view their assigned leads, track their monthly target vs achieved projects, capture GPS coordinates of customer sites, and upload KYC documents like Aadhar card, PAN card, and bank passbook β€” all from their smartphone. Managers can monitor each salesperson's performance and target achievement in real time.

Ready to Transform Your Solar Business?

Join thousands of solar professionals who trust our solar sales software and solar CRM to grow their business

Register Now!