What is the Solar CRM Template?

The Solar CRM Template is a ready-to-use CRM system built on Fuzen to help solar businesses manage leads, projects, proposals, and analytics in one place.

Can I customize the template?

Yes! You can use Fuzen AI to customize the template, add new fields, automate tasks, or modify workflows to match your business needs.

Who is this template for?

This template is designed for solar companies, installers, and service providers looking to streamline their sales and project management processes.

Is this template ready to use immediately?

Yes, it comes pre-built with all key features, so you can start managing leads and projects right away.

Can multiple users access this template?

Yes, the template supports multiple users, making it easy for teams to collaborate on leads and projects.

Is technical knowledge required to use this template?

No, it’s designed to be user-friendly, with intuitive navigation and AI customization options.

How do I get support if I face issues?

You can reach out to the Fuzen support team for assistance or check the included documentation and tutorials.

Is there a demo before purchase?

Yes, you can explore a demo or preview screenshots to see how the template works before buying.

Solar CRM

The Solar CRM Template is a ready-to-use app built on Fuzen to help solar businesses manage their entire workflow - from capturing leads to generating proposals and tracking project progress. It includes features like lead management, dashboards, analytics, and activity tracking, all in one place. The template can be easily customized using Fuzen AI to match your business needs and automate your solar sales process effortlessly. To get started, call or WhatsApp on +91 74985 58545

Solar CRM

By Fuzen.io

Buy now for only

$49

One-time cost • Lifetime access

✔ Solar Lead Management
✔ Customized Sales Process
✔ Customize Using Fuzen AI
✔ End-to-End Tracking
✔ Analytics
✔ Custom Proposal Templates

Use This Template Preview

Key Features:

Solar Lead Management

Capture, organize, and track all your solar leads in one place with easy access to details, activities, and proposal history.

Customized Sales Process

Tailor each stage of your sales pipeline to match your team’s workflow using Fuzen AI for quick adjustments.

Customize Using Fuzen AI

Instantly modify the Solar CRM to fit your business needs using Fuzen’s AI assistant - add new fields, automate tasks, or create custom workflows without any coding.

End-to-End Tracking

Monitor every step of the customer journey, from the first inquiry to project completion, with complete activity visibility.

Analytics

Gain valuable insights with visual reports that show how your leads move through stages and how your business is performing over time.

Custom Proposal Templates

Upload your own proposal HTML template to automatically generate professional, branded proposal PDFs for every lead.

App Preview

Solar CRM dashboard with quick KPIs and a Kanban pipeline showing lead stages from Fresh to Order

Monitor your pipeline at a glance with quick KPIs and a drag-and-drop Kanban board for moving leads through each stage.

Leads table with company information, project size, type, status, owner and upcoming action dates

Browse and filter all leads in a detailed table layout for quick reviews and updates.

Analytics chart showing trends for proposals, orders, site surveys and design activities over time

Analyze your performance with visual trends that help you understand activity levels and overall pipeline movement.

Solar CRM sales pipeline overview table showing lead details, project size, status and next action

Get a complete view of your leads in a structured table that helps you track progress and take action quickly.

CRM settings screen for adding a new proposal template with name and content fields

Manage your proposal templates with a simple form where you can add or update the content used in your generated PDFs.

CRM settings screen for adding a todolist template with name and content fields

Customize the todo list template used for team reminders and automated email notifications.

Activity log page displaying recent actions such as site surveys, proposals sent and lead updates

View a timeline of all activities across your CRM to stay on top of updates and team actions.

Powerful Customization using Fuzen AI

Adding "Delete Option" to "Sale Overview Page" with Fuzen AI

Customizing "Create New Lead" page with Fuzen AI to add "Lead Priority" field

create email notification workflow for new leads in Solar CRM (GIF)

Adding "Email Notification Workflow" with Fuzen AI

Testimonial

Ananya Mehta

SolarTech Solutions

The Solar CRM Template from Fuzen has completely streamlined our lead management. The dashboard and lead details tabs make tracking projects effortless, and generating proposals directly from the system saves us hours every week.

Eric Smith

GreenEnergy Innovations

We’ve been using the Solar CRM Template for a few months, and it has significantly improved our team’s productivity. The analytics and activity log give us clear insights into our pipeline and help us make informed decisions quickly.

Priya Nair

SunPower Projects

Fuzen’s Solar CRM is a game-changer. From capturing leads to managing site surveys and engineering designs, everything is in one place. The AI customization feature allowed us to tailor the template exactly to our workflow.

Frequently Asked Questions

Solar CRM

By Fuzen.io

Buy now for only

$49

One-time cost • Lifetime access

✔ Solar Lead Management
✔ Customized Sales Process
✔ Customize Using Fuzen AI
✔ End-to-End Tracking
✔ Analytics
✔ Custom Proposal Templates

Use This Template Preview