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.

Powerful Customization using Fuzen AI

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

Adding "Email Notification Workflow" with Fuzen AI

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

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Testimonial

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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.

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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.

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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