Build a Custom Solar CRM for Your Small Business
Build a CRM that matches how your solar team generates leads, designs systems, closes deals, and manages installations. From inquiry to panel activation — custom-fit to your workflow.
Why Most CRM Tools Don’t Work for Solar Businesses
Solar sales and installation involve far more than moving leads across a pipeline. That mismatch creates manual work, broken handoffs, and lost visibility as your projects grow.
Rigid Feature Sets
Traditional CRMs use lead → proposal → closed stages. Solar needs site assessments, financing steps, permits and installation milestones — not generic fields.
Disconnected Workflows
Sales, design, install and service teams live in different systems. Permit updates, photos and schedules scatter across spreadsheets and apps.
Scaling Complexity
Adding financing partners, subcontractors and service contracts increases cost and confusion when your CRM isn't built for growth.
Software That Adapts to Your Solar Workflow
Fuzen is not a pre-packaged CRM. It’s a platform where you build a system around how your solar company actually operates.
Whether you install residential roofs or commercial arrays, define your stages, handoffs and automations — then evolve them as you grow.
- Remove unnecessary modules
- Customize workflows anytime
- Control permissions and automation
- Align software to real operations
What You Can Build for Your Solar Business
Design a CRM that mirrors how your solar projects move from inquiry to energy production.
Lead Capture & Qualification
Track website inquiries, referrals and door-to-door leads. Assign territories and qualify by roof type and budget.
Site Survey & Assessment
Manage site visits, upload photos, record measurements and shading analysis — progress only after feasibility is confirmed.
Proposal & Financing Management
Generate proposals for cash, loan, or lease. Track applications, approval status and signatures before permitting.
Permitting & Utility Approval
Stage permit submission, revisions, inspections and utility interconnection tasks — no more spreadsheet tracking.
Installation Scheduling & Crew Coordination
Align dates with crew availability, equipment delivery and subcontractors. Notify teams when projects move to install-ready.
Post-Installation Service & Maintenance
Track warranties, inverter swaps, monitoring alerts and service visits to keep long-term customer relationships alive.
Describe Your Process. Generate Your CRM.
Describe how your solar sales and installation process works, and AI will generate a structured CRM with stages, fields, and automations.
You can then adjust workflows, rename steps, and add logic as your business evolves.
Start from a Template. Customize Everything.
Choose a solar-focused CRM template and adapt it to your business model.
WhatsApp AI Chatbot
The WhatsApp AI Chatbot is designed to help businesses manage customer conversations, capture new leads, and respond automatically to WhatsApp messages using Artificial Intelligence (AI). It integrates with Twilio for WhatsApp connectivity and OpenAI for intelligent, context-aware responses. Built on Fuzen, this template can be fully customized using Fuzen AI - allowing you to add new fields, automate workflows, or tailor the app to your specific business needs. With everything from lead tracking to automated replies in one place, it’s the perfect solution to boost customer engagement and response efficiency.
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Project Management App (Basic)
The Project Management App Template by Fuzen is a ready-to-use solution for teams to plan, track, and deliver projects efficiently. Built with collaboration, visibility, and automation in mind, it helps teams manage tasks, team members, and documents all in one place. Whether you’re running software projects, marketing campaigns, or client deliverables - this template streamlines your workflow from planning to completion. Fully customizable using Fuzen AI, you can tailor the app to your project structure - add custom fields, automate notifications, or integrate with your favorite tools - without writing a single line of code.
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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 91122 94445
Building on Fuzen vs. Buying Software
Built for Field Teams — Not Just Desks
Your surveyors and installers are in the field; Fuzen CRM is mobile-first so they capture measurements, photos and notes instantly.
Works on any phone
No heavy app downloads — mobile web and simple forms let teams update projects on the go.
Coordinate crews & deliveries
Sync equipment delivery, crew schedules and subcontractors to avoid site delays.
How to Build Your Custom CRM System
Define Workflow
Map your journey from inquiry to post-install service. Identify stages, roles and handoffs that matter to your operations.
Generate with AI or Template
Use an AI prompt or pick a template to instantly create your pipelines, fields and automations.
Deploy & Evolve
Launch with your team and refine stages, automations and permissions as your business grows.
Frequently Asked Questions
Common questions about building a solar CRM on Fuzen.