The Solar CRM built for Indian installers, delivered in days — not lakhs.
Solar CRM Pro is built for the Indian solar installer workflow: lead capture, site surveys, GST quotations with PM Surya Ghar subsidy auto-fill, 10-step install milestones, MNRE subsidy tracker, AMC + service tickets — all in one app you own.
Try the Live PreviewNo signup. Loaded with sample data. 30 seconds.
Or buy direct: Solar CRM Pro · Rs 35,000 launch price →
A working installer CRM — pre-loaded with real solar data.
- Pre-populated dashboard with 6 demo leads, 4 active projects and 2 commissioned installs
- Working PM Surya Ghar subsidy tracker with seed data across 3 Indian states
- The 10-step install milestone board on a real 28 kW commissioned project
- Two seeded AMC contracts and two open service tickets
- Editable Settings — Product Catalog, Subsidy Rules, Payment Templates and Team
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.
No signup. Loaded with sample data. 30 seconds.
AI does the 90% that's the same across every solar installer.
We do the 10% that's specific to yours.
That's how a custom solar CRM costs Rs 35,000 instead of Rs 12-15 lakh.
What's Inside the Solar CRM Pro Template
A ready-to-use solar CRM with 9 sidebar modules: Dashboard, Leads, Surveys, Quotations, Projects, Subsidy Tracker, Payments, After-Sales and Settings — every one built around how Indian installers actually work.
Anything tagged AI-customise is built on demand by Fuzen's AI builder after you install the template — describe what you need in plain English, no developer required.
Lead capture with source tracking
Capture every enquiry into a single pipeline; tag the source (referral, Google Ads, dealer, walk-in, housing society) so you know what's working.
8-stage solar sales pipeline
AI-customiseShips with: New → Contacted → Survey Scheduled → Quote Sent → Negotiation → Won → Lost → Junk. Ask the AI builder to rename, reorder or add stages.
PM Surya Ghar-aware quotations
Pick components from your catalog; the quote auto-calculates GST and applies the right central + state subsidy slab. The customer sees their net cost after subsidy on every PDF.
Mobile-friendly site survey form
Capture roof area, shading, DISCOM connection and photos directly from the technician's phone. The form pre-fills customer details from the lead.
Product catalog with brand + GST defaults
Seed your panels, inverters and BOS once; quote them in one click. Brand, unit, rate and GST% defaults per item.
10-milestone install tracker
Every project ships with the same 10-step checklist solar installers actually use, from material procurement to DISCOM inspection, net-meter and subsidy disbursement. Photo upload per milestone.
WhatsApp + email notification triggers
Turn on notifications for follow-ups, payments overdue, AMC renewals and subsidy chasers from a single Settings toggle.
Milestone-linked payments + GST invoices
Record advances, delivery payments and final balance against each project. Generate a GST-compliant invoice the moment the project is commissioned.
PM Surya Ghar tracker built in
Track every subsidy application across registration → documents submitted → approved → disbursed. Stuck applications surface on the dashboard so nothing sits longer than 45 days.
AMC + service ticket centre
Log inverter faults, panel output issues and net-meter complaints from the same system that sold the project. AMC contracts auto-remind you 30 days before expiry.
Role-tailored dashboards
Admins see pipelines and stuck subsidies; sales sees today's follow-ups; technicians see today's surveys and milestones. Four pre-built roles: Admin, Sales Executive, Field Technician, Accounts.
Available in the Custom Solar App tier
Bulk CSV lead import · AI-driven lead scoring on roof/bill/financing-readiness · Marketing automation drip sequences · Tally + ZohoBooks export · Aurora / OpenSolar / PVsyst / HelioScope design-tool sync · per-state DISCOM rule engine · Multi-warehouse panel inventory.
These aren't in the Pro template's default install. We build them as part of a custom solar app — see Pro live first, then ask us to scope a custom build.
One-time setup. 9 sidebar modules. AI-customisable. No per-user fees.
No signup. 30 seconds. Sample data loaded.
Claim Launch Price · Rs 35,000Prefer a chat? WhatsApp us →
Want to see all 9 modules in action?
Open the live preview — pre-loaded with leads, projects, subsidy applications, AMC contracts and service tickets. You'll see exactly what you install on day one.
Try the live preview →No signup. 30 seconds. Sample data loaded.
See the Solar CRM Pro template in action
A full walkthrough of the Solar CRM Pro template for Indian installers, EPCs and startups: lead capture from WhatsApp / Facebook / website, PM Surya Ghar-aware quotations, site survey to install tracking, GST invoicing, team assignment and reporting.
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
A Solar CRM that speaks PM Surya Ghar, DISCOM and GST
Generic CRMs were built for US insurance brokers and SaaS sales teams. Indian solar installers run a different business — PM Surya Ghar subsidies, multi-DISCOM rules, vendor BOQs, GST, WhatsApp-first customers. Every module here knows that.
GST invoices on commissioning
Solar is 12% GST in India. Issue a GST-compliant invoice the moment the project is commissioned, tied to the project record.
PM Surya Ghar subsidy tracker
2024 central slabs hard-coded: Rs 30k/kW for first 2 kW, Rs 18k for the 3rd, Rs 78k cap above 3 kW. Plus state subsidies, document checklist (Aadhaar, electricity bill, ownership, passbook) and stuck-application alerts.
DISCOM and net-meter status on every project
Two of the 10 install milestones are dedicated to DISCOM inspection and net-meter commissioning, so you never let an install stall at the utility stage.
WhatsApp-first customer comms
Most Indian customers ignore email. Turn on WhatsApp notifications for follow-ups, payments overdue, AMC renewals and subsidy chasers from a single Settings toggle.
Indian vendor product catalog
Seed your usual brands — Adani, Waaree, Tata, Loom, Luminous, Vikram, Growatt — with unit, rate and GST% defaults. Quote them in one click.
Residential, C&I and EPC tracks
AI-customisePro ships with the residential workflow. Spin up a parallel pipeline for commercial & industrial or large EPC projects by asking the Fuzen AI builder.
Hindi + regional language support
AI-customiseAsk the AI builder to add Hindi or any regional language variant for customer-facing PDFs, WhatsApp messages and proposals.
"Stuck for 45+ days" subsidy filter
A real differentiator vs generic CRMs — the Subsidy Tracker shows you only the applications that haven't moved in 45 days so you can chase them this week.
Multi-state and multi-GSTIN
AI-customiseDefault install seeds Delhi, Maharashtra and Other. Add every state you operate in, additional GSTINs and per-state DISCOM rules by asking the Fuzen AI builder.
See PM Surya Ghar, GST and WhatsApp running with real data. 30 seconds, no signup.
Start from a Template. Customize Everything.
Start with our 9-module Solar CRM Pro template — or pick another solar-focused base — and adapt every field, stage and automation with the Fuzen AI builder.
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Solar CRM
The Solar CRM Template is a complete business management solution built on Fuzen for solar installers, EPC companies, and renewable energy businesses. It helps you manage your entire solar sales and execution workflow - from capturing leads and conducting site surveys to generating quotations, tracking subsidies, managing projects, and handling after-sales support. With an intuitive dashboard, Kanban-based lead pipeline, project tracking tools, and payment management, this template gives your team a centralized system to streamline operations and close deals faster. The app can also be fully customized using Fuzen AI, allowing you to add workflows, automate tasks, and tailor the CRM to your solar business without coding. To get started, call or WhatsApp on +91 7498 558 545
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.
Why solar businesses switch from Sunbase, JobNimbus and Zoho to Fuzen
Compare 3-year cost for an installer team of 10 sales + ops users.
| Sunbase | JobNimbus | Zoho CRM | Indian dev shop | Fuzen Pro | |
|---|---|---|---|---|---|
| 3-year cost (10 users) | ~Rs 9 lakh | ~Rs 7 lakh | ~Rs 5 lakh | Rs 8-15 lakh upfront | Rs 35,000 one-time |
| Pricing model | Per user / month | Per user / month | Per user / month | One-time + AMC | One-time, no per-user |
| Solar BOQ + cost control | - | Partial | - | If specced | |
| MNRE subsidy + DISCOM workflow | - | - | - | If specced | |
| WhatsApp campaigns built in | - | - | Add-on | If specced | |
| GST + Tally export | - | - | Partial | If specced | |
| Time to live | 2-4 weeks | 1-2 weeks | 2-6 weeks | 3-9 months | Same day (template) / 4 weeks (custom) |
| Code & data ownership | Vendor | Vendor | Vendor | Yours | Yours |
| Customizable post-launch | Vendor roadmap | Vendor roadmap | Limited | Costs more | Yes, with AI |
| Per-user fees compound. Custom dev shops are slow. | Try Live Preview → | ||||
No signup. Loaded with sample data. 30 seconds.
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 custom builds work
For solar businesses whose workflows don't fit the Pro template, we build a fully custom solar app from your spec. Pay 10% advance to start. Pay 90% only when you approve.
Solar CRM Pro is Rs 35,000 one-time. No quote, no advance, no scoping process for the template tier.
Custom builds: pay 10% advance, 90% only on approval.
No black-box pricing. We iterate until you approve, every time. (Pro template is pick-and-go.)
Related software
Other custom-built software for small businesses
Small Business CRM
Custom CRM built for your sales workflow - lead capture, pipeline, and reports.
Construction Management Software
Custom construction software for projects, subs, materials, and job costing.
Recruitment CRM
Custom CRM for recruiters - candidate pipeline, requisitions, and client portals.
Resources
Solar CRM guides and benchmarks
Frequently Asked Questions
Questions Indian solar installers ask before buying a CRM.
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Ready for a Solar CRM that
actually fits your installer business?
Start by seeing it live, then claim the launch price or scope a custom build.
No per-user fees. No DISCOM headaches. Own your software forever.
Try the Live PreviewNo signup. 30 seconds. Sample data loaded.
Limited time launch price · Save Rs 35,000 vs full price
Continue reading
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