Solution for:

B2B Sales, Solar EPC, CRM, Sales Tracking

Tools used:

Google Drive, Google Sheets, Google Forms, Gmail

Credit card NOT required

CRM for Solar Projects

In a rooftop solar installation or solar EPC business, you need to track so much more than regular information about your leads.

You need to collect and manage documents and data from site surveys, engineering design, proposals and negotiations.

A traditional CRM isn’t well equipped to connect the site surveys, engineering and project execution processes essential to solar EPC.

Fuzen’s solar CRM is built within Google Drive, by connecting the important processes and the user friendly work management tools like – Gmail, Google Sheets and Google Forms with customized workflows. 

It converts your Google Drive account to a powerful solar sales management tool.

Solar CRM Features

Monitor sales funnel on central dashboard

Seamless collaboration between teams

Mobile friendly, configurable site survey forms

Customized workflows, reports & document formats

Connect engineering design to CRM

Documentation in Google Drive

Manage data in simple spreadsheets

Regular email alerts as per user roles

Login with your Google Account to start your trial.
Credit card NOT required.

Starter Plan

For small teams
for upto 5 users

/ month
  • Integrated with Google sheets, Forms, Gmail and Folders
  • Workflow to capture site surveys + Engineering Design + Proposals
  • Monitor sales funnel in real time
  • Regular email alerts
  • Online Training Included
  • Customized proposal creation

Pro Plan

For growing startups
with upto 20 users

/ month
  • Everything in the starter plan plus..
  • Enough headroom for a growing team
  • Customized proposals + workflows
Best Value

Growth Plan

For high growth businesses with upto 50 users

/ month
  • Everything in the pro plan plus..
  • Customized roles and access rights - for a high growth team
  • Fast tracked support

Enterprise Plan

For a fully customized, enterprise solution with UNLIMITED users,

How it works

Customized solar sales tracking workflows

Login with your Google Account to start your trial.
Credit card NOT required.

Previous Portfolio Post

Solar EPC Project Tracker

Next Portfolio Post

Procurement Management

Scroll to top