Solar Sales Tracking
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
for upto 5 users
$
45
/ 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
with upto 20 users
$
95
/ 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
$
195
/ 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
