How to Track Projects Using the Solar CRM Template

Running a solar business means juggling leads, proposals, site surveys, and installations—all while keeping your customers happy. That can get overwhelming fast if your team relies on spreadsheets or scattered tools.

That’s exactly where the Solar CRM Template on Fuzen.io comes in. It helps you manage the entire customer and project lifecycle from one dashboard. Whether you’re following up with a lead, creating a proposal, or monitoring installation progress, you can track everything effortlessly.

In this guide, we’ll walk through how to use the Solar CRM Template to track your solar projects end-to-end.

Why You Need Project Tracking in Solar CRM

Before jumping into the steps, let’s talk about why project tracking matters.

In the solar industry, delays or communication gaps can quickly turn profitable projects into costly headaches. Without clear visibility, it’s hard to know:

• Which leads are moving forward and which are stuck?

• Whether surveys, designs, and proposals are completed.

• How many projects are active or completed?

• What tasks each team member is working on.

The Solar CRM Template gives you a complete snapshot of all these details. It makes sure every lead and project moves smoothly from inquiry to installation.

Step-by-Step: Tracking Projects in the Solar CRM Template

Let’s explore how to use the Solar CRM Template to stay on top of every project.

1. Add a New Lead

Every project starts with a lead.

Go to the Create Lead section and fill in essential details:

• Customer name

• Contact info

• Project requirements

• Site location

Click Save, and your new lead appears on the dashboard. From there, it becomes part of your trackable pipeline.

Tip: Be as detailed as possible when adding lead info. It makes later tracking and project planning much easier.

2. Track Leads and Projects from the Dashboard

Once you have leads in the system, head to the Dashboard.

You’ll see two main views:

• Kanban View – Shows leads and projects grouped by their current stage (e.g., New, Site Survey, Proposal Sent, In Progress, Completed). You can drag and drop leads between stages to update progress.

• Table View – Lists all leads with their key details. Perfect if you prefer a spreadsheet-style overview.

This is your control center. It tells you instantly how many projects are active, which ones are stuck, and where to focus next.

3. Dive Deeper with the Lead Details Page

Click any lead on your dashboard to open its Lead Details Page. This is where real project tracking happens.

You’ll find multiple tabs here:

• Lead Info – Edit and update customer or project information.

• Site Survey – Record survey details, such as roof type, shadow analysis, and available space. These help you plan the project accurately.

• Engineering Design – Store technical inputs and design files. Perfect for keeping design revisions organized.

• Proposal – Create and download professional proposal PDFs directly. You can customize the design from CRM Settings.

• Activity Log – Automatically tracks every update, giving you a complete history of actions.

Pro tip: The Activity Log is your audit trail. It ensures full transparency and accountability within your team.

4. Monitor Overall Progress with Analytics

The Analytics Page in the Solar CRM Template gives you big-picture visibility.

You’ll see a line chart showing how leads move through different stages over time. This helps you:

• Identify bottlenecks (e.g., too many leads stuck at the survey stage)

• Track team performance

• Forecast upcoming project loads

In short, analytics make it easy to shift from reactive management to data-driven decisions.

5. Review All Projects in the Sales Pipeline

The Sales Pipeline page gives a table view of every lead and project in your system. It’s like your project command center.

You can:

• See all leads with their current status.

• Quickly jump to any Lead Details Page.

• Sort or filter leads based on their progress.

If you’re managing multiple projects at once, this page is the best way to ensure no opportunity slips through the cracks.

6. Keep Everyone Aligned with the Activity Log

Every solar project involves multiple team members—sales reps, engineers, and installers. The Activity Log Page ensures everyone stays aligned.

It automatically records:

• When a lead was created or updated

• When surveys or designs were submitted

• When proposals were generated

This chronological record eliminates confusion and keeps communication transparent.

7. Customize Templates and Automations

Want to personalize proposals or automate follow-ups? The CRM Settings page lets you do just that.

You can:

• Upload custom Proposal Templates to generate branded PDFs.

• Add your Todo List Templates to send automated task reminders to your team.

Since the template runs on Fuzen’s no-code + AI platform, you can go even further. Just describe what you want in plain English—for example:

"Send an email alert when a lead is generated"

Fuzen AI will instantly customize your CRM to match your exact needs.

Why Solar Businesses Love This Template

• Centralized project tracking – Everything from leads to proposals lives in one place.

• Simple drag-and-drop updates – Move projects between stages effortlessly.

• Built-in automation – Auto-generate proposals, send reminders, and more.

• Customizable with AI – Adapt the CRM to your workflow in minutes.

• Scalable for growth – As your business grows, the template grows with you.

With Fuzen’s Solar CRM Template, tracking projects is no longer a chore—it becomes your competitive edge.

Conclusion

Project tracking doesn’t have to be complicated. The Solar CRM Template gives solar businesses a clear, simple way to manage everything from lead capture to project completion. With Kanban boards, detailed lead pages, analytics, and AI customization, you can monitor progress, improve collaboration, and deliver projects faster.

Start with the template as it is—then let Fuzen’s AI help you shape it into the perfect project tracking system for your solar business.