If you’re running a solar business, you already know how overwhelming it can get to manage leads, proposals, site surveys, engineering inputs, and project timelines — all while keeping track of billing and payments. Most tools in the market either lock you into expensive monthly subscriptions or force you to juggle multiple separate applications just to keep everything running.

But what if you could get a one-time payment CRM that is highly customizable, extremely cost-effective, and capable of managing your entire solar workflow — including billing and invoicing — in one place?

That’s exactly what the Fuzen Solar CRM Solution offers.

Built with a complete customer journey view and powered by Fuzen AI, this template gives you everything from lead capture to proposal generation to activity logs - and yes, you can extend it even further by adding your own billing and invoicing module with just a simple prompt.

This blog walks you through how it works, why it’s the perfect fit for cost-conscious solar companies, and how easily you can customize it further to include powerful billing and invoicing features.

Why This Solar CRM Template Is the Best Cost-Effective Choice

Most solar CRMs in the market fall into one of two models:

Expensive monthly subscription tools

You keep paying forever, fees increase every year, and customization is limited.

Rigid software that forces you to adapt your workflow

These tools don’t understand your exact process — especially when it comes to project-specific billing stages or GST-based invoice requirements.

Fuzen Solar CRM: A One-Time Payment, Fully Customizable Solution
 

Fuzen's Solar CRM outperforms all the generic solutions.

This template is:

• Simple

• Affordable

• Lifetime usable

• Built for full control

• Perfect for small, mid-size, and scaling solar teams

You install the template once, you own it. No recurring charges. No hidden fees.

And because it’s built on Fuzen, you get AI-powered customization, which means:

If you want a new page, new field, new report, or new automation — you just type a prompt and the system builds it for you.

This is what makes extending the CRM into billing and invoicing extremely easy.

What the Base Solar CRM Template Already Includes

The template gives you a complete solar business workflow out of the box:

• Lead capturing

• Kanban & table pipeline views

• Lead detail pages

• Site survey forms

• Engineering design inputs

• Proposal generation with PDF output

• Activity logs

• Analytics dashboards

Every lead already has its own dedicated workspace with all details accessible in one place. This makes it the ideal foundation for adding financial elements like invoices linked to each project.

How to Add Billing & Invoicing Using Fuzen AI

The best part is that customizing this CRM doesn't require coding or technical setups.
You simply:

Step 1: Install the Solar CRM Template

Once installed, you can navigate to any part of the CRM — or even create an entirely new page — based on how you want your billing system to appear.

Step 2: Choose Where You Want Your Billing to Appear

You can:

• Add invoices inside the Lead Details page

• Add a separate Billing tab

• Create a full Billing dashboard

• Add invoices at milestone pages

• Or create a fresh standalone Billing & Invoicing Module

For this demonstration, we’re placing it after the Activity Log tab in the Lead Details section.

This is a natural location because all lead/project activities already live there, so billing feels like a continuation of the workflow.

Step 3: Run This Prompt in Fuzen AI

Here we have used the following prompt:

Prompt to Add Billing & Invoicing

“Add an option called Invoices after the Activity Log tab. Inside this tab, create a form for entering invoice details. The form fields should include:

• Invoice Number

• Invoice Date

• Customer Name

• Billing Address

• Project / Lead Reference

• Item Details (description, quantity, rate, amount)

• Tax Fields (GST %, CGST, SGST, IGST)

• Total Amount

• Payment Status (Paid, Pending, Overdue)

• Due Date

• Notes

After the invoice is submitted, generate a PDF of the invoice using the default invoice template and allow the user to download it.”

Step 4: See It Come to Life

The AI will:

• Add the “Invoices” tab

• Create the complete invoice form

• Store invoice records

• Auto-generate invoice PDFs

• Create a downloadable invoice file

• Link each invoice to the lead automatically

And all of this happens instantly, without code.

How This Upgrade Improves Your Solar Workflow

Centralized billing for each project

You will see every invoice linked directly inside the corresponding lead details page.

GST-ready invoice structure

Perfect for solar companies with CGST, SGST, and IGST requirements.

Easy PDF downloads

You can send invoices to customers instantly.

Better workflow visibility

Activity logs + invoices = complete timeline from lead to payment.

Faster accounting and follow-ups

Track which leads have pending or overdue payments.

Fully customizable forever

Want reminders, auto-emails, multi-item tables, or recurring invoices?
Just ask the AI.

Why Billing Inside the CRM Is a Game Changer

Solar businesses often struggle because billing is handled externally:

• Excel sheets

• WhatsApp messages

• PDFs created manually

• No proper tracking

• Payments slipping through cracks

By bringing billing inside your CRM:

• You avoid errors

• You speed up payment cycles

• You get a complete financial picture

• You improve customer experience

• You standardize your operations

All your proposal PDFs, site survey data, engineering inputs, and invoices live in one centralized system.

The Perfect Solar CRM for Growing Companies

Whether you're a 2-person solar startup or a 50-person installation team, this template gives you:

• A scalable system

• A one-time cost

• Unlimited customization

• Zero coding required

• Zero dependency on developers

• A complete workflow from lead → project → billing → completion

You finally get a CRM designed exactly for how solar businesses work — and customizable exactly the way you want it.

Final Thoughts

If you’re searching for a budget-friendly, one-time-payment Solar CRM that can grow with your business and adapt to any process you imagine, this template is the best place to start.

With Fuzen AI, you can shape it into your own perfect billing and invoicing system — simply by typing a prompt.

Your CRM.
Your workflow.
Your billing setup.
Your rules.