Solar CRM Software for Solar Companies
Manage leads, follow-ups, site visits and sales pipelines in one powerful solar CRM built for Indian solar installers and EPC companies.
What is Solar CRM Software?
Solar CRM software helps solar companies manage the sales side of the business. It captures every enquiry as a lead, records calls and site visits, reminds the team about follow-ups and shows where each lead stands in the sales pipeline. Doctor Solar Wala includes a solar CRM designed for Indian installers and EPC teams.
Why Solar Companies Need CRM Software
Without a CRM, solar sales teams often face:
- Enquiries arrive by phone, WhatsApp and referrals and get lost
- Follow-ups depend on memory or notebooks
- No clear view of which leads are close to closing
- Site visits are hard to schedule and track
- Managers cannot see which salesperson owns which lead
- Lost deals are never analysed for the reason
Solar CRM Features
Lead Management
Add leads manually or import them from CSV, with contact details, source and requirement.
Sales Pipeline
Move leads across pipeline stages on a drag-and-drop board from new lead to won or lost.
Follow-up Management
Set the next follow-up with date, type and note, and see overdue and upcoming follow-ups.
Site Visit Scheduling
Schedule site visits directly from a lead and keep the visit on its record.
Customer Management
Keep customer details and history linked to their leads, quotations and proposals.
Lead Scoring
Score leads from sales activity and group them as Cold, Warm, Hot or Very Hot.
Salesperson Assignment
Assign an owner to each lead so responsibility is always clear.
Communication Management
Log calls and open WhatsApp conversations from the lead, with activity history.
Conversion Tracking
Record won and lost outcomes, lost reasons, and convert won leads into projects.
CRM Reports & Analytics
View stage counts, pipeline value, conversion funnel and lost-reason breakdowns.
Solar Lead-to-Sale Workflow
- Lead
- Contacted
- Site Visit
- Requirement
- Quotation
- Proposal
- Follow-up
- Won
- Project
Each lead moves from first contact to a site visit, a recorded requirement, a quotation and proposal, and follow-ups until it is won. Won leads can then be converted into an installation project.
Who Is Solar CRM For?
Rooftop solar installers
Handle residential enquiries and follow-ups without missing a customer.
Solar EPC companies
Give sales teams one shared pipeline across many commercial and residential deals.
Solar dealers and distributors
Track enquiries from installers and end customers in one place.
Solar consultants
Keep client conversations, visits and proposals organised.
Solar CRM vs Solar ERP
A solar CRM focuses on leads and sales: enquiries, follow-ups, site visits, pipeline and conversions. A solar ERP covers the full business, adding quotations, proposals, project management, GST invoicing, payments, inventory and vendors after the sale is won.
Need more than CRM? Explore our complete Solar ERP platform.
Frequently Asked Questions
What is solar CRM software?
Solar CRM software is a sales tool built for solar companies. It records every enquiry as a lead, tracks follow-ups and site visits, and moves each lead through a sales pipeline until it is won or lost, so no customer conversation is forgotten.
Who should use a solar CRM?
A solar CRM suits rooftop solar installers, solar EPC companies, solar dealers and consultants whose sales team handles many enquiries from calls, WhatsApp, referrals and campaigns at the same time.
Can I track follow-ups and site visits in Doctor Solar Wala?
Yes. Each lead can have a next follow-up with a date, type and note, and site visits can be scheduled from the lead. Overdue, today, tomorrow and upcoming follow-ups are counted so the team knows who to contact next.
Does Doctor Solar Wala score leads?
Yes. Leads earn score points from sales activity such as calls and site visits, and are grouped as Cold, Warm, Hot or Very Hot so salespeople can focus on the most promising customers. Scores can also be adjusted manually.
What is the difference between solar CRM and solar ERP?
A solar CRM covers sales, from first enquiry to a won deal. A solar ERP includes the CRM and continues after the sale with quotations, proposals, projects, invoicing, payments and inventory. Doctor Solar Wala offers both in one platform.
Can a won lead become a project?
Yes. When a lead is won, it can be converted into a project in Doctor Solar Wala. The system detects an existing project for that lead so the same customer is not created twice.
How do I start using Doctor Solar Wala CRM?
Create an account on the Doctor Solar Wala website and start on the free plan without a credit card. After setting up your company profile you can add or import leads and begin managing your pipeline.