How long does implementation take, and can we move existing jobs in?

Most Indian solar companies are live within a day. Connect WhatsApp and your website form, import contacts and open enquiries from a spreadsheet, and set the stages you already work to: enquiry, survey done, proposal sent, order confirmed, advance received, material dispatched, installed, inspection, commissioned, subsidy received. Jobs already in progress come across at their current stage with their approvals and payment schedules, so a project waiting on a meter change is not lost in the move. No setup fee, no consultant to book.

Which integrations are useful for a solar company here?

WhatsApp Business, website and landing-page forms, Facebook and Instagram lead capture, email sync and calendar cover how rooftop enquiries actually arrive. The API and webhooks connect your accounting package, and can push commissioned sites into any monitoring or service system you run so the maintenance book is built from real installations. Listing portal enquiries are usually routed in by email or the API. Most companies begin with WhatsApp and social capture, because that is where the leakage is worst.

What is a solar CRM, and which Indian companies need one?

It is the system that runs everything commercial from enquiry to commissioning and beyond: capturing leads, scheduling surveys, quoting, chasing approvals, collecting staged payments and renewing maintenance contracts. A single installer doing a handful of residential jobs can manage on a phone. A company running a survey team, a residential book with subsidy paperwork, commercial projects with longer approval chains, and an existing customer base worth maintaining needs a single place where all of it is visible.

How do WhatsApp and calling work inside the CRM?

You connect a business WhatsApp number and every enquiry, electricity bill photograph, roof image and payment confirmation lands in a shared inbox attached to the right deal. Templates carry quotations, survey confirmations, approval updates and payment reminders. The built-in dialer places calls from the record and stores recordings, which is useful when a customer questions what capacity or generation was promised at the time of booking. The company, not one salesperson's handset, ends up owning the customer relationship.

Is our data secure, and does the CRM handle GST invoicing?

Data is encrypted in transit and at rest, permissions control which team member sees which projects, and exports are logged. When an employee leaves, access ends that day while their deals reassign intact. GST invoicing is built in, so a confirmed order produces a compliant tax invoice from the same record that holds the quotation and payment schedule. Registering on the national rooftop portal and filing subsidy claims correctly remains your company's obligation, and the CRM keeps the underlying customer and installation data clean enough to support it.

How does AI lead scoring work for rooftop solar?

The model weighs the signals that predict a signed order: monthly bill value, sanctioned load, property type and ownership, roof area and shadow notes from the survey, location and DISCOM, whether the customer is asking about subsidy or about payback, and how quickly they respond. It then ranks the pipeline so surveys and detailed proposals go to households and businesses close to a decision. Since a site survey costs a technician half a day in traffic, that ranking is where the saving shows up first.

What does it cost, and is there a free plan?

Paid plans are ₹899/user/month, and a free plan is available so a small installer can capture enquiries and track quotations before spending anything. Pricing is per user with no minimum seat count, so a three-person team pays for three people. Against one order recovered from a quotation that would otherwise have gone cold, or a year of maintenance renewals that were previously being missed, the subscription is repaid quickly.

Solar CRM India

CRM for Solar in India That Carries Every Rooftop Enquiry Through to Commissioning

Capture rooftop enquiries, schedule surveys, and keep subsidy paperwork and DISCOM approvals visible until the meter is installed and the subsidy lands.

Free Forever Book a demo

Free Forever • No Credit Card Required

HelloGrowthCRM pipeline for an Indian solar company showing rooftop enquiries, site surveys, subsidy status and DISCOM approvals

Quick answer

Is HelloGrowthCRM right for Solar CRM India?

Yes. HelloGrowthCRM gives Solar CRM India a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like enquiries arrive on WhatsApp all day, get answered by whoever is free, and half are never followed up after the first price is quoted — rather than generic sales busywork.

Separate pipelines for residential rooftop, commercial and industrial rooftop, and agricultural pumping work, because the buyer, the approval path and the payment terms differ completely in each
Site survey scheduling with a checklist for roof area, shadow analysis, sanctioned load and structure type, so the quotation is built on measurements rather than on a photograph
Quotation tracking per kilowatt with every revision stored, since Indian households compare three vendors line by line before anyone signs a work order

See pricing Book a demo

How rooftop solar is sold in India

Three businesses wearing one uniform

An Indian solar company usually sells to three different customers. Households want a lower bill and ask about subsidy before they ask about equipment. Commercial and industrial buyers want a payback calculation, a board decision and often a longer contract structure. Agricultural and institutional work follows its own tender and scheme logic. Each has a different sales cycle, a different approval path and a different payment behaviour, and running all three from one WhatsApp inbox is how small companies lose track of which jobs are actually moving.

The utility sets the clock

The sale is rarely the slow part. Feasibility, the net metering application, the meter change and the inspection all sit with the distribution utility, and the customer experiences that wait as the installer's fault. Residential subsidy paperwork adds its own sequence of registration, documentation and disbursement. Companies that keep customers calm through those weeks earn the referrals that make the next quarter, because in Indian residential solar a satisfied neighbour is a more reliable lead source than any advertisement.

The CRM workflow an Indian solar company needs

Enquiries from WhatsApp, social forms and the website land as owned deals, scored so surveys go to the serious ones. The survey checklist feeds a quotation whose revisions are all kept. Once an order is confirmed, the deal carries subsidy milestones for residential work, DISCOM stages for every grid-tied system, payment stages that remind by themselves, and a GST invoice raised from the same record. After commissioning, the site becomes a maintenance customer with renewal dates. The owner reads one board covering enquiries, surveys, approvals pending and money due.

What to check before buying locally

Insist on native WhatsApp with a shared inbox, since that is where the entire market talks. Confirm the system can track approval milestones that sit with third parties, because most of a solar timeline is spent waiting on someone else. Check that quotations version cleanly and that documents attach to the deal. Ask whether GST invoicing is built in and whether maintenance renewals can be tracked. Test the mobile app on a rural site with poor signal. And confirm pricing is published in rupees per user with a free plan to start on.

WhatsApp and Excel, accounting software, or HelloGrowthCRM

Capability	WhatsApp plus Excel	Accounting software	HelloGrowthCRM
Enquiry capture with owners and follow-up	Manual	No	Yes
Survey checklist feeding the quotation	No	No	Yes
Subsidy and DISCOM milestones with dates	Manual	No	Yes
Automatic staged payment reminders	Manual	Partial	Yes
GST invoice from the deal record	No	Yes	Yes
AMC renewal tracking	Manual	Partial	Yes
Recorded calls on the customer record	No	No	Yes
Ledgers, TDS and statutory filing	No	Yes	No, keep your accounts tool

Where to go next

Read more about the parts used above: WhatsApp CRM, the built-in dialer, AI lead scoring, the best CRM in India, CRM India, India pricing, and book a demo.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

Enquiries arrive on WhatsApp all day, get answered by whoever is free, and half are never followed up after the first price is quoted.

Every enquiry becomes an owned deal with a follow-up schedule, so quoting is the start of the process rather than the end.Owned enquiries

Subsidy paperwork for residential customers stalls somewhere and nobody notices until the customer calls angry.

Application milestones sit on the deal with owners and dates, so a stalled file raises a task rather than a complaint.Subsidy milestones

Net metering files sit with the utility for weeks and the customer blames the installer for the silence.

DISCOM stages trigger scheduled customer updates, so the household knows exactly where the file is and who holds it.DISCOM tracking

Annual maintenance contracts lapse unnoticed and generation complaints arrive instead of renewal revenue.

Renewals are tracked with reminders before expiry, turning the maintenance book into predictable recurring income.AMC renewals

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

Separate pipelines for residential rooftop, commercial and industrial rooftop, and agricultural pumping work, because the buyer, the approval path and the payment terms differ completely in each

Site survey scheduling with a checklist for roof area, shadow analysis, sanctioned load and structure type, so the quotation is built on measurements rather than on a photograph

Quotation tracking per kilowatt with every revision stored, since Indian households compare three vendors line by line before anyone signs a work order

Subsidy application milestones for residential rooftop customers, keeping registration, vendor selection, installation, inspection and disbursement visible instead of buried in a portal nobody checks

DISCOM approval tracking across feasibility, net metering application, meter change and inspection, with owners and dates, so a stalled file is chased instead of quietly ageing

WhatsApp inbox on the company number where most Indian rooftop enquiries begin, holding bills, roof photographs and payment confirmations in searchable company records

Electricity bill collection as a required step before proposal, because a proposal built without twelve months of consumption is guesswork that costs a site visit

Payment stages covering advance, pre-dispatch and commissioning, with automated reminders that keep collection ahead of panel and inverter procurement

GST invoicing built in, so a confirmed order raises a compliant tax invoice from the same record that holds the quotation, the site details and the payment schedule

AMC and cleaning contract renewals tracked as recurring revenue, with reminders before expiry rather than a phone call after a customer complains about generation

AI lead scoring that ranks an owner with a high monthly bill, a clear terrace and a sanctioned connection above an enquiry asking for a price per kilowatt with no address

Mobile app for surveyors and installation teams, working through weak rural connectivity and syncing site photographs, readings and stage updates when signal returns

Compare HelloGrowthCRM to HubSpot, Salesforce & more

HelloGrowthCRM by the numbers

$12: per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0: free forever starter plan — no credit card required
14-day: trial included on paid plans
259+: live integrations, from WhatsApp to Tally and QuickBooks
500+: teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

Ready to grow?

Join small businesses that close more deals with HelloGrowthCRM.

Free Forever View all industries

Free Forever • No Credit Card Required

Take the next step

Free Forever • No Credit Card Required

Start FreeSet up in minutes — no card WhatsApp UsReplies within minutes+1 607 318-2126Mon–Fri, 9 AM–6 PM ET (6 AM–3 PM PT)

Prefer email? Write to sales@hellogrowthcrm.com