What is a WhatsApp CRM for solar actually managing that a generic CRM is not?

Two things a generic CRM has no place for. First, the sizing data that arrives as a photograph: sanctioned load, monthly units, discom, roof area and roof type. Second, the long post-sale tail, where a signed order still has to pass subsidy paperwork, a net-metering application and a discom inspection before it is revenue. A generic CRM closes the deal at order and goes quiet. Solar teams need the stages after that.

How do WhatsApp and calling work together on a solar enquiry?

Most rooftop enquiries start on WhatsApp because sending a bill photo is easier than reading numbers over a phone. The chat sits on the enquiry record, and the built-in dialer lets the engineer call from the same screen with the bill data in front of them. The call is logged against the record, so the next person sees what was quoted. Field engineers do both from the mobile app.

Is customer data secure, and can we raise GST invoices from it?

Access is controlled by role, so a channel partner sees only their own leads and a field engineer sees only their territory. Every record change is logged, which matters when subsidy paperwork depends on customer documents. GST invoices are raised against the project record from the approved proposal version, so the invoice matches the signed system size and price rather than an older revision.

How does lead scoring work for rooftop solar?

Bill amount is the strongest signal, because it sets the system size and therefore the deal value. Scoring combines it with whether a bill photo has actually been received, whether the roof is owned rather than rented, roof area, and how quickly the customer responds. A lead with a high bill, a confirmed shadow-free roof and a fast reply ranks above a price enquiry with no documents. The weights are adjustable per territory.

How is it priced for an installer, and can we start free?

A free plan is available so a small installer can run a season of enquiries through it before committing, and paid plans are priced per user per month in India at ₹899. Channel partners can be given restricted logins that show only their own leads. WhatsApp Business API conversations are charged by Meta at their rates, separately from the subscription.

Can it handle both residential rooftop and commercial or industrial projects?

Yes, with separate pipelines, because the cycles differ sharply. A residential deal runs from bill photo to commissioning in weeks and is decided by one household. A commercial project involves a site audit, a techno-commercial proposal, procurement approvals, sometimes a tender, and payment milestones across months. Keeping them in one pipeline makes conversion reporting useless, since a three-week deal and a nine-month deal average into nothing meaningful.

Does it track generation or connect to inverter monitoring?

No, and it should not pretend to. Inverter monitoring platforms do that job properly, with device-level telemetry the CRM has no access to. What the CRM does is hold the commissioning date, the system size and the customer relationship, and schedule the follow-ups: a generation check call, a cleaning visit, a maintenance contract renewal. If your monitoring platform has an API, an alert can be pushed in as a task through webhooks.

WhatsApp CRM for Solar

WhatsApp CRM for Solar That Turns a Bill Photo into a Sized, Surveyed Proposal

Sanctioned load, monthly bill, shadow-free roof area, discom and subsidy status on one record, with the survey, net-metering and commissioning stages tracked to the end.

Free Forever

Free Forever • No Credit Card Required

HelloGrowthCRM WhatsApp CRM for a solar installer showing an enquiry record with sanctioned load, monthly bill amount, roof area, discom and net metering stage

Quick answer

Is HelloGrowthCRM right for WhatsApp CRM for Solar?

Yes. HelloGrowthCRM gives WhatsApp CRM for Solar 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 a homeowner sends a photo of the electricity bill, someone replies with a rough number, and nothing about the load or the discom is ever recorded — rather than generic sales busywork.

Bill photos sent on WhatsApp attach to the enquiry, so the sanctioned load, monthly units and discom name that decide system size are held on the record rather than in a chat
Sizing fields on every lead: sanctioned load in kilowatts, average monthly bill, shadow-free roof area in square feet, and roof type, whether RCC, tin sheet or elevated structure
A pipeline that matches a solar sale: Enquiry, Bill received, Site survey, Proposal, Finance or subsidy, Order, Net-meter application, Installation, Commissioning, Handover

See pricing Book a demo

The solar enquiry starts as a photograph

Almost every rooftop enquiry in India begins the same way: a homeowner sends a photo of their electricity bill on WhatsApp and asks what a system would cost. That single image contains everything the sale depends on, the sanctioned load, the monthly units, the discom and the tariff, and in most installers it is never transcribed anywhere. Somebody eyeballs it, quotes a number, and the data stays in a chat that scrolls away by evening.

The result is a pipeline where nobody can sort leads by system size, and where a surveyor is dispatched to a roof without knowing whether it is RCC or tin.

From bill photo to commissioning, step by step

1. The bill becomes fields

The photo attaches to the enquiry, and load, units, discom and roof area go into structured fields. The lead is now sortable, sizeable and quotable.

2. The survey is a task, not a phone call

The surveyor gets the address and the bill data on the mobile app, and logs roof photos, shading and structure notes from the terrace itself.

3. The proposal is versioned

System size, panel and inverter selection and price are held per version, so a downgrade from five kilowatts to three is a recorded decision, not a surprise.

4. The pipeline continues past the order

Subsidy paperwork, the net-meter application, installation, inspection and commissioning each have an owner and an age, so nothing sits for five weeks.

What five solar enquiries look like on the board

The same WhatsApp number brings very different jobs. Here is where each one goes.

Incoming message or event	Fields set on the enquiry record	Stage and next action
Photo of a bill, around 4,200 rupees a month	Load, units, discom, tariff read from the bill	Sizing done; survey slot offered
Tin-sheet roof on a small factory shed	Roof type, area, commercial pipeline selected	Site audit task, not a residential quote
Asks whether the subsidy applies to them	Finance route set to subsidy-linked	Document checklist sent, owner assigned
Signed order, waiting on the discom	Stage: net-meter application, ageing starts	Escalation task if it sits past your limit
Neighbour of a commissioned site enquires	Source: referral, linked to original customer	Fast-track survey; referral credited

What to set up first

Create the sizing fields first, load, monthly bill, roof area and roof type, because everything downstream depends on them. Then build one residential pipeline that runs all the way to commissioning rather than stopping at order. Connect the WhatsApp number so bill photos start attaching automatically. Add territory routing and the commercial pipeline afterwards.

Limits and honest caveats

The CRM does not size a system for you, does not read a bill automatically, and does not connect to inverter monitoring. It holds the data your team enters and chases the stages. Subsidy and net-metering rules vary by state and by discom, so the stages are configurable rather than pre-loaded with any scheme logic. WhatsApp Business API conversations are billed by Meta separately from your subscription. The commercial pipeline and the automation behind it need a paid plan.

More on solar sales tooling

More on this: CRM with WhatsApp, built-in dialer, AI CRM, CRM India, use cases, and pricing in India.

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.

A homeowner sends a photo of the electricity bill, someone replies with a rough number, and nothing about the load or the discom is ever recorded.

The bill attaches to the enquiry and the sanctioned load, monthly units and discom go into fields. The proposal is built from data, not from a remembered glance.Bill capture and sizing fields

Site surveys are booked over phone calls, and half the time the surveyor arrives without knowing the roof type or whether shading was already flagged.

The survey is a task carrying the enquiry data and the address. Roof photos, shading notes and structure requirements are logged on site, not reconstructed later.Survey task with site data

Deals sold two months ago are stuck somewhere between subsidy paperwork and the discom, and nobody can say which ones or for how long.

Subsidy and net-metering are pipeline stages with owners and ageing. A file stuck for five weeks is visible on the board rather than surfacing when the customer calls angry.Post-sale stage tracking

Rooftop buyers collect four quotes, and when you lose there is no record of whether it was price, delivery time or panel brand.

Closing a lead requires a reason. After a quarter you can see whether you are losing on price or on timeline, which are two completely different fixes.Lost-reason capture

What you get

Why teams choose HelloGrowthCRM

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

Bill photos sent on WhatsApp attach to the enquiry, so the sanctioned load, monthly units and discom name that decide system size are held on the record rather than in a chat

Sizing fields on every lead: sanctioned load in kilowatts, average monthly bill, shadow-free roof area in square feet, and roof type, whether RCC, tin sheet or elevated structure

A pipeline that matches a solar sale: Enquiry, Bill received, Site survey, Proposal, Finance or subsidy, Order, Net-meter application, Installation, Commissioning, Handover

Site survey scheduled as a task with the address, so the surveyor arrives with the bill data on their phone and logs roof photos, shading notes and structure requirements on site

Subsidy and net-metering status held as stages with their own owner, because an installed system waiting on a discom inspection is a different problem from an unsold lead

Proposal versions tracked with system size, panel and inverter selection, and price, so the change from a five kilowatt to a three kilowatt system is a visible decision

Finance route recorded per deal: outright, bank loan or subsidy-linked, each with a document checklist that the CRM chases rather than the sales engineer remembering

Competitor visibility through lost reasons, since rooftop buyers routinely take three or four quotes and the reason you lost is usually price, timeline or panel brand

Referral tracking from commissioned sites, because a working rooftop in a colony generates neighbour enquiries and those should be attributed to the original customer

Post-commissioning follow-up scheduled for generation checks and cleaning or maintenance contracts, so the customer relationship does not end the day the meter is installed

Territory assignment by pin code or district, so enquiries route to the engineer who can actually reach the roof rather than to whoever answers first

GST invoices raised against the project record with the approved system size and price, keeping billing aligned with the proposal version the customer signed

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

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