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Solar Installation Companies CRM

Keep every rooftop deal moving through survey, quote, approval and commissioning

Hold the bill analysis and roof survey on the record, quote a payback you can defend, keep discom and subsidy applications from stalling, and book AMC renewals before they lapse.

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Helios · Solar CRM

Enquiries · surveys · installs

Open leads

2

Qualified

1

Pipeline

₹6320k

Add lead

NameTypeValue (₹)Status·
Sharma houseResidential320000
Green Meadows societyHousing society1800000
Patel MfgIndustrial4200000

Quick answer

Is HelloGrowthCRM right for Solar Installation Companies CRM?

Yes. HelloGrowthCRM gives Solar Installation Companies CRM 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 rooftop enquiries compare three installers in a weekend, and the company still preparing its proposal on Monday never gets a site visit — rather than generic sales busywork.
  • Attach twelve months of electricity bills to the enquiry so the sanctioned load, the tariff slab and the real savings case sit on the record before anyone quotes
  • Record the roof survey properly: shade-free area, structure type, tilt, the run to the meter, and the photographs the design team will ask for
  • Keep the generation and tariff assumptions behind each proposal on the deal, so every person who speaks to the customer quotes the same payback

See pricingBook a demo

01

Your quote is a payback calculation the customer will check

The bill and the roof come before the price

A rooftop customer is not choosing a colour, they are running a calculation. What they want to know is how much of the bill disappears, how many years the system takes to pay for itself, and whether the roof can carry the array at all. That answer starts with two pieces of evidence: twelve months of electricity bills and a real survey of the roof — usable shade-free area, structure, tilt, the cable run to the meter. HelloGrowthCRM keeps both on the enquiry with the survey photographs attached, so whoever builds the proposal is not phoning the surveyor to ask what the terrace looked like.

Show your assumptions, because the rival quote will not

Two proposals quoting the same kilowatts can differ by lakhs, usually because one assumed a generation figure that roof will never see. If your numbers are honest, showing the working is an advantage. Keep the units you assumed, the tariff you used and the shading you allowed for on the deal record, so the salesperson answering a call three weeks later gives the same answer the proposal did. When the customer comes back with a cheaper rival quote, you can point at the specific assumption that differs instead of arguing about price and discounting to stay in the running.

02

The weeks the discom holds your deal are still your weeks

Make the approval a stage, not a black hole

Between a signed order and a working system sits paperwork nobody can rush: the net-metering application, the feasibility and sanction from the discom, the subsidy claim, the inspection, the meter change. Weeks pass, the customer's enthusiasm cools, and your team looks as though it has gone quiet. Give each of those steps a pipeline stage carrying the reference number, the filing date and the person chasing it, and store the sanction letter and inspection report on the customer record. HelloGrowthCRM files nothing with a portal or a utility — it tracks where each application stands and reminds whoever has to push it along.

Silence during the wait is what loses the job

The customer does not know that nothing is happening because nothing can happen. From their side, they paid an advance and stopped hearing from you. Schedule a short WhatsApp or email update against the approval stage — filed on this date, inspection expected in this window, here is what follows — and the wait becomes proof that you are organised rather than a reason to cancel. It also stops the same customer ringing your office three times a week, because the update arrives before the anxiety does and the dates are already on the record.

03

You are being compared, usually against two or three others

Record the objection, not just the outcome

Almost every rooftop customer collects several proposals. When you lose one, the useful information is not that you lost, it is what they doubted: an unfamiliar panel brand, an inverter warranty that read badly, a per-watt price they saw online, a worry about who services the system in year four. Write the objection on the deal in the words the customer used. After thirty deals you have a real list of what beats you, and your team's answers stop being improvised on the phone. Several of those doubts are settled with a document rather than a discount.

Financing changes the answer more often than a discount does

A customer who says the price is too high often means the amount due this month is too high. A loan, an EMI arrangement or a staged payment moves that conversation more reliably than cutting your margin does. Keep the financing route and its status as a field on the deal, because a customer waiting on a bank sanction looks identical to a customer who has gone cold if all you can see is the last contact date. HelloGrowthCRM tracks the conversation and the reminders; it does not disburse or invoice, so the lending stays with the lender and billing stays in your accounting tool.

04

Society and committee deals move on a meeting calendar

Several people, one deal, one next action

A housing-society rooftop is one deal with a committee attached: a secretary who invited you in, a treasurer who wants the payback defended, a member who read something worrying about maintenance, and a general body that has to vote. Keep them as separate contacts on the same deal, note who is in favour and who is not, and set the next action to the date of the next meeting rather than a generic interval. Chasing a society in between achieves very little. Arriving with the exact document the treasurer asked for, on the day it is discussed, achieves most of it.

Your proposal has to survive a meeting you are not in

The document will be read out by someone who is not a solar salesperson, to people who were not on your site visit. Send the version that survives that: numbers the treasurer can defend, answers to the two objections raised last time, the maintenance commitment written down. HelloGrowthCRM keeps every document you sent that society with the date it went out, so nobody circulates version one to a committee that already argued over version three. Once the vote passes, the same record carries the job into scheduling without anyone rebuilding the history out of a chat group.

05

After commissioning the meter keeps selling for you

First-bill check-ins, warranty claims and AMC renewals

The relationship does not end at commissioning — the customer looks at the meter every month and forms an opinion about you. A check-in after the first full billing cycle, a cleaning visit before summer, an AMC renewal reminder set on the day the system goes live: those touches keep a system generating and a customer content. Generation monitoring itself lives in your inverter portal, not in a CRM. What HelloGrowthCRM does is make sure the visit gets booked, the renewal is offered before it lapses, and a warranty claim has the commissioning date and serial numbers already attached.

The neighbour who watched the scaffolding go up

Rooftop solar is unusually visible. Scaffolding appears, panels go on, and the neighbours ask what the bill looks like now. That question is your cheapest source of work, and it has a window — it lands best in the months just after installation, when the first low bill arrives. Set a task to ask satisfied customers for an introduction at exactly that moment, and record where every referral came from so you can see which installations genuinely produce more work. A capacity top-up on the same roof is often easier to sell than a new customer, and it is already in your list.

AI & Intelligence

AI Features Built for Solar Installation Companies

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

AI Quote Builder

Build a system proposal per kilowatt from your own rate card, with the savings assumptions written in.

Lead Enrichment

Fill in the society, company or premises behind a rooftop enquiry before your first call.

Deal Risk Agent

Flag customers who have gone quiet while an approval or a loan sanction is still pending.

Smart Compose

Draft the survey summary, the approval status update or the AMC renewal note in seconds.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

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.

  • Rooftop enquiries compare three installers in a weekend, and the company still preparing its proposal on Monday never gets a site visit.

    Ad and website leads trigger instant WhatsApp responses with a survey booking link and a same-day call task, so your site visit is scheduled before competitors have opened the enquiry - and speed is most of the sale in residential solar.Rapid survey booking

  • Surveyors return with shadow analysis and roof photos on a personal phone, and the proposal team works from a phone call summary.

    Site survey data, photos, and structural notes are logged in the mobile app against the deal, so proposals quote the right capacity and mounting structure first time - eliminating the revision round that stretches closings by weeks.Mobile survey capture

  • Customers freeze at the subsidy paperwork stage, and applications sit half-done while their enthusiasm and your pipeline forecast decay.

    Subsidy and net-metering milestones run as tracked stages with automated document-request messages and progress updates to the customer, so the bureaucratic stretch is actively managed instead of becoming the place where deals go to die.Subsidy stage tracking

  • Quotes are price-shopped for months against falling panel prices, and untracked proposals are silently undercut.

    Every proposal enters a follow-up cadence with check-in calls and WhatsApp touches, and the dashboard shows quote ageing by value - so sales managers know which deals need a revised offer before the customer signs elsewhere.Quote follow-up cadence

  • Commissioned customers vanish from view until a complaint, though every one of them is a referral source and an AMC prospect.

    Post-commissioning sequences send generation check-ins and maintenance reminders, with AMC renewal prompts at year-end and referral asks timed to satisfaction peaks - converting each rooftop into recurring revenue and the next neighbourhood lead.Post-commissioning lifecycle

What you get

Why teams choose HelloGrowthCRM

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

  • Attach twelve months of electricity bills to the enquiry so the sanctioned load, the tariff slab and the real savings case sit on the record before anyone quotes
  • Record the roof survey properly: shade-free area, structure type, tilt, the run to the meter, and the photographs the design team will ask for
  • Keep the generation and tariff assumptions behind each proposal on the deal, so every person who speaks to the customer quotes the same payback
  • Run net-metering, discom sanction and subsidy claims as their own pipeline stages, with the reference number and filing date on the deal
  • Scheduled WhatsApp and email updates keep the customer informed through the approval wait instead of leaving them wondering what happened
  • Store the feasibility letter, sanction, inspection report and commissioning certificate against the customer rather than in a drive nobody can search
  • Log the competing quote and the exact objection — panel brand, inverter warranty, per-watt price, who services it in year four — in the customer's own words
  • Track financing route and loan status as a field, so a customer waiting on a bank sanction is never mistaken for a customer who has gone cold
  • Housing-society deals hold committee members as separate contacts, with the next action set to the date of the next meeting
  • Diarise the first-bill check-in, the pre-summer cleaning visit, the AMC renewal and the capacity top-up on the day the system is commissioned
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.

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