Skip to content
Solar EPC Contractors CRM

Win More Solar EPC Projects and Keep Every Client Under Annual Maintenance

Manage commercial and industrial inquiries, track every DISCOM application, automate AMC renewals, and turn every commissioned plant into a referral engine.

Free Forever • No Credit Card Required

Live preview

Solar EPC Contractors CRM

Live sample workspace for Solar EPC Contractors: Commercial and industrial solar project inquiry pipeline captures every lead from.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Commercial and industrial solar

1

Solar EPC Contractors Account

Commercial and industrial solar project inquiry pipeline captures every lead

Rs. 2.4L

Rooftop feasibility and design

1

Solar EPC Contractors Opportunity

Rooftop feasibility and design proposal pipeline tracks every site assessment,

Rs. 1.1L

Net metering and DISCOM

1

Solar EPC Contractors Renewal

Net metering and DISCOM application tracking manages every application stage

Rs. 78K

Government subsidy and MNRE

1

Solar EPC Contractors Follow-up

Government subsidy and MNRE scheme management tracks subsidy eligibility, application

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for Solar EPC Contractors CRM?

Yes. HelloGrowthCRM gives Solar EPC Contractors 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 dISCOM net-metering applications sit in queues for months, and clients call you for updates you do not have at hand — rather than generic sales busywork.
  • Commercial and industrial solar project inquiry pipeline captures every lead from referrals, energy audits, government portals, and channel partners into one funnel with an automatic response within minutes
  • Rooftop feasibility and design proposal pipeline tracks every site assessment, shadow analysis, and system design through to proposal delivery — with payback calculations attached and shareable on WhatsApp
  • Net metering and DISCOM application tracking manages every application stage — submission, technical inspection, meter installation, and connection approval — with automatic follow-up reminders to utilities

See pricingBook a demo

01

The contractor who presented payback calculation and site survey report within a week won the project

Three quotes, one clear winner

An industrial client needs 500 kW of rooftop solar. They request quotes from three EPC contractors. Two quote without visiting the site. One conducts a feasibility assessment within four days and delivers a proposal with shadow analysis, system design, payback calculation at current tariff, DISCOM net metering timeline, and MNRE subsidy eligibility — formatted and shareable as a PDF.

Why the detailed proposal wins

The industrial client's CFO approves that proposal over the cheaper quote. The site survey told the client this contractor understands their situation. The payback calculation made the investment decision easy.

HelloGrowthCRM's proposal pipeline ensures every inquiry gets this treatment: site assessment scheduling, document attachment, payback calculator, and automatic WhatsApp share. It works systematically, without depending on which salesperson handles the inquiry.

02

DISCOM applications that don't get lost in follow-up

Where net metering approvals stall

Net metering approval is the most common source of client frustration in solar EPC projects. Applications sit without acknowledgement. Inspection appointments are delayed. Meter provisioning takes months. Most of these delays are navigable with systematic follow-up — but follow-up only happens if someone remembers.

A regulatory milestone pipeline per project

HelloGrowthCRM creates a regulatory milestone pipeline for every project: application submission, acknowledgement, technical inspection scheduling, inspection completion, meter provisioning, and final connection. Each stage triggers an automatic reminder to your project coordinator when action is due. DISCOM interactions are logged against the project record, and clients receive automated status updates without calling your office.

The solar EPC firm that manages regulatory timelines proactively is the one that gets client referrals. The firm that waits for clients to chase gets negative reviews.

03

MNRE and state subsidy management that clients trust you to handle

Subsidies are real money for clients

MNRE PM-Surya Ghar subsidies, PM-KUSUM agricultural solar schemes, and state-specific net metering incentives represent real money for your clients. The EPC contractor who tracks eligibility, manages the application, and coordinates disbursement is delivering a service that most competitors do not offer systematically.

Subsidy tracking that differentiates your firm

HelloGrowthCRM stores the relevant scheme details, application status, and disbursement timeline for every project. Clients who receive accurate subsidy management as part of your EPC service are significantly more likely to sign AMC agreements and refer contacts in their industry. Professional subsidy management differentiates your firm from competitors who treat regulatory paperwork as the client's problem.

04

AMC pipeline that turns every commissioned watt into recurring revenue

Maintenance worth more than EPC margin

A commissioned 500 kW rooftop solar plant needs ten years of maintenance. Your AMC revenue on that plant is worth more than your EPC margin if you retain the client and manage the contract professionally.

Automate AMC creation and reporting

HelloGrowthCRM creates an AMC opportunity automatically at project handover — pre-filled with system specifications, warranty details, and an initial pricing estimate from your rate card. Monthly generation reports go to AMC clients automatically from the performance data in your monitoring platform: actual generation, expected generation, savings in rupees, and system health status.

Clients who receive these reports every month think of your firm first when their neighbour asks for a solar referral. AMC renewal conversations start 60 days before expiry. The result is a recurring revenue stream that grows every year as your commissioned base expands.

05

Second-site expansion that is the most capital-efficient sales you will make

Multi-site clients are your best prospects

Industrial and commercial clients with multiple facilities are your highest-probability expansion prospects. A manufacturing company that commissioned a solar plant at their main factory in 2024 and saw a 30% electricity bill reduction will commission their second plant at the adjacent warehouse and their regional office before they ever respond to a cold outreach from a competitor.

Trigger expansion at the right moment

HelloGrowthCRM identifies commissioned clients with additional sites in their company profile and triggers expansion conversations at month six, when your generation report can show actual performance data. An expansion sale at an existing client costs a fraction of a new client acquisition and converts at a significantly higher rate.

Building this pipeline in HelloGrowthCRM is the highest-return sales activity your business development team can pursue after your commissioning backlog is delivered.

AI & Intelligence

AI Features Built for Solar EPC Contractors

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.

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.

  • DISCOM net-metering applications sit in queues for months, and clients call you for updates you do not have at hand.

    Track each application as a pipeline stage with the submission date, reference number, and next action logged, and send clients automated status updates so the longest part of the project stops generating angry calls.DISCOM application tracking

  • Commercial proposals involving ROI workings and site assessments take a week to assemble, and rivals quote from a template in a day.

    Quote templates pre-loaded with your standard system configurations and payback framing let engineers issue a credible commercial proposal within 48 hours of the site visit, while the deal record keeps every revision versioned.Rapid C&I proposal templates

  • Commissioned plants generate zero recurring revenue because AMC conversations happen only if a client calls with a fault.

    Commissioning triggers an automated AMC pitch sequence at month 10 of the free-service year, with renewal reminders every year after, converting your installed base into the annuity income EPC margins need.AMC conversion automation

  • Multi-month projects span civil, structure, electrical, and inspection milestones, and clients hear nothing between payments.

    Milestone tasks per project drive both internal accountability and automated client notifications at each completed stage, so the payment request always arrives after a progress update, never instead of one.Project milestone communication

  • A factory owner who cut power costs dramatically tells nobody, because you never asked at the moment the first bill arrived.

    A post-commissioning sequence times the referral and testimonial ask to the first reduced electricity bill, and referred leads are tracked to their source plant so you learn which installations sell the next ones.First-bill referral trigger

What you get

Why teams choose HelloGrowthCRM

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

  • Commercial and industrial solar project inquiry pipeline captures every lead from referrals, energy audits, government portals, and channel partners into one funnel with an automatic response within minutes
  • Rooftop feasibility and design proposal pipeline tracks every site assessment, shadow analysis, and system design through to proposal delivery — with payback calculations attached and shareable on WhatsApp
  • Net metering and DISCOM application tracking manages every application stage — submission, technical inspection, meter installation, and connection approval — with automatic follow-up reminders to utilities
  • Government subsidy and MNRE scheme management tracks subsidy eligibility, application submission, disbursement status, and scheme documentation for every project so your clients capture every available benefit
  • Project installation milestone tracking follows civil, module mounting, inverter installation, wiring, commissioning, and handover stages with site team assignments and client communication at each step
  • O&M contract and AMC pipeline converts every commissioned plant into an annual maintenance agreement with automatic renewal reminders and performance review scheduling
  • Performance monitoring and reporting automation sends monthly generation reports to every AMC client — actual vs expected units, savings calculation, and system health status — without manual report preparation
  • Second site expansion pipeline identifies commissioned clients with additional rooftops or facilities and triggers expansion conversations at the right time in their system's performance history
  • Referral from satisfied plant managers automates a referral request to satisfied industrial clients six months after commissioning — when performance data makes the best case for recommendation
  • Financing and CAPEX vs OPEX model pipeline tracks clients who need financing, RESCO or PPA structures, and coordinates with lending partners to close deals that would otherwise stall at the investment decision

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 • No Credit Card Required

Take the next step

Free Forever • No Credit Card Required

Prefer email? Write to sales@hellogrowthcrm.com