The Solar CRM built for Indian installers,
delivered in days — not lakhs.
Stop paying Sunbase or Zoho per user every month for a CRM that doesn't understand BOQs, MNRE subsidies, DISCOM net-metering or WhatsApp-first customers. Start with our Solar CRM Pro template — or have a fully custom solar app built to your exact workflow.
Solar CRM Pro
Pre-built solar CRM template · All 12 modules
First 100 installers · Limited time
- Multi-source lead capture + AI scoring
- Bulk CSV upload from existing spreadsheets
- Configurable solar pipeline stages
- Quotation & proposal automation
- Site survey + design tool integration
- BOQ + project cost control
- Project tracking + install scheduling
- Email + WhatsApp campaigns
- GST-compliant billing & invoicing
- Role permissions + dashboards
Equivalent to 2 months of Sunbase. Yours forever.
Custom Solar App
Built to your exact workflow
From Rs 1,50,000
Need MNRE subsidy tracking? Multi-DISCOM applications? Tally integration? Multi-state GST? Hindi-language customer comms? Describe your installer business and our AI builds a fully custom solar app. Done-for-you delivery, you own everything.
Book a Demo30-min scoping call. No commitment.
No per-user fees. No DISCOM headaches. Own your solar software forever.
Why Most CRM Tools Don’t Work for Solar Businesses
Solar sales and installation involve far more than moving leads across a pipeline. That mismatch creates manual work, broken handoffs, and lost visibility as your projects grow.
Rigid Feature Sets
Traditional CRMs use lead → proposal → closed stages. Solar needs site assessments, financing steps, permits and installation milestones — not generic fields.
Disconnected Workflows
Sales, design, install and service teams live in different systems. Permit updates, photos and schedules scatter across spreadsheets and apps.
Scaling Complexity
Adding financing partners, subcontractors and service contracts increases cost and confusion when your CRM isn't built for growth.
AI does the 90% that's the same across every solar installer.
We do the 10% that's specific to yours.
That's how a custom solar CRM costs Rs 35,000 instead of Rs 12-15 lakh.
What's Inside the Solar CRM Template
A ready-to-use solar CRM with 12 modules pre-built for installers, EPCs and rooftop solar businesses. Install it on your Fuzen account, then customize every workflow with AI — no developers, no per-user fees.
Multi-Source Lead Capture
Website forms, referrals, calls, walk-ins and door-to-door — all funneled into one solar pipeline.
Bulk CSV Lead Upload
Import existing leads from spreadsheets in seconds — no re-typing thousands of rows when you switch from Excel.
AI Lead Scoring & Prioritization
Score solar leads on roof type, bill size, financing readiness — your reps work the hottest leads first.
Configurable Pipeline Stages
Lead, site survey, proposal, financing, permit, install, commissioning — rename or reorder stages to match how you sell.
Quotation & Proposal Automation
Generate solar proposals with system size, panel/inverter spec, savings and ROI calculations — from one click.
Site Survey + Design Tool Sync
Capture roof measurements, shading and photos. Connect Aurora, OpenSolar, PVsyst or HelioScope outputs to the same lead.
BOQ + Project Cost Control
Build solar BOQs, lock vendor rates, track variations and stay on margin per project — not just per company.
Project Tracking & Install Scheduling
Move closed deals into project tracking with permits, crew schedules, milestones and on-site checklists in one view.
Email + WhatsApp Campaigns
Trigger proposal-sent, financing-update or install-day messages over email and WhatsApp from inside the CRM.
Marketing Workflow Automation
Nurture cold inquiries, follow up after quote, re-engage stale leads — runs in the background while your team installs.
Billing & Invoicing
Raise milestone invoices (advance, post-install, subsidy claim), track payments and tie revenue back to the project.
Role Permissions + Dashboards
Sales, ops, design and install crews each see what they need. Plus dashboards, analytics and full activity tracking by role.
One-time setup. All 12 modules. AI-customizable. No per-user fees.
Try the Solar CRM Template — free to start
Install the template, customize every field and stage with AI, and start capturing solar leads the same day. Limited-time Rs 35,000 launch price — was Rs 70,000.
Already on Fuzen? Solar CRM Template appears in your Marketplace under Solar & Renewable Energy.
See the Solar CRM Pro template in action
Lead capture, AI scoring, proposal generation, BOQ, install scheduling, WhatsApp campaigns — in one short product walkthrough (with Hindi subtitles).
Software That Adapts to Your Solar Workflow
Fuzen is not a pre-packaged CRM. It’s a platform where you build a system around how your solar company actually operates.
Whether you install residential roofs or commercial arrays, define your stages, handoffs and automations — then evolve them as you grow.
- Remove unnecessary modules
- Customize workflows anytime
- Control permissions and automation
- Align software to real operations
A Solar CRM that speaks DISCOM, MNRE and Tally
Generic CRMs were built for US insurance brokers and SaaS sales teams. Indian solar installers run a different business — subsidies, multi-DISCOM rules, vendor BOQs, GST, Tally, WhatsApp-first customers. Every module here knows that.
GST-compliant invoicing
Solar is 12% GST in India. Generate compliant invoices, track input credit, export Tally-ready files — built in.
MNRE subsidy tracking
Track central rooftop solar subsidy + state-level subsidies through application, sanction, disbursement — tied to the customer.
DISCOM + Net-metering workflows
Pre-built stages for DISCOM applications, feasibility approval, meter installation and net-metering commissioning — per state.
WhatsApp-first customer comms
Most Indian customers ignore email. Solar Pro ships with WhatsApp templates for proposal, install date, subsidy update, post-go-live.
Indian vendor BOQs
Lock rates from Adani, Waaree, Tata, Loom, Luminous, Vikram. Track variations and BOQ approval per project — not just per company.
Residential, C&I and EPC tracks
Different workflows for rooftop residential, commercial & industrial, and large EPC. Each can run on its own pipeline with its own roles.
Hindi + regional language support
Customer-facing PDFs, WhatsApp messages and proposals can be sent in Hindi or regional languages alongside English.
Tally + ZohoBooks integration
Push GST-ready invoices to Tally and ZohoBooks. Reconcile vendor bills against project BOQs. No double-entry.
Multi-state operations
Operating across MH, GJ, KA, TN, RJ? Multi-GSTIN, per-state DISCOM rules and per-state subsidies handled out of the box.
Need a feature we haven't listed?
Multi-warehouse panel inventory? AMC contract management for O&M? Drone-survey image storage? Tell us — AI builds it as part of your custom solar app.
Start from a Template. Customize Everything.
Start with our 12-module Solar CRM Template — or pick another solar-focused base — and adapt every field, stage and automation with AI.
WhatsApp AI Chatbot
The WhatsApp AI Chatbot is designed to help businesses manage customer conversations, capture new leads, and respond automatically to WhatsApp messages using Artificial Intelligence (AI). It integrates with Twilio for WhatsApp connectivity and OpenAI for intelligent, context-aware responses. Built on Fuzen, this template can be fully customized using Fuzen AI - allowing you to add new fields, automate workflows, or tailor the app to your specific business needs. With everything from lead tracking to automated replies in one place, it’s the perfect solution to boost customer engagement and response efficiency.
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Project Management App (Basic)
The Project Management App Template by Fuzen is a ready-to-use solution for teams to plan, track, and deliver projects efficiently. Built with collaboration, visibility, and automation in mind, it helps teams manage tasks, team members, and documents all in one place. Whether you’re running software projects, marketing campaigns, or client deliverables - this template streamlines your workflow from planning to completion. Fully customizable using Fuzen AI, you can tailor the app to your project structure - add custom fields, automate notifications, or integrate with your favorite tools - without writing a single line of code.
Why solar businesses switch from Sunbase, JobNimbus and Zoho to Fuzen
Compare 3-year cost for an installer team of 10 sales + ops users.
| Sunbase | JobNimbus | Zoho CRM | Indian dev shop | Fuzen Pro | |
|---|---|---|---|---|---|
| 3-year cost (10 users) | ~Rs 9 lakh | ~Rs 7 lakh | ~Rs 5 lakh | Rs 8-15 lakh upfront | Rs 35,000 one-time |
| Pricing model | Per user / month | Per user / month | Per user / month | One-time + AMC | One-time, no per-user |
| Solar BOQ + cost control | - | Partial | - | If specced | |
| MNRE subsidy + DISCOM workflow | - | - | - | If specced | |
| WhatsApp campaigns built in | - | - | Add-on | If specced | |
| GST + Tally export | - | - | Partial | If specced | |
| Time to live | 2-4 weeks | 1-2 weeks | 2-6 weeks | 3-9 months | Same day (template) / 4 weeks (custom) |
| Code & data ownership | Vendor | Vendor | Vendor | Yours | Yours |
| Customizable post-launch | Vendor roadmap | Vendor roadmap | Limited | Costs more | Yes, with AI |
| Per-user fees compound. Custom dev shops are slow. | Get Solar Pro · Rs 35K | ||||
Building on Fuzen vs. Buying Software
Built for Field Teams — Not Just Desks
Your surveyors and installers are in the field; Fuzen CRM is mobile-first so they capture measurements, photos and notes instantly.
Works on any phone
No heavy app downloads — mobile web and simple forms let teams update projects on the go.
Coordinate crews & deliveries
Sync equipment delivery, crew schedules and subcontractors to avoid site delays.
How custom builds work
For solar businesses whose workflows don't fit the Pro template, we build a fully custom solar app from your spec. Pay 10% advance to start. Pay 90% only when you approve.
Solar CRM Pro is Rs 35,000 one-time. No quote, no advance, no scoping process for the template tier.
Custom builds: pay 10% advance, 90% only on approval.
No black-box pricing. We iterate until you approve, every time. (Pro template is pick-and-go.)
Related software
Other custom-built software for small businesses
Small Business CRM
Custom CRM built for your sales workflow - lead capture, pipeline, and reports.
Construction Management Software
Custom construction software for projects, subs, materials, and job costing.
Recruitment CRM
Custom CRM for recruiters - candidate pipeline, requisitions, and client portals.
Resources
Solar CRM guides and benchmarks
Frequently Asked Questions
Common questions about building a solar CRM on Fuzen.
Continue reading
Related guides on solar CRM
Best Solar CRM in 2026: Top 5 Compared (+ Build Your Own with AI)
Solar CRM With Billing & Invoicing: Cost-Effective & Fully Customizable Solution
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Solar Sales Pipeline Stages - and why Fuzen’s AI-Customizable Solar CRM makes them work for every business
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Free vs Paid Solar CRM Tools in 2026 - What Do You Really Need?
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