Survey to installation pipeline
Stages for site survey, design approval, subsidy application, install and net metering.
Industry CRM Solutions
Solar Energy CRM India for
growing
solar EPC
Solar EPC and renewable energy dealers — lead CRM, WhatsApp follow-ups, GST billing and payment collection.
Lead management & sales pipeline
WhatsApp CRM & call tracking
GST invoicing & payment collection
14-day free trial — no credit card
Solar sales cycle
Solar deals stall on paperwork — CRM keeps customers warm
Customers forget they enquired after subsidy confusion or DISCOM delay. Automated WhatsApp updates and task reminders maintain trust until install completes.
- Survey appointment booking
- Subsidy document checklist
- Install milestone tracking
- AMC renewal pipeline
Why GoBooster CRM
Solar CRM for EPC, dealers and rooftop sales teams
Survey scheduling, subsidy paperwork and installation milestones — long solar sales cycles managed end-to-end.
Territory & dealer leads
Assign pincodes to dealers and track channel partner performance across districts.
Subsidy & DISCOM paperwork
Task lists for documents customers delay — common bottleneck in Indian solar sales.
Homeowner updates
Share design PDFs and payment schedules on WhatsApp — how residential solar closes in India.
Advance & milestone payments
Track advance received, install payment and AMC renewal separately.
Service & AMC renewals
Post-install service tickets and annual maintenance contract reminders.
Business Benefits
Why Indian teams choose GoBooster
Long cycle visibility
Solar CRM India deals take weeks — CRM prevents leads dying during DISCOM delays.
Dealer network control
OEMs see dealer follow-up quality without micromanaging every call.
Residential & commercial
Separate pipelines for rooftop homes vs industrial MW projects.
FAQ
Common questions about CRM in India
What is solar CRM software?
CRM for solar enquiries, surveys, approvals, installation milestones and AMC — tailored to renewable sales.
Do solar dealers need CRM?
When running ads across multiple districts — CRM assigns and tracks dealer follow-up accountability.
Can CRM track subsidy status?
Use custom stages and tasks for state subsidy and net metering milestones.
Is WhatsApp used in solar sales?
Yes — homeowners expect updates on WhatsApp throughout install process.
Ready to try India's WhatsApp-ready CRM?
Start your free trial or book a demo — see lead management, calling CRM and GST billing in action.