CRM for solar business leads, surveys and installs

What is a CRM for a solar business?

A CRM for a solar business is a system that follows every rooftop or commercial solar enquiry from first call to site survey, quote, installation and service. AutoDial CRM pairs a lead management app and a built-in dialer, and a solar installer can run that whole path with it on Android and iPhone.

Solar sales have a long middle. An enquiry from a Facebook ad needs a call within the hour, a survey visit, a quote, a wait while the family decides, sometimes a loan or subsidy step, and then a deposit before the team installs. AutoDial CRM gives each enquiry a lead record with a source tag, the products discussed (for example a 3 kW or 5 kW package from your own catalog) and custom fields such as roof type, monthly electricity bill and a GPS location for the roof. Stages are named by you, so New, Survey booked, Quote sent, Deposit paid and Installed can be the pipeline. Surveyors who punch in and turn on live location show up on a web route map with every stop and its minutes, and any remark typed at the roof is stamped with the area name and coordinates. When a customer pays, the lead turns into a paid client, and the sale shows the paid and due amounts.

CRM for solar business benefits

• Fast first call

  New sheet and ad leads arrive on a schedule and can be dialled one after another.

• Survey visits you can see

  Each surveyor's day appears as a route with stops, minutes and kilometres.

• Roof details on the lead

  Custom fields hold the bill, roof type and system size you quote on.

• Deposit and balance

  Every install records what was paid and what is still due.

• Service calls on repeat

  Cleaning and maintenance reminders repeat for years without re-entry.

Solar CRM for site surveys and field visits

A solar CRM is only as good as the survey step, because that is where most deals are won or lost. In AutoDial CRM the telecaller books the survey on the after-call sheet and sets a reminder for the surveyor’s visit time. The surveyor, who punches in with a live selfie at the start of the day, switches live location on a single time, after agreeing to a consent screen. From then until punch out, the phone records a point every 15 seconds and sends it to the account every 5 minutes, pausing during breaks.

On the web, the owner opens any surveyor and date to see the route on a map, numbered stops of 5 minutes or more with arrival and departure times, distance, idle time and battery. Fake GPS points and impossible jumps are left out of the kilometres. At the roof, the surveyor speaks the findings into a remark, and the visit location attaches itself. The full field side is described on the employee location tracking app page.

CRM for solar companies: quotes, payments and service

After the survey, a CRM for solar companies has to keep quotes from going cold. Filter Quote sent with a follow-up due today and auto-dial the list, or attach a WhatsApp message to the reminder so the customer gets a nudge when it fires. Moving a lead to a status like Survey booked or Installed can send its own automatic WhatsApp.

When the family says yes, mark them as a paid client. Every sale then stores the package plus the sum received and the balance outstanding, so a deposit taken at signing and the balance after commissioning are both visible, and revenue cards total the day, week, month and year. A customer who adds a battery later gets a second sale record instead of an edit to the first. Cleaning visits and yearly checks can run as repeating reminders; the follow-up reminder app page has the full set of repeat options.

CRM for solar business workflow

CRM for solar business limits

AutoDial CRM does not design systems, model shading, generate proposals or issue tax invoices, and it has no stock or project scheduling module. It is not connected to any government subsidy portal or to the electricity distributor, so subsidy and net-metering steps are tracked as stages and fields you create. Facebook and Google appear as source tags; ad leads arrive through a Google Sheet, an API or a file, not through a direct ad connection. The iPhone version matches Android in every respect but one: it has no access to the handset’s call history. A large EPC company that needs installation milestones, procurement and engineering documents in one place will want a dedicated solar project platform, perhaps with AutoDial CRM kept for calling.

CRM for solar business example

An illustration, not a named customer. A rooftop solar installer in Jaipur, India, has an owner, 2 telecallers and 3 surveyors, and gets about 300 enquiries a month from Facebook ads and walk-ins at its showroom. Ad leads land in a Google Sheet that AutoDial CRM checks on a schedule, and the telecallers call each batch the same morning. About 90 surveys a month follow; the owner watches the surveyors’ routes on the web and sees that one of them averages 70 km a day across the city. Roughly 30 customers sign each month, most for a 3 kW package, paying a deposit at signing and the balance of about ₹40,000 (around US$420) after commissioning, and the paid and due amounts on each sale show who still owes money. Six users on the yearly plan cost ₹1,314 a month in total, about $16.74. The auto dialer app page covers the calling side in more depth.