Solar CRM Pro
The Solar CRM Template is a complete business management solution built on Fuzen for solar installers, EPC companies, and renewable energy businesses. It helps you manage your entire solar sales and execution workflow - from capturing leads and conducting site surveys to generating quotations, tracking subsidies, managing projects, and handling after-sales support. With an intuitive dashboard, Kanban-based lead pipeline, project tracking tools, and payment management, this template gives your team a centralized system to streamline operations and close deals faster. The app can also be fully customized using Fuzen AI, allowing you to add workflows, automate tasks, and tailor the CRM to your solar business without coding. To get started, call or WhatsApp Preeti on +91 97624 25489
Solar CRM Pro
By Fuzen.io
Buy now for only
$787
One-time cost • Lifetime access
- ✔ Central Dashboard
- ✔ Lead Management
- ✔ Site Survey Management
- ✔ Quotation Generation & Management
- ✔ Project Management
- ✔ Subsidy Tracker
- ✔ Payments Management
- ✔ After-Sales Support
- ✔ Customize Using Fuzen AI
- ✔ Loan and Financing Tracking
- ✔ Inventory Management
- ✔ Sales and Collections Reports
App Preview
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Key Features:
Central Dashboard
Get a real-time overview of leads, ongoing projects, payments, subsidy status, and team activities from a single dashboard.
Lead Management
Capture and organize solar leads efficiently using both table and visual Kanban views to track progress across every sales stage.
Site Survey Management
Schedule and manage site surveys with customer details, rooftop information, power requirements, and survey notes in one place.
Quotation Generation & Management
Create professional solar quotations instantly, manage pricing, and track proposal approvals with ease.
Project Management
Monitor installation progress, assign tasks, track project milestones, and ensure timely project completion for every customer.
Subsidy Tracker
Track government subsidy applications, approval stages, and payment statuses to ensure smooth customer coordination.
Payments Management
Manage advance payments, pending dues, invoices, and payment history for all solar projects in a centralized system.
After-Sales Support
Handle service requests, maintenance schedules, warranty tracking, and customer support activities efficiently after installation.
Customize Using Fuzen AI
Easily customize the Solar CRM using Fuzen AI - add custom fields, automate workflows, create reminders, or modify layouts without coding.
Loan and Financing Tracking
Track each customer's solar loan against its project, from application to sanction to disbursement, alongside the subsidy.
Inventory Management
Record stock coming in, issue panels, inverters and BOS material to each project, and see what is running low.
Sales and Collections Reports
See which lead sources close, where deals stall in the pipeline, and what is still owed across projects.