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Solar CRM
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 on +91 7498 558 545
Solar CRM
By Fuzen.io
₹ 70,000 50% OFF
₹ 35,000
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
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.
Testimonial
SolarTech Solutions The Solar CRM Template from Fuzen has completely streamlined our lead management. The dashboard and lead details tabs make tracking projects effortless, and generating proposals directly from the system saves us hours every week. GreenEnergy Innovations We’ve been using the Solar CRM Template for a few months, and it has significantly improved our team’s productivity. The analytics and activity log give us clear insights into our pipeline and help us make informed decisions quickly. SunPower Projects Fuzen’s Solar CRM is a game-changer. From capturing leads to managing site surveys and engineering designs, everything is in one place. The AI customization feature allowed us to tailor the template exactly to our workflow.Ananya Mehta
Eric Smith
Priya Nair