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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.

Automated WhatsApp Updates

Send automatic WhatsApp messages for quotes, payment reminders, survey reminders, project milestones, subsidy and loan updates, and AMC renewals, using your own Twilio WhatsApp account, with a full delivery log.

Facebook & Instagram Lead Ads

Sync your Meta lead forms, map form fields to CRM fields, and pull new leads in automatically with duplicate checks and round-robin assignment to your sales team.

GPS Field Attendance

Field staff punch in and out from their phone with location and selfie, matched to your office or project site, with a monthly attendance register and on-site hours per project.

Serial Number & Warranty Tracking

Record panel and inverter serial numbers, generate installation and warranty certificates in one click, and raise manufacturer warranty claims from service tickets

Testimonial

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Ananya Mehta

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.

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Eric Smith

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.

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Priya Nair

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.

Frequently Asked Questions