Solar CRM Platinum
The SolarCRM Platinum 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. Platinum also adds automated WhatsApp updates (using your own Twilio account), Facebook and Instagram Lead Ads integration, GPS-based field attendance, and serial number and warranty tracking with installation and warranty certificates. 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 Platinum
By Fuzen.io
Buy now for only
$1,720
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
- ✔ Automated WhatsApp Updates
- ✔ Facebook & Instagram Lead Ads
- ✔ GPS Field Attendance
- ✔ Serial Number & Warranty Tracking
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.
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