Built for Solar Operations.
Not Generic Sales.
Why waste thousands of dollars forcing general-purpose tools to understand solar pipelines? Compare Solset CRM directly with popular alternatives.
Solset vs. Zoho
Avoid complex custom functions, paid database creator tools, and manual WhatsApp API integration.
Solset vs. HubSpot
Say goodbye to enterprise cost lock-ins, massive pricing tiers, and lack of localized HSN/GST quotes.
Solset vs. Excel
Stop losing solar leads to forgotten WhatsApp chats, unrecorded surveys, and manual stock updates.
Feature Matrix Overview
How Solset CRM compares to general tools
| Feature / Metric | Solset CRM | Zoho / HubSpot | Excel Sheets |
|---|---|---|---|
| Native WhatsApp Business API | Needs plugin (Extra Cost) | Manual Personal Only | |
| Rooftop & Site Survey Inputs | Not Supported | Messy Cells | |
| 3-Way Procurement Matching | Not Supported | Manual Checklist | |
| Localized Solar Tax (GST/HSN) | Complex Setup | Manual PDF Quotes |
Frequently Asked Questions
Everything you need to know about switching
Why should we use a solar-specific CRM instead of HubSpot or Zoho?
Generic CRMs require months of custom engineering, expensive consultants, and third-party plugins to support solar workflows. Solset CRM works out-of-the-box with built-in modules for rooftop survey measurements, shade maps, Bill of Materials (BOM) creation, GST billing, and supplier 3-way matching.
Can we migrate our existing customer data from our current CRM?
Yes. We offer free data migration help with every paid plan. You can import your current clients, active site projects, and contact directories via CSV, or our technical team will handle the migration for you.
Is there a mobile app for our site surveyors and installation technicians?
Yes. Our field module operates via mobile and is fully offline-capable, enabling field technicians to submit daily status reports, upload roof measurements, and attach site checklists without internet connectivity.