Your Solar Business is Bleeding Money
Every Day You Run on Excel Sheets
Spreadsheets are great for basic calculations, but they cannot follow up with leads, coordinate rooftop installers, track live material stock, or automate customer notifications.
Excel / Spreadsheets
- **Forgotten Follow-ups:** Leads fall through because sales staff manage conversations on personal WhatsApp numbers.
- **No Audit History:** Cells get accidentally deleted or overwritten, leading to project schedule and payment confusion.
- **Manual Quote Creation:** Copy-pasting structures, panel prices, and tax rates into PDFs manually takes hours.
Solset CRM
- **Automated Leads Gate:** Capture leads instantly from Facebook Ads, web inquiries, and inbound survey requests.
- **Complete Project Timeline:** A single, centralized visual schedule tracks site measurements, structures, and commission status.
- **2-Minute Proposal Engine:** Input solar system size and load requirements to generate ready-to-deliver GST proposals in seconds.
1. Stop Losing Leads in WhatsApp
When leads are written down in Excel or left in individual staff WhatsApp chats, they inevitably get forgotten. **Solset CRM centralizes every conversation and customer interaction**. If a lead goes cold, our platform flags it immediately, prompting your sales team to follow up.
2. Eliminate Manual Quote Copy-Pasting
Manually updating panel pricing, inverter specifications, and tax formulas in Word or Excel templates is time-consuming and error-prone. **Solset CRM lets you generate professional, fully itemized quotes with automated HSN codes** in under two minutes.
3. Automated Client Notifications
Instead of calling customers manually to update them on roof survey dates, DISCOM approval submissions, and commissioning schedules, **Solset CRM triggers automated updates straight to your client's WhatsApp**, improving trust and client satisfaction.
Retire the Spreadsheets Today
Upload your active project spreadsheets and get running in 30 minutes. Free plan available — no card required to register.