Why Solar EPCs Are Switching
From Zoho to Solset CRM
Zoho CRM is a powerful generic tool. But adapting it to track solar modules, manage rooftop site measurements, and check vendor bills requires complex custom development.
Zoho CRM
- **High Customisation Cost:** Requires hiring Zoho Creator consultants to build solar project milestones and survey tracking.
- **Third-Party WhatsApp API:** Native WhatsApp requires expensive integration plugins and paid extensions.
- **No Procurement Matching:** Lacks direct matching between purchase orders, store goods receipts (GRNs), and supplier bills.
Solset CRM
- **Built-in Solar Checklists:** Pre-configured workflows for site surveys, civil structure works, cabling, and net metering.
- **Native WhatsApp Business:** Generate official tax quotes, POs, and installation updates, then send them to clients with 1 click.
- **3-Way Procurement Matching:** Keep inventory and cost variances aligned automatically to protect installation margins.
1. Native WhatsApp Business API
While Zoho requires setting up expensive Twilio/Meta webhooks and buying monthly extensions for multi-user chat, **Solset CRM includes native, one-click WhatsApp automation**. You can send automated follow-up reminders to prospects, purchase orders to distributors, and status reports to customers directly through our built-in WhatsApp gateway.
2. Ready-to-Use Solar Projects
In Zoho, a "project" is just a standard generic calendar task. In **Solset CRM**, projects are tailored specifically for Solar EPC teams: civil foundation status, structural panels mounting status, DC/AC electrical cabling, grid synchronization, and net metering approval processes are tracked dynamically out-of-the-box.
3. 3-Way Match Billing
Solar installations require heavy procurement of expensive panels and structures. Solset CRM includes a secure 3-way match framework. We auto-verify the cost items listed on your Purchase Order (PO), the exact quantities delivered at your store/site via Goods Received Notes (GRN), and the supplier invoice to flag differences immediately, protecting your bottom line.
Ready to Make the Switch?
Migrate your current leads and project sheets for free. Start your 14-day free trial on any paid plan, or use our free tier.