Everything your solar business needs, on one platform
Leads, WhatsApp, site surveys, design, projects, inventory, finance and AI — see everything Solset AI does below, then leave your number for a free walkthrough call.
150+
Features
13
Core Modules
150+
Solar Companies
147
Permissions
Everything, in one workspace
Lead Management
Capture, qualify & convert every solar lead
Never lose a potential customer. Solset AI tracks every enquiry from first contact to closed deal with a visual pipeline built exclusively for solar sales teams.
Visual Kanban pipeline with drag-and-drop stages
Auto lead capture from WhatsApp, website & phone
Lead scoring based on location, kW size & budget
Automated follow-up reminders & task assignments
Source tracking: website, referral, social, ad campaigns
Bulk import from Excel/CSV with duplicate detection
Custom fields for kW capacity, roof type, consumer category
Full activity timeline with notes, calls & history
Click-to-call with verified call outcome & duration logging
WhatsApp CRM
Close deals on WhatsApp — automatically
India's solar customers live on WhatsApp. Solset integrates WhatsApp Business API so your team can send quotes, run follow-up campaigns, and track every conversation without leaving the CRM.
Bulk WhatsApp campaigns to segmented lead lists
Automated drip sequences (Day 1 → 3 → 7 → 14)
Instant quote sharing via WhatsApp with PDF preview
Two-way message sync — reply from CRM or phone
Personalised message templates with customer fields
Read receipts & delivery tracking inside CRM
WhatsApp opt-in management & DND compliance
Broadcast to 1000s of leads in a single click
Site Survey
Digital site surveys — no paperwork, no delays
Field teams complete structured digital surveys on mobile. Photos, GPS location, and feasibility data sync instantly to the office — ready to generate a quotation in minutes.
Mobile-first survey form with photo capture
GPS location tagging for each survey site
Roof type, shadow analysis & structure checklist
Existing meter, DISCOM & consumer details capture
Consumer category & sanctioned load fields
Survey data auto-fills quotation (zero double entry)
Offline mode — sync when back online
Survey PDF report generation for customers
Design Studio
Rooftop to priced proposal, in one flow
Trace a roof from satellite imagery, size the array, and get real numbers — PVGIS-based generation, a real structure and steel takeoff, and the correct PM Surya Ghar subsidy slabs. Then turn the same design into a quotation, priced from your own product catalogue, without re-typing a single figure.
Satellite-traced roof outline — hand-traced or AI-assisted
PVGIS irradiance-based yield estimate, not a flat kWh/kWp guess
Real structure takeoff across 7 mounting types — pole count, tilt, ballast
PM Surya Ghar subsidy computed on real government slabs, not a percentage
WebGL 3D site view plus a lightweight 3D view for any device
One-click technical design report PDF with a to-scale layout drawing
Compare design options side by side — size, yield, payback, 25-year savings
Design → quotation in one click, priced from your own catalogue
Public share link for the design — no customer login required
Project Management
Track every installation from order to energisation
Solar projects have complex milestones and multiple stakeholders. Solset gives your operations team a single view of every active installation with task assignments, DISCOM tracking, and document storage.
8-stage installation milestone tracker
Task assignment to field technicians & supervisors
Document vault: agreements, permits, DISCOM forms
Installation photo uploads by milestone stage
DISCOM application & net-metering progress tracking
Commissioning checklist with digital sign-off
Project delay alerts & auto escalation rules
Gantt timeline view for ops team planning
Crew scheduling board with double-booking detection
Materials readiness — see which jobs can actually start
Custom workflow stages configured per company
Inventory
Know your stock before your customer asks
Track panels, inverters, cables and accessories across multiple warehouses. Prevent shortages, plan procurement ahead, and ensure every project gets the right materials on time.
Multi-warehouse stock tracking with real-time levels
Panels, inverters, BOS & accessories item catalog
Low-stock alerts with configurable reorder points
Material issue against projects with qty control
Vendor purchase order generation & receipt tracking
Stock-in / stock-out with batch & serial numbers
Inventory valuation report by product category
Scrap, return & adjustment management
Service & AMC
Turn after-sales into recurring revenue
AMC contracts and service complaints managed in one platform. Schedule preventive maintenance, resolve issues faster, and build the customer loyalty that drives referrals.
AMC contract creation with auto-renewal alerts
Service complaint ticket registration & tracking
Field engineer dispatch with territory assignment
Preventive maintenance scheduling by system age
Service visit reports with photos & resolution notes
Customer satisfaction rating after each visit
Spare parts consumption per service call
AMC revenue dashboard & renewal forecasting
Team & Roles
The right access for every team member
Sales, operations, field technicians, finance — each role sees exactly what they need. Customisable permissions ensure data security without slowing your team down.
Role-based access: Admin, Sales, Ops, Field, Finance
Team hierarchy with branch / region grouping
Individual performance dashboards per salesperson
Login activity & working hours tracking
Task assignment with deadlines across all roles
Mobile app for field teams (Android & iOS)
Internal notes & @mention team collaboration
Full activity audit log for compliance & security
Reports & Analytics
Data-driven decisions for your solar business
Real-time dashboards give owners and managers a live view of sales performance, project health, inventory value, and revenue — so you can act on facts, not guesswork.
Executive dashboard with 20+ live KPI tiles
Sales funnel conversion rates by stage & rep
Lead source ROI analysis (which channels convert)
Monthly revenue vs target comparison chart
Project completion rate & average timeline
Inventory turn rate & stock health heatmap
Service SLA compliance & resolution time tracker
Custom report builder with CSV/PDF export
Finance & GST
GST-compliant billing your CA will not argue with
Tax invoices, credit and debit notes, TDS, receivables ageing and period reports — a full Indian finance stack built into the same record your sales team works in, so nothing is re-typed into a separate accounting tool.
GST tax invoices with HSN/SAC, CGST/SGST or IGST auto-derived
Financial-year document numbering (INV/25-26/0001)
Credit notes & debit notes against issued invoices
TDS withholding on both customer receipts and vendor payments
Receivables ageing buckets + customer statements of account
Automated payment reminders on an overdue ladder
Razorpay pay-links on invoices with auto-reconciliation
EPC retention register, recurring invoices & bank reconciliation
P&L, cash flow and GSTR-1/3B working reports by period
Procurement
From requisition to paid bill, with approvals at every step
Raise a purchase request, compare vendor quotes, issue an approved PO, receive goods against it, and pay only what actually matches. Every step is documented — no more WhatsApp-approved purchases.
Purchase requests with a multi-level approval workflow
RFQ dispatch to multiple vendors + side-by-side comparison
Purchase orders with approval gate and vendor acknowledgment
Goods receipt (GRN) against a PO, warehouse-wise
3-way match: PO ↔ GRN ↔ vendor bill, with variance flags
Vendor bill approval before any payment can be recorded
Verified supplier marketplace for sourcing new vendors
Branded PO PDFs with GSTIN, bank details and T&Cs
Expenses
Field spend, controlled instead of reimbursed blind
Site visits, travel and cash advances are a real cost line in solar. Staff submit claims with receipts from the field, managers approve, and every rupee lands against the right project.
Employee expense claims with receipt photo upload
Cash advances issued and settled against actual spend
Business trip planning and approval
Approval workflow with in-app and email notifications
Claims attributed to a project so job costing stays honest
Approved claims flow straight into the P&L report
AI & Intelligence
An assistant that has read your whole workspace
Because every module writes to one data model, Solset's AI sees the whole business — not a slice. Ask it questions in plain language, get risk warnings before they cost money, and let it score the quotes on your desk.
Ray — AI assistant that answers questions on your live data
Predictive risk alerts for project delay and cost overrun
Quotation Analyser — AI scoring of quote variants on cost, timeline & warranty
Lead analysis: source ROI, conversion by stage and by rep
Call-outcome analytics with rep logging-integrity signals
Project cycle-time and stage-bottleneck analysis
AI bill/document extraction to skip manual data entry
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