From Lead to Light —
One Connected Platform
Every step of a solar company's operations — captured, tracked, and automated in a single system your whole team will actually use.
Never miss a solar lead again
Lead Capture & Assignment
Leads from Facebook Ads, Google Forms, website enquiries, and direct referrals all land in one place. The system auto-assigns based on location, product type, or round-robin rules.
- Auto-capture from Facebook & Google Ads
- Lead scoring based on enquiry type
- Instant team notifications via WhatsApp
- Source tracking & attribution reports
Lead Capture & Assignment
Follow up faster with automation
WhatsApp Follow-up
Send quotations, schedule reminders, and update customers via WhatsApp — directly from the CRM using the official WhatsApp Business API. No more switching apps.
- Send proposals via WhatsApp in 1 click
- Automated follow-up sequences
- Two-way WhatsApp conversation tracking
- Template library for solar queries
WhatsApp Follow-up
Streamline field surveys end to end
Site Survey Management
Assign site surveys to field engineers, track visit status in real time, and capture all site data — photos, measurements, roof type — directly from the mobile app.
- Assign surveys to field engineers
- Mobile app for on-site data capture
- Photo upload with geo-tagging
- Auto-generate survey reports as PDFs
Site Survey Management
Generate professional proposals in seconds
Proposal & Quotation
Build accurate solar quotations with panel count, system size, subsidy calculations, and net cost — then send a branded PDF to the customer in one click.
- Itemised BOM with live pricing
- PM KUSUM / MNRE subsidy calculator
- Branded PDF proposals with company logo
- Multi-variant quotation comparisons
Proposal & Quotation
Track every installation to completion
Project & Installation
Once the deal is won, a project is created automatically. Assign installation teams, track daily progress, capture milestone photos, and manage timelines all in one place.
- Auto-create projects on deal won
- Milestone-based progress tracking
- Daily site report from mobile
- Installation team scheduling
Project & Installation
Never run out of panels or inverters
Inventory Management
Track stock of panels, inverters, mounting structures, cables, and accessories. Get low-stock alerts and see real-time consumption per project.
- Real-time stock levels by item
- Project-wise material allocation
- Low-stock alerts via WhatsApp
- Purchase order generation
Inventory Management
Keep customers happy after installation
Service & AMC
Manage complaints, maintenance requests, and AMC renewals with a dedicated ticketing system. Auto-remind customers when their annual maintenance is due.
- Complaint & service ticket management
- AMC renewal reminders
- Technician assignment & tracking
- Service history per customer
Service & AMC
Make decisions with real data
Reports & Analytics
Get a live view of leads, projects, revenue, team performance, and inventory from a single dashboard. Export reports or schedule them to your inbox every week.
- Real-time business dashboard
- Sales team performance reports
- Project profitability analysis
- Scheduled email report delivery
Reports & Analytics
Built by Solar People, for Solar People
Everything in Solset CRM was designed around how solar companies actually work.
Fast Setup
Get your team onboarded and running in under 30 minutes. No IT team needed.
Your Data, Secure
All data stored on Google Cloud with 99.9% uptime SLA and encrypted backups.
Built for Indian Solar
PM KUSUM, MNRE subsidies, GST-ready invoices — built specifically for Indian solar companies.
WhatsApp-First
India runs on WhatsApp. Solset CRM has native WhatsApp Business API integration built in.
Ready to streamline your
solar operations?
Join solar companies already running on Solset CRM. Setup takes under 30 minutes.