Solset is more than a CRM. It is the command center your solar EPC runs on — every lead, project, purchase order, panel in stock, invoice and site update, connected from first call to switch-on.
Built for solar EPCs & installers · Web + mobile · Live in a day
One connected flow — the whole solar project lifecycle
WhatsApp for customers. Excel for quotes. Tally for accounts. A drive for photos. A notebook for stock. Your memory for everything else. It works — until a project slips, a payment is missed, or you can't say what a job actually earned.
A typical solar CRM
…and then hands the project back to Excel.
Solset — your solar OS
Every solar install follows the same path. Solset ships with it pre-built — so your team follows a process instead of reinventing one per project.
Lead
Site Survey
Design & BOM
Quote
Procurement
Installation
Net-Metering
Handover
AMC & Service
Everything a solar EPC needs to sell, deliver and get paid — designed to work together, not bolted on.
Capture leads from every channel, qualify, quote and win — without WhatsApp chaos or lost enquiries.
Pre-built solar stages, task assignment, milestones and photos. Every install visible at a glance.
Turn a system size into a bill of materials, then straight into a costed quote and purchase plan.
Purchase requests, vendor POs, approvals and 3-way matching — spend under control.
Real stock across warehouses, GRN on receipt, material consumed per project. No more leaks.
Invoices, proforma, payments, vendor bills and GST-ready books tied to each project.
Engineers update tasks, upload site photos and log materials from the roof — even on weak signal.
Two-way WhatsApp built in. Customers get milestone updates automatically, in your brand voice.
Ask your business a question. Get summaries, next-best actions and drafted replies — powered by AI.
Quote value, BOM cost, actual spend and payments received — margin per site in real time, not at year-end.
Every survey, approval, PO and handover has an owner and a due date. See what is stuck before the customer calls.
Automated WhatsApp updates at each milestone. A premium experience without your team typing a single message.
Sales, ops, purchase, stock and money in one place. No more reconciling Excel against Tally against memory.
Because everything lives in one place, Solset's AI can actually reason over your real data — summarize a project, flag what's stuck, suggest the next action and draft the customer's WhatsApp reply for you.
7+
Disconnected tools replaced
1
Login for your whole team
100%
Projects tracked in real time
24/7
On web and mobile
“We stopped running our EPC on WhatsApp and Excel. Now every project, PO and payment lives in one screen — and I finally know our margin before the job is done.”
Illustrative — the kind of shift Solset is built to deliver for a growing solar EPC.
Run your first projects on the free plan. Upgrade when you want procurement, finance depth, more team members and Solset Intelligence.
A CRM stops at the sale — leads, contacts, follow-ups. Solset runs everything after it too: the site survey, the BOM and design, purchase orders to vendors, inventory, installation tasks, net-metering, invoicing and AMC. It is the operating system your whole solar business runs on, with the CRM as just the front door.
Those tools do not talk to each other, so your data lives in seven places and someone spends their day reconciling it. Solset connects the whole flow — a quote becomes a project, the BOM becomes purchase orders, receipts update stock, and everything rolls up to project margin automatically.
Yes. The project stages, BOM logic, DISCOM and net-metering tracking, and AMC scheduling are built for solar EPCs and installers — not a generic tool you have to bend into shape.
Yes. There is a mobile app for Android and iOS. Engineers update task status, upload site photos and log material usage from the roof, even with intermittent connectivity.
Solset Intelligence lets you ask questions about your own business in plain language, get summaries of projects and pipelines, surface next-best actions, and draft customer WhatsApp replies. It works on your live data, not generic answers.
You can sign up free and be running your first project the same day. Paid plans include a guided onboarding call to import your data and set up your stages.
One platform for sales, projects, procurement, stock, finance and field. Set up in a day, free to start.