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Inverter manufacturers · CRM

Keep every dealer, installer and project quote in one record your whole team can read.

A CRM for an inverter maker is the shared record of dealers, installers, EPC firms, quotes, service calls and the history behind each. GullySales sets up the fields, the stages and the habits so the sales team stops relying on memory and personal phone contacts.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of inverter, ups and generator dealers at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for inverter manufacturers

Sales and marketing for inverter manufacturers, the overview.

Last updated 18 Oct 2026.

For inverter manufacturers

Where it usually goes wrong, and what we would do.

  • “The relationship lives in one salesperson's phone”

    When an area manager leaves, the installers they knew go quiet because nobody else has the history. A shared record keeps the relationship with the brand, not with the person.

  • “Dealers and projects are different records”

    A backup-inverter dealer places repeat stocking orders. A rooftop installer brings project-by-project demand. An industrial buyer has a long quote. One flat contact list hides all three, so the CRM needs stages that suit each.

  • “Warranty history belongs beside the sale”

    When a dealer calls about a failed unit, the person answering needs the model, the date of sale and the earlier complaints in front of them. A CRM disconnected from service leaves them guessing.

  • “Quotes go missing after the first send”

    A quote to an EPC firm is sent, and then nobody knows whether it was read, revised or lost to another maker. A record of the quote and the next step shows which ones need a call.

What we do

What we deliver for inverter manufacturers.

The work available for this need. We agree the deliverables and responsibilities for your engagement in writing.

  1. Pipelines by buyer type

    Separate stages for dealer onboarding, installer partnership, project quotes and pump customers.

    Result: Each kind of sale is tracked on its own path.

  2. Account records with service history

    Fields for model, serial range, date of supply and complaints, linked to the account.

    Result: The call handler sees the history in one place.

  3. Territory and owner fields

    Each account tagged to a district and a salesperson, with a backup named.

    Result: No account is left without an owner.

  4. Quote tracking

    A log of each quote, the date sent, the revision and the agreed next step.

    Result: Open quotes are visible to the sales head.

  5. Data entry rules

    A short guide on what gets recorded after every visit or call, and who checks it.

    Result: The record is complete enough to use.

  6. Import of existing contacts

    Contact sheets, exhibition cards and distributor lists cleaned and loaded.

    Result: Existing relationships are in the CRM from the first day it is used.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Fields worth keeping

Keep these fields so a dealer, an installer and a project sit in one record.

A salesperson's phone holds the relationship and the history. A shared record lets service and sales read the same facts.

Account type
Dealer, installer, EPC or direct buyer, set by the person who first meets them. It decides the pipeline stage and the price list they receive.
Territory and owner
Town, district and the salesperson responsible. Filled at creation, it stops two reps calling the same shop and lets you see empty areas.
Models sold and serial numbers
Entered at dispatch by the stores. It lets service find a unit's history and sales see what each dealer actually stocks.
Warranty and service tickets
Logged by the service desk and visible to sales. A dealer with three open faults needs a call before a new order pitch.
Quote version and status
Sent, revised, won or lost, with the date. The sales head reads it, so a quote does not sit unseen after the first send.

Who it is for

This is written for these inverter manufacturers.

  • Home backup and sine wave inverter makers
  • Solar PCU and hybrid inverter makers
  • Grid-tied string inverter makers
  • Micro-inverter makers
  • Inverter makers selling battery and inverter combinations
  • Industrial and three-phase inverter makers
  • Drive and power converter makers for motors and pumps
  • Solar pump inverter makers

Not for

It is not the right fit if.

  • Your service tickets are on paper at each branch, and nobody will carry them into a shared record.
  • You have a dozen dealers and a sheet already shows who ordered, so a CRM would add admin without new insight.
  • Distributors keep their own customer lists and will not share them, so a record would cover only half the trade.

Before you decide

Agree the work. Know how to judge it.

CRM for inverter manufacturers: use these checks to prepare, choose the scope, and review what changes.

Bring the right evidence

List the records your team uses and show how an enquiry becomes an order today. Bring examples of duplicate entries, missing owners, and reports that require manual correction.

Make the scope clear

Agree the stages, required fields, access roles, and integrations before configuring the system. Separate software subscriptions from setup, data work, and training.

Check the work in use

Ask the people who will use the CRM to complete a real handover and find the next action without help. Check that the management report can be traced back to individual records.

Know when to change course

If the process is unclear, buying a more complex CRM adds more places for confusion. Start with the minimum fields and rules the team can use consistently.

These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Sales journey agreement

    Your sales lead explains how an enquiry becomes an order, using open deals as examples. We agree which steps belong in the CRM and identify decisions needing your approval.

  2. 2

    Configuration approval

    You approve stage definitions, required fields, ownership rules, and access. Unresolved choices are settled before configuration starts.

  3. 3

    Test environment decision

    We confirm whether your plan provides a trial copy or separate pipeline. Where neither is available, changes to the live system need an agreed approach before work proceeds.

  4. 4

    Connection and rule checks

    Enquiry connections are checked before automations are activated separately. Your nominated owner verifies where records arrive and which person receives each task.

  5. 5

    Sales team acceptance

    The people handling enquiries test open deals from entry through closure. Required corrections are resolved before you approve the switch.

  6. 6

    Switch and ownership handover

    The agreed configuration goes into use, and your CRM owner receives the final record. Any post-switch corrections included in the scope are documented before handover closes.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM should an inverter maker use?
Pick one your sales team will open daily, with a mobile app that works on field visits. We help compare a few in ordinary use in India against your needs, and you decide. The habit of entering data matters more than the product.
Our distributors keep their own records. What then?
Ask for the dealer names, orders and complaints that matter to the brand to be shared with you in an agreed format. We design the sheet so it takes the distributor little effort and respects their own customer lists.
Will the field team resist it?
They resist it when it adds work and gives nothing back. We keep fields few, make the mobile screen short and show the field team how the record helps them, for example by reminding them of a promised call.
What do we do when distributors keep their own records?
Ask for the sell-out data of key models by town, even in a sheet, as a term of the dealer programme. Record it beside your own primary sales. You will not see every sale, but you will see where your brand is moving.
Will the field team resist entering data?
They will if it is extra work with no return. Let them log from a phone in a few taps, and show them that the record settles disputes about territory and quotes. Keep the required fields few, and review only what you ask them to enter.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.

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