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Rooftop solar companies · CRM

Keep one record per roof so no quote is lost between survey and signature.

A CRM for a rooftop solar company is the shared record of every enquiry, survey, quote and decider, from first call to commissioning. GullySales works on setting up the fields, the stages and the habits so the record matches how your team really sells.

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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 solar installation companies 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 rooftop solar companies

Sales and marketing for rooftop solar companies, the overview.

Last updated 18 Oct 2026.

For rooftop solar companies

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

  • “The record belongs to the roof”

    One customer can have a home, a shop and a godown. Track each roof as its own deal, with its own survey, quote and stage, linked to one contact so the history stays together.

  • “Stages follow your process”

    A generic pipeline of new, contacted and won misses the points that matter: roof checked, quote sent, committee meeting fixed, net metering filed. Name the stages after your own steps.

  • “Notes decide who calls next”

    A salesperson who leaves takes the story of a society's second meeting in their head. If the note, the date and the next question live in the record, a colleague can pick up the call without starting over.

  • “Surveyors need the record too”

    The person on the roof has details the sales desk never sees: shade, condition, access. If they type or voice-note it into the same record, the quote is written from fact.

What we do

What we deliver for rooftop solar companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A pipeline built on your steps

    Stages from enquiry to commissioning, named as your team names them.

    Result: Every deal sits in a stage your team recognises.

  2. Fields for the roof

    Roof type, area, shade, sanctioned load, DISCOM and decider, set up as required where they matter.

    Result: Quotes are written from complete information.

  3. A source and decider field

    Where the enquiry came from and who signs.

    Result: You can count orders by source and chase the right person.

  4. A survey capture form

    A mobile form for the surveyor with photographs attached to the roof record.

    Result: Roof details reach the desk the same day they are collected.

  5. Reminders tied to meetings

    Follow-up dates set against the committee or trust meeting rather than a generic gap.

    Result: The call lands after the meeting, not before it.

  6. A clean-up of old leads

    Existing sheets and contacts merged, duplicated names resolved and stale entries marked.

    Result: The team starts from one trusted list.

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 one record per roof, with these fields.

Roof type, area and shade note
Filled by the surveyor on the visit. It lets the office size the quote without a second trip.
Bill and sanctioned load
Entered from the bill photograph. It sets the plant size and shows whether the quote suits the connection.
Deciders and next meeting date
Filled by the salesperson. A committee date is the reminder that matters, more than a calendar gap.
Subsidy and net metering status
Updated by the paperwork staff. It shows which sold plants wait on a document and who is chasing it.
Reason for a lost quote
Chosen from a list at closure. It shows whether price, roof or timing loses most roofs.

Who it is for

This is written for these rooftop solar companies.

  • Independent homes and villas
  • Apartment societies and residents' associations
  • Schools, colleges and trust-run institutions
  • Shops, clinics and small commercial buildings
  • Small factories and godowns on shed roofs
  • Farmhouses and agricultural pump users
  • Hospitals and nursing homes with daytime load
  • Hostels, paying guest operators and small hotels

Not for

It is not the right fit if.

  • You have a few live quotes and the owner remembers each one, so a record adds only data entry.
  • Your surveyors work offline in the field and will not log the visit afterwards, so the roof fields would stay empty.
  • You have not defined your steps from survey to switch-on, and the pipeline would copy confusion.

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

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

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 we use?
Choose one your team will really open. Several tools in common use in India fit a small installer; the best is the one the surveyors can use from a phone.
Can we keep using a spreadsheet?
For a handful of live deals, yes. Once quotes pile up and more than one person sells, a spreadsheet loses notes and dates. Move before that happens.
Who should own the data?
One named person, from sales operations or the owner's office, who checks that stages and dates are filled in as the work happens.
Should the record follow the roof or the person?
The roof. A family may enquire twice, or a society may change its secretary, but the roof stays. Keep one record per roof with the contacts attached, so a new person reads the history instead of starting again.
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.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for rooftop solar companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for rooftop solar companies

Or start from the overview: sales and marketing for rooftop solar companies.

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