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Solar equipment dealers · CRM

Keep every installer, quote and credit note in one place your counter can read.

A CRM for a solar equipment dealer is the record of each installer and buyer: what they ordered, what was quoted, what they owe and when anyone last called. GullySales works on setting up a record your team actually fills in, with the fields a dealer needs and no more.

Tell us what you needor call +91 80958 58589

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 solar equipment dealers

Sales and marketing for solar equipment dealers, the overview.

Last updated 18 Oct 2026.

For solar equipment dealers

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

  • “Billing software remembers sales, not relationships”

    Your invoice system shows what went out. It does not show the installer who asked for a rate twice and never ordered, or the one whose orders have gone quiet.

  • “Credit is the field that matters most”

    Whether an installer is within limit, how long the customer pays late and who last confirmed payment are the facts a counter needs before releasing stock. They live in someone's head today.

  • “Quotes vanish into chat threads”

    A rate sent on WhatsApp is a quote. If it is not noted anywhere, nobody can ask later whether the installer went ahead, or follow up on a quote lost to a competitor.

  • “A tool nobody updates is worse than a notebook”

    A heavy system the counter staff skip leaves gaps and false confidence. The record has to be short enough to fill in between customers.

What we do

What we deliver for solar equipment dealers.

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

  1. A short list of fields that earn their place

    Name, firm, region, products bought, last order, quotes sent, credit limit and next call.

    Result: Every account carries the same few fields.

  2. A way to log a quote from WhatsApp

    A simple routine for noting what rate was sent to whom, on which product and quantity.

    Result: Quotes are findable after the chat scrolls away.

  3. A credit view beside the order history

    Outstanding amount, agreed limit and last payment shown next to what was bought.

    Result: The counter sees credit before releasing stock.

  4. Lapsed and growing account flags

    A list of installers whose order gap has widened and those whose orders have grown.

    Result: You know whom to call and whom to thank.

  5. A hand-over from your billing system

    A one-time move of existing customers into the new record with duplicates merged.

    Result: The record starts with your real customers and not a blank sheet.

  6. Training for the counter team

    A short walk-through with your staff on what to record and when.

    Result: Your staff can say how a record is updated.

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 for each installer so the counter can act without asking the owner.

Credit limit and amount outstanding
Set by the owner, updated by accounts after each payment. Lets the counter release stock without a phone call to the back office.
Last order date and usual items
Filled from billing. Shows which installers have gone quiet and what they used to buy, so the call opens with a specific item.
Quote sent and its outcome
Counter staff note the rate, the date and whether the installer ordered or bought elsewhere. Builds the record of why quotes are lost.
Preferred makes
Entered once from conversation. Lets you announce a new stock of that make to the installers who buy it, and no one else.
Who last spoke to them and about what
One line from whoever took the call. Stops two staff ringing the same installer with different rates in one afternoon.

Who it is for

This is written for these solar equipment dealers.

  • Solar module and panel distributors
  • Inverter and hybrid inverter dealers
  • Mounting structure and fabrication suppliers
  • DC and AC cable and protection equipment dealers
  • Battery and storage equipment dealers
  • Kit sellers for homes and small shops
  • Solar pump and agricultural equipment dealers
  • Wholesale suppliers to EPC firms

Not for

It is not the right fit if.

  • Your counter staff will not enter a note between customers, so a record would be empty within weeks of setting it up
  • Your billing software already holds credit and order history in a form you read daily, and the missing piece is only a call routine
  • You have a handful of regular installers whom the owner knows personally, so a shared record adds little yet

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
Do we need to replace our billing software?
No. The CRM sits beside billing and carries the relationship: quotes, calls, credit notes. Billing stays the source for invoices and stock.
Which CRM tool do you use?
We choose by the size of your team and how you work, and a spreadsheet can be the right start. A tool that your staff keep updated beats a larger one they ignore.
Who sees the credit information?
Your management decides. We recommend limiting credit details to those who release stock or approve terms, and we set up access to match your decision.
Our credit decisions are private. Can a record keep them so?
Yes. Credit limit and outstanding amount can sit in a field only the owner and accounts see, while the counter sees a simple go or hold flag. That lets staff release stock correctly without reading figures the owner wants kept apart.
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 solar equipment dealers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for solar equipment dealers

Or start from the overview: sales and marketing for solar equipment dealers.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

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