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Commercial solar EPC companies · CRM

Keep the roof, the bill and the decision makers in one record, not in five phones.

A CRM for a commercial solar EPC company is the enquiry-to-order record: the building, the roof, the connection, the people who decide, each proposal version and the reason a file closed. GullySales sets up those fields, the stages and the handover to your site team once an order is signed.

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.

Editorial illustration for CRM implementation and customisation

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 commercial solar EPC companies

Sales and marketing for commercial solar EPC companies, the overview.

Last updated 6 Oct 2026.

For commercial solar EPC companies

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

  • “A file has a roof and a connection, not just a caller”

    Roof type and condition, who owns the building, the sanctioned load and the DISCOM. Without them a promoter and a plant head enquiring about the same roof look like two deals.

  • “Proposal versions are the history of the negotiation”

    Version one at one size, version three with a smaller roof area and a different payment plan. Kept against the file, you can see where the deal turned. Kept on a laptop, you cannot.

  • “Sales and project teams keep separate records”

    Once an order is signed, a project team starts a schedule and a material list. If the survey notes and drawings do not pass across, the owner explains his roof twice and begins to doubt you.

What we do

What we deliver for commercial solar EPC companies.

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

  1. Building and connection fields at first contact

    Building ownership, roof type, area, connection type, sanctioned load and bill reference, captured before a survey is booked.

    Result: You can see which enquiries have a real roof and a real load.

  2. Decision makers on every file

    The promoter, the finance head, the plant head and any landlord or lender, each with their role and last contact.

    Result: A file is not run through one person who cannot sign.

  3. Proposal versions against the enquiry

    Each version stored with its date, system size, equipment and commercial basis, and what changed.

    Result: You can see the revision where the conversation stalled.

  4. Stages and next dates

    Enquiry, survey, proposal, discussion, order, with the date each stage was reached, the owner of the file and the next call.

    Result: The sales review looks at a pipeline instead of recollections.

  5. A closed-lost reason on every file

    A short reason recorded at closure, read together by building type and source.

    Result: The pattern behind lost proposals becomes visible.

  6. A handover record to the site team

    The survey photographs, drawings, agreed scope and the owner's contacts passed to the project manager in one place.

    Result: The owner does not explain his roof twice.

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

What to record, and when

What a commercial solar EPC company should record about every roof enquiry, and whether software is needed yet.

Building, ownership and roof
Record the address, whether the building is owned or leased, the roof type and area, and any landlord's permission needed. A roof that cannot take a plant should be marked early.
Connection and bill reference
Note the consumer number, the DISCOM, the sanctioned load and the tariff category from the bill, and attach the bill. Whoever builds the proposal later sees what the first caller saw.
Who decides, and how it will be funded
Record the promoter, the finance head, the plant head, and whether the buyer pays outright, borrows or wants to pay per unit. A loan-funded job waits on the bank's sanction.
What each proposal version leaves out
Store the system, the equipment, the commercial basis and the exclusions with each version. Disputes begin with what the proposal did not cover, so write it next to the figure.
Who else quoted, and on what basis
Ask and record whether the rival quote was per kWp or itemised, and which equipment it named. The negotiation changes when you know the other figure left out the structure.
Do you need software yet?
A sheet is enough while one or two engineers handle a short list of roofs. Move to a CRM when proposals pass through several hands, or when a signed job must reach the site team without re-entering anything.

Who it is for

This is written for these commercial solar EPC companies.

  • Rooftop EPC specialists for factories and industrial units
  • Warehouse, cold storage and logistics park rooftop installers
  • Campus installers for schools, colleges and hospitals
  • Pay-per-unit (OPEX) rooftop developers
  • Open access and group captive solar developers
  • Ground-mount and solar carport contractors
  • Government and public sector tender EPC companies
  • Operations and maintenance firms adding new installations

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is reply time, a follow-up sequence, the page buyers land on or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the crm work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
We use project software on site. Is that not a CRM?
It begins at the purchase order. Everything before it, the enquiries, surveys and proposals that were never accepted, sits outside it. The files you lost teach you most, and they never appear in project software.
Our engineers keep leads on their own phones. How do we change that?
Keep entry short and make the record useful to them. A few fields at the end of a survey, and in return a list of the proposals due a call. A record that only serves management gets filled in late and badly.
What do we do with a buyer who will act next year?
Mark the file as future, record the reason, such as a budget year or a roof repair, and set a review date. Call on that date. A buyer waiting on a budget is a good prospect as long as someone remembers to ring.
Who owns the data if we change CRM or agency?
You do. The records are in an account in your company's name, and you can export them whenever you like. Check this before you start with any provider, and do not store customer bills in an account you cannot take with you.
Should we publish a rate per kWp on our website?
Publish the basis, not a bare rate. Say what is inside it: modules, inverters, structure, cabling, approvals and monitoring, and what is outside it. A buyer will compare numbers, so a rate without the scope invites a lower quote that leaves half the work out.
Do factory owners search online, or does everything come through consultants?
Both. Consultants and associations bring many introductions, but the plant head or the owner then searches your name, your projects and your reviews before a survey is agreed. If that search finds nothing, a good introduction goes cold.
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.
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.

From the blog

Further reading for commercial solar EPC companies.

All articles

More for commercial solar EPC companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for commercial solar EPC companies

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

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.

Tell us what you need