Skip to content
GullySales
Tell us what you need

Solar installation companies · CRM

Keep every roof, quote and DISCOM file in one place the whole team can read.

A CRM for a solar installer is a shared record of each enquiry from first call to survey, quote, application and installed system. GullySales works on choosing a tool your team will actually open, setting up the stages of a solar sale and moving the history out of personal phones into it.

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 installation companies

Sales and marketing for solar installation companies, the overview.

Last updated 5 Oct 2026.

For solar installation companies

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

  • “Part of the pipeline lives in one person's phone”

    The survey was agreed on a call, the revised quote went on WhatsApp, and the customer's roof photographs sit in a personal gallery. When that salesperson is on leave or leaves the company, the deal goes with them.

  • “A solar sale has more stages than a normal sale”

    Enquiry, survey, quote, revised quote, application, approval, installation, net meter and subsidy credit all happen to one customer. A simple lead list cannot show which of fifty buyers is waiting on your engineer and which on the DISCOM.

  • “A society deal needs a memory of every meeting”

    Months pass between committee meetings, with revisions, objections and a rival quote in between. Without notes on who said what, the next call restarts the conversation and the committee senses that nobody is keeping track.

  • “Installed customers are your cheapest next sale”

    Every finished system is a future cleaning contract, an inverter replacement, a battery add-on and a neighbour's referral. If the record stops at commissioning, none of those are ever offered to the person best placed to say yes.

What we do

What we deliver for solar installation companies.

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

  1. Pipeline stages built for solar

    Stages from enquiry through survey, quote, approval, installation and net meter, with a clear rule for when a record moves from one to the next.

    Result: Anyone can see where each customer stands.

  2. Records that carry the site details

    Roof type, sanctioned load, last bill, photographs, the quote versions sent and the DISCOM application number, kept on the customer's record.

    Result: The file is complete when someone else picks it up.

  3. Source tagging on every enquiry

    Each enquiry marked with where it came from: Maps, a search, an electrician, a society member or a past customer.

    Result: You can compare sources by orders, not just by enquiries.

  4. Reminders for waiting quotes and pending approvals

    Tasks that appear for the salesperson when a quote has been sitting or an application has not moved, so nothing depends on memory.

    Result: A quiet quote shows up as a task.

  5. Import of existing enquiries

    Past enquiries gathered from sheets, chats and diaries and loaded in, so the new system starts with your real pipeline rather than a blank page.

    Result: Your current customers are in the tool on the first day.

  6. Short training and a one-page rulebook

    A walk-through for the sales and survey staff and a single page saying what is entered, by whom and when.

    Result: The team uses the same fields the same way.

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 on every roof so no stage depends on one person's phone.

Stage: enquiry, survey, quote, approval, install, meter
Updated by whoever moves the job. Shows which stage holds the most deals and where a customer has waited longest.
Bill photo and roof details
Filled at the first call or survey. Lets the quote and any later question refer to the actual roof and load.
Quote sent with the options offered
Entered by the sales person. Without it nobody knows what was offered, or what a customer is comparing.
DISCOM and subsidy file status
Entered by the paperwork coordinator. Tells the sales team why an installed customer is waiting before they call.
Society meetings held and the objections raised
A running note for committee deals. The treasurer's objection from the second meeting is the first thing to answer at the third.

Who it is for

This is written for these solar installation companies.

  • Residential rooftop installers working with the PM Surya Ghar scheme
  • Housing society and apartment rooftop specialists
  • Commercial and industrial (C&I) rooftop EPC companies
  • Ground-mounted and open access solar developers
  • Solar water heater and solar pump dealers
  • Off-grid and hybrid systems with battery storage
  • Brand-authorised solar dealers and franchisees
  • Operations and maintenance and panel cleaning services

Not for

It is not the right fit if.

  • Your team keeps leads on personal phones and will not move them, so a shared record would start empty
  • You close only a few jobs, and the owner already knows the status of each
  • You have not yet agreed the stages of a sale, and a record built before that would carry fields nobody trusts

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 a solar company buy?
The one your team will open daily. Some installers do well with a simple tool, others need survey and project stages. We compare a few for your size and budget, and we do not take a commission for recommending any.
Our staff will not fill it in. What then?
We keep the entry short and put it where the work already happens. If the team sees that the tool reminds them of follow-ups and saves repeated questions, it gets used. The owner reviewing from it each week helps too.
Can the CRM connect to WhatsApp?
Some tools offer a connection through the WhatsApp Business platform, with its own approval steps and costs. Check the platform's current rules and the tool's terms. We set up what fits your volume, and we keep the conversation records attached to the customer.
Our paperwork coordinator and sales team use different tools. Does that matter?
Only if the two never meet. Both need to read one shared status for each job, because the buyer asks sales about a delay the coordinator owns. Pick a single record for status and notes. The coordinator's own checklist can stay separate, so long as the shared status is updated.
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.

From the blog

Further reading for solar installation companies.

All articles

More for solar installation companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for solar installation companies

Or start from the overview: sales and marketing for solar installation 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