Run Your Entire Solar Business From One Platform.

SunFlow CRM is a solar CRM and business management software built for Indian rooftop solar installers and EPC companies. It covers the full journey — lead, site survey, proposal, DISCOM and subsidy paperwork, installation, payments, warranty and service — in one app for your sales, field and office teams.

A general CRM stops at the deal. A solar CRM also knows system size, roof, electricity bill, subsidy, DISCOM stages, net-metering documents, installation checklists, stock and after-sales service. SunFlow CRM calculates the right system size and savings from the customer's bill and carries the same record through to installation and AMC.

Yes. Every project gets a DISCOM & subsidy workflow with stages (application, feasibility, net-meter, inspection, subsidy claim) and a document checklist per stage. Subsidy rules are configurable per state and date, so proposals use the rules in force when they are generated.

Enter the customer's monthly bill and state, and SunFlow CRM recommends the system size, panel count, roof area, generation, savings, subsidy, EMI and payback, then produces a branded 3-page PDF and a WhatsApp-ready link — usually in under a minute.

Yes. The SunFlow CRM field app works on any Android or iPhone browser and can be installed on the home screen. Survey engineers and technicians see their visits, check in with GPS, capture the survey checklist with photos (even with weak network), and update installation progress from site.

Meta (Facebook & Instagram) Lead Ads, Google Ads lead forms, IndiaMART, your website or WordPress forms, WhatsApp chats via the official WhatsApp Business API or AiSensy, and CSV / Excel import with automatic column matching. Duplicate enquiries are merged by mobile number.

No. Customer messages go only through the official WhatsApp Business API (Meta Cloud API or an official provider such as AiSensy), with approved templates and the customer's recorded opt-in.

Yes. Each project gets a payment schedule (advance, material, installation, commissioning), payment links, reminders before and after due dates, and an overdue view for your finance team. Proposal prices can include GST as you configure them.

Yes. Every company's data is isolated at the database level, team members only see what their role allows, and integration keys are stored encrypted. You can export your data, and you own it.

Plans are billed monthly or yearly in INR with GST, and every new company starts with a 15-day free trial with no card required. See the pricing section for current plans; larger teams can ask for an Enterprise quote.

Most teams start the same day: sign up, answer four onboarding questions, and SunFlow CRM loads default pricing, tariffs and the DISCOM workflow for your state. Invite your team and import existing leads from Excel in minutes.

Yes — every new company gets a 15-day free trial of the plan it picks. After the trial you choose a plan and pay online; your data stays exactly as it was.