Solar CRM

Solar CRM Software Built for Indian Installers

Spreadsheets and generic CRMs lose solar deals between the first call and the net-meter. SunFlow CRM keeps every enquiry, survey, proposal, DISCOM step and payment on one record that your whole team works from.

SunFlow CRM solar sales pipeline board with leads by stage

A sales pipeline made for solar

Leads move through solar-specific stages — new, contacted, interested, survey scheduled, survey done, proposal sent, negotiation, won — on a drag-and-drop board.

  • Lead inbox with source, monthly bill and city
  • Follow-ups with date & time, reminders and a daily follow-up list
  • Timeline of every call, WhatsApp, note, survey and proposal
  • Round-robin assignment across your sales team

Every lead source in one inbox

Connect Meta Lead Ads, Google Ads lead forms, IndiaMART, website forms and WhatsApp, or import an Excel sheet. Repeat enquiries from the same mobile number are merged instead of duplicated.

From proposal to installation without re-typing

A won proposal becomes a project with its DISCOM & subsidy stages and payment schedule already created. Surveys, BOM, stock, installation checklists, quality checks, warranty and AMC all hang off the same record.

Reports owners actually use

Mission Control shows new opportunities, kW in the proposal pipeline, active installations and pending collections, with a sales funnel, source performance and collections reports.

Frequently asked questions

What is the best CRM for solar companies in India?

Look for a CRM that understands solar data (bill, kW, roof, subsidy), Indian processes (PM Surya Ghar, DISCOM, net-metering, GST) and field work (surveys and installations on mobile). SunFlow CRM is built around exactly these.

Can my sales team use it on mobile?

Yes — the whole app works on mobile browsers and can be installed on the home screen, with call and WhatsApp buttons on every lead.

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Solar CRM Software for Indian Installers & EPCs | SunFlow CRM