Our Solutions
Our Smart Solutions for Indian Solar Businesses
Lead Management
Capture and organize leads from Facebook Ads, Google Ads, website forms, calls, and WhatsApp.
Quotation Generation
Calculate PM Surya Ghar subsidy, ROI, payback period. Generate branded PDF & Send via WhatsApp or email instantly.
Site Survey Tracking
Assign survey tasks, field team fills survey on phone — roof details, shadow analysis, photos, GPS location etc.
Project & Installation Tracking
Manage your solar projects efficiently with smart workflow tracking, team coordination, progress monitoring, and timely project execution — all from one centralized platform.
Billing & Payments Tracking
Track invoices, pending payments, transaction history, and customer billing with a centralized payment management system designed for solar businesses.
Follow-up & Task Management
Track customer follow-ups, assign tasks, set reminders, and manage daily activities efficiently to improve team productivity and never miss important actions.
Subsidy & Compliance Management
Manage government subsidy processes, documentation, approvals, and compliance requirements efficiently to ensure smooth solar project execution and regulatory support.
AMC & After-Sales Service
Manage AMC schedules, service requests, maintenance visits, and customer support efficiently to deliver seamless after-sales service and long-term customer satisfaction.
Reports & Analytics
Get real-time insights into sales, projects, team performance, revenue, and business operations with smart reports and analytics dashboards.
Benefits
Benefits of Using SolarZent CRM
01
Reduce Manual Work
Automate follow-ups, quotations, site visits, and daily tasks to reduce paperwork and save valuable team time.
02
Improve Team Coordination
Keep sales, site teams, and management connected with shared updates, tasks, customer details, and real-time progress.
03
Increase Lead Conversion
Capture every solar lead, automate follow-ups, and track prospects closely to turn more enquiries into successful deals.
04
Track Projects Efficiently
Monitor every solar project from lead to installation with clear timelines, task updates, and project status in one place.
05
Strengthen Customer Retention
Stay connected with customers after installation through AMC reminders, service follow-ups, and timely support to reduce churn.
06
Manage Everything from One Dashboard
Manage leads, customers, quotations, projects, payments, and team activities from one simple, powerful solar CRM dashboard.
The Difference
Why Solar Businesses Choose SolarZent
From leads and quotations to installations, subsidies, net-metering, AMC, and service, manage your entire solar business from one powerful CRM.
| Capability | SolarZent CRM | Generic CRM |
|---|---|---|
|
Lead Management |
✓ Designed for Solar Sales |
Generic Workflows |
|
Quotation Management |
✓ Solar-Ready Quotations |
Not available |
|
AMC Contracts & Support |
✓ Included |
Not available |
|
Subsidy Management |
✓ Included |
Not available |
|
DISCOM & Net-Metering Tracking |
✓ Included |
Not available |
|
Project Tracking |
✓ End-to-end tracking |
Limited |