Enquiries pile up after every ad
Ad forms, missed calls and dealer referrals arrive faster than anyone can call them, and the list lives in a phone.
CRM for solar installers
CRM for solar installers: enquiry, site survey, quotation, installation
A rooftop solar sale takes a survey, a quotation the family compares with two others, and weeks of paperwork before the panels go up. WTS CRM keeps the roof details, the follow-ups, the quotation versions and the instalments on one record, so an interested homeowner is never left waiting for a call back.
Sound familiar?
Surveys done, quotes delayed
The site visit happens, but the quotation goes out days later, after the homeowner has heard from a competitor.
Long waits with no next step
Between the quotation and the order, a family can take weeks to decide, and nobody books the follow-up.
Payments in several stages
Advance, material delivery and commissioning are paid on different dates, and the balance is worked out from bank messages.
How WTS CRM works for solar installers
Capture the enquiry with its source
Website and ad forms arrive through a lead source webhook; calls and referrals are added in a few taps.
Book the site survey
Set the survey as a follow-up with a date and owner, and record roof type, sanctioned load and monthly bill as custom fields.
Quote and chase
Send an itemised GST quotation as a link, get an email when it is opened, and revise it as a new version if the system size changes.
Install and collect
Turn the accepted quote into a project with tasks for each installation step, then record each stage payment on the invoice.
What solar installers use most
Site details on the lead
Custom fields (text, number, date, dropdown or yes/no) hold roof type, system size, sanctioned load or anything else you ask on the survey.
Itemised quotations
Panels, inverter, structure, cabling and installation as separate lines, each with its own HSN or SAC code, quantity, rate and GST rate.
A task list per installation
Survey, design, material dispatch, installation, inspection and handover as tasks with an owner and due date.
Stage payments and balance
Record each instalment by UPI, bank transfer, cash or cheque, and see Part paid and the balance due until it is cleared.
Everything included
Most solar installers start on the Team plan at ₹2,499 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for solar installers
CRM with quotations
Create GST quotations right from your CRM
CRM with project management
CRM with projects and tasks built in
CRM for Google Ads leads
Manage Google Ads leads in one follow-up CRM
Website lead capture
Send website enquiries straight into your CRM
Guide
Payment Reminder Message to a Client: 7 Templates That Keep the Relationship
WTS CRM for other teams
Questions from solar installers
Does it connect to the government subsidy portal or the DISCOM?
No. It does not file subsidy or net-metering applications. Track each of those steps as a task on the customer’s project, with an owner and a due date, so nobody forgets to check the status.
Can I quote different system sizes to the same customer?
Yes. Revise the quotation and the earlier version is kept and marked Revised, so you can show what each option cost.
Which GST rates should I use on a solar quotation?
Each line takes its own GST rate, so you can price equipment and installation separately. The right rates and split depend on your contract, so confirm them with your accountant.
Does it manage stock of panels and inverters?
No. It is not inventory or purchase software. It holds the customer, the quotation, the installation tasks and the payments.
Which plan suits an installer with a sales and site team?
Team (₹2499 a month) includes 5 seats with roles, so each salesperson sees their own leads and the site team sees its tasks. Quotations, projects and invoices come with Solo and above; Starter covers leads and follow-ups only.