Solar CRM
Solar CRM Software for Installers and EPCs
Capture every enquiry, follow up on time, and move each customer from first call to commissioned system without losing a detail.
Leads
82 leads in your pipeline
- Lead pipeline
- Lead scoring
- Follow-ups
- Customer 360
- Team visibility
- Field agents
- Works offline
What Solar CRM does
Lead pipeline
Track every enquiry by stage, source and value, from first call to won.
Every source in one list
Calls, website forms, IndiaMART and spreadsheets land in one pipeline, and duplicates are caught by mobile number.
Lead scoring
Every lead gets a score from 0 to 100 and a Cold, Warm, Hot or Very Hot label, so the team calls the best ones first.
Follow-ups
Schedule calls and visits, see what is due today, and never miss one.
Automatic rules
Route new leads to the right person, flag leads nobody has answered, and schedule quotation follow-ups and AMC renewals.
Site surveys
Record rooftop, load and connection details before you design. Record rooftop, load and connection details before you design, with photos stamped with their GPS location.
Customer profile
One view of a customer: quotations, projects, invoices, payments and history.
Team and ownership
Assign leads to people. Each salesperson sees their own work; managers see the team.
Imports
Bring leads in from spreadsheets and directories in one step.
Field agents and commission
Give referral agents their own login to submit leads and follow only theirs. Commission is worked out by your rules and paid out through Finance.
Customer portal and tracking
Customers follow their project stage and see their documents from a link, without calling the office.
Ask by voice or chat
Say what you need in plain words: add a lead, log a call, find a customer. Anything involving money or a delete asks you to confirm first.
On a phone, even offline
Install it as an app on Android or iPhone. Leads, photos and updates saved without signal are sent when it returns.
Tasks
Give anyone a task with a due date, and see each person's list for the day.
Quotation and subsidy file
Build the GST quotation from the lead and keep the customer's PM Surya Ghar subsidy file in the same place.
Documents and DISCOM paperwork
Produce quotations, agreements and DISCOM documents from your own templates in one to two minutes.
Service, warranty and AMC
Service tickets, equipment warranties tied to serial numbers, and AMC renewals, so after-sales work turns into the next sale.
Reports and dashboards
Pipeline, leads by source, collections and each person's own dashboard.
Roles and audit trail
Roles decide who sees and changes what, and an audit log records who did what.
Four steps. One flow.
- 1
Capture
Every enquiry becomes a lead.
- 2
Follow up
Calls and visits on a schedule.
- 3
Quote
Priced quotations from the lead.
- 4
Convert
Won leads become customers and projects.
Solar CRM works on the same database as every other RAYVO module. See the plans and pricing, or create your company account to start.
Solar CRM questions
Add them by hand, import them from a spreadsheet or directory listing, or bring them in through connected lead sources.
Schedule a call, visit or message against a lead or customer. Each person sees what is due today and what is overdue.
It becomes a customer, and its quotation can become a sales order and a project without re-entering the details.
Yes. Every lead gets a score from 0 to 100 and a Cold, Warm, Hot or Very Hot label, so the team knows who to call first.
Yes. A field agent gets their own login, submits leads and sees only the leads attributed to them. Commission is worked out by your rules and paid out through Finance.
Yes. Install it as an app on Android or iPhone. Leads, photos and updates saved without signal are sent when the connection returns.
Yes. You can ask the assistant by voice or chat to add a lead, log a call or find a customer. Anything involving money or a delete asks you to confirm first.
Ready to run your business smarter?
Bring your solar design, CRM, quotations, projects, finance and business operations together with RAYVO.
Or talk to us on WhatsApp at +91 90399 94090