Comparison
Solset AI vs spreadsheets and personal WhatsApp
How most solar businesses actually run, and it works until two people need the same truth at once. The honest case for changing is shared state and a record that survives somebody leaving.
3 of 10 rows below go against us
Capability
Solset AI
spreadsheets and WhatsApp
CostThem
A free plan, then a monthly price per workspace.
Effectively nothing, which is a real advantage and the reason this is the incumbent.
FlexibilityThem
Stages, documents and roles are configurable, but the shape of a job is opinionated.
Absolute. Any column, any rule, changed in seconds — nothing to request or wait for.
Everybody seeing the same thingSolset AI
One record per customer. A quotation, a project and an invoice are the same job seen from different desks.
Whoever has the newest copy is right, and nobody is sure who that is.
What happens when somebody leavesSolset AI
Conversations, quotations and history stay on the record and transfer with a permission change.
The customer history leaves with the phone it lives on.
Who can see whatSolset AI
Roles scoped to a user’s own records or all of them, with approvals as separate permissions.
Whoever has the file link has everything in it.
Roof layout and shadingSolset AI
Trace the roof on satellite imagery, pack it with panels, and see each panel’s solar access by month and hour.
Not a capability of a general CRM. Usually a separate design tool, priced separately.
Mounting structure and steelSolset AI
Seven structure types, a real takeoff in kilograms, wind loads, and a STAAD model export.
Not present. Handled in a spreadsheet or by a structural consultant.
Design to bill of materials to quotationSolset AI
One chain. The quotation is priced from the design’s own bill of materials against your catalogue.
Quote line items are typed, or imported from whatever produced them.
Grid-connection trackingSolset AI
Stages with the number of days each application has been waiting, so stalled ones surface by themselves.
A custom pipeline you build and maintain yourself.
Getting the data back outThem
CSV export from every list, plus your uploaded documents.
It is already a file. Nothing to export.
No prices are quoted for spreadsheets and WhatsApp here — theirs change and are tiered, and a figure we have not checked today is worse than none.
Be honest about it
When you should pick spreadsheets and WhatsApp instead.
If one of these is you, we would rather you knew now than three months in.
- You are one person doing a handful of jobs a year and coordination is not the problem
- Your process is still changing every week and you do not want it fixed in software yet
- The cost of any tool matters more than the cost of a lost enquiry
Comparing something else? See all comparisons
Check it yourself
Do not take our word for any of this.
The free plan is a real workspace. Draw one roof and send one quotation, then judge the table above.