Run your entire solar businessin one place.
Solset is more than a CRM. It is the command center your solar EPC runs on — every lead, project, purchase order, panel in stock, invoice and site update, connected from first call to switch-on.
Built for solar EPCs & installers · Web + mobile · Live in a day
One connected flow — the whole solar project lifecycle
Most solar companies run on seven tools that don't talk to each other.
WhatsApp for customers. Excel for quotes. Tally for accounts. A drive for photos. A notebook for stock. Your memory for everything else. It works — until a project slips, a payment is missed, or you can't say what a job actually earned.
A CRM tracks your leads. Solset runs your projects.
A typical solar CRM
- Stores contacts and lead stages
- Reminds you to follow up
- Logs calls, emails and notes
- Reports on your sales pipeline
…and then hands the project back to Excel.
Solset — your solar OS
- Runs the full install — survey to switch-on
- Builds the BOM and turns it into POs
- Tracks every panel, cable and inverter in stock
- Shows live margin on every project
- Auto-updates customers on WhatsApp
- Puts field engineers on a mobile app
Stages that generic tools like Asana, Monday or Zoho simply don't have.
Every solar install follows the same path. Solset ships with it pre-built — so your team follows a process instead of reinventing one per project.
Lead
Site Survey
Design & BOM
Quote
Procurement
Installation
Net-Metering
Handover
AMC & Service
Nine modules. One login. Zero glue work.
Everything a solar EPC needs to sell, deliver and get paid — designed to work together, not bolted on.
CRM & Sales
Capture leads from every channel, qualify, quote and win — without WhatsApp chaos or lost enquiries.
Project Management
Pre-built solar stages, task assignment, milestones and photos. Every install visible at a glance.
Design & BOM
Turn a system size into a bill of materials, then straight into a costed quote and purchase plan.
Procurement
Purchase requests, vendor POs, approvals and 3-way matching — spend under control.
Inventory & Warehouse
Real stock across warehouses, GRN on receipt, material consumed per project. No more leaks.
Finance & GST
Invoices, proforma, payments, vendor bills and GST-ready books tied to each project.
Field Mobile App
Engineers update tasks, upload site photos and log materials from the roof — even on weak signal.
WhatsApp Native
Two-way WhatsApp built in. Customers get milestone updates automatically, in your brand voice.
Solset Intelligence
Ask your business a question. Get summaries, next-best actions and drafted replies — powered by AI.
What changes when your whole business is in one system.
Live margin on every project
Quote value, BOM cost, actual spend and payments received — margin per site in real time, not at year-end.
Nothing slips through cracks
Every survey, approval, PO and handover has an owner and a due date. See what is stuck before the customer calls.
Customers who never chase you
Automated WhatsApp updates at each milestone. A premium experience without your team typing a single message.
One source of truth
Sales, ops, purchase, stock and money in one place. No more reconciling Excel against Tally against memory.
Ask your business a question. Get an answer.
Because everything lives in one place, Solset's AI can actually reason over your real data — summarize a project, flag what's stuck, suggest the next action and draft the customer's WhatsApp reply for you.
7+
Disconnected tools replaced
1
Login for your whole team
100%
Projects tracked in real time
24/7
On web and mobile
“We stopped running our EPC on WhatsApp and Excel. Now every project, PO and payment lives in one screen — and I finally know our margin before the job is done.”
Illustrative — the kind of shift Solset is built to deliver for a growing solar EPC.
Start free. Grow into it.
Run your first projects on the free plan. Upgrade when you want procurement, finance depth, more team members and Solset Intelligence.
Questions solar owners ask
How is Solset different from a normal CRM?
A CRM stops at the sale — leads, contacts, follow-ups. Solset runs everything after it too: the site survey, the BOM and design, purchase orders to vendors, inventory, installation tasks, net-metering, invoicing and AMC. It is the operating system your whole solar business runs on, with the CRM as just the front door.
We already use Excel, WhatsApp and Tally. Why switch?
Those tools do not talk to each other, so your data lives in seven places and someone spends their day reconciling it. Solset connects the whole flow — a quote becomes a project, the BOM becomes purchase orders, receipts update stock, and everything rolls up to project margin automatically.
Is it built specifically for solar?
Yes. The project stages, BOM logic, DISCOM and net-metering tracking, and AMC scheduling are built for solar EPCs and installers — not a generic tool you have to bend into shape.
Can my field engineers use it on site?
Yes. There is a mobile app for Android and iOS. Engineers update task status, upload site photos and log material usage from the roof, even with intermittent connectivity.
What does the AI actually do?
Solset Intelligence lets you ask questions about your own business in plain language, get summaries of projects and pipelines, surface next-best actions, and draft customer WhatsApp replies. It works on your live data, not generic answers.
How long does it take to get started?
You can sign up free and be running your first project the same day. Paid plans include a guided onboarding call to import your data and set up your stages.
Stop juggling tools. Start running your solar business.
One platform for sales, projects, procurement, stock, finance and field. Set up in a day, free to start.