Best Solar Project Management & CRM in India
The only CRM that understands DISCOM subsidy flows, net-metering approvals, and Indian solar sales cycles. Manage leads, projects, WhatsApp follow-ups, and AMC — all in one place.
Free plan available · 30-min setup · 500+ Indian solar companies
Why Indian Solar Companies Need a Dedicated CRM
Generic CRMs like Salesforce or Zoho weren't built for solar. Here's what you're missing.
Solar-Specific Pipeline Stages
Pre-configured stages: Site Survey → BOM → Proposal → Approval → Installation → Net Metering → Handover. Stop hacking generic deal stages.
WhatsApp-First Customer Communication
Send automated project updates directly via WhatsApp. Indian customers expect WhatsApp — not email — for follow-ups.
BOM & Material Planning
Auto-generate Bills of Materials from system size. Track panels, inverters, cables against inventory to avoid last-minute shortages.
DISCOM & Subsidy Tracking
Custom milestones for DISCOM application, inspection scheduling, net-metering approval, and PM-Surya Ghar subsidy disbursement.
AMC & Service Management
Schedule annual maintenance, track complaints, and auto-remind customers before warranty expires. Build recurring revenue.
Project P&L in One View
See margin per project: quotation value, material cost from POs, installation labor, and actual vs budgeted spend.
Solset AI vs Generic CRMs for Solar Companies
| Feature | Solset AI | Generic CRM |
|---|---|---|
| Solar pipeline stages (pre-built) | ✅ | ❌ Custom setup needed |
| BOM & inventory management | ✅ | ❌ Requires plugin/dev |
| WhatsApp integration | ✅ Native | ⚠️ Third-party addon |
| Site survey management | ✅ | ❌ |
| DISCOM/subsidy milestone tracking | ✅ | ❌ |
| AMC & service scheduling | ✅ | ❌ |
| Indian GST invoicing | ✅ | ⚠️ Partial |
| Price (INR) | ₹0 to start | ₹3,000–20,000/user/mo |
| Setup time | 30 minutes | 2–6 weeks |
Trusted by Solar EPCs Across India
Frequently Asked Questions — Solar CRM India
What is a Solar CRM?
A Solar CRM (Customer Relationship Management) is software built specifically for solar companies to manage their entire sales pipeline — from the first inquiry to post-installation AMC. Unlike generic CRMs, solar CRMs include features like site survey tracking, BOM generation, net-metering follow-ups, and project milestone management.
Why do Indian solar companies need a dedicated CRM?
Indian solar EPCs face unique challenges: DISCOM subsidy tracking, net-metering approvals, MNRE compliance, and customer follow-ups across WhatsApp. Generic CRMs like Salesforce or HubSpot don't handle these. Solset AI is built ground-up for the Indian solar market.
Is Solset AI available in Hindi or other regional languages?
The interface is currently in English, but all customer-facing messages (WhatsApp, emails) can be written in any language including Hindi, Tamil, Telugu, or Marathi.
How much does Solset AI cost for Indian solar companies?
Solset AI offers a free plan for small teams. Paid plans start at affordable INR pricing — see our pricing page. No credit card required to get started.
Can I track DISCOM subsidy applications in Solset AI?
Yes. You can add custom project milestones for DISCOM application, inspection, and net-metering approval. Set reminders so no subsidy application falls through the cracks.
Does Solset AI work on mobile for field engineers?
Yes — Solset AI has a mobile app (Android & iOS) so your field engineers can update site surveys, capture photos, and log installation progress from the field.
Start Managing Your Solar Business Better — Free
Join 500+ Indian solar companies already using Solset AI. No credit card. Takes 30 minutes to set up.