What is a solar CRM?
A solar CRM (customer relationship management software for solar companies) is the system a solar installer uses to manage customers through the whole solar sales and installation process. It replaces the mix of WhatsApp chats, notebooks and Excel sheets that most installers start with.
Selling solar is different from selling most products. Every customer needs a system sized to their electricity usage, a quotation built from current panel, inverter and battery prices, a site survey, often several follow-up calls, and then installation and net metering after the deal is won. A general CRM tracks contacts and deals; a solar CRM understands these steps and does the solar calculations for you.
Why solar installers outgrow WhatsApp and Excel
- Leads get lost. Enquiries arrive on WhatsApp, Facebook, calls and walk-ins. Without one list, some customers never get a callback.
- Quotations take too long. Working out panels, inverter, battery and prices by hand or in a spreadsheet takes 20–30 minutes, and mistakes cost margin.
- Nobody knows who is following up. When several salespeople share leads, customers get two calls or none.
- Prices change every week. Panel and battery rates move quickly; old quotation templates go out of date.
- Owners can't see the business. How many quotations went out this month? Which branch converts best? Which lead source brings real customers?
A solar CRM fixes these by putting every lead, quotation and follow-up in one shared system with your own price list.
What SolarDesk's solar CRM does
Solar quotation builder
Enter the customer's monthly units and choose on-grid, hybrid or off-grid. SolarDesk sizes the system, picks the smallest inverter from your list that fits, works out how many batteries are needed, and prices everything with structure, installation and net metering, together with monthly savings and payback. Change the panel brand, inverter or battery, add extras or a discount, and the price updates instantly.
Your brands, sizes and prices
Keep the panels, inverters and batteries you actually sell: Longi, Jinko, Growatt, Inverex, Huawei or any brand, with fixed inverter sizes for on-grid and hybrid. Price panels per watt or per panel. When rates change, edit them in one table and save. Quotations already given keep their prices.
Quotations on your letterhead
Every quotation lists each item by brand, quantity and rate. Print it on your own letterhead, made from a phone photo of your pad (SolarDesk straightens it and cleans the paper white), or straight onto your pre-printed pad paper. Save it as PDF or send it on WhatsApp.
Advances, instalments and payments due
Most customers pay an advance and the rest after installation. Mark the final quotation, record each payment by cash, bank, cheque, JazzCash or Easypaisa, and send a receipt on WhatsApp. One page shows what every customer still owes, by branch and salesperson, with Excel export.
Solar sales pipeline
See every lead by stage: New, Site Survey, Quotation Sent, Won, Installation, Net Metering and Completed. Drag a lead to the next stage on the board, or filter the list by status, source, salesperson and branch.
Follow-ups that don't slip
Schedule the next call or visit on each lead. Every salesperson sees what is overdue, due today and coming up, so no customer waits for a callback.
Reports for owners
Leads and quotations over time, your sales funnel, which lead sources bring customers, and how each salesperson and branch performs. Export any report to CSV.
Roles, permissions and branches
Owners, managers, sales agents and technicians each see only what they need. Add branches in other cities: each team works on its own leads while owners see the whole company.
How it works
- Set up in minutes. Sign up, add your company details and letterhead, and set your prices on the ready-made list of panel, inverter and battery brands.
- Add every lead. Record each enquiry with phone, city, DISCO and monthly units. Leads are assigned to a salesperson and a branch.
- Quote on the spot. Build the quotation from the customer's electricity bill and share it on WhatsApp or print it.
- Follow up and close. Log calls and visits, schedule follow-ups, and move the lead through the pipeline as the deal progresses.
- Collect payments. Mark the final quotation, record the advance and instalments, and see what each customer still owes.
- Install and hand over. Track installation and net metering until the job is complete, then see the results in your reports.
Solar CRM vs spreadsheets vs a general CRM
| WhatsApp + Excel | General CRM | SolarDesk | |
|---|---|---|---|
| All leads in one list | |||
| Solar system sizing from units | By hand | ||
| Quotations from your price list | Templates | ||
| Brand-wise products and inverter sizes | Price lists | ||
| Quotations on your own letterhead | Word templates | Custom setup | |
| Advance and instalment tracking | Notebook | Custom setup | |
| Savings and payback estimate | By hand | ||
| Site survey, installation and net metering stages | Custom setup | ||
| Branches and team permissions | |||
| Price in PKR, set up in minutes | Often USD |
Built for Pakistan's solar market
Most CRM software is made for the US or Europe. SolarDesk is a solar CRM made for how solar is sold in Pakistan:
- Prices in rupees. Quotations, reports and plans are in PKR, with lakh amounts where it helps the customer.
- Sized from the electricity bill. Enter the monthly units from a LESCO, IESCO, MEPCO, FESCO, GEPCO, PESCO, HESCO or K-Electric bill and the system is sized for you.
- Net metering in the pipeline. Track each job after the sale, through installation and the net metering application with the DISCO.
- Hybrid systems for load shedding. Quote on-grid, hybrid with batteries, or off-grid in the same builder.
- The brands you sell. Panels, inverters and batteries by brand and size, priced the way the market quotes them.
- Advance now, the rest after installation. Track instalments and what each customer still owes.
- Your pad, your letterhead. Quotations print on your own letterhead or your pre-printed pad paper.
- WhatsApp first. Message customers and share quotations on WhatsApp straight from the lead.
- Branches across cities. Run Lahore, Karachi, Islamabad, Multan, Faisalabad or Peshawar offices from one account.
Who SolarDesk is for
SolarDesk is built for solar installation companies in Pakistan: from one-person installers who want professional quotations, to multi-city companies with branches in Lahore, Karachi, Islamabad, Multan and beyond. It suits residential, commercial and agricultural (solar tube well) projects, and any mix of on-grid, hybrid and off-grid systems.
Want to see the numbers first? Try the free solar system price calculator, which uses the same sizing and pricing as SolarDesk's quotation builder.