Solar CRM software for Indian EPCs.
Catch every lead, follow up on WhatsApp, and carry each customer from first enquiry to 25-year AMC — on one record your whole team shares.
What is solar CRM software?
Solar CRM software helps an Indian solar EPC capture every lead, follow up, and track each customer in one place. SuryaHub captures leads from web, WhatsApp and social, runs a status funnel, assigns each lead by territory and AMC manager, and opens a Job File automatically when the lead qualifies.
Most solar leads slip away in WhatsApp chats and notebooks. No one owns the follow-up, and a hot enquiry goes cold by the weekend. SuryaHub puts every lead on one funnel with an owner and a next step. A won lead does not stop there — it flows into the quotation engine, the project and 25-year AMC, all on the wider SuryaHub platform.
Illustrative — how a lead moves through SuryaHub. Not a live screenshot.
Why do solar leads slip through the cracks?
Leads slip because they live in too many places. A call here, a WhatsApp there, a name in a notebook. No one owns the follow-up. Here is where it costs you:
No single owner
A lead lands, but nobody is clearly responsible. It waits, then it goes cold.
Slow follow-up
The customer messaged on Sunday. By the time you reply, they have three other quotes.
Lost across channels
Web, WhatsApp, Facebook, IndiaMART — leads scatter, and some are never seen at all.
No handover
A won deal is re-typed into the next tool, so the project starts with gaps and errors.
How does the SuryaHub solar CRM work?
SuryaHub catches every lead, gives it an owner, and moves it along a clear funnel. A won lead opens its own project record — no re-typing.
Capture every lead
Web form, WhatsApp, Facebook and Instagram leads land in one inbox — not a notebook or a phone.
Qualify on a status funnel
Move each lead through clear stages, so no enquiry sits unanswered or goes cold without an owner.
Assign by territory and AMC manager
The right salesperson and AMC manager own the lead from day one, routed by area automatically.
Open a Job File on its own
When a lead qualifies, SuryaHub opens its Job File and the quotation begins. Nothing is re-typed.
What does the SuryaHub solar CRM include?
The SuryaHub CRM includes multi-channel lead capture, a status funnel with owners, auto-routing, WhatsApp follow-up and an automatic Job File — all on one record.
Capture from every channel
Web, WhatsApp, Facebook and Instagram leads (Social CRM) come into one place, so no enquiry is missed.
Status funnel with owners
Every lead has a stage and an owner. You see what needs a call today, not a pile of stale rows.
Territory + AMC-manager routing
Leads auto-assign by area and service manager, so follow-up starts fast and stays accountable.
WhatsApp follow-up built in
Message leads from inside SuryaHub, where most Indian customers actually reply (Elite and Pro).
Auto Job File on qualify
A qualified lead becomes a project record with one click — the quote, BOM and survey follow.
Roles and audit trail
Role-based access across 10 roles, with every change logged. Your data stays yours and traceable.
Early pilots point to faster follow-up and fewer lost leads — ranges we're still proving. SuryaHub is pre-revenue; real pilots are Suryantra Energy and RGESPL. Try the ROI calculator for an estimate.
Why use SuryaHub instead of a generic CRM?
Use SuryaHub because a solar customer is a 25-year relationship, not a one-time deal — and the CRM is the front of a full operating system.
More than a deal tracker
A generic CRM stops when the deal is won. SuryaHub carries the customer to 25 years of AMC service.
A solar-native pipeline
Stages match how solar jobs really move — enquiry, survey, quote, install — not a blank sales board.
Connected to the whole job
A won lead flows into quotation, project and finance on one record, so the team never re-keys data.
India-first and mobile
Hindi-ready, WhatsApp-first and mobile for sales and field teams. Run it in the cloud or on-prem.
A generic CRM vs SuryaHub for solar.
A generic CRM (Zoho, Salesforce)
- —Tracks the deal, then stops at "won"
- —No survey, BOM, DISCOM or AMC
- —WhatsApp is a paid bolt-on
- —Priced per user — it adds up fast
- —Separate tools for projects and service
SuryaHub solar CRM
- ✓Carries the customer to 25-year AMC
- ✓Solar pipeline: enquiry → survey → quote → install
- ✓WhatsApp and Social CRM built in
- ✓Flat INR pricing, not per-seat creep
- ✓One record for sales, projects and service
See transparent INR pricing, or explore the connected platform.
See your leads on one pipeline.
Bring a week of real enquiries. We'll show capture, follow-up and handover end to end — on your data.
Solar CRM questions, answered.
What is solar CRM software?+
Solar CRM software helps an Indian solar EPC capture every lead, follow up, and track each customer in one place. SuryaHub captures leads from web, WhatsApp and social, runs a status funnel, assigns each lead by territory and AMC manager, and opens a Job File automatically when the lead qualifies.
How is SuryaHub different from Zoho or Salesforce?+
A generic CRM like Zoho or Salesforce tracks the deal and stops. SuryaHub is solar-native: it carries the customer from first enquiry to 25-year AMC, with survey, quotation, DISCOM and AMC built in. It is priced in flat INR plans, not per seat.
Can SuryaHub capture WhatsApp and social media leads?+
Yes. SuryaHub captures leads from web forms, WhatsApp, Facebook and Instagram (Social CRM) into one inbox. You can follow up on WhatsApp from inside SuryaHub on the Elite and Pro editions, so leads do not get lost across phones and chats.
Does SuryaHub assign leads to my team automatically?+
Yes. SuryaHub auto-assigns each lead by territory and AMC manager, so the right salesperson owns it from day one. Every lead sits on a status funnel with a clear owner and stage, and every change is logged in the audit trail.
Does the CRM connect to quotations, projects and AMC?+
Yes. When a lead qualifies, SuryaHub opens a Job File, and the quotation, project and finance all run on that same record. The customer then moves into the AMC module for 25 years of service — no re-typing between tools.
Does SuryaHub have an AI caller or chatbot?+
Not yet. An AI caller and chatbot are on the SuryaHub roadmap, not live today. Right now SuryaHub uses WhatsApp, SMS and email follow-ups, a status funnel and auto-assignment to make sure no lead is forgotten.
Is SuryaHub solar CRM built for Indian EPCs?+
Yes. SuryaHub is built for Indian solar EPC companies, with WhatsApp follow-up, Hindi-ready mobile screens, and a pipeline that matches solar jobs. SuryaHub is pre-revenue; real pilots include Suryantra Energy and RGESPL.