CRM for solar installers

A crm for solar business owners who sell rooftop systems by phone

NLCaller turns the rooftop solar enquiry call into a tracked lead, from site survey and quote to the follow-up that closes months later.

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What is CRM in solar, and which one suits an installer in India?

A CRM in solar is the record an installer keeps of every household, shop or small factory that asked about panels: who rang, what kind of roof they have, when the surveyor went up, which proposal was sent and when to ring again. NLCaller, an Android dialer with a sales CRM built into it, keeps that record on the phone the sales executive already carries. A homeowner's number becomes a lead in one step, a custom field stores the monthly electricity bill or connected load, and a GPS location field pins the building so the surveyor reaches the right gate. Statuses follow the installer's own path, for instance Enquiry, Survey booked, Surveyed, Proposal sent, Thinking, Advance paid and Commissioned. Time is the real enemy in solar sales, because families often take weeks to decide, so a reminder can repeat every 10 days until an end date you choose. As of October 2026, one seat costs ₹162 a month on the yearly bill of ₹1,944, with GST added.

Plenty of solar enquiries arrive through listing portals, and the page on working IndiaMART buyer enquiries explains how they land in the app with a source tag. Installers who also sell cleaning or maintenance contracts after commissioning can read how contract renewal reminders work before each term runs out. A measurement visit plays the surveyor's part in an interior design studio, which sells through a similar visit-then-proposal rhythm.

How does a rooftop solar sales desk work its calls through the week?

Hypothetical setup with round numbers, not drawn from any client: a rooftop installer in Indore with one sales executive, one surveyor and the owner.

The daily workflow of a solar installer's sales desk in NLCaller
MomentWhat the team doesWhat NLCaller does
Monday, weekend enquiriesThe executive phones 30 households that filled an ad form on Saturday and SundayRows from the connected Google Sheet are already leads tagged Facebook or Website, queued for the auto dialer
First conversationShe asks about roof type, shade from nearby trees, the monthly bill and whether the family owns the buildingVoice input captures the requirement while custom fields hold the bill amount and roof type
Survey fixedThe surveyor's slot is booked for Wednesday at 4 pmThe lead moves to Survey booked, goes into the surveyor's queue, and an alarm is set for Wednesday noon
On the roofThe surveyor checks free space, shadow lines and where the inverter could sitHis remark picks up the area name and coordinates on its own, and the GPS field keeps the exact building
Proposal dayThe owner sends the system proposal and photos of a finished installation nearbyA saved WhatsApp template carries the PDF and the photos in one tap from the lead screen
Weeks of thinkingThe family compares two other offers and asks relativesA reminder repeating every 10 days, ending after two months, puts the lead back on the executive's screen
Advance receivedThe customer pays a booking amount to block the installation dateOne tap converts the household to a paid client, with the booking amount and the balance still due on that sale

Statuses, intervals and team size here are invented for the sketch. You set your own inside the app.

Which NLCaller features carry the most weight for a solar installer?

Survey visits

Rooftop surveys that leave a location trail

Whenever a surveyor saves a remark on site, NLCaller stamps it with the locality and coordinates. A GPS custom field can hold the building's pin from the very first call, so nobody rings the customer three times for directions. A local broadband operator can use the same pin for new connections, as the CRM for internet providers explains.

  • Custom fields for roof type, connected load or bill amount
  • Remarks can be dictated by voice straight from a reminder

Proposals on WhatsApp

Proposal PDFs from a template, not a gallery hunt

Keep one template per system size with the proposal document or an installation video attached. Moving a lead to Proposal sent can fire its own automatic WhatsApp, worded the way your owner likes.

  • Blanks such as {name} and {city} filled for each household
  • A log of every automatic message, including the ones skipped and why

Long decisions

Follow-ups that keep coming back until the family decides

Set a follow-up to repeat every X days with a last date, and it rings at the minute you chose even after the phone restarts. From the alert itself the executive can call, scroll the history or push the next call to another week.

  • All of today's due follow-ups dialled as one calling session
  • Households marked lost stay on a list for a win-back call next season

What does a solar business owner look at on the web dashboard?

  • Which source tag, whether Facebook, Google, Referral, Walk-in or a custom one such as Dealer meet, produced surveys that turned into advance payments.
  • Every executive's and surveyor's calls in the team call log, without asking anyone for an evening summary on WhatsApp.
  • Balances pending on each installation, because the booking amount and the final payment sit on the same sale record.
  • Cleaning or maintenance packages ending in the next 7 days, from the clients filter, so the renewal call goes out before the term ends.
  • Survey staff who checked in on time, from selfie attendance matched to the office location. The selfie attendance app page covers the late and half-day rules.

Sample words from solar sales and survey staff

  • “Our surveyor used to phone the customer for directions from the street. The pin saved on the lead ends that call every time.”

    Surveyor, rooftop solar installer, Indore

  • “Families take their time over panels. The repeating reminder brings them back to me on schedule, not whenever I happen to remember.”

    Sales executive, solar EPC firm, Coimbatore

  • “I can now see which ad source brings real surveys and which one only brings people collecting prices.”

    Owner, residential solar business, Nagpur

Pricing

How much does NLCaller cost?

NLCaller costs ₹162 per user per month on yearly billing or ₹254 on the 3-month plan, plus GST. The Basic Dialer is free forever.

Basic Dialer

₹0free forever

No payment, no expiry

  • Calling
  • WhatsApp after every call
  • Call analytics on your phone
Get the free dialer

3 months

₹254per user per month + GST

Billed ₹762 per user every 3 months · $13 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

36% less per month

Yearly

₹162per user per month + GST

Billed ₹1,944 per user per year · $25 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

Prices per user. GST added for India. Outside India, prices are in US dollars per user per billing period. The free trial opens every paid feature for 3 days. Prices checked 3 October 2026.

When should a solar company pick a different tool?

NLCaller handles calls, follow-ups and the sales record around them. Look elsewhere if:

  • You need solar design or estimation: panel layouts, shade analysis or generation estimates. NLCaller stores what the customer told you, not engineering drawings.
  • You want quotations, GST bills or receipts produced from the app. An installation sale records money received and money pending, nothing more.
  • You need stock control for panels, inverters and mounting structures, or a schedule for installation crews.

Questions people ask

What is the best crm for solar business owners in India?

For installers whose deals move through phone calls, rooftop visits and WhatsApp, the best crm for solar business work in India is NLCaller, because the lead, the survey remark and the next reminder all live inside the phone's own dialer instead of a separate laptop screen.

How much does solar CRM cost with NLCaller?

There is no separate solar edition. A paid seat is ₹254 a month when billed ₹762 for three months, or ₹162 a month when billed ₹1,944 for the year, with GST on top of both. Calling alone stays free on the Basic Dialer, and a 3-day trial opens every feature.

Is NLCaller a solar CRM or just a dialer?

NLCaller is a phone-dialer CRM that replaces the Android calling app and attaches statuses, remarks, location and reminders to every solar enquiry. Owners get a web dashboard for the whole team's calls and leads.

Which CRM suits a small solar installer with two or three staff?

A small team rarely needs a heavy desktop system. NLCaller runs on the phones your executive and surveyor already use, shares leads between them, and keeps the owner's view on the web dashboard, so setup is mostly naming your statuses and fields.

Can a solar company see where survey visits happened?

Yes. Remarks saved during a visit carry the area name and coordinates automatically, and a GPS custom field can hold the building's location. NLCaller does not track staff live through the day.

Can I bring solar leads in from Facebook ads or a website form?

Yes. When the ad form writes into a Google Sheet or a REST API, NLCaller polls that source at intervals and every fresh enquiry turns up as a lead. Excel, CSV and JSON files can also be imported, with duplicate numbers dropped.

How this page was made: drafted with AI assistance from NLCaller's documented features, Google search research and dated public sources.

Put your next solar enquiries through NLCaller

Request the app on WhatsApp, then test survey pins, proposal templates and repeating reminders free for three days.

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