The best solar CRM software in India is the one your salespeople will actually use every day and that carries a lead through survey, GST quotation, subsidy and project without retyping. No product is best for every company, so compare your options on the same eight checks. RAYVO publishes this guide, so treat it as a checklist and test every product, including ours, against it.
The three kinds of options
- Generic CRMs such as Zoho CRM, HubSpot or Salesforce: strong, widely known, and built for any industry. Solar steps like a roof survey, the PM Surya Ghar subsidy and DISCOM paperwork usually need customisation or add-ons.
- Solar-specific platforms: built around the solar sale and project. RAYVO is one of these. Check each vendor's current features, India coverage and support yourself.
- Spreadsheets and WhatsApp groups: free and familiar, but leads, follow-ups and quotations drift apart as the team grows.
Check 1: one list for every lead source
Calls, website forms, IndiaMART, referrals and old Excel files should all land in one pipeline, with duplicates caught by mobile number.
Check 2: it tells you who to call first
Look for a score or label on each lead, a clear owner, and an alert for leads nobody has answered.
Check 3: follow-ups cannot be forgotten
Scheduled calls and visits, a view of what is due today, and quotation follow-ups that are set for you.
Check 4: solar steps are built in
- Site survey with roof, load and connection details and GPS photos.
- GST quotation with HSN codes and the PM Surya Ghar subsidy as its own line.
- A won lead becomes a customer and a project without retyping.
Check 5: it works on your field team's phones, offline
Open it on an ordinary Android phone, switch on airplane mode, add a lead or a photo, then switch signal back on. It should send by itself.
Check 6: agents and dealers
If referral agents bring you leads, ask whether they can have their own login that shows only their leads, and whether commission is calculated by a rule you set.
Check 7: your data stays yours
- You can export everything at any time.
- Each person sees only what you allow.
- Every company's records are kept separate from every other company's.
Check 8: price and support
Compare the total yearly cost for your team size, including GST, and ask how fast support answers and in which language. Then run a pilot: put 20 real leads through each shortlisted product and see which one your team prefers.
Where RAYVO fits
RAYVO covers all eight checks: one pipeline with duplicate catching, 0 to 100 lead scoring, follow-ups and automatic rules, solar surveys and GST quotations with the subsidy, offline phone app, field agents with commission, per-person visibility and separate company workspaces. Plans start at Rs 24,000 a year before GST for the 3D Design plan, and Rs 36,999 a year for CRM with 3D Design. Judge it on the same checks as everything else.