Solar CRM
Capture every enquiry, follow up on time, and move each customer from first call to commissioned system without losing a detail.
- Lead pipeline
- Follow-ups
- Customer 360
- Team visibility
What Solar CRM does
Lead pipeline
Track every enquiry by stage, source and value, from first call to won.
Follow-ups
Schedule calls and visits, see what is due today, and never miss one.
Customer profile
One view of a customer: quotations, projects, invoices, payments and history.
Site surveys
Record rooftop, load and connection details before you design.
Team and ownership
Assign leads to people. Each salesperson sees their own work; managers see the team.
Imports
Bring leads in from spreadsheets and directories in one step.
Four steps. One flow.
- 1
Capture
Every enquiry becomes a lead.
- 2
Follow up
Calls and visits on a schedule.
- 3
Quote
Priced quotations from the lead.
- 4
Convert
Won leads become customers and projects.
Solar CRM questions
Add them by hand, import them from a spreadsheet or directory listing, or bring them in through connected lead sources.
Schedule a call, visit or message against a lead or customer. Each person sees what is due today and what is overdue.
It becomes a customer, and its quotation can become a sales order and a project without re-entering the details.
Ready to run your business smarter?
Bring your solar design, CRM, quotations, projects, finance and business operations together with RAYVO.
Or talk to us on WhatsApp · +91 84128 52748