Solar CRM software built for Indian rooftop installers

PitchSun is solar CRM software for Indian rooftop installers, EPCs and channel partners. It follows a lead from the first IndiaMART or Facebook enquiry through site survey, proposal and booking, then keeps tracking the project through DISCOM, net metering and the PM Surya Ghar subsidy until the money is in the customer's account.

Most installers run their business on a mix of a spreadsheet, a WhatsApp group and someone's memory. That works at ten leads a month. At fifty, follow-ups slip, two salespeople call the same customer, and nobody can say which projects are stuck at the DISCOM and which are waiting on you. A solar CRM should fix exactly that, without asking your team to learn a tool designed for insurance or real-estate sales.

Why rooftop solar needs dedicated solar CRM software

A normal CRM stops when the deal is won. In Indian rooftop solar, winning the order is roughly the halfway point. After the advance comes the national portal application, DISCOM feasibility, vendor agreement, material dispatch, installation, net-meter application, inspection, commissioning and finally the subsidy request. Your money is spread across three payers: the customer, the bank loan and the subsidy. A missed step, such as a name mismatch between the bill and the bank account, can hold up a project for weeks.

PitchSun is built around that full journey, so sales and operations work from the same record instead of passing screenshots around.

Solar lead management software that stops leads going cold

Proposals feed back into the CRM too. When you send a branded proposal link on WhatsApp, PitchSun tracks when it is opened, and a PDF download is logged on the customer's timeline as a buying signal. That tells your rep who to call first. For what to say on that call, see our guide on how to close more rooftop solar deals.

Solar project management software for the PM Surya Ghar pipeline

Once a lead is won, it becomes a project in a 13-stage pipeline that mirrors the PM Surya Ghar portal and DISCOM process:

1. Application: booked, applied on portal, DISCOM feasibility, vendor selected and agreement uploaded.
2. Execution: material procurement and dispatch, installation, installation details on portal.
3. DISCOM: net meter applied, DISCOM inspection, net meter installed, commissioning certificate.
4. Subsidy: subsidy requested, then subsidy credited and handed over.

Every stage has an owner and an SLA clock, so a project sitting too long at DISCOM inspection gets flagged instead of forgotten. The Surya Ghar tracker shows who has the ball on each file, whether that is your team, the DISCOM or MNRE, along with how responsive each DISCOM has been and how much subsidy is still receivable. If your team is new to the DISCOM side, our net-metering process guide walks through each step.

Rejection Guard and DISCOM paperwork

Before you submit, Rejection Guard checks each project for the usual reasons files bounce: name mismatches, sanctioned load outside ±10%, DCR modules, duplicate serial numbers, earthing above 5 Ω, missing geotagged photos and missing portal documents. PitchSun also generates printable paperwork from project data: the net-metering application, interconnection agreement, work completion report, DCR self-declaration, commissioning test report and handover pack. For subsidy rules and amounts, read the PM Surya Ghar subsidy guide.

A solar EPC software dashboard the owner can trust

WhatsApp, field teams and customers in one loop

Your customers live on WhatsApp, so the CRM does too. Connect the WhatsApp Business Cloud API for a two-way inbox, template messages mapped per language, an auto-reply to every new lead and automatic stage and payment updates. Not connected yet? PitchSun falls back to click-to-chat links from the rep's own phone.

On site, the solar installer app works as an installable mobile app with a rooftop survey checklist, GPS capture and geotagged photos that fill in the customer record. Surveys and photos queue offline and sync when the signal returns. Crews get job cards on their phone for earthing readings, string values, serial scans and customer signatures, and the results write back to the project.

Each customer can also get a private status page in their own language showing their stage timeline, who has the ball, payments, subsidy status, documents and service requests. That cuts down the "what is the status?" calls your office handles every day.

Team roles for a growing solar business

Add your whole team with roles for owner, admin, sales, designer, project manager, field technician, accounts and channel partner. Channel partners can be paid stage-based commissions that release as their projects move forward. Discounts can go through an approval workflow that blocks sharing a proposal until it is approved, and a field-level audit log records who changed what. The app runs in English, हिन्दी, मराठी, ગુજરાતી, தமிழ், తెలుగు, ಕನ್ನಡ and বাংলা, and each user picks their own language.

PitchSun vs spreadsheets and generic CRMs

The CRM is part of the same app that designs the roof and builds the quote, so the lead, design, proposal and project all share one record. If proposals are your bigger bottleneck, see PitchSun's solar proposal software.