The CRM Built for Solar Installers & EPC Companies
Track quotations, manage your installation pipeline, and follow up on every solar enquiry — all from one simple, organized platform.
Managing Solar Enquiries Shouldn’t Feel Like Guesswork
Solar installers and EPC companies deal with long, multi-stage sales cycles — from the first enquiry to site survey, quotation, approval, and finally installation. Without a proper system in place, this usually means:
- Enquiries from website forms, calls, and referrals scattered across different tools
- No clear visibility into which stage each project is at — enquiry, quotation, or installation
- Sales teams forgetting to follow up on pending quotations
- No record of site survey notes, customer requirements, or past conversations
- Installation timelines slipping because handoffs between sales and operations aren’t tracked
- Managers unable to see which leads are converting and which are stuck
The result? Slower deal closures, missed follow-ups, and lost revenue in a market where timely response often decides the sale.
Managing Solar Enquiries Shouldn’t Feel Like Guesswork
Solar installers and EPC companies deal with long, multi-stage sales cycles — from the first enquiry to site survey, quotation, approval, and finally installation. Without a proper system in place, this usually means:
- Enquiries from website forms, calls, and referrals scattered across different tools
- No clear visibility into which stage each project is at — enquiry, quotation, or installation
- Sales teams forgetting to follow up on pending quotations
- No record of site survey notes, customer requirements, or past conversations
- Installation timelines slipping because handoffs between sales and operations aren’t tracked
- Managers unable to see which leads are converting and which are stuck
The result? Slower deal closures, missed follow-ups, and lost revenue in a market where timely response often decides the sale.
Everything You Need to Manage Solar Sales and Installations – FEATURES
Lead Management
Capture enquiries from your website, calls, referrals, or field agents in one place — so no solar enquiry slips through the cracks.
Sales Pipeline Tracking
Track every project through each stage — enquiry, site survey, quotation, approval, and installation — with complete visibility.
Kanban Board
See your entire quotation and installation pipeline at a glance. Instantly spot which projects need attention today.
Task & Follow-up Management
Set reminders for quotation follow-ups, site visits, and approval deadlines, so no customer is left waiting.
Lead Notes & Communication History
Keep site survey details, customer requirements, and every conversation recorded and accessible to your whole team.
Team Collaboration
Keep sales, site survey teams, and installation crews aligned with shared, real-time project visibility.
Reports & Analytics
Track quotation-to-installation conversion rates, sales rep performance, and pipeline bottlenecks to make faster decisions.
Cloud-Based Access
Access customer and project data from the office, the site, or while traveling between installations.
Progressive Web App (PWA)
Use SalesHive CRM on any mobile device without installing a heavy app — ideal for field teams conducting site surveys.
Role-Based Access
Control what sales staff, site teams, and management can view or edit, keeping quotation and pricing data secure.
Secure Infrastructure
Keep your customer data and project details protected with enterprise-grade security.
Why Solar Installers & EPC Companies Choose SalesHive CRM
Built for Multi-Stage Sales Cycles
Solar sales involve site surveys, quotations, and approvals. SalesHive CRM is designed to track every stage without losing detail.
Faster Quotation Follow-Ups
Automated reminders mean no pending quotation gets forgotten, improving your close rate.
Full Visibility From Enquiry to Installation
Managers can see exactly where every project stands, without chasing updates from sales or site teams.
Simple to Use, No Training Needed
Your team can start using SalesHive CRM within a day — no complicated setup or lengthy onboarding.
Affordable for Growing Solar Businesses
Get organized, enterprise-level sales tracking without the enterprise price tag.
Scales as Your Business Grows
Adding new regions, teams, or project types? SalesHive CRM grows with your business.
Trusted by Growing Solar and EPC Businesses
SalesHive CRM is built by DigitalHive, a digital solutions company with over two decades of experience helping Indian businesses grow through technology.
Solar installers and EPC companies trust SalesHive CRM to bring structure to their quotation and installation process — without the cost or complexity of legacy project management software.
Stop Losing Solar Projects to Missed Follow-Ups
Give your sales and installation teams a CRM built to track quotations, manage pipelines, and close more solar projects.
Start your free trial today
no complicated setup, no credit card required.
FAQ
Is SalesHive CRM suitable for both residential and commercial solar businesses?
Yes. SalesHive CRM works well for residential rooftop installers as well as commercial and industrial EPC companies managing larger, multi-stage projects.
Can I track the entire journey from enquiry to installation?
Yes. You can move each project through custom pipeline stages — enquiry, site survey, quotation, approval, and installation — with full visibility at every step.
Will my sales and site teams need training to use this CRM?
No. SalesHive CRM is built to be simple and intuitive. Most teams are fully operational within a day.
Can field teams access the CRM during site visits?
Yes. SalesHive CRM works as a Progressive Web App (PWA), so your team can log site survey details from any mobile device without installing a separate app.
Is customer and quotation data secure on SalesHive CRM?
Yes. SalesHive CRM uses secure cloud infrastructure with role-based access, so only authorized team members can view sensitive quotation and pricing data.
How is SalesHive CRM different from generic CRMs?
SalesHive CRM is simpler, more affordable, and quicker to set up — built specifically for growing businesses that need to track multi-stage sales pipelines without unnecessary complexity.
Can I manage multiple sales reps and site teams within one account?
Yes. SalesHive CRM supports multiple users and role-based access, so sales, site survey, and installation teams can collaborate within one system.
Can I try SalesHive CRM before subscribing?
Yes. You can start with a free trial and explore all core features before choosing a plan.