SolarEstimate – Solar Business CRM & Estimation Platform

SolarEstimate is a powerful, cloud-based solution designed to help solar businesses streamline lead management, automate follow-ups, generate professional quotations, and win more projects. It centralizes your sales processes into a single, easy-to-use dashboard—making it simple to manage leads, accelerate conversions, and grow your solar business efficiently.

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One Page Business Website

Features

Lead Management

Lead Management

Capture, assign, and track solar inquiries from one dashboard for faster follow-ups and higher conversions.

Automated Followups

Automated Followups

Automatically schedule site visits and reminders so no leads go cold and prospects stay engaged.

Smart Quotation Workflow

Smart Quotation Workflow

Generate branded solar quotations with GST, subsidy details, and payment terms instantly.

API Integration

API Integration

Integrate solar design tools, inverter databases, and payment gateways to sync data seamlessly.

Role-Based Access Control

Role-Based Access Control

Assign secure access levels for sales, installation teams, and admins to manage workflows efficiently.

Automated Reminders

Automated Reminders

Send alerts for site visits, payment deadlines, document submissions, and quote expirations.

Advanced Analytics

Advanced Analytics

Track lead sources, conversion rates, and sales performance insights in real time.

Cloud Backup & Sync

Cloud Backup & Sync

Securely back up CRM data and access it anytime across all your devices.

WhatsApp & Email Integration

WhatsApp & Email Integration

Send quotations, follow-ups, and updates directly via WhatsApp or email with templates.

Quotation History

Quotation History

Maintain a complete log of every quote sent to clients for review or re-use.

Custom Quote Templates

Custom Quote Templates

Create reusable templates with brand headers, pricing, subsidies, and panel specs.

Quotation Analytics

Quotation Analytics

Analyze which quotes convert best to optimize pricing and sales strategy.

Process

How it's Work

Team working together

Solar leads from websites, calls, and campaigns are captured automatically, stored centrally, and assigned to the right team based on location, panel type, or size.

Team working together

Once leads are captured, reminders for site visits, calls, and follow-ups are scheduled automatically to keep prospects engaged.

Team working together

Create professional solar quotes with GST, subsidies, specifications, and terms instantly using reusable templates.

Team working together

Send quotes, reminders, and project updates to clients via WhatsApp or email using built-in integrations.

Team working together

Monitor lead sources, conversion metrics, and team performance through real-time dashboards to improve sales outcomes.

Trusted by industry leaders around the world

Our Clients

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160+

Expert Developers

350+

Web Solution Delivered

13+

Years of Experience

13+

Years of Experience

Let’s Power Up Your Solar Business

Whether you’re a solo solar installer or managing a large EPC team, SolarEstimate helps you convert more inquiries into projects and grow your revenue with confidence.

We’re here to help

Frequently Asked Questions – SolarEstimate

1. What is SolarEstimate?
It’s a solar business CRM designed to manage leads, automate follow-ups, and generate professional solar quotations.
2. Who can use this platform?
Solar installers, EPC companies, sales teams, and solar businesses of all sizes can use it.
3. Can I send quotes via WhatsApp?
Yes, SolarEstimate integrates with WhatsApp and email for sending quotes and follow-ups.
4. Is data secure?
Yes, your lead, quote, and CRM data is backed up securely in the cloud.
5. Can I customize quote templates?
Yes, you can build branded templates with GST, subsidies, and terms included.
6. Does it support automated follow-ups?
Yes, follow-ups and reminders for visits and deadlines are automated.
7. Does it work for small and large solar teams?
Yes, it’s built to scale from solo installers to enterprise solar firms.
8. How do lead assignments work?
Leads are auto-routed based on criteria like service area and system type.
9. Can I track sales performance?
Yes, advanced analytics dashboards show lead conversion and quotation success metrics.
10. Is it mobile friendly?
Yes, SolarEstimate is fully accessible on mobile and desktop.

Contact Info

Get In Touch

Speak With Expert







    Client review

    We’ve been using SolarEstimate to manage all our solar leads, and it’s completely transformed our workflow. The automated follow-ups ensure no lead slips through the cracks.

    Ayesha Khan

    Solar Sales Manager

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