Enkay CRM for solar installers

A solar installer in Indore gets an enquiry in April from a homeowner whose summer electricity bill has just arrived. The homeowner is keen. Then they need to talk to their brother about the roof, then wait for the next bill to compare, then ask about the subsidy, then go quiet during a wedding. By August they install — with whichever installer was still calling.

That is the whole problem with solar sales. Nothing about the product is complicated for you; the difficulty is that every lead spends most of its life waiting, and waiting leads are the ones that get forgotten. Enkay CRM from Enkay Technologies does not size systems or file applications. It makes sure that every lead in waiting has a date on it and a person responsible for the next call.

From first enquiry to a qualified lead

Solar enquiries come from everywhere: IndiaMART, JustDial, your website form, a neighbour who saw your van, a WhatsApp message after a rooftop photo went round the society group. The portal and website leads arrive by themselves once connected. The rest you add by hand with a phone number and a line in the requirement field.

The first call is qualification, and for solar it has a fixed shape. Put the answers in the lead's requirement field so the surveyor reads them before setting out:

• Monthly bill in rupees, and whether it jumps in summer
• Sanctioned load and connection type (single or three phase)
• Own house or rented; roof type — RCC, sheet, tiles
• Whether they are expecting to use a subsidy scheme

Set the value to a rough figure for the system size you expect. It is a guess, and it will change, but it lets you sort the pipeline by what is worth chasing this week.

Site survey: roof, shadow and the meter

Move the lead to Site visit and create a site survey job. The checklist should cover what decides the design: usable roof area, orientation, shadow from the water tank or the neighbour's upper floor, structure strength, where the inverter will go, distance to the meter, earthing. Photos from the roof at three different angles save a second trip.

The surveyor fills it in on his phone in the browser. When he is back, the kW sizing you work out — say 3 kW for a ₹3,500 monthly bill — goes in the requirement field and the value is updated.

Quotation, and the revision that always follows

Make a GST quotation with line items: panels, inverter, structure, cabling and protection, installation, net-metering support if you charge for it. Send the share link on WhatsApp; the customer opens it on their phone and can accept or decline online.

Solar customers compare. They will come back with a cheaper quote that uses a different panel brand and ask you to match it. Make a revision; the earlier versions stay on the lead, so you can see what you offered and when. Enkay CRM creates a follow-up task when the customer opens a quotation and another when a sent quotation is about to lapse. For a customer weighing two installers, the "opened" task is the moment to call.

The long middle: subsidy paperwork and approvals

This is the part no general CRM guide talks about and where solar installers lose the most time. After the customer says yes, there is a run of steps that depend on other people: documents from the customer, applications on the relevant portal, feasibility and inspections from the electricity distribution company, and later the subsidy claim itself. The exact steps vary by state and scheme, and change, so check the current rules for your area rather than trusting any website — including this one.

What Enkay CRM gives you is a way to make sure each step has an owner and a date:

• Create a task for each pending item — "collect electricity bill and ID copy", "check application status", "chase inspection date" — with a priority and status (Pending, In progress, Completed).
• Keep the lead's next follow-up date on whatever you are waiting for, and snooze it by a few days when the answer is "not yet".
• Write every call in the lead's notes. When the customer rings angry that nothing has happened, the timeline shows what did.

The Today screen puts overdue items above today's, so a stalled application rises to the top instead of disappearing.

Installation, net-metering and handover

Convert the lead to a customer and create an installation job for your team, with a checklist (structure fixed, panels mounted, inverter commissioned, earthing tested, customer shown the monitoring app) and photos. Send the job report on WhatsApp when it is done.

Net-metering usually lags installation. Keep a task open for it until the meter is changed; it is the thing customers ring about most in the first month. Raise the GST invoice from the accepted quotation, with a UPI payment link, and record part-payments as they come in.

Maintenance, and the referrals that follow

Panels need cleaning and systems need a yearly check. An AMC contract schedules those visits automatically and reminds you 30 days before it ends. A happy solar customer is also your best source of the next lead: tag the customer record by area or society so you know whom to ask.

Which pipeline stages you'll use

Once a deal is Won, the rest of the journey lives on the customer record as tasks and jobs, not as more pipeline stages. The pipeline stages are fixed, so you cannot add a "Subsidy pending" column; tasks do that job instead.

What Enkay CRM does not do for solar installers

• No system design, shadow analysis or generation estimate.
• No connection to government subsidy portals or DISCOM systems, and no document storage for application papers beyond job photos.
• No custom pipeline stages; post-sale steps are tasks.
• No SMS, email or WhatsApp reminders; follow-ups show inside the app.
• No inverter monitoring or generation data.

See the pricing page for which of the features above are on the Business plan.

Frequently asked questions

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