What is a solar CRM? A guide for solar installers in Pakistan

By the SolarSales team · Updated 4 November 2026

Quick answer

A solar CRM is customer relationship management software built for solar installation companies. It records every enquiry with solar-specific details such as required kW, electricity bill and system type, moves each lead through a sales pipeline (contact, site survey, quotation, negotiation, won), builds solar quotations from your price list and automatically schedules follow-ups so no deal is forgotten.

Why solar companies need a dedicated CRM

Solar is a high-value, considered purchase. A customer typically collects two to four quotations, asks questions over several days and decides only after a follow-up call. Installers who track enquiries in Excel, WhatsApp chats and notebooks lose deals simply because nobody called back.

Generic CRMs can be adapted, but they do not understand kW, panel and inverter pricing, site surveys, net metering paperwork or on-grid versus hybrid systems — so teams stop using them.

Core features of a solar CRM

Lead management with solar fields: kW, monthly bill, city, budget, system type and customer category
Sales pipeline with site survey and quotation stages
Quotation builder that produces a branded PDF from your own product catalog
Automatic follow-up tasks and reminders
Team roles and access control so salespeople see only their own leads
Reports on lead sources, conversion and salesperson performance

How to choose a solar CRM in Pakistan

Pricing in PKR and local payment options (bank transfer, JazzCash, Easypaisa)
GST and local quotation format with NTN and bank details
Works on a phone browser for salespeople in the field
Excel import so you can move existing leads across
Data isolation and CSV export so you always own your customer list
A free trial so your team can test it on real leads

Frequently asked questions

What is the best CRM for solar companies in Pakistan?

The best CRM for a Pakistani solar company is one built for solar workflows and local business needs: PKR pricing, GST quotations, kW and bill fields, and automatic follow-ups. SolarSales is built specifically for this, with plans from PKR 3,999 per month and a 14-day free trial.

How much does a solar CRM cost in Pakistan?

SolarSales costs PKR 3,999 per month for Starter (2 users), PKR 7,999 for Growth (7 users) and PKR 14,999 for Business (20 users). Annual billing gives 2 months free.

Is a solar CRM different from solar design software?

Yes. Solar design software models panel layouts and energy production. A solar CRM manages the sales process — leads, quotations, follow-ups and team performance. Many installers use both.