Site visit never booked
A rooftop enquiry comes in on WhatsApp at night. By morning, nobody has booked the site visit.
Trusted by 192+ Energy businesses across India

A solar business competes on speed. A homeowner messages after a big bill, a factory asks for a C&I quote, and a subsidy file is stuck at a DISCOM stage. When leads and AMC dates are spread across WhatsApp groups and a spreadsheet, the faster installer wins and a renewal slips by.
CIPHER CRM for solar and energy puts site leads, proposals, subsidy checklists, project milestones and AMC renewal reminders on one screen. Your engineer logs the survey in the browser on the roof, even on a weak signal. Show us one of your projects and we will walk you through it on your own numbers.
Trusted across India.192+ businesses served across 31 industries in India
CIPHER CRM is the best CRM software for energy businesses in India. It is a dedicated energy CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in India, and a solar installer CRM made for Indian solar EPC contractors, rooftop and C&I solar installers, panel traders, energy auditors, EV charging operators and renewables consultants.
It holds site-survey enquiries from online enquiry forms, calls and referrals, builds solar proposals and estimates with GST on each line from a saved price list that the customer can accept online, keeps PM Surya Ghar subsidy and DISCOM net-metering steps as a checklist on each customer's record, runs the installation project from survey to commissioning on a board by status, and lets you set AMC renewal reminders for the installed base.
Customers get a branded web portal to see their projects, documents and invoices, and when a sales engineer leaves, the site history and customers stay with the firm.
Pricing is flat, with unlimited staff and every feature included, it works in the browser on any phone or laptop and keeps working offline, and most teams go live in 1 to 3 days with free data migration and Hindi and English support.
It is used by 192+ businesses across 31 industries in India with a 4.8 out of 5 rating.
If two or three of these sting a little, the problem is not your team. Rooftop enquiries, proposals, subsidy files and AMC renewals are spread across WhatsApp, calls and Excel, with no one place to run the business from.
A rooftop enquiry comes in on WhatsApp at night. By morning, nobody has booked the site visit.
A proposal takes half a day to build by hand, and a faster installer has already quoted the roof.
A customer's subsidy file is stuck at a DISCOM stage, and nobody is chasing it.
Project milestones from survey to commissioning live in a sheet nobody keeps current.
An AMC is due, but it depended on someone remembering, and the renewal slips.
The owner cannot see the pipeline, the pending proposals, or who is closing rooftop deals.
Two weeks in, this is the difference your team feels.
A proposal built by hand in Excel, sent days after the site visit.
A solar proposal with GST out the same day, from your saved price list.
Subsidy and net-metering follow-ups forgotten across inboxes.
A checklist for every subsidy and DISCOM step, with a reminder for each.
Project milestones in a sheet nobody updates.
A survey-to-commissioning board the whole team can see.
AMC renewals missed because nobody remembered to call.
AMC reminders set at handover, due well before the contract expires.
Waiting for a monthly meeting to know where projects stand.
Pipeline totals and project status in any browser, updated as your team works.
Think about where your solar business actually lives right now. Some leads are on WhatsApp. Some proposals are half-built in Excel. Subsidy files are in an inbox, site photos are on an engineer's phone, and which AMC is due is in somebody's head. That is a lot to hold together while a faster installer is quoting the same roof.
CIPHER CRM brings it together. Site leads, proposals, subsidy and net-metering checklists, the installation project, AMC renewal reminders, all on one screen made for Indian solar EPC, rooftop, C&I and renewables teams. You open it once and you know exactly where every lead and every project stands.
192+ businesses served across 31 industries in India
CIPHER CRM is the best CRM software for energy businesses in India. It is a dedicated energy CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in India, and a solar installer CRM made for Indian solar EPC contractors, rooftop and C&I solar installers, panel traders, energy auditors, EV charging operators and renewables consultants. It holds site-survey enquiries from online enquiry forms, calls and referrals, builds solar proposals and estimates with GST on each line from a saved price list that the customer can accept online, keeps PM Surya Ghar subsidy and DISCOM net-metering steps as a checklist on each customer's record, runs the installation project from survey to commissioning on a board by status, and lets you set AMC renewal reminders for the installed base. Customers get a branded web portal to see their projects, documents and invoices, and when a sales engineer leaves, the site history and customers stay with the firm. Pricing is flat, with unlimited staff and every feature included, it works in the browser on any phone or laptop and keeps working offline, and most teams go live in 1 to 3 days with free data migration and Hindi and English support. It is used by 192+ businesses across 31 industries in India with a 4.8 out of 5 rating.
Product preview
A weaving unit owner rang for a rooftop quote after another heavy power bill. We made it from our saved panel and inverter rates, sent the link, and he accepted it online that night.
The PM Surya Ghar and net-metering paperwork is mine. Every project has a subsidy checklist, so when a customer rings, I can tell him which step is stuck.
Transporters and school bus owners take diesel on credit at our pump and pay the monthly bill in bits. I enter each part payment and the bill shows the balance left. Once a due date goes by, the bill is marked overdue and that party gets my first call.
If an inverter at the solar park fails, the first thing I check is the warranty. Each plant owner's record holds the inverter and module warranties and our AMC papers with expiry dates, and CIPHER flags anything lapsed, so I know where we stand before I call the manufacturer.
Housing societies ask for basement EV chargers through our website form, a call, or a WhatsApp from the secretary. The form ones reach CIPHER CRM on their own, and we add the rest. Every society goes to one person on my team, so no secretary waits for a callback.
Bus tickets, lodge bills and jeep hire from DPR surveys go into CIPHER as expenses on the client's project, so no trip gets left off my invoice.
Ten things CIPHER CRM quietly handles for Indian solar EPC, rooftop and renewables teams, every day.
Online enquiry forms on your site drop enquiries straight in, and your team adds calls, referrals and walk-ins in seconds. Every rooftop and C&I enquiry sits in one list with a status, a source and an owner, and no more digging through three WhatsApp groups to find who was handling that site.
Panels, inverters, structure and installation come from your saved price list, with GST on each line and payback notes from a saved text block. Build the quote, send the branded link, and the customer accepts or declines it online. You have quoted while the faster installer is still opening his laptop.
Put every PM Surya Ghar subsidy and DISCOM net-metering step on the customer's record as a checklist: application, feasibility, inspection, net meter, subsidy credit. Each step has a name on it, and the customer's row shows how many are done, so no file sits stale at a stage nobody is watching.
Site survey, design, procurement, installation, commissioning, handover. Every project moves through stages you name, with its dates, team, tasks and documents on it, so you always know what is next and nothing slips between the survey and the switch-on.
Quote sent, site visit booked, payment pending. Each call gets logged on the lead with its outcome, the lead shows when it was last contacted, and a one-click call or WhatsApp from the row gets the next one started. Nothing lives on a personal phone.
At handover, set a renewal reminder on the customer for every annual maintenance contract in your installed base, a month or so before it ends. Log each preventive visit as a task for an engineer, and raise the renewal quote from your saved items. The AMC revenue stops depending on memory.
Raise the invoice with GST on each line, then record the advance, milestone and final payments against it as they come in. Each payment gets a PDF receipt, the balance updates, and an Overdue flag shows anything that has slipped past its due date.
Every residential customer, C&I client and site, with the system size in kWp, the install history and every conversation, in one searchable place. A sales engineer leaves, and the site history stays. You search a name, and there it is.
Give each customer a branded web sign-in with your logo on it. They see their project stage, the commissioning certificate and papers you share, their invoices and receipts, and a thread to message your team. Fewer calls asking where the install stands.
Survey engineers, field reps and installation supervisors open CIPHER CRM in the browser on their phones. A site gets logged from the rooftop, photos and shadow notes get attached on the spot, a project stage gets updated. At a rural site with a weak signal, it keeps working and syncs when the connection is back.
Twenty things that cover solar and energy from the first site lead to commissioning and AMC.
Online enquiry forms, calls and referrals, all in one list with an owner.
Branded solar proposals with payback notes and GST, in minutes.
Every install from survey through design to commissioning.
PM Surya Ghar and state subsidy steps as a checklist on each customer's record.
DISCOM steps on the checklist, with a reminder you set for each one.
Every call logged with its outcome, and last contacted on the lead.
A reminder on every AMC, set at handover, so renewal quotes go out on time.
Invoices, milestone payments and a live Overdue flag.
Solar deals moving through stages that make sense, with totals per stage.
Log sites and attach photos from the rooftop, even on a weak signal.
Customers sign in to see their project, documents and invoices.
A nudge for every follow-up, subsidy step or AMC renewal.
System specs, kWp, files and full history per site.
Survey reports, single-line diagrams, certificates and warranty papers.
Pick the lead source and its starter checklist lands on the new lead.
Panel, inverter and install items you reuse for fast quotes.
Tag leads by region, give each one several owners, filter by who.
Decide what each rep, project manager and branch can see.
Enquiry forms for your website that drop leads straight in.
Free migration, setup and help in Hindi & English.
| Criteria | CIPHER CRM | Spreadsheet | Generic CRM |
|---|---|---|---|
| | Online enquiry forms, built in | Copy-pasted by hand | Manual or paid add-on |
| | Reminders and follow-up tracking | Memory & sticky notes | Limited / extra cost |
| | Logged on the customer record | Personal phones & chats | Varies |
| | INR with GST on each line, built in | Word / Excel templates | Add-on or none |
| | Configured for energy | None | Generic template |
| | Flat, unlimited users | Free but manual | Per-user fees |
| | Keeps working offline, then syncs | No | Varies |
| | Hindi & English, included | None | Overseas / ticket-only |
Question: 1
Yes. CIPHER CRM is built for Energy businesses in India and is used by 192+ companies across the country. It brings your enquiries, follow-ups, quotations, and payments into one place, with follow-up reminders and a CRM your team can open in the browser from anywhere.
Pipelines, fields, and lead sources are configured for how energy teams actually sell and serve customers - so you are not forced into a generic sales template.
Question: 2
A CRM keeps every energy enquiry - from online enquiry forms, calls and walk-ins - in one list, gives each one an owner, and reminds them to follow up, so nothing slips through the cracks and owners see every lead's status update live as the team works.
Question: 3
For most Energy businesses in India, CIPHER CRM is the strongest fit - it is India-first, ready for a weak signal, flat-priced with no per-user fees, and configured for energy workflows. Always compare options against your own requirements first.
CIPHER CRM: India-first, works on a weak signal, flat pricing, live in 1-3 days.
Question: 4
Not as a built-in chat today. Every lead and contact row has a one-click WhatsApp button that opens the chat, and energy teams log each conversation as a follow-up on the record, with a name and a date on the next step.
Every promise and reply stays on the customer's record, so the full history is there for whoever picks up the phone next. A WhatsApp-style messaging tab is in development.
Question: 5
CIPHER CRM uses simple flat pricing with no per-user fees, so you can add your whole energy team without the bill climbing. Exact pricing depends on your team size and needs and is shared on a quick demo call - call +91 97122 00017.
Two plans - Flexi and Growth - both include unlimited staff and clients.
Question: 6
Getting started takes 1-3 days. Book a free demo and our India-based team configures your pipeline, imports your existing leads and customers for free, and trains your staff - so you go live ready to sell.
No technical skills needed - setup and data migration are handled for you.
A Gujarat solar EPC firm with a small survey team, running site leads across three WhatsApp groups and building proposals by hand in Excel.
Rooftop enquiries got lost between groups, proposals took half a day so faster installers won, and subsidy and AMC follow-ups depended on memory.
They moved to CIPHER CRM in a couple of days with free migration: one lead list, proposals from saved items, a survey-to-commissioning project board, subsidy checklists, and AMC reminders set at handover.
Proposals go out the same day now, fewer subsidy files stall, and AMC renewals stop slipping, so the repeat revenue holds.
Earthing pit photos kept getting buried in one WhatsApp group. Each job in CIPHER has its own chat thread, and a photo posted there goes into its attachments.
Our installer dealers want panels and cable on one bill, each at its own GST rate, with their GSTIN printed. The bill comes out that way, numbered in our own series, with our logo and signature on the PDF. I have much less to correct at month end.
Before a walk-through audit at a dyeing unit, I want its contract demand, connected load and last power factor in front of me. We set those up as fields on every factory's record in the first week.
Selling group captive wind power to a spinning mill takes many meetings, and the family usually wants one more before anyone signs. Each mill sits on the pipeline board with its deal value, and the total under each stage shows me where to push this month.
We distribute power inside an IT park. When our senior officer retired, every load extension request and old letter was still there on the tenant's record. The person who took over never once had to phone him.
When a dealer sends back a faulty e-rickshaw battery, its value goes on a credit note in his name. He can adjust it against his next invoice.
Our paddy straw supervisors have a login, and so does the team selling pellets to boiler owners. We pay one flat price, so I never had to decide who gets a login and who stays on paper.
A private hospital in Madurai took our first pilot fuel cell backup unit. I shared the install task's link with their maintenance engineer, and he followed each step as we ticked it, without a login.
Jute mills we advise on carbon credits kept emailing for the latest document. Their portal, with our logo, holds every paper we share and each invoice.
Most energy teams lose more deals to slow follow-up than to price. A CRM that reminds you to follow up, with a name and a date on every next step, often pays for itself before anything else.
Customer, site and project data travels locked with HTTPS between you and CIPHER CRM.
Built for 99.9% uptime, so the CRM is there whenever your team is.
Reps, project managers and branch owners see only what they should, and you can limit staff to their own work.
Regular backups mean a slip or a mistake never costs you your projects and customer records.
Evaluate any Energy CRM against these criteria - CIPHER CRM is built to meet each one.
Choose a CRM built for how Indian energy teams actually work - with rupee billing and GST on every line built in, not added on later.
Avoid per-user fees that punish you for growing. Flat pricing lets you add your whole team for one predictable cost.
Look for free data migration and go-live in days, not months, so you see value almost immediately.
Your energy team works on the move, so make sure the CRM opens on any phone and keeps working when the signal drops, instead of losing what they typed.
Generic CRMs make you build everything from scratch. Pick one already configured for energy pipelines and stages.
Choose a partner with India-based support in Hindi and English who understands your business and your timezone.
Confirm encryption in transit, access by job role, regular backups, and sensible data handling before trusting a CRM with customer data.
Book a demo to see how CIPHER CRM answers all 7.
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The stages a energy deal moves through - from new enquiry to quotation to won - so you always know where every opportunity stands.
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Where a energy enquiry came from - an online enquiry form, a referral, a walk-in - so you can see which channels bring the leads worth chasing.
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The planned schedule of calls, messages, and reminders that keeps every energy lead warm until they decide.
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A priced offer sent to a customer; in CIPHER CRM it is built from your saved price list and tracked until the customer accepts or declines it.
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A single view of everything about a customer - enquiries, deals, quotes, payments, and conversations - in one place.
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The journey from many enquiries at the top to fewer won customers at the bottom, showing where energy deals drop off.
The things Indian business owners ask us most, answered straight.
For most solar and energy businesses in India, CIPHER CRM is a strong fit. It is India-first and works in the browser on any phone or laptop, holding enquiries, moving each lead through survey, quote and installation, and logging every follow-up in one place, flat-priced and live in 1-3 days. It is used by 192+ businesses across India, rated 4.8/5. Compare it against your own workflow before deciding.
In CIPHER CRM every solar enquiry becomes a lead with a status, a source and an owner. It moves through survey, quote and installation stages, and the team sets dated reminders to follow up, so site surveys get booked and quotes get chased instead of leads going cold.
CIPHER CRM uses flat pricing with no per-user fees, so an energy business can add its whole team for one predictable cost. Every plan includes every feature, invoicing included. Exact pricing depends on your size and needs, so call +91 97122 00017 for a quote and a free demo.
Yes, in one click. Every lead and contact row has a WhatsApp button that opens a chat with that customer, next to call and email. A WhatsApp-style messaging tab inside the record is in development. Today the team logs each conversation as a follow-up on the lead, so nothing waits on a personal phone.
Yes. CIPHER CRM invoices are in rupees and can carry GST and other taxes on each line, with the customer's tax number printed on the bill. An energy business can raise quotations and invoices and record payments without a separate tool.
Yes. It is used by 192+ businesses across India and 31 industries, with teams in India, Ahmedabad, Surat, Pune, Chennai, Hyderabad and Jaipur. It is made for solar EPC, rooftop and C&I installers, panel traders, energy auditors and renewables consultants, and it holds your site leads, proposals, subsidy checklists, projects and AMC renewal reminders in one place.
Your panel, inverter and installation prices are saved as items in your price list. You build a branded proposal with payback notes and GST in minutes, share it as a link or PDF, and the customer accepts or declines it online, without rebuilding it in Excel every time.
Yes. Every PM Surya Ghar subsidy and DISCOM net-metering application can live on the customer's record as a checklist, with each step given to a teammate and a reminder for the step you are waiting on. The customer's row shows how many steps are done, so no file goes stale at a step nobody is watching.
Yes. Each project moves on a board through stages you name, such as site survey, design, procurement, installation, commissioning and handover. You attach documents like single-line diagrams and commissioning certificates, add tasks with due dates, and see every date on the calendar, all on one screen.
Yes. At handover you set a renewal reminder on the customer for every AMC in your installed base, most teams choose 30 to 45 days ahead. Preventive visits go in as tasks for an engineer, and the renewal quote comes from your saved items, so the AMC revenue holds.
Yes. CIPHER CRM runs in the browser on any phone, tablet or laptop, so survey engineers add leads, attach site photos and shadow notes, and update project stages from the rooftop. It keeps working on a weak signal at remote and rural sites and syncs when the connection is back. Your customers get a branded web portal to check their project.
It is built for how India works. Billing is in rupees with GST on each line, pricing is flat with no per-user fee, and most teams go live in 1 to 3 days with free migration and Hindi and English support. We set up your subsidy checklists, net-metering steps, project stages and AMC reminders with you during onboarding, not through paid add-ons.
Every plan includes every feature, and you choose to pay quarterly or yearly. Pricing is flat with no per-user fee, so every rep is covered. Call +91 97122 00017 for the exact price and a free demo. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
15 dedicated Energy sub-vertical CRM pages - each with specific workflows and FAQs
Sub-Industries
Leave a few details and we call you within a day to walk you through CIPHER CRM set up for your trade. There is no commitment and nothing to sign.
On the call we map out your sales stages, answer whatever you want to ask, and show you exactly how your team would work day to day.
We call within a day. Nothing to commit to.
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