Solar & Energy CRM
A homeowner sees a big electricity bill and messages about rooftop solar. A factory asks for a C&I quote. A survey engineer is on a roof with photos on his phone and nowhere to put them. Right now that all lives in three WhatsApp groups and an Excel sheet, and the faster installer wins. CIPHER CRM puts every site lead, proposal and project on one screen, made for how an Indian solar and energy team really works.
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 Rajkot, Gujarat, India. It is made for Indian solar EPC contractors, rooftop and C&I solar installers, panel traders, energy auditors, EV charging operators and renewables consultants, and it captures site-survey enquiries from calls, web forms and referrals, builds GST-ready solar proposals with payback and panel specs from saved rate cards, tracks PM Surya Ghar subsidy and DISCOM net-metering applications stage by stage, runs the installation project from survey to commissioning, and manages AMC and service renewals for the installed base. Owners get a live view of leads, proposals, projects and revenue, 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, and most teams go live in 1 to 3 days with free data migration and Hindi and English support, with GST billing and a mobile app included in every plan. 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. It is that there is no one place to run all of this 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 GST-ready solar proposal out the same day, from saved rate cards.
Subsidy and net-metering follow-ups forgotten across inboxes.
Reminders for every subsidy and DISCOM stage that go out on time.
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 that go out well before the contract expires.
Waiting for a monthly meeting to know where projects stand.
Leads, revenue and project status on your phone, live.
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 follow-ups, the installation project, AMC renewals, 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 Rajkot, Gujarat, India. It is made for Indian solar EPC contractors, rooftop and C&I solar installers, panel traders, energy auditors, EV charging operators and renewables consultants, and it captures site-survey enquiries from calls, web forms and referrals, builds GST-ready solar proposals with payback and panel specs from saved rate cards, tracks PM Surya Ghar subsidy and DISCOM net-metering applications stage by stage, runs the installation project from survey to commissioning, and manages AMC and service renewals for the installed base. Owners get a live view of leads, proposals, projects and revenue, 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, and most teams go live in 1 to 3 days with free data migration and Hindi and English support, with GST billing and a mobile app included in every plan. It is used by 192+ businesses across 31 industries in India with a 4.8 out of 5 rating.
Get a Free Demo → “We used to lose solar leads across three WhatsApp groups. Now everything is in one inbox, and more of our site visits actually turn into installs.”
“A proposal used to take my team half a day. Now we send a branded PDF with payback and the GST breakdown in well under an hour. Customers notice the difference.”
“The subsidy and net-metering tracker is the feature I did not know I needed. DISCOM files no longer stall, and the customer gets an SMS update at each stage on its own.”
“AMC renewals used to depend on somebody remembering. Now the reminder goes out well before expiry, and far fewer of our contracts lapse.”
192+
Businesses
across 31 industries in India4.8/5
Average rating
from 192 reviews51
Tools included
in every plan1-3 days
To go live
with free data migrationBook a 20-minute demo - see it working with your workflow, decide after.
A Energy CRM is customer-relationship software configured for how Energy businesses capture leads, manage follow-ups, send quotations, and track payments - replacing spreadsheets and scattered WhatsApp chats with one industry-specific system.
Energy businesses of every size in India - from small energy teams running on WhatsApp and spreadsheets to multi-branch operations - that want one place to capture enquiries, follow up on time, quote faster, and track payments.
Lead capture from calls, web forms, and email; a energy sales pipeline; automated follow-ups and reminders; quotations and INR/GST-ready invoicing; payment tracking; a mobile app for field teams; and live owner dashboards - all India-first with a full mobile app.
Ten things CIPHER CRM quietly handles for Indian solar EPC, rooftop and renewables teams, every day.
Calls, web forms, referrals, a walk-in at the office. Every rooftop and C&I enquiry lands in one inbox the moment it arrives. None missed, none entered twice, and no more digging through three WhatsApp groups to find who was handling that site.
More on Lead & Enquiry Management →
Talk to an Energy CRM Expert → Panel specs, payback, GST pricing, all from saved rate cards for rooftop, C&I and off-grid. Build the proposal, send the branded PDF, and see when the customer opened it. You have quoted while the faster installer is still opening his laptop.
Every PM Surya Ghar subsidy and DISCOM net-metering application moves through clear stages, with reminders to your team and the customer at each one. Nothing sits stale at a stage nobody is watching.
Site survey, design, procurement, installation, commissioning, handover. Every project moves through clear stages, with documents and notes on each one, 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 and conversation gets logged on the customer record, an SMS reminder goes out on the right day, and the next follow-up sits on the rep's list with a date on it. Nothing lives on a personal phone.
Every annual maintenance contract in your installed base is tracked, with a renewal reminder well before it expires. Log service tickets, schedule preventive visits, and raise the renewal quote from your saved rate card in a tap. The AMC revenue stops depending on memory.
Raise the GST invoice, track the advance, milestone and final payments, and let the CRM chase what is overdue. Your collection stops riding on whether the accounts person remembered to call about a pending payment.
Every residential customer, C&I client and site, with the system size, the 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.
Leads, proposals sent, projects commissioned, revenue collected, AMCs due. Live, on your phone. You get to decide today with today's numbers, not with a report someone pulls together for Monday's meeting.
Survey engineers, field reps, installation supervisors, all working off their phones. A site gets logged from the rooftop, photos and shadow notes get uploaded on the spot, a project stage gets updated. And it holds its own on the thin signal at a rural site.
Twenty things that cover solar and energy from the first site lead to commissioning and AMC.
Calls, web forms and referrals, all caught for you.
Branded solar proposals with payback and GST, in minutes.
Every install from survey through design to commissioning.
PM Surya Ghar and state subsidy files, stage by stage.
DISCOM applications tracked, with reminders at each stage.
Stage updates and reminders, straight by SMS.
AMC contracts tracked, with renewal quotes that go out on time.
GST invoices, milestone payments and overdue reminders.
Solar deals moving through stages that make sense.
Log sites and upload photos from the rooftop.
Pipeline, revenue and project status, live, any time.
Never a missed follow-up, subsidy stage or AMC renewal.
System specs, kWp, photos and service history per site.
Survey reports, single-line diagrams and commissioning certificates.
The repeat proposal and follow-up steps run themselves.
Panel, inverter and install pricing you reuse for fast quotes.
Assign leads by region and run a multi-branch energy business.
Decide what each rep, project manager and branch can see.
Offers out to residential and C&I solar prospects.
Free migration, setup and help in Hindi & English.
Three stages, from the first site enquiry to long-term AMC revenue.
Everything comes into one place, without anyone copy-pasting.
Turn a site visit into a proposal, win the deal, and track every milestone.
Get your money on time, and lock in the recurring AMC every year.
| Criteria | CIPHER CRM | Generic CRM | Spreadsheet |
|---|---|---|---|
| Lead capture | Auto from web forms & calls | Manual or paid add-on | Copy-pasted by hand |
| Follow-up automation | Built-in reminders & sequences | Limited / extra cost | Memory & sticky notes |
| Conversation history | Logged on the customer record | Varies | Personal phones & chats |
| Quotations & invoicing | INR + GST-ready, built in | Add-on or none | Word / Excel templates |
| Energy-specific workflow | Configured for energy | Generic template | None |
| Pricing model | Flat, unlimited users | Per-user fees | Free but manual |
| Mobile app | Mobile app included | Varies / paid | No |
| India-based support | Hindi & English, included | Overseas / ticket-only | None |
For most Energy businesses in India, CIPHER CRM is a strong choice - it is India-first, mobile-first, flat-priced, configured for energy workflows, and live in 1-3 days. Compare it against your own requirements before deciding.
The full Android field app lets your energy field and on-road team capture enquiries, update deals, and raise quotes from anywhere, and it holds up on patchy networks.
Trigger: A homeowner sees a big electricity bill and messages about rooftop solar at night.
CIPHER CRM: It lands as a lead with the site and load noted, assigned to the nearest survey engineer.
Outcome: The engineer books a site visit first thing, before the homeowner rings the next installer.
Trigger: A customer's PM Surya Ghar subsidy file is sitting at a DISCOM stage, easy to forget.
CIPHER CRM: The CRM flags the stage and nudges the team and the customer by SMS.
Outcome: The subsidy comes through on time, and the customer credits you for staying on it.
Trigger: An installed rooftop system's AMC is due next month, and it lived in one person's head.
CIPHER CRM: The CRM sends a renewal reminder well before the contract expires.
Outcome: The AMC renews on time, and the recurring revenue stays with the firm.
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 mobile app your team can use from anywhere.
Pipelines, fields, and reminders are configured for how energy teams actually sell and serve customers - so you are not forced into a generic sales template.
A CRM captures every energy enquiry from calls, web forms, and email into one inbox, assigns it to the right person, and reminds them to follow up - so nothing slips through the cracks and owners see every lead's status in real time.
For most Energy businesses in India, CIPHER CRM is the strongest fit - it is India-first, mobile-first, flat-priced with no per-user fees, and configured for energy workflows. Always compare options against your own requirements first.
| Option | Notes |
|---|---|
| CIPHER CRM | India-first, mobile-first, flat pricing, live in 1-3 days. |
WhatsApp Business messaging is planned for the next release phase. Today energy teams log every customer conversation against the record, put a name and a date on each follow-up, and send SMS and email from inside the CRM.
Every promise and reply stays on the customer's record, so the full history is ready the day WhatsApp messaging switches on.
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.
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 Rajkot 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 inbox, proposals from saved rate cards, a survey-to-commissioning project board, and subsidy and AMC reminders that run on their own.
Proposals go out the same day now, fewer subsidy files stall, and AMC renewals stop slipping, so the recurring revenue holds.
Most energy teams lose more deals to slow follow-up than to price. A CRM that reminds you to follow up - and sends some messages automatically - often pays for itself before anything else.
“My engineers update site-survey notes from their phones while still on the roof. By the time they drive back, the proposal is half-built.”
“We moved off a generic global CRM for the SMS reminders and GST billing. Flat pricing with no per-user fee made the call easy.”
“Pipeline visibility is what we were missing. I see every pending proposal, every active install and every overdue payment on one dashboard.”
“They moved our old data across for free in two days. The support team speaks Hindi and understood our solar workflow on the first call.”
“Our C&I clients expect a fast reply. With saved rate cards we quote a large rooftop in under an hour and win more of the tenders.”
“EV charger leads and solar leads sit in the same pipeline now. One CRM covers both lines without paying for two tools.”
“Service complaints used to pile up in WhatsApp. Now every ticket is logged, assigned and tracked to closing, and we look more professional for it.”
“The automatic follow-ups saved my sales team a couple of hours a day. We stopped chasing by hand and put the time into closing new projects.”
Switching is handled for you with free data migration - no spreadsheets to rebuild, no data left behind.
Most energy businesses are fully migrated and live within 1-3 days. We move your contacts, history, and open deals for you at no extra cost - you do not rebuild anything by hand.
Customer, site and project data travels locked with HTTPS between you and CIPHER CRM.
Reps, project managers and branch owners see only what they should, and idle screens sign out on their own.
Regular backups mean a slip or a mistake never costs you your projects and customer records.
Built for 99.9% uptime, so the CRM is there whenever your team is.
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 a full mobile app, INR, and GST 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 has a real Android field app rather than a squeezed-down website.
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, role-based access, regular backups, and sensible data handling before trusting a CRM with customer data.
Book a demo to see how CIPHER CRM answers all 7.
For most solar and energy businesses in India, CIPHER CRM is a strong fit. It is India-first with a full mobile app, capturing enquiries, moving each lead through survey, quote and installation, and following 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.
CIPHER CRM captures every solar enquiry, moves each lead through survey, quote and installation stages, and reminds the team to follow up, so site surveys are scheduled and quotes are chased instead of leads going cold. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
CIPHER CRM uses flat pricing with no per-user fees, so a energy business can add its whole team for one predictable cost. Every plan includes GST billing and a mobile app. Exact pricing depends on your size and needs, so call +91 97122 00017 for a quote and a free demo.
WhatsApp Business is coming in the next release phase. Right now the team logs every customer conversation on the record, keeps a follow-up with a date on it against each lead, and sends SMS reminders for site visits, payments and AMC renewals. Nothing waits on a personal phone.
Yes. Every CIPHER CRM plan includes GST-ready invoicing in INR, so a energy business can raise compliant quotations and invoices and track payments without a separate tool. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Yes. It is used by 192+ businesses across India and 31 industries, solar and energy among them, with teams in Rajkot, 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 follow-ups, projects and AMC renewals in one place.
Your panel, inverter and installation prices are saved as rate cards. You build a branded proposal with payback and GST pricing in minutes, send it as a PDF by email, and see when the customer opened it, without rebuilding it in Excel every time.
Yes. Every PM Surya Ghar subsidy and DISCOM net-metering application moves through a stage-by-stage tracker. The CRM sends automatic SMS reminders to your team and the customer at each stage, so no file goes stale at a step nobody is watching.
Yes. Each project has its own pipeline with stages for site survey, design, procurement, installation, commissioning and handover. You attach documents like single-line diagrams and commissioning certificates, add notes, and get a heads-up when a project is running late, all on one screen.
Yes. Every AMC in your installed base is tracked, with a renewal reminder well before it expires, usually 30 to 45 days ahead. You log service tickets, assign engineers for preventive visits, and raise a one-tap renewal quote from your saved rate cards, so the recurring AMC revenue holds.
Yes. The Android field app comes with every plan, so survey engineers capture leads, upload site photos and shadow notes, and update project stages from the rooftop. Your customers get their own client mobile app to check project status. It keeps working on a weak signal at remote and rural sites.
It is built for how India works. SMS reminders are built in, billing is INR and GST-ready, 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. Solar-specific work like subsidy trackers, net-metering follow-ups, AMC management and rooftop project pipelines is there out of the box, not through paid add-ons.
There are two plans, Flexi and Growth, and the right one depends on your team size and project volume. 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.
Estimate how many hours your energy team could save each week with CIPHER CRM.
Calculate my ROI →Answer 5 quick questions to see if your energy business is ready for a CRM.
Take the quiz →The key questions to ask any energy CRM vendor before you buy.
Request the checklist →⏳ Onboarding slots are limited each month - book a demo this week to secure your Energy setup.
See how CIPHER CRM would fit your solar EPC, rooftop or renewables work. Not a generic pitch. Someone who understands how solar sells and installs walks you through it, on your kind of business.
No obligation. No setup fees. Just a straight look at how your team could quote faster, track every project, and never miss a subsidy or AMC follow-up.
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15 dedicated Energy sub-vertical CRM pages - each with specific workflows and FAQs
The busiest editions here are the CRM for solar energy companies in India and the best CRM for power distribution companies in India - both run on the same best CRM software in India core.
The common thread across all fifteen: a CRM with task assignment up front, a CRM with follow up reminders behind it.
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