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Digital Era Hub
Digital Engagement Experts

Zoho CRM for Solar Companies

Streamline Your Operations and Drive Efficiency with a Zoho CRM Solution Tailored to Your Unique Business Needs

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Running a solar company means juggling ads, aged lead lists, door-knocking leads, site surveys, financing forms and post-install service—often in multiple different tools. Digital Era Hub’s Zoho Solar CRM puts everything on one dashboard. New inquiries flow in automatically, automated email/SMS follow-ups keep prospects warm, and one-click quotes assemble panel specs, roof data and financing terms in seconds. When a homeowner signs, the system launches permit checklists, schedules your survey crew and syncs with installation calendars. Service tickets, warranty calls and upsell offers land in the same record, giving you a full 360° view long after the panels go live. Real-time reports reveal cost per lead, deal speed and install capacity so you can spot bottlenecks before they hit your margins. In short: less admin, faster installs, happier customers.

A unique way to manage your solar operations

Build your differentiation using top-notch technologies and upgraded business process

Lead Management

Wether a fresh or an aged lead, Solar CRM ranks  every prospect by factors like lead age, roof sun exposure, and your custom qualification criteria. Your sales team always knows which opportunities to tackle first and walks into every conversation with a clear edge.

Proposal Automation

Generate polished quotes in minutes, encorporate integration with Solar Design tools such as Aurora Solar, SolarEdge, Arka360 .. etc. Solar CRM pulls panel specs, roof measurements, and financing options into one template, then lets prospects sign electronically. Automatic version control and margin checks keep every proposal accurate and your profit intact.

Customer 360°

From first click to 10-year maintenance call, every interaction lives in a single record. Sales, installation, service tickets, warranty claims, and upsell offers are all visible at a glance, so anyone on your team can pick up the conversation without missing a beat.

Proven Impact

Teams that switch to Solar CRM report up to 30 % shorter sales cycles and 20 % lower cost per acquisition within the first six months. Automated workflows free reps to sell, real-time dashboards spotlight bottlenecks early, and customer satisfaction scores climb as projects run on schedule.

Most Preferred Solution for Solar Industry

Built using Zoho One apps. Serves both marketing and installation solar companies by utilizing CRM, Voice, Desk, Forms, Survey, Sign, SalesIQ, Projects and Analytics, to deliver a comprehensive, customized solution that addresses the most critical business challenges in the solar industry.

​​Next Steps

Are you ready to get the ball rolling or still have some questions? book a discovery 

Book your free discovery call

Let's schedule 20 minutes discovery call to go through your high level business requirements and see if we have a good fit together. 

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