Solar CRM for the Sales Side of Your Business
SurgePV handles the technical half of a solar project — roof modelling, array layout, shading, energy yield, financial analysis and proposals. The other half is a sales operation: leads, surveys, quotes, follow-up and a team to run it. That belongs in a CRM, and ours is QuickEstimate.
(opens quickestimate.co in a new tab)QuickEstimate is our CRM partner, a product of Heaven Softech Pvt. Ltd. — a separate product from a separate company. SurgePV does not ship a CRM of its own.
Your Solar Design Software Needs a Sales System
A solar deal passes through six stages before anyone signs. Three of them are technical. Three of them are sales. Most teams have good tooling for one half and a spreadsheet for the other.
- 01QuickEstimate
Capture
A lead arrives from an ad, a marketplace or a phone call.
- 02QuickEstimate
Qualify
Survey booked, requirement confirmed, deal moved down the pipeline.
- 03SurgePV
Design
The roof is modelled and the array laid out.
- 04SurgePV
Analyze
Shading, energy yield and financial modelling run against the design.
- 05SurgePV
Propose
A client-ready proposal comes out of the technical work.
- 06QuickEstimate
Follow Up
Reminders, replies and the close are managed back in the CRM.
To be clear about how this works: SurgePV and QuickEstimate are separate products with no data sync between them. Pair them to cover both the technical design and the sales-management sides of your workflow — but anything moving between the two is moved by your team, not automatically.
Solar Businesses Need More Than a Generic CRM
A general-purpose CRM will hold your contacts. It will not know that a solar deal has a site survey in the middle of it, or that the quote depends on a subsidy figure that changed last month. Those gaps are where deals leak.
No survey stage
A solar deal stalls at the site visit more than anywhere else. A generic pipeline has nowhere to put it.
No subsidy maths
In India the number only means something once PM Surya Ghar and the state scheme are applied.
No DISCOM tariffs
Tariffs vary by state and utility, and they change. Someone has to keep that current.
Email-first follow-up
Residential solar customers reply on WhatsApp. Follow-up built around email quietly goes cold.
Desk-bound workflows
Surveys happen on roofs with poor signal, not at a desk with a browser open.
No dealer layer
Channel-led solar businesses need territories and shared leads, not just internal users.
Everything Your Solar Sales Team Needs
Built around Indian solar sales — subsidy rules, DISCOM tariffs, marketplace leads and WhatsApp-first customers.
Capture Every Lead, From Every Source
Solar leads arrive from paid social, marketplaces, your website and the phone in a rep's pocket. QuickEstimate pulls them into one inbox and routes each one to an owner, so nothing sits in a WhatsApp thread nobody is watching.
- Meta and Google lead sources connect directly
- IndiaMART marketplace enquiries flow in automatically
- Web forms, phonebook entries and bulk Excel imports
- Leads auto-routed to the right rep on arrival
- Meta
- IndiaMART
- Web forms
- Phonebook
- Excel import
A Pipeline Shaped Like a Solar Deal
Generic CRMs give you Lead, Opportunity, Won. A solar deal does not work that way — there is a site survey, a quote, a subsidy application and an install, and each one can stall. QuickEstimate models those stages directly.
- Lead → Survey → Quote → Subsidy → Install as native stages
- Stage ownership assigned per rep
- SLA tracking so stalled deals surface
- Pipeline, conversion and lead-source reporting
- Lead
- Survey
- Quote
- Subsidy
- Install
Branded Quotes With the Subsidy Already Worked Out
Quoting is where Indian solar deals slow down, because the subsidy and DISCOM tariff have to be right before the number means anything. QuickEstimate applies the current PM Surya Ghar and state figures and produces a white-labelled PDF.
- PM Surya Ghar and state subsidy applied automatically
- State DISCOM tariff library maintained centrally
- Your logo, colours and terms on the output
- GST-ready figures and one-click revisions
- PM Surya Ghar
- State DISCOM tariffs
- White-label PDF
- GST-ready
Follow Up on WhatsApp, Where Customers Actually Reply
Most Indian solar customers will not open a sales email. QuickEstimate runs follow-up through the official WhatsApp Business API, with sequences that stop the moment a real conversation starts.
- Official WhatsApp Business API with pre-approved templates
- Timed sequences that auto-pause when the customer replies
- Read receipts and two-way replies in a shared inbox
- Opt-out compliant
- WhatsApp Business API
- Sequences
- Shared inbox
Built for People Standing on a Roof
Site surveys happen where the signal is worst. The QuickEstimate apps capture leads and survey details offline and sync when the device is back online, so a rep is never re-typing notes in the evening.
- iOS and Android apps
- Offline lead capture with automatic sync
- Quotes generated and shared from site
- Pipeline updates and notifications on mobile
- iOS
- Android
- Offline capture
Run a Sales Team, Not a Spreadsheet
Once more than two people are selling, the questions change: who owns this lead, who is behind, who is allowed to see what. QuickEstimate covers routing, roles and performance, and extends the same idea to dealer networks.
- Lead routing rules and rep-level performance
- SLAs on stage movement
- Role-based access control
- Dealer network management with territories and lead sharing
- Lead routing
- SLAs
- Roles
- Dealer management
Beyond the pipeline
Subsidy & Tariff Engine
PM Surya Ghar plus a state DISCOM library, maintained centrally rather than in each rep's spreadsheet.
AI Calling & Voice Follow-Up
AI-placed voice calls to follow up on cold leads, with conversations in regional languages.
Sales Reporting
Pipeline value, conversion, lead-source performance and rep scoreboards without exporting to Excel.
Pricing Calculator
Built-in solar pricing with BOM costs and subsidy maths behind the customer-facing number.
Regional Languages
Quotations in several Indian languages, with WhatsApp templates across India's official languages.
Integrations & Open API
Meta, Google, IndiaMART, Pabbly, Razorpay, Tally and Zoho, plus an open API.
Connects with
- Meta
- IndiaMART
- Pabbly
- Razorpay
- Tally
- Zoho
- Open API
Design With SurgePV. Manage Sales With QuickEstimate.
Two products, two jobs. Here is exactly what each one covers.
The technical & design layer
Everything between a confirmed requirement and a client-ready proposal.
- 3D roof modeling
- solar array layout
- shading analysis
- energy-yield modeling
- financial modeling
- electrical workflow support
- bill-of-materials output
- proposal generation
The CRM & sales layer
Everything either side of the design work — getting the lead, and closing it.
- lead capture from ads, marketplaces and forms
- solar sales pipeline with survey and subsidy stages
- customer records and ownership
- branded quotations with subsidy applied
- WhatsApp follow-up sequences
- team routing, roles and SLAs
- dealer network management
- sales reporting
(opens quickestimate.co in a new tab)Meet Our CRM Partner
QuickEstimate — published as Quickest Solar CRM — is a solar CRM from Heaven Softech Pvt. Ltd., specialising in the sales-operations layer of a solar business: capturing leads, moving them through a solar pipeline, quoting with the subsidy applied, and following up until the deal closes.
Its tooling is built for the Indian market, so the subsidy schemes, DISCOM tariffs, lead marketplaces and WhatsApp-first follow-up are handled natively rather than configured in.
quickestimate.co(opens quickestimate.co in a new tab)QuickEstimate is a separate company. SurgePV has a commercial partnership with them; any plan, quote or contract is agreed directly with them, not with SurgePV.
Talk to Us About a Solar CRM
Tell us how your sales side runs today and we will put you in front of the right people at QuickEstimate.
Both halves in one conversation
Design stays with SurgePV, sales moves to the CRM. Ask about either without being handed between two support queues.
Told what it does, not sold at
You get a straight answer on what the CRM covers and what it does not, including where the two products stop.
Your data stays yours
What you send is used to answer your enquiry and prepare a quote — nothing else.
QuickEstimate is a product of Heaven Softech Pvt. Ltd., a separate company with which SurgePV has a commercial partnership. Enquiries submitted here are shared with them so they can respond about the CRM. Any plan, quote or contract is agreed directly with them.
Enquiry received
Thanks — your enquiry is with the team and has been shared with QuickEstimate so they can answer the CRM side. Expect to hear back about next steps.
Book a SurgePV demo while you waitFrequently Asked Questions
Does SurgePV include a CRM?
No. SurgePV covers the technical side of a solar project — 3D roof modelling, array layout, shading analysis, energy-yield and financial modelling, electrical workflow support, bill of materials and proposal generation. Lead management, sales pipeline and customer follow-up sit in a CRM, which is why we point customers to QuickEstimate.
Is QuickEstimate integrated with SurgePV?
Not technically, no. There is no data sync between the two products. They address complementary parts of the solar workflow: you design and analyse in SurgePV, and you manage leads, quotes, follow-up and your sales team in QuickEstimate. Anything moving between them today is moved by your team.
Who is QuickEstimate built for?
Solar EPCs, installers and dealer networks, with tooling built around Indian requirements — PM Surya Ghar and state subsidies, state DISCOM tariffs, IndiaMART lead capture and WhatsApp-first follow-up. If your sales operation is in India, that specificity is the point.
Do I need QuickEstimate to use SurgePV?
No. SurgePV works on its own, and plenty of teams run it alongside a CRM they already have. QuickEstimate is the partner we recommend when a team needs a solar-specific sales system rather than a generic one.
Why not just use a generic CRM?
You can, and many teams start there. The friction shows up in the details: a generic pipeline has no survey or subsidy stage, no PM Surya Ghar calculation behind the quote, and no DISCOM tariff library to keep current. Those are the parts a solar-specific CRM already handles.
Where do I get pricing for QuickEstimate?
From QuickEstimate directly. Their plans and current terms are published on their own site, and any quote or contract is between you and them.
Need a Solar CRM for Your Sales Team?
Explore QuickEstimate, our CRM partner for solar businesses. Leads, pipeline, quotations, WhatsApp follow-up and team management in one place — while your design work stays in SurgePV.
Visit QuickEstimateSend an Enquiryquickestimate.co(opens quickestimate.co in a new tab)The design half is ours.
Model the roof, run the shading and yield, build the financials and produce the proposal — all in SurgePV. See it against one of your own projects.
