Turn more solar leads into installed projects.
Manage inquiries, automate follow-ups, schedule site surveys, track proposals and close more solar deals — on the official WhatsApp Business API.
Run the whole solar business from one screen
Live tiles for inquiries, surveys, proposals, installs and pipeline — refreshed every minute.
The cost of losing solar leads
What unanswered inquiries and missed surveys quietly cost a solar business every month.
rooftop and commercial inquiries on personal numbers never get a reply within 24 hours.
average first-response time when leads land outside business hours — homeowners go cold fast.
of scheduled surveys are no-shows because reminders weren't sent the night before.
average time from site survey to delivered proposal — most leads sign with someone faster.
median annual revenue lost per 5-rep solar team to unanswered or stalled inquiries.
of pipeline value silently evaporates between qualification and signed proposal.
From first inquiry to referral, mapped end-to-end
Every stage that decides whether a rooftop becomes a paying installation.
WhatsApp inbound from rooftop ads, IG/FB, click-to-chat, web forms and offline events.
Roof type, monthly bill, ownership, financing intent and pincode captured automatically.
Slot booked, surveyor assigned, location pinned and pre-survey reminder fired the night before.
Custom system sizing, BOM, savings projection and payback delivered inside WhatsApp.
EMI, loan partner and subsidy options shared with one-tap application links.
Net-metering, DISCOM and structural approvals tracked transparently in chat.
Crew dispatched, photos shared daily, commissioning scheduled — the customer never wonders 'what's next'.
Post-handover NPS, Google review request and referral campaign fire at peak satisfaction.
A proprietary playbook for solar sales
The eight moves that consistently turn rooftop inquiries into commissioned systems.
Every inbound source — ads, web, walk-ins, partners — funnels into one normalized lead record with full source attribution.
BANT-for-solar scorecard runs in chat: roof, bill, ownership, intent and pincode in under 60 seconds.
Self-serve calendar, surveyor routing by territory, weather-aware rescheduling and night-before reminders.
Branded proposals, system options, savings & payback charts and e-sign — all inside WhatsApp.
Stage-based sequences and idle-deal nudges — no proposal ever dies in silence again.
Track counters on price, panel brand and inverter spec. AI suggests next best action from won-deal patterns.
Daily progress photos, milestone updates and warranty registration — automated from the field.
Referral campaign fires when the customer turns on the system and shares their first bill saving.
Who should use this
Pre-built solar workflows for every part of the renewable value chain.
Inquiry → site survey → quote → financing → install → 1-yr health check
RFP → audit → techno-commercial proposal → BOQ → PO → commissioning
Tender → BOM → design → procurement → install → handover → AMC
Assigned project → site visit → install → snag list → sign-off
Lead from OEM → quote → finance → install partner → commission tracked
Discovery → feasibility → tender support → vendor shortlist → execution oversight
Solar lead management engine
Ownership, tracking, notes and customer timeline — purpose-built for solar.
Round-robin, territory, pincode, language or load — surveyors and reps get the right lead instantly.
Every conversation, call, missed slot and read receipt timestamped against the lead.
Sent · seen · downloaded · shared with spouse — every signal captured to time the next nudge.
Live map of today's surveys, on-time rate, no-show alerts and post-survey checklist completion.
Reps add structured notes from the rooftop — roof type, shading, MCB box, customer concerns.
A complete chronological story of the customer from first ping to warranty period — searchable forever.
Solar automation system
The right message to the right customer at exactly the right moment — without a rep typing it.
Sub-30-second branded WhatsApp reply with a self-serve qualification flow — 24/7.
Night-before, 2-hour-before and surveyor-en-route reminders — no-show rate drops 60%+.
D+1, D+3, D+7 sequences with new angles — savings, financing, brand assurance and risk reversal.
Daily progress photos, crew ETA and milestone celebrations sent to the customer automatically.
Net-metering approval, DISCOM date, commissioning, first generation report — all on autopilot.
Triggered at peak satisfaction with referral rewards, share-a-quote links and Google review asks.
Project tracking dashboard
From first inquiry to commissioned system — every project, every stage, in one view.
What better follow-up is worth to your solar business
Tune the inputs to your reality. See the revenue you're leaving on the rooftop.
Real solar business scenarios
Before vs. after — anonymized from actual LandinChat solar customers.
Why solar companies choose LandinChat
Outcomes, not features. Closed installs, not dashboard screenshots.
Every lead, every source, every touch — visible to reps, managers and owners in real time.
Sent, seen, downloaded and shared — proposal intelligence times your next move perfectly.
Stage-based sequences, idle-deal nudges, surveyor reminders and installation updates — on autopilot.
Solar-tuned data model: roof, bill, system size, BOM, install date, warranty period — out of the box.
Reps, surveyors, project managers and finance work the same WhatsApp number with notes and ownership.
Ad-source ROI, surveyor productivity, proposal velocity and installation throughput — out of the box.
From inquiry to warranty — one timeline per customer, one dashboard for the business.
Solar sales maturity model
Where is your solar sales team today — and what does the next level look like?
Reps maintain Excel. Owner sees nothing in real time. Forecast is a guess.
Reminders in calendars and sticky notes. Drop-off is invisible.
CRM exists but reps don't update it. Data stale, dashboards decorative.
WhatsApp + CRM + automation. Stages enforced, surveys reminded, proposals tracked.
Lead → install → warranty run as one connected system with attribution, forecasting and coaching.
LandinChatBuyer decision framework
An honest comparison of how solar teams run sales today.
| Approach | Visibility | Automation | Proposals | Survey reminders | Cost | Scales to |
|---|---|---|---|---|---|---|
| Manual tracking | Per-rep only | None | Email PDF | Manual reminders | Hidden | Doesn't |
| Spreadsheets | None live | None | Drive folder | Forgotten | $0 | Breaks at 50 leads |
| Traditional CRM | Stale | Limited | Disconnected | Email-only | $$$ | Heavy admin |
| Solar CRM (generic) | Partial | Some | Add-on | Basic | $$ | Limited |
| LandinChat | Real-time | Native + AI | In WhatsApp + e-sign | Auto + weather-aware | $ | 10 → 10,000 leads |
40 answers about WhatsApp CRM for solar
Answers for solar founders, sales heads, project managers and surveyors.
What is WhatsApp CRM for solar companies?
A solar-specific sales platform that captures inquiries, qualifies leads, schedules site surveys, tracks proposals and runs installation updates — all on the official WhatsApp Business API.
Why WhatsApp instead of phone or email for solar leads?
Solar buyers research on phones, share with their spouse on WhatsApp and decide together. WhatsApp open rates exceed 95% within an hour; email averages 21% in 24 hours.
How does it qualify rooftop and commercial leads?
A guided WhatsApp flow captures roof type, monthly bill, ownership, financing intent and pincode in under 60 seconds — and scores the lead automatically.
Can I schedule site surveys directly in WhatsApp?
Yes. Self-serve calendar, surveyor routing by territory, weather-aware rescheduling and automated night-before reminders.
Does it reduce site-survey no-shows?
Customers who get a night-before + 2-hour-before WhatsApp reminder show up at 90%+ vs. 60–70% for SMS/email.
Can I send proposals inside WhatsApp?
Yes. Branded proposals with system sizing, savings projection, payback and e-signature — every send is timestamped to the deal.
Will I know when a proposal is opened or shared?
Yes. Sent · seen · downloaded · shared signals are captured and surface in the deal record to time your follow-up.
Can I track DISCOM, net-metering and subsidy approvals?
Yes. Each approval is a milestone on the project timeline with status, owner, due date and customer-facing updates.
Can the customer see project progress live?
Yes. Branded customer-facing timeline accessible from any WhatsApp message — daily photos, milestones and ETA.
Does it work for residential and commercial?
Yes. Separate pipelines for rooftop residential, C&I and utility-scale, each with its own stages, SLAs and templates.
Can I integrate with my design tool?
Yes. Webhooks and native integrations with PVsyst, Aurora, Helioscope and HelioScope-style exports for proposal generation.
Can I integrate with financing partners?
Yes. EMI calculators, loan partner application links, subsidy eligibility checks and one-tap referrals are native.
How are leads assigned to reps and surveyors?
Round-robin, territory, pincode, language, skill or load-based — combine any rules in the visual assignment builder.
Can multiple reps share one WhatsApp number?
Yes. Unlimited agents on one official Business number with role-based access, internal notes and audit logs.
What automation comes out of the box?
Instant lead replies, surveyor reminders, proposal follow-ups, financing nudges, installation updates and post-handover referral campaigns.
Does AI help draft replies and proposals?
Yes. AI suggests replies and proposal narratives in your tone — multilingual and trained on won-deal patterns.
Can I run different pipelines per state or country?
Yes. Unlimited pipelines per workspace, each with localized templates, languages and approval steps.
How accurate is the revenue forecast?
Teams typically hit ±6–8% monthly forecast error within 60 days of switching from spreadsheets.
Can managers see surveyor productivity?
Yes. Surveys-per-day, on-time rate, no-show rate, conversion-by-surveyor and route efficiency — live.
Can I run multi-touch ad attribution?
Yes. UTM, click-id and offline source capture roll up to revenue per channel and per campaign.
Does it handle AMC, warranty and service?
Yes. Post-install pipelines auto-spawn for AMC, warranty claims, generation alerts and annual health checks.
Can field crews update from the rooftop?
Yes. iOS and Android apps with photo capture, voice notes, geo-tagging and offline mode.
Is customer data secure?
End-to-end encryption in transit, SOC 2-aligned controls, role-based access and EU/India data-residency options.
Can I send broadcasts and seasonal campaigns?
Yes. Segmented broadcasts for net-metering deadlines, subsidy windows, summer pre-monsoon checks and festive offers.
Does it support voice notes and media in deals?
Yes. Voice, video, drone footage, design PDFs and BOMs all attach to the deal timeline.
Can I export project and pipeline data?
CSV, Excel, Looker, BigQuery, Snowflake and webhook exports — your data, your warehouse, no lock-in.
Which payment gateways do you support?
Stripe, Razorpay, PayU and 12+ regional gateways with in-chat payment links and auto-reconciliation.
Does it integrate with accounting tools?
Tally, Zoho Books, QuickBooks and Xero — invoices, receipts and project P&L stay in sync.
Can I migrate from Zoho, Salesforce, HubSpot or Pipedrive?
Yes. One-click import of contacts, deals, pipelines and history. Two-way sync available on higher plans.
How long does setup take?
Most solar teams go live in 5 working days — including Meta verification, 3 templates and 2 automations.
Do you have a solar-specific template library?
Yes. Pre-approved utility templates for survey reminders, proposal delivery, financing, installation updates and referrals.
Is there a mobile app for surveyors and crews?
Yes. Full iOS and Android app with photo capture, location, voice notes and offline mode for rooftops with poor signal.
Can I run referral programs from WhatsApp?
Yes. Referral codes, share-a-quote links, reward tracking and Google review requests fire automatically at peak satisfaction.
Does it support multi-language conversations?
Yes. Auto-detect language and respond in 60+ languages including Hindi, Tamil, Telugu, Marathi, Gujarati and more.
Can I run cohort and conversion analytics?
Yes. Lead → survey → proposal → install funnels with cohort retention and surveyor leaderboards out of the box.
Does it support multiple WhatsApp Business numbers?
Yes. Unlimited numbers per workspace with their own pipelines, routing and templates.
How is pricing structured?
Per-user pricing with included WhatsApp conversation volumes and pure pass-through on Meta conversation fees. See the pricing page.
Do you support white-labelling for dealer networks?
Yes. Custom domain, branding, per-dealer workspaces and reseller billing — built for OEM and dealer programs.
What happens if a rep leaves the team?
One-click bulk reassignment of all open leads, proposals and installations with full history retained.
Where do I see pricing?
Full pricing, conversation tiers and add-ons are on the pricing page.
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