Zoho CRM, solar-tuned for Indian EPCs & installers.
Pre-built 20-stage residential blueprint, PM Surya Ghar subsidy workflow, WhatsApp + Meta + Google lead capture, Zoho Sign quote-to-contract, GST e-invoice. Live in 7–15 working days.
Zoho CRM · live
From first ad click to AMC renewal, on Zoho CRM.
The 7-stage workflow your sales team runs daily built on Zoho CRM Enterprise with our pre-loaded 20-stage solar blueprint, Zia AI scoring, Blueprint automation, and Catalyst webhooks.
Every channel into one CRM inbox.
Web forms, Meta Lead Ads, Google Ads, LinkedIn, WhatsApp Business, SalesIQ chat and Knowlarity missed-calls land as leads in Zoho CRM with full UTM, GCLID and ad-creative tagging. Auto-deduplication on phone + email.
Hot leads auto-routed in 60 seconds.
Zoho CRM Blueprint applies our solar lead-scoring rules (bill size, roof, city, intent) and assigns hot leads to a rep by territory with a WhatsApp ping and SLA clock that starts ticking.
Field rep captures roof + bill on phone.
Sales rep books survey, field exec opens the CRM mobile app or a Zoho Creator survey form geo-tagged photos, electricity-bill OCR, kWh usage, shading notes all sync back to the deal in real time.
Capture roof details
Branded proposal with PM Surya Ghar subsidy.
One-click quote in Zoho CRM: system kW, ALMM panel + inverter selection, PM Surya Ghar + state subsidy calc, 25-year savings curve, IRR + payback generated as a GST-compliant PDF via Catalyst.
Customer signs on phone, Razorpay collects deposit.
CRM deal moves to "Negotiation". Customer signs via Zoho Sign (Aadhaar OTP or click), CRM auto-advances to "Closed Won", Books fires a GST invoice, and a Razorpay deposit link goes out all in under 5 seconds.
Every deal stage visible to the CEO.
Sales pipeline shows deals at every stage of the 20-step blueprint from "Enquiry" through "PM Surya Ghar approved" to "AMC enrolled". Forecast accuracy + rep leaderboard refresh hourly via Zoho Analytics.
Every install rolls into a renewal pipeline.
Once an install is commissioned, the deal auto-creates an AMC contract record. Renewal alerts fire 60 / 30 / 7 days before expiry. Sales rep gets a WhatsApp ping. Customer pays via Razorpay link CRM auto-extends the contract for the next year.
Zoho CRM India pricing · 2026.
All prices in INR per user per month, billed annually (excl. 18% GST). Monthly billing is roughly 25–35% higher. The Enterprise tier is what 80% of our solar customers run on.
- Sales pipelines & workflows
- Custom fields & layouts
- Email integration
- Reports & dashboards
- Mobile apps (iOS / Android)
- Everything in Standard
- Blueprint (process automation)
- SalesSignals & webhooks
- Inventory module
- Email integration · multi-mailbox
- Everything in Professional
- Zia AI (deal scoring, predictions)
- Multi-user portals
- Custom modules (Solar Projects, Surveys)
- Advanced approval workflows
- 20-stage solar blueprint fits here
- Everything in Enterprise
- Advanced BI & Analytics
- Enhanced storage
- Sandbox environments
- Premium support included
All prices excl. 18% GST. Pricing as of 2026, sourced from Zoho's official India pricing pages. Save 10% on Zoho licences when you buy via Elite Tech Corporation as your authorised reseller.
Our solar-tuned CRM implementation packages.
Zoho gives you the platform. We make it sing for an Indian solar business pre-built 20-stage pipeline, PM Surya Ghar workflow, electricity-bill OCR, WhatsApp BSP + ad-platform integrations, Zoho Sign quotation flow.
CRM QuickStart
For 1–5 installers · stop losing leads in WhatsApp groups.
- Zoho CRM Standard/Professional setup
- Up to 5 user licences configured
- Leads, Accounts, Contacts, Deals
- Web form + Meta/Google lead capture
- 1 simple sales dashboard
- Recorded training
- 7-day hypercare
- General User Manual Documentation
CRM Solar Blueprint
For 6–20 installers · full 20-stage residential pipeline.
- Zoho CRM Enterprise setup
- 20-stage Residential Solar Blueprint
- Solar Projects + Site Surveys custom modules
- Quotation workflow + Zoho Sign
- WhatsApp Business API + Knowlarity IVR
- PM Surya Ghar subsidy workflow
- 4 Analytics dashboards
- 2 training sessions + 15-day hypercare
- Product Specificed Usermanual Documentation
CRM Enterprise
For EPCs & multi-state distributors · 21-stage C&I blueprint.
- Zoho CRM Enterprise / Ultimate setup
- 21-stage C&I Blueprint (>100 kW)
- Multi-territory + team hierarchies
- DISCOM portal integration via Catalyst
- Custom REST API for design tools
- Data migration from Salesforce / Tally
- Advanced approval workflows
- 30-day hypercare + 1-month AMC
- Department Based Training
- Department + Product Specificed Usermanual Documentation
ETC implementation fee is one-time. Zoho licence cost is billed separately by Zoho. You own the configuration, Deluge scripts, and custom code in a private Git repo.
Built for Indian solar sales teams.
Every feature below is configured on day one no custom development needed.
20-stage Solar Blueprint
Enquiry → Survey → Design → Proposal → Contract → PM Surya Ghar → DISCOM → Install → PTO → AMC. Stage-locked, automation-driven.
WhatsApp + Ad Capture
Meta Ads, Google Ads, LinkedIn ads + WhatsApp Business API → CRM in < 2s with full UTM, GCLID and ad-creative attribution.
Quote-to-Contract
One-click solar proposal with subsidy + payback + ROI. Branded GST-compliant PDF. Customer signs via Zoho Sign on their phone.
PM Surya Ghar Workflow
Dedicated stages for subsidy application, document upload, DISCOM approval, net-meter installation and DBT credit auto WhatsApp updates.
Custom Solar Modules
Solar Projects, Site Surveys, AMC Contracts, Panel/Inverter Serials (ALMM tracked), Quotations with versioning all out-of-the-box.
Hindi + Regional Languages
Customer-facing portals, WhatsApp templates, email campaigns work in English, Hindi, Tamil, Telugu, Marathi, Gujarati and Kannada.
3 ways Indian solar businesses run Zoho CRM with us.
Residential rooftop installer
Single-state, 3–10 installers. Uses Standard or Professional. Lead from Meta → WhatsApp qualifier → site survey on Creator → quote with PM Surya Ghar subsidy → Zoho Sign → install.
Multi-state solar EPC
Commercial + C&I, 15–50 reps. Uses Enterprise. Territory hierarchies, deal split between BD + technical, custom approval workflows for >₹50L deals, integration with design tools.
Solar distributor / dealer network
Multi-office, 50+ users. Uses Ultimate. Channel-partner portals, dealer onboarding workflows, inventory sync, advanced analytics across all dealers.
The only Zoho partner that already speaks solar.
250+ Indian solar projects shipped
Our blueprint isn't a sales deck it's running live for installers, EPCs and distributors across 23 states & 4 UTs.
You own everything
Code in a private Git repo. Configurations in your tenant. No lock-in, no exit fees, no proprietary middleware.
Published, fixed-price quotes
Three productised tiers ₹85K / ₹1.75L / ₹3.5L. No time-and-materials ambiguity, no scope-creep change orders.
Zoho Advanced + Creator + Catalyst
Beyond CRM config we ship custom Creator apps, Catalyst serverless APIs, mobile apps, WordPress integrations in-house.
Zoho CRM India · questions answered.
Get a 30-min CRM scoping call.
Bring your current sales process. We'll map it to a Zoho CRM Blueprint, show you the 20-stage pipeline in action, and quote you a fixed price in INR all in 30 minutes.