Zoho for Solar Business – From Lead to Installation to AMC Service
Infobyd sets up Zoho for solar business owners so every lead, site survey, quotation, installation, subsidy file and AMC visit is tracked in one system. We are a Zoho Advanced Partner founded in 2016, with offices in Indore and Patna and 1240+ clients served. We use Zoho CRM, Zoho Creator, Zoho Books and, where it fits, Zoho One.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Why choose Infobyd as your Zoho partner
-
Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
-
1240+ clients served since 2016, in India and abroad.
-
Since 2012 our CEO has worked with Zoho since 2012.
-
4.3 Google rating from 74 reviews in Indore.
-
Indore and Patna offices, with online support across India and abroad.
-
24x7 support for clients after go-live.
Four problems solar companies tell us about
Solar demand is growing fast. The back office often cannot keep up.
"We get many leads, but lose track after the first call."
Leads come from ads, referrals, walk-ins and government scheme enquiries. Follow-ups depend on memory.
Every lead lands in Zoho CRM with its source, goes to the right sales person with a first-call timer, and gets a quick savings estimate the same day.
"Site survey details get lost between the field and the office."
Roof size, shade, load and photos are on the surveyor's phone. The quotation team waits or guesses.
The surveyor fills roof size, direction, shadow and photos in a mobile form on site, so the design and costing team sees them at once.
"We don't know which project is stuck at which stage."
Material, installation, net meter, inspection and handover – each step has a different owner. Nobody sees the full picture.
Solar EPC project management software built on Zoho Creator shows every stage, from material to the net meter and handover, in one view with its owner.
"Subsidy paperwork and AMC visits slip through the cracks."
Customers keep calling about subsidy status. Free service visits and AMC renewals are missed, and so is repeat income.
Subsidy claims are tracked till credit, and solar AMC service tracking in Zoho keeps every O&M visit and renewal date on one schedule.
Built for these kinds of solar businesses
Whether you put panels on homes or build plants for factories, the same Zoho system adapts to how your solar business works.
Many small orders, quick surveys and subsidy files.
Larger plants, detailed BOMs, project plans and milestone billing.
Partner leads through a portal, with commission tracked.
The same survey, design and install flow, with batteries in the BOM.
Cleaning schedules, preventive visits and generation alerts.
Serial-numbered panels and inverters, from warehouse to site.
What is the best CRM setup for a solar company?
The best setup is one where sales, projects and service share the same customer record. With Zoho, that looks like this:
Leads, follow-ups, site visits, quotations and deals
Solar project tracker: survey, design, material, installation, net meter, inspection and handover stages
Tax invoices (GST in India, VAT or GST in other countries), advance and milestone payments
Complaints, free service visits and AMC
If you want all of this, plus HR, email and more, under one licence
How a solar business runs on Zoho – the complete flow
We build the system around your business process. You do not have to change your business to fit the software. One partner sets up your sales, projects and service, so the same customer record moves from the first call to the last AMC visit.
Click a stage to see its detailed flow
Lead to qualified opportunity
Result: Every enquiry gets a call the same day and only serious, qualified leads reach the survey team.
-
Step 1.1
Multi-channel lead capture
Website, Google and Meta lead forms, WhatsApp, calls, referrals and channel partners, all in one place with the source tagged.
Zoho Forms Zoho SalesIQ Zoho CRM -
Step 1.2
Segment and qualification
Residential, commercial or industrial; AI lead score, then a call to confirm monthly bill, sanctioned load, roof type and ownership.
Zoho CRM Zia -
Step 1.3
Routing and first-call time
Lead goes to the right sales person by city and segment, with a first-call timer.
Zoho CRM Zoho Cliq -
Step 1.4
Quick savings estimate
Rough system size and savings from the electricity bill, sent the same day.
Zoho Creator Zoho CRM -
Step 1.5
Channel partner leads
Dealers and installers submit leads through a partner portal; commission is tracked.
Zoho Creator Zoho CRM
Site survey and design
Result: Every system is designed on real site data, so quotes are right the first time.
-
Step 2.1
Survey scheduling
Slot is booked and the surveyor gets the address, route and checklist.
Zoho Bookings Zoho CRM -
Step 2.2
Site survey on mobile
Roof size, direction, shadow, structure, earthing point, distribution board location and photos are filled on site.
Zoho Creator -
Check point
Technical feasibility
Roof strength, sanctioned load against proposed capacity and your utility's needs (DISCOM in India) are checked.
Zoho Creator -
Step 2.4
System design
Capacity in kWp, panel and inverter make, string design, single line diagram (SLD) and structure type.
Zoho Creator Zoho WorkDrive -
Step 2.5
Bill of materials (BOM) and costing
Panels, inverter, structure, cables, balance of system and labour, with a margin check.
Zoho Creator
Proposal to order
Result: Clear proposals, finance and subsidy sorted early, and signed orders without paperwork.
-
Step 3.1
Techno-commercial proposal
System size, generation estimate, savings, payback and warranty terms, with versions.
Zoho CRM Zoho WorkDrive -
Step 3.2
Finance
Loan or EMI partner, documents and sanction status on the deal.
Zoho CRM -
Step 3.3
Subsidy eligibility
Scheme rules checked on the deal: PM Surya Ghar: Muft Bijli Yojana registration and panel rules for eligible homes in India, or the incentive scheme in your region.
Zoho CRM Zoho Creator -
Step 3.4
Negotiation and approval
Discounts stay within approval limits by role.
Zoho CRM -
Step 3.5
Agreement and e-sign
Order form or EPC agreement is signed online.
Zoho Contracts Zoho Sign -
Step 3.6
Order and advance
Project is created automatically and the advance is recorded.
Zoho CRM Zoho Books
Procurement and logistics
Result: The right material, checked and serial-numbered, reaches the site on the planned day.
-
Step 4.1
Material requirement
BOM against stock in hand gives the purchase list.
Zoho Creator Zoho Inventory -
Step 4.2
Purchase order (PO)
Vendor rates are compared and the PO is sent.
Zoho Inventory Zoho Books -
Step 4.3
GRN with serial numbers
Panels and inverters are received with their serial numbers.
Zoho Inventory -
Quality gate
Incoming inspection
Panels checked for damage; make, model and datasheet match the order.
Zoho Inventory Zoho Creator -
Step 4.5
Dispatch to site
Delivery challan or delivery note against the project, and the e-way bill for shipments in India.
Zoho Inventory Zoho Books
Installation, approvals and commissioning
Result: Every site moves on schedule, every approval is tracked and every handover is documented.
-
Step 5.1
Project plan
Milestones, team and dates for each site.
Zoho Projects -
Step 5.2
Utility application
Net-metering or grid connection application with your utility (DISCOM in India), feasibility and load change if needed, stage by stage (steps differ by state and country).
Zoho Creator -
Step 5.3
Structure installation
Daily progress with photos from mobile.
Zoho Creator -
Step 5.4
Panel, inverter and wiring
Module mounting, DC and AC wiring and earthing are updated from site.
Zoho Creator -
Quality gate
Pre-commissioning checks
Earthing, insulation, polarity and string voltage checklist is signed off.
Zoho Creator -
Quality gate
Inspection and net meter
Utility or electrical inspection and net meter installation, as per your local rules.
Zoho Creator -
Step 5.7
Commissioning and handover
Commissioning report, monitoring app set up and customer signs the handover.
Zoho Creator Zoho Sign -
Step 5.8
Subsidy claim
Documents uploaded and claim status tracked till credit, for PM Surya Ghar in India or the scheme in your region.
Zoho Creator
Billing, O&M and growth
Result: Cash comes in on time, plants perform as promised and happy customers bring new ones.
-
Step 6.1
Milestone invoices
Advance, on delivery and on commissioning, as per your terms: GST invoice in India, VAT or GST invoice in other countries.
Zoho Books -
Step 6.2
Collections
Automatic reminders and ageing of outstanding.
Zoho Books Zoho CRM -
Step 6.3
Project profitability
Budget against actual material, labour and margin for each project.
Zoho Analytics -
Step 6.4
Generation monitoring
Monthly generation against expected, with an alert when it drops (inverter data link depends on the brand).
Zoho Creator Zoho Analytics -
Step 6.5
O&M and AMC visits
Cleaning schedule and preventive visits by technicians.
Zoho FSM -
Step 6.6
Complaints and warranty claims
Tickets, and panel or inverter claims with the manufacturer, tracked to closure.
Zoho Desk -
Step 6.7
Referrals and upgrades
Feedback, referral offers and battery or expansion offers to existing customers.
Zoho Survey Zoho Campaigns
Running across every stage
Leads by segment, pipeline in kWp, project stage, cash flow and pending approvals
Site team attendance and salary
Site and travel expenses
Alerts for approvals and delays
Site photos, drawings and customer documents
Links inverter portals, Tally and other software (where those tools allow a link)
What you can track after go-live
- Lead source and conversion by channel
- Survey-to-quote and quote-to-order status
- Each project's current stage and owner
- Subsidy and paperwork status per customer
- Upcoming AMC visits and renewals
How we set up Zoho for your solar business
From the first call to the first handover on Zoho, you know what happens next and what you get.
Lead-to-AMC walkthrough
We go through your work with you on a video call, from the first enquiry to the AMC visit.
- How leads, surveys and quotes run today
- Your project stages and utility approvals
- How subsidy files and AMC visits are followed up
- Your tools today: Excel, Tally or other software
You get: a clear picture of where leads and service income are lost, and which Zoho apps fit.
Plan and quote
We write down what the system will do and share a quote.
- Stages, screens and approvals to build
- Zoho apps or Zoho One, edition and number of users
- Data to move and tools to connect, like inverter portals where they allow a link
- Timeline with clear milestones
You get: a written plan and quote. You approve it before we build anything.
Build and test
We build your system and test it with your real projects.
- CRM, Creator and Books set up as per the plan
- Leads, customers, running projects and AMC contracts moved in
- Survey form tested on your surveyors' phones
- Every stage tested with sample projects, from lead to handover
You get: a working system, checked with your own projects. See our data migration service.
Go live and support
Your team starts using Zoho, and we stay with you.
- Training by role: sales, survey, projects, stores, service and accounts
- Short user guides and recorded sessions where possible
- 24x7 client support, with a reply within 30 minutes to 1 hour
- Changes as your solar business grows
You get: one team that knows your setup. See Zoho support and AMC.
Site work on mobile, and your data kept safe
Mobile app
-
Survey on the roof Zoho Creator apps run on Android and iOS, and survey forms can be filled offline, then sync when the phone is back online.
-
Daily site progress Installation teams upload photos and checklists from site.
-
AMC visits on the go Technicians see their visit schedule and update jobs in the Zoho FSM app for Android and iOS.
Security and privacy
-
Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
-
Audited controls A SOC 2 audit, and GDPR compliance.
-
Each person sees only their part Roles and permissions for sales, survey, projects, stores, service and accounts. Channel partners see only their own leads.
-
Data in your region Zoho runs data centres in many regions, such as India, the US, Europe, Canada, Australia and the UAE. We set up your account on the right one.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studiesDocyt
Challenge: Leave, time, reviews and payroll were handled by hand in separate tools.
All HR work in Zoho People, with staff self-service.
Read case study Education publishingMikky Publication Services
Challenge: Lead data sat in many systems and follow-ups were manual.
30% less manual work and 20% more lead conversions.
Read case study Trading · Madhya Pradesh, IndiaUnique The World of Computer
Challenge: Billing, expenses and GST were done by hand in sheets and paper ledgers.
70% less invoice time and 60% faster compliance reports.
Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
Team is very responsive and they have implemented CRM solutions very smoothly
Infobyd has successfully migrated all the E-mail data into ZOHO from three different servers
They are highly responsive, skilled at their jobs and very flexible in order to meet at the client's requirement.
They respond well to the queries and work in a time bound manner.
From our blog
All postsScreens your team will use every day
Click a screen to see it. Each one is set up around your own process.
Sample screens with sample data. Real screens from our demo will replace them.
Zoho for solar businesses worldwide
Solar installers in many countries juggle the same leads, site surveys, utility approvals and service visits. We set up the same connected system for them online, from our offices in India.
Countries we serve
-
IN
India Indore head office and Patna, with clients across the country.
- AE
-
CA
Canada all provinces.
-
ZA
South Africa Johannesburg, Cape Town and more.
-
NZ
New Zealand Auckland, Wellington and more.
How we work across countries
-
Your time zone
walkthroughs, testing and training are planned around your office and site hours.
-
Your currency
we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.
-
Your data centre
we set up your Zoho account on the data centre for your region (India, US, Europe, Canada, Australia, UAE and more), so customer and project data stays where you want it.
Frequently asked questions
Which CRM is good for a solar installation company?
Good solar CRM software, in India or abroad, should handle leads, site surveys, quotations, project stages and after-sales service together. As a CRM for solar installers, Zoho CRM with a Zoho Creator project tracker does all of this and can be adjusted to your process.
Can my survey team fill forms on mobile without internet?
Zoho Creator mobile apps support offline data entry for forms. Data syncs when the phone is back online.
Can Zoho apply for the subsidy on the government portal?
No. In India, subsidy applications are made on the official PM Surya Ghar portal, and in other countries on your scheme's own portal. Zoho helps you track documents, stages and follow-ups for each customer so nothing is missed. For PM Surya Ghar vendor lead management, scheme leads can be tagged in Zoho CRM and tracked on their own.
Should a solar company choose Zoho One or single apps?
If you need CRM, projects, accounts, HR and email, Zoho One is often simpler. If you only need sales and projects, single apps may be enough. Prices depend on the plan and users – see Zoho's official pricing page. We advise you in the free consultation.
How long does setup take?
Time depends on scope – the number of teams, stages and users. We share a clear plan after the free consultation.
Do you set up Zoho for solar businesses outside India?
Yes. We work with solar installers and EPC companies in the UAE, Canada, South Africa, New Zealand, the USA, Australia and other countries. All steps, from the walkthrough to training, are done online, in your working hours.
Will invoices and tax reports follow my country's rules?
Yes. Zoho Books comes in country editions, for example with VAT filing in the UAE, GST/HST returns in Canada and BAS reports in Australia. We set up the edition for your country and check the tax setup with your accountant.
Stop losing solar leads and service income
Book a free call. We will map your lead-to-AMC flow and show it working in Zoho.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served