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☀️WhatsApp CRM for Solar Companies

Convert Solar Inquiry Leads Into Site Surveys on WhatsApp

Solar buyers research online and inquire via WhatsApp. AurixCRM qualifies them with AI, auto-sends ROI calculators, and tracks every lead through your sales pipeline — from first message to signed contract.

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More site surveys booked

65%

Reduction in manual follow-ups

₹800

Average CPL reduction

30%

Improvement in proposal acceptance

The Problems Solar Companies Face With WhatsApp

AurixCRM was built to solve the exact challenges solar energy teams face every day.

Solar leads need education before they convert

Most inquiries are at the research stage. Without a structured nurture sequence, agents waste time manually explaining the same information repeatedly.

Site survey scheduling is manual and slow

Scheduling a site survey requires multiple back-and-forth messages. Leads drop off during this friction.

Ad ROI is unclear

Solar companies spend heavily on Google and Facebook ads but can't tie specific campaigns to actual installations booked.

How AurixCRM Solves It for Solar Companies

AI Qualification & ROI Estimation

When a lead messages about solar panels, the AI agent collects roof size, monthly bill, and location — then sends a customised ROI estimate automatically.

Site Survey Pipeline

Visual kanban tracks every lead: Inquiry → Qualified → Survey Scheduled → Proposal Sent → Contract Signed. Automated WhatsApp messages fire at every stage transition.

Pipeline-Driven Campaign Triggers

When a deal moves to "Proposal Sent", AurixCRM automatically sends a WhatsApp message with your solar subsidy brochure and a payment plan template.

Meta CAPI Attribution

Server-side conversion tracking tells Facebook which ads generated actual solar installations — not just leads — so your ad spend optimises toward real revenue.

Our sales team was spending 3 hours a day just answering "how much will solar save me?" on WhatsApp. The AI agent now handles that and only escalates leads who are ready for a survey.

Suresh Pillai

Sales Head, SunPower Solutions, Trivandrum

Frequently Asked Questions

Can AurixCRM handle technical solar queries from leads?
The AI agent can be configured to answer common questions (system size, subsidy availability, payback period) using your own knowledge base. Complex queries are flagged for human agent follow-up.
How does stage-based automation work for solar sales?
When your team moves a deal from "Qualified" to "Survey Scheduled" in the pipeline kanban, AurixCRM automatically sends a configured WhatsApp template — like a survey confirmation with directions and timing.
Does AurixCRM integrate with Google Ads for solar lead tracking?
Yes. You can set up offline conversion imports to Google Ads when deals reach specific stages, helping Google's algorithm optimise for actual solar installation leads rather than just form fills.
Can I manage leads from multiple solar product categories separately?
Yes. Create separate pipelines for residential rooftop, commercial, and water heating — each with their own stages, automations, and WhatsApp templates.

Book more solar site surveys with WhatsApp automation

Set up in under 5 minutes. No credit card required.