Solar CRM Template

The Most Comprehensive Solar CRM Built on Google Sheets

Managing a growing solar business requires tight coordination between sales, engineering, and installation teams. Our free Solar CRM template is engineered specifically for Solar Installers and EPCs, giving you a complete "lead-to-commissioning" platform right inside Google Sheets or Excel.

Native, Script-Free Power

This version is designed to work out-of-the-box using native spreadsheet formulas. It provides a robust, copy-ready structure that doesn't require complex script authorizations, making it perfect for teams that want a reliable system they can deploy in seconds.

10 Fully Integrated Modules

This isn't just a simple lead tracker. It seamlessly links 10 dedicated modules to manage your entire operation:

• Live Dashboard: Instantly view total revenue, conversion rates, active installs, and open service tickets via real-time formulas.
• Lead Management: Track stages, sources, and priorities with a structured pipeline and automated next-follow-up tracking.
• Site Surveys & Engineering: Capture roof types, shading issues, and sanctioned loads directly linked to the original customer record.
• Design & BOM: Calculate total material and project costs automatically based on panel and inverter selections.
• Installation & Commissioning: Track progress from scheduling to net-metering approval and final handover.
• Payments & After-Sales: Manage milestone invoicing with automated GST/TDS calculations and track service tickets.

How to Get Started with Your Solar CRM

Setting up your new solar management system is straightforward and takes less than 5 minutes. Follow these steps to begin tracking your projects:

1. Copy the Template: Click the "Copy Google Sheet" button to save a private version to your Google Drive, or download the Excel version for offline use.
2. Configure Your Settings: Navigate to the ⚙️ Settings tab. Enter your company name, GST/tax details, and customize your lead stages to match your local workflow.
3. Setup Your Records: Head to the 👥 Staff and 📦 Products tabs. Input your team members and your common inventory items (panels, inverters, cables) with their current pricing.
4. Add Your First Lead: Open the 📋 Leads tab and enter your first prospect. The system will automatically generate a unique Lead ID (e.g., SL-0001).
5. Track Through the Lifecycle: As the project moves forward, use the Lead ID dropdowns in the Survey, Design, and Installation tabs to keep all data perfectly synced.

Best Practices for Solar Project Management

To get the most out of this CRM, we recommend the following daily habits:

• Daily Dashboard Checks: Start your day with the 📊 Dashboard to identify bottlenecks in your installation queue or overdue payments.
• Immediate Data Entry: Encourage your sales team to enter leads immediately after the first contact to ensure accurate conversion tracking.
• Regular Stock Audits: Keep your Products tab updated to avoid project delays due to unexpected material shortages.
• Follow-up Discipline: Use the automated follow-up tracking in the Leads tab to ensure no prospect falls through the cracks.