Weo Dialer
Weo Dialer is a CRM for solar business teams that sell rooftop systems to homes, shops and small factories, where one sale passes through several hands. An enquiry from a Facebook ad, the website, a referral or a walk-in becomes a lead with its source tag. A telecaller qualifies it on the phone and records the monthly electricity bill, roof type, sanctioned load and city in custom fields. A surveyor visits the roof, and the remark saved on site picks up the area name and coordinates by itself. The quote goes out on WhatsApp when the lead’s status changes to Quote sent, and a follow-up rings on the day the customer promised a decision. Your team answers subsidy and net-metering questions; the app records each application’s stage. When the customer pays the advance, the system becomes a sale with the outstanding balance in view until handover, and a yearly maintenance package can remind the team before it lapses. Weo Dialer is a calling CRM app from Weomate.
CRM for solar business workflow
| Moment | What the solar team does | What Weo Dialer does |
|---|---|---|
| Ad enquiry arrives | Nothing yet | Imports it from the connected sheet with the Facebook tag |
| Qualifying call | Asks bill amount, roof type and sanctioned load | Saves the answers in custom fields |
| Survey fixed | Hands the lead to a surveyor | Transfers the lead with its history and sets the visit follow-up |
| On the roof | Measures shade-free area | Adds the area name and coordinates to the survey remark |
| Quote | Proposes system size and price | Sends the quote template when the status changes |
| Subsidy questions | Explains the process the company follows | Sends the company’s own document checklist from a template |
| Advance paid | Schedules installation | Turns the lead into a paid client with paid and outstanding amounts |
| After handover | Offers yearly servicing | Records a yearly package that reminds before it expires |
CRM for solar business setup
- Add system sizes as products, for example 3 kW on-grid, 5 kW on-grid and 10 kW hybrid, so each lead says what was quoted.
- Create custom fields for qualifying questions: monthly bill, roof type, roof area, sanctioned load, electricity board, plus a GPS location field for the roof.
- Build the pipeline in installation order: New, Qualified, Survey fixed, Surveyed, Quote sent, Advance paid, Installed, Net meter applied, Lost.
- Connect your ad leads through a Google Sheet; the Meta side is explained in Facebook lead ads to CRM.
- Save WhatsApp templates for the quote, the company profile, past installation photos and your own subsidy document checklist.
- Give telecallers and surveyors separate queues, and move each lead between them by transfer so the history travels with it.
CRM for solar business site visits
The survey is the step where most solar leads stall. A telecaller books it, a surveyor forgets it, and the customer who was keen on Monday has signed with another installer by Saturday.
Weo Dialer treats the survey as a handover with a date. The telecaller transfers the lead to the surveyor, and the transfer history shows who held it and when. A follow-up for the visit rings on the surveyor’s phone with the customer’s bill and roof notes. On the roof, the surveyor speaks the measurements into a remark, which saves the locality and coordinates automatically, and moves the lead to Surveyed. The sales head can then filter every lead at Surveyed without a quote and call those customers first. Statuses, fields and filters are covered on the lead management app page.
CRM for solar business example
An illustration with round numbers, not a customer result.
A rooftop solar installer in Jodhpur gets about 120 enquiries a week from Facebook ads, referrals and its showroom. Two telecallers qualify leads, two surveyors visit roofs, and the owner closes the larger commercial jobs.
Ad leads land in a Google Sheet that Weo Dialer checks in the background, and walk-ins are added at the counter with the Walk-in tag. Telecallers run a calling session each morning, record each customer’s bill and roof type, and transfer qualified leads to a surveyor with a visit follow-up. Surveyors save their notes on the roof, and quotes go out on WhatsApp when the status changes.
On Fridays the owner checks two filters: leads at Surveyed with no quote yet, and installations with a balance outstanding. Each finished system gets a yearly service package, so next year’s cleaning calls are already in place.
CRM for solar business limits
Weo Dialer is not the tool for:
- System design and generation estimates. There is no shadow analysis, panel layout or yield calculation.
- Subsidy and net-metering filing. Applications are made on the government and electricity board portals; Weo Dialer only records their stage.
- Installation project management and stock. Panels, inverters, crews and material dispatch need another system.
- Proposal documents. Prepare proposals elsewhere and send them as files or templates.
- Solar loans. Finance applications are handled with the lender, not in the app.
Try Weo Dialer
Message us on WhatsApp. We share the app and help you set it up.
Get the app on WhatsAppWhatsApp +91 95940 94140
CRM for solar business FAQ
Which CRM for solar business teams logs site surveys?
The best CRM for solar business teams whose surveyors climb roofs every day is one that records where each survey happened, and Weo Dialer attaches the area name and coordinates to a remark saved on site. A GPS location field on the lead can hold the exact roof location as well.
Is Weo Dialer a CRM for solar business owners?
Weo Dialer is a CRM for solar business owners, EPC installers and panel dealers who sell by phone. They set it up with system sizes as products, the monthly bill and roof type as custom fields, and survey and installation stages as statuses.
Does Weo Dialer apply for the solar subsidy?
No. Subsidy and net-metering applications are filed by the installer or the customer on the relevant government and electricity board portals. Weo Dialer can record which stage each application is at, in a status or a custom field, and remind the team to chase it.
Can it track the advance and balance for an installation?
Yes. When the customer confirms, the lead becomes a paid client and the installation is stored as a sale showing what has been paid and what is outstanding, so the balance is visible until it is collected.
What does a CRM do for a solar business?
It keeps every enquiry, call, survey, quote and payment for a rooftop customer on one record, so a lead from an ad is not lost between the telecaller, the surveyor and the installation team.
Can it remind us about yearly panel servicing?
Yes. A yearly maintenance contract can be recorded as a yearly package, which reminds the team before it lapses, and a repeating follow-up can schedule panel cleaning or service calls at any interval.