Track a solar enquiry from first message to commissioning, without losing the ones still deciding

Pingo360 is a CRM for Indian solar installers: enquiries from WhatsApp and your website land in one shared inbox, custom objects let you track each site survey and quote as its own record linked to the customer, and automation follows up with families still comparing installers weeks after the first conversation. Flat ₹999 per month, unlimited team members, 14-day free trial.

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Why do solar enquiries go cold between the quote and the decision?

Solar has a shape most CRMs aren't built for. A customer enquires after seeing a neighbour's rooftop installation, a subsidy scheme advertisement, or an electricity bill that finally got too high. A site survey gets scheduled to check roof orientation, shading and sanctioned load. A quote goes out with the subsidy amount factored in. And then — because this is typically the biggest single purchase a household makes after a vehicle or a home — the decision stretches over weeks, gets discussed by the whole family, and gets compared against two or three other installers' quotes.

That gap between quote and decision is where deals are lost, and it's rarely because the customer chose someone cheaper. It's because nobody followed up. The site survey that happened but was never converted into a written quote because the technician's notes stayed on their phone. The quote that went out and then silence, with no reminder set for three weeks later when the family had actually made up their mind. The customer who asked about a slightly bigger system after seeing their neighbour's setup, and that follow-up never happened because the salesperson who took the call is now working a different lead. And when a salesperson leaves the company, whatever WhatsApp history they had with a warm lead usually leaves with their phone.

None of that is about installation quality or price — it's a record-keeping gap in a sales cycle that is unusually long and unusually high-stakes for the buyer. That's fixable with software.

What a solar CRM has to get right

Three things. Every enquiry captured from the channel a customer actually used — WhatsApp is where most of these conversations start. Each site survey and quote modelled as its own record with the technical and subsidy details attached, not buried in a chat thread. And a follow-up that fires automatically at a set interval after the quote goes out, because in a multi-week decision, staying in touch without becoming a pest is the entire job.

Built for a long, high-stakes decision

WhatsApp enquiries, captured

A customer messaging your WhatsApp number becomes a contact automatically, with the full conversation — including photos of their roof or electricity bill — logged on their record.

Website chat, answered live

Enquiries from your website chat widget queue into a real conversation your team can reply to, instead of sitting unread in a contact form.

Model the site survey and quote as a record

Custom objects let you track each project — roof type, sanctioned load, proposed system size, subsidy scheme, quote amount, decision status — as its own record linked to the customer.

Automatic follow-up for "still deciding" leads

Set a date on the quote, and a workflow can trigger a set number of days later to create a follow-up task, so a customer comparing quotes doesn't go quiet without you noticing.

Stages that match the solar sales cycle

Drag-and-drop pipeline with your own stages — enquiry, site survey scheduled, quote sent, decision pending, installation booked, commissioned — instead of a generic template.

Round-robin across your team

New enquiries can be distributed automatically across your sales team, so leads don't all default to whoever picks up the phone first.

Installation invoicing with UPI

Raise a GST-compliant invoice from the closed deal with the correct CGST/SGST or IGST split and a UPI payment link, without retyping details into separate billing software.

Owner visibility across every lead

Team roles and record ownership mean each salesperson works their own leads while you keep a view across the whole pipeline, with reassignment when someone moves on.

How do you track a site survey and quote, not just a customer?

A contact record can hold a customer's name and phone number, but it can't hold "south-facing roof, 320 sq ft usable area, 3kW sanctioned load, subsidy scheme applicable, quote at a given amount post-subsidy" as a structured fact tied to a specific project. In Pingo360 you create that as a custom object — call it a project or a site survey — with whatever properties your business tracks, then link it to the customer's contact record. Pingo360 doesn't calculate the subsidy or file the net-metering paperwork; it gives you a place to record those details so your team isn't reconstructing them from memory every time a customer calls.

The payoff shows up the moment a customer calls asking for an update: their project record, the survey notes, the quote you sent, the WhatsApp thread where they asked about financing, and the reminder you set for next week — all on one timeline instead of scattered across a notebook, a WhatsApp thread and someone's memory.

Chasing the customer who's "still deciding"

This is the stage that actually decides solar deals. Most customers don't say no — they go quiet while comparing two or three quotes with their family over several weeks. Set a date when the quote goes out, and let a workflow trigger automatically a set number of days later: create a follow-up task, notify the deal owner, or nudge the customer directly on WhatsApp with a check-in. The installer who wins is usually the one who followed up a third time, not the one with the lowest quote.

Salesperson's phone and a quotes folder vs Pingo360

Day-to-day realityPersonal phone + quotes folderPingo360
Where enquiries arriveOne salesperson's WhatsAppShared inbox, whole team sees it
Enquiry and survey historyA chat thread and a paper formOn the customer's timeline
Site survey and quote detailsA folder of PDFs, matched by memoryCustom object linked to the customer
Tracking who's still decidingWhoever remembers to call backTask created automatically after the quote
Follow-up after the quoteAd hoc, depends on the salespersonDate-triggered workflow
Emails about quotes and financingPersonal mailboxLogged automatically
Salesperson leavesCustomer relationships leave tooRecords stay, ownership reassigned
Installation invoiceRetyped into billing softwareGST invoice + UPI link from the deal
Cost of adding a salespersonAnother phone, more silos₹0 — unlimited users
BackupsWhenever someone remembersDaily, kept 30 days

Who in solar is this actually for?

Residential rooftop installers running small sales teams that handle everything from the first WhatsApp enquiry through survey, quote and installation for home systems typically 2-10kW. The gain is not losing the customer who's comparing you against two other local installers.

Commercial and industrial solar EPC firms selling larger systems with longer, multi-stakeholder decision cycles — a facility manager, a finance team and an owner who all need to be kept in the loop, often over months rather than weeks.

Solar equipment dealers and distributors running their own direct sales team alongside a dealer network, who need enquiries from different channels landing in one pipeline instead of scattered across individual salespeople's phones.

Installers running subsidy-driven campaigns — a scheme advertisement or announcement that generates a spike of enquiries all at once, where round-robin assignment and structured follow-up matter more than usual because volume alone will overwhelm ad hoc tracking.

A fair warning about fit: Pingo360 is a sales and customer CRM, not solar engineering or operations software. It does not do site-survey engineering calculations, subsidy or net-metering application tracking, or installation scheduling and technician dispatch. It's the layer that tracks the enquiry, the quote and the follow-up — it sits alongside whatever design, subsidy-filing or installation-management tools your business already uses, not in place of them.

What does it cost, and who runs it?

One plan at ₹999 per month, unlimited users, billed monthly through Razorpay, cancel any time. That matters for a solar business specifically, because sales teams often flex up around a subsidy scheme announcement or a busy season, and per-seat pricing quietly punishes you for adding temporary sales staff. Here it costs nothing extra.

The trial runs 14 days with no credit card, so nothing charges automatically at the end. On security: each workspace is isolated at the database level with row-level security, two-factor authentication with an authenticator app is available, and backups run daily and are kept for 30 days. Import your existing customer and enquiry list from CSV or JSON, and export the same way whenever you want.

One thing stated plainly: Pingo360 is pre-incorporation. It is operated directly by its founding team while formal company registration is in progress, and no GSTIN has been issued yet. If that matters to how you buy software, better to know it before you migrate your customer list. Reach us at [email protected].

Common questions

Can I track a site survey and quote separately from the enquiry?

Yes — custom objects let you model each project as its own record, with properties for the site survey, technical details and quote amount, linked to the customer contact. Pingo360 doesn't do the engineering calculations or subsidy paperwork itself — it gives you a structured place to track them.

Can I follow up automatically with a customer who's still deciding?

Yes. Set a date on the quote, and a workflow can trigger a set number of days later to create a follow-up task or notify the deal owner, so a customer comparing quotes doesn't go quiet without anyone noticing.

Can enquiries from WhatsApp and my website land in the same pipeline?

Yes — both are matched to a contact automatically and flow into the same sales pipeline, so nothing depends on which channel a customer used first.

Can each salesperson have their own leads while I still see everything?

Yes. Every record has an owner, and round-robin assignment can distribute new enquiries across your team automatically, so leads don't all default to whoever answers first. Reassigning ownership takes a moment when someone leaves.

What does it cost for an installer with a sales and installation team?

A flat ₹999 per month for the whole workspace with unlimited users, billed monthly through Razorpay. There is no per-seat pricing, so adding salespeople or installation staff does not change the bill.

Can I raise a GST invoice for an installation from the CRM?

Yes. Generate a GST-compliant invoice straight from the deal with the correct CGST/SGST split for in-state work or IGST for inter-state, and attach a UPI payment link so the customer can pay from their phone.

Can I import my existing customer and enquiry list?

Yes — import from CSV or JSON and map the columns to your fields, including custom objects for projects or site surveys. Export works the same way at any time.

How is customer data kept private and backed up?

Each workspace is isolated at the database level with row-level security, accounts support two-factor authentication with an authenticator app, and backups run automatically every day and are kept for 30 days.

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