SunDeskPowered by Active Power
SOLAR CRM · COMING SOON
The solar CRM that keeps going after the sale.
Most CRMs stop when the customer says yes. In rooftop solar that is where the work starts: documents, the loan, the structure, the DISCOM portal, and a subsidy that has to come back. SunDesk tracks all of it.
Preview with sample data. The product is in build.
WHERE JOBS GET LOST
Six places a solar job slips today.
- 01
Enquiries in six places
Calls, WhatsApp, Meta ads, walk-ins and a notebook. Nobody sees all of them at once.
- 02
Quotes rebuilt every time
Panels, inverter, structure, GST and subsidy typed out again for every customer.
- 03
Documents lost in chats
Aadhaar, the light bill and the bank passbook arrive as photos and sink under the next hundred messages.
- 04
A loan nobody chases
The file sits at the bank for three weeks and nobody notices until the customer calls.
- 05
The pipeline lives in one head
Which jobs are stuck, and for how long, is known only to the owner.
- 06
Subsidy never recovered
The subsidy lands in the customer’s bank account. Without a reminder, your share of it stays there.
THE PIPELINE
Seven stages, from the first call to the subsidy coming back.
Every move records how long the job sat in the stage it left. Cards turn amber past the usual limit and red at twice it. Cash jobs skip the loan stage and commercial jobs skip the subsidy.
The sale After the sale, where most CRMs stop
- 01 Enquiry Amber after 7 days
- 02 Documents Amber after 7 days
- 03 Loan Amber after 25 days
- 04 Structure Amber after 65 days
- 05 Subsidy received Amber after 15 days
- 06 Subsidy recovered
- 07 Done
WHAT IS INSIDE
One place for the whole job.
-
Leads and customers
Every enquiry in one list, duplicates caught by phone number, and a CSV import you can undo.
-
Time in every stage
A board of every job with the days it has spent in each stage, and a report of where jobs slow down, stage by stage.
-
Quotes with GST and subsidy
Built from your own price list. GST applied and the PM Surya Ghar subsidy worked out by system size.
-
Documents over WhatsApp
Send the customer one link to upload their papers. A job cannot leave Documents until they are on file.
-
Money owed, in three lists
Subsidy not yet paid back, the balance still due on installed jobs, and counter sales on credit.
-
Stock and serial numbers
Inverters and batteries in and out, each serial tied to a customer and a warranty date.
MONEY
Know what is still owed, to the rupee.
Receipts and bills are numbered without gaps and cannot be deleted. A mistake is voided with a reason, so the books stay honest.
COMING SOON
Built in a Bharuch shop, for our own jobs first.
We are building SunDesk to run Active Solar House’s own 14,000 customers. Installers who want it when it opens can message us today.
Join the early access listSunDesk · Powered by Active Power