Telodial: Telecalling CRM for Solar, From Site Survey to Installation Day
A telecalling CRM for solar is a sales calling app that carries a rooftop enquiry through survey, quotation and the long wait for a decision. Telodial keeps the bill, roof details and quoted price on the homeowner's record and rings every follow-up.
Rooftop enquiries from ads reach a salesperson within minutes, Saturday surveys get reminded, and the family that said "not this year" stays on a dated list rather than a dead one.
- Survey reminders the evening before
- Drip WhatsApp follow-ups after each quote
- Surveyor routes and kilometres on the web
Updated · First published
Free for 3 days, every feature, no card needed.
What is a telecalling CRM for solar companies?
A telecalling CRM for solar is software that tracks each homeowner from enquiry to installation and schedules the calls that keep a quotation alive.
Telodial puts that pipeline on each salesperson's phone and sends drip WhatsApp follow-ups after every quotation.
Rooftop solar has a long, silent middle: enquiry, site survey, quotation, then weeks or months while the family compares installers and waits on financing or subsidy paperwork. Most solar sales are lost in that gap rather than at the quotation. Telodial is a telecalling CRM for solar installers and dealers on Android and iPhone that holds the gap open. Each homeowner's record carries the monthly electricity bill, roof details, survey date, quoted system and price in custom fields you define. After a quotation, a day-by-day WhatsApp follow-up series runs until a salesperson takes over, and dated reminders ring for the calls at one week, three weeks and two months. Surveyors begin each field day with a selfie punch-in, and the sales head can then watch the roofs they reach, how long they stay and the distance driven on a web map. Ad enquiries import from a Google Sheet or webhook. Salespeople cost ₹176 each per month when the installer pays annually, $31 per person per year in dollars (October 2026).
- Bill, roof and quote in custom fields
- A drip series that stops when someone takes over
- Surveyors punch in with a live selfie
Telecalling CRM for solar benefits
- Quotations followed up Dated reminders and a drip WhatsApp series keep every open quote in contact.
- Surveys that happen A Saturday survey rings the salesperson on Friday and can confirm with the family on WhatsApp.
- Waiting kept apart from lost A financing or subsidy stage keeps waiting homeowners separate from lost ones.
- Surveyor visibility Surveyors' routes, stops and kilometres show on the web while they are punched in.
- Next season starts warm A homeowner who postponed keeps a reminder dated for the new season.
Why solar quotations go cold
The middle of the sale is silent
Between quotation and decision there are weeks when nobody rings, because there is no prompt and no obvious excuse to call.
Site surveys slip
A survey fixed for Saturday is forgotten by both sides, and rescheduling costs a week of momentum while a rival surveys the same roof.
Nobody knows what is still open
Which quotations are undecided, and which have gone cold, cannot be answered without opening a folder of PDFs.
"Not this year" is written off
A homeowner who postponed is genuinely buying next year, and is never called again because nothing kept the date.
An installer's sales week
| Moment | What the team does | What Telodial does |
|---|---|---|
| An ad enquiry lands | Asks bill amount, roof type and ownership | Imports it from the sheet or webhook, tags the campaign and assigns one salesperson |
| A survey is booked | Fixes a Saturday slot with the family | Sets a reminder that rings the day before and can send the family a WhatsApp |
| Survey day in the field | The surveyor drives between roofs | Records a selfie punch-in, then the route and stops while on duty |
| The quotation goes out | Wants to know it was read | Starts a drip WhatsApp series and a call reminder two days later |
| Financing or subsidy paperwork | Waits on approval | Holds a separate stage so waiting is never mistaken for lost |
| "Next year, maybe" | Accepts the delay politely | Keeps a reminder dated for the start of next season |
Read from the Telodial feature list of 14 October 2026. Subsidy and financing schemes differ by country and sit outside this table.
How a telecalling CRM for solar works, from survey to install
- 1
Enquiries arrive assigned
Ad and marketplace enquiries from a live sheet or webhook take a source tag and reach a salesperson's phone within minutes, while the homeowner is still comparing.
- 2
The survey is a dated reminder
Scheduled on the record and rung the day before, with a WhatsApp confirmation to the family, so Saturday surveys actually happen.
- 3
The quotation starts a rhythm
A drip WhatsApp series runs day by day and stops when a salesperson takes over, while call reminders ring at two days, a week, three weeks and two months, each with the last objection on screen.
- 4
Postponed means dated, not lost
A "not this year" homeowner keeps a reminder for next season, so the new season starts with a warm list rather than a cold one.
Pipeline stages for rooftop deals
Messages after a site survey
Replace what is inside the [brackets], save each one as a template, and attach it to a status so it sends itself.
After the site survey
[name], thank you for the site visit today. Based on the roof area we measured, a [capacity] system suits your usage. Quotation attached: [link]. Happy to walk you through the financing and payback numbers on a call.
Quotation follow-up
[name], following up on the [capacity] quotation from [date]. Your monthly bill of about [amount] would come down to roughly [amount], with payback in about [years]. Any questions from the family I can answer?
Example: 150 open quotes in Johannesburg
Consider Thabo, sales head at a rooftop solar installer in Johannesburg with four salespeople and two surveyors. At any time the company has about 150 quotations out with homeowners who have not yet decided.
With three follow-up calls on each quotation spread over two months, that is about 450 calls, or roughly ten a working day across the team: two or three per salesperson, each ringing on its date with the quoted price and the last objection showing. The drip WhatsApp series fills the gaps between calls.
Homeowners waiting on financing sit in their own stage, so Thabo can tell "waiting" from "gone quiet". Before approving travel claims he opens the surveyors' kilometres for the month in the web report and exports it to Excel for the accountant.
A worked illustration with round numbers, not a customer record.
What installers still need
An EPC contractor that needs project management, bills of material, inventory, roof design or proposal software needs those tools; Telodial handles only the calling, WhatsApp and follow-up side. Large commercial and utility projects sold through tenders and long email threads are not phone-led in the way rooftop sales are. And if your process needs recorded sales calls, the recording has to be made by the salesperson's handset; Telodial then imports it.
Telecalling CRM for solar FAQ
What is the best CRM software for a small solar company?
For a rooftop installer or dealer with two to fifty salespeople ringing homeowners from their phones, the best telecalling CRM for solar is Telodial, because survey reminders, quotation follow-ups, drip WhatsApp and the dialer live in one app. An EPC firm managing projects and inventory needs project software beside it.
Is Telodial a solar CRM?
Telodial is a telecalling CRM for solar sellers and other long-cycle businesses that keeps survey dates and quoted prices on each homeowner's record and rings every follow-up until the decision is made. It does not design systems or manage installation projects.
How much does a telecalling CRM for solar cost with Telodial?
Four salespeople on yearly billing pay ₹8,448 a year ($124), the same as ₹176 each per month, with the dialer, reminders, WhatsApp and attendance included. A seasonal hire can go on the 3-month plan at ₹297 a month. Taxes are extra.
Can I see every solar quotation that is still open?
Yes. Filter the Quotation sent stage and every homeowner still deciding shows as one list, with the quoted price in a custom field on each record. Exporting that filter to CSV gives the sales head the figure to add up.
Can solar surveyors in the field mark attendance?
Yes. Surveyors punch in with a live selfie, and while punched in their live location builds a route with stops and kilometres that the sales head sees on the web. Location records only between punch in and punch out, and pauses during breaks.
Does it handle solar subsidy applications?
No. Telodial can hold a Financing or subsidy stage with a reminder, so waiting homeowners are called at the right time, but the application is filed wherever you file it today. Schemes differ by country and region.
Can follow-up messages go out after a quotation without anyone typing them?
Yes. A drip follow-up series sends WhatsApp messages day by day on a timeline you set and stops when a person takes over the chat. Status-change messages can also send by themselves.
Can I bring back homeowners who said not this year?
Yes. Set a reminder for the start of the next season, or let them sit on the lost leads list, which is kept ready for win-back calling. Either way the roof details and the last objection are still on the record.
More industries
Travel agencies and tour operators
A family enquired about a beach holiday in June, booked with someone else in August, and would have booked with you if you had called twice more.
Recruitment and staffing agencies
You called this candidate eighteen months ago about a similar role. Neither of you remembers the conversation.
Real estate teams
A buyer calls back after ten days and you have to ask which property it was. That sale just cooled.
All industries
8 business types, one page each.
Where rooftop deals stall after the quotation
Which solar follow-up matters most?
The quotation has just gone out.
Set the next call before you send it. The gap after a quotation is where most solar deals die. The family is weighing three offers and waiting to be convinced, and the installer who rings is the one still in the conversation.
Subsidy paperwork is holding the decision.
Track it as its own stage. A family waiting on an approval is not a lost customer, but in a spreadsheet the two look identical. Separating them stops you writing off homeowners who are still going ahead.
Old quotations sit untouched.
Call them when prices or tariffs change. Somebody who found it expensive last year may answer differently once the arithmetic moves, and you already have their roof details and their number.
What do solar sellers search about leads and follow-up?
How to get solar leads without door knocking?
Most rooftop installers combine ad forms, referrals from installed customers and local marketplace listings. Telodial does not generate leads, but form and ad enquiries that land in a Google Sheet or arrive by webhook import on their own, and a referral tag shows whether installed customers are sending you work.
What should solar CRM software include?
Calling on mobile numbers, WhatsApp for quotations, a stage for financing or subsidy approval, and fields for the electricity bill, roof and system size. Telodial covers the calling, WhatsApp and follow-up side on Android and iPhone; roof design and project tools are separate products.
How long is a solar sales cycle?
Weeks to months for a home, longer for a commercial roof, and usually a family decision rather than one person's. The homeowner you spoke to in May will not recall the detail in August, and neither will your salesperson, which is why the notes carry the sale.
How do you follow up after sending a solar quotation?
Call within two days to confirm it arrived and to answer the first question, then at intervals you agreed with the family. That first call matters more than it sounds: plenty of quiet quotations were never opened.
Give the team a phone that keeps the record
Free for 3 days, every feature, no card needed.
₹176 per user per month on yearly billing. Every feature in one plan. Prices are per user, exclusive of taxes.