solset.ai — the solar business OS
Run your entire solar businessin one place.
Solset is more than a CRM. It is the command center your solar EPC runs on — every lead, project, purchase order, panel in stock, invoice and site update, connected from first call to switch-on.
- Lead
- Site Survey
- Design & BOM
- Quote
- Procurement
- Installation
- Net-Metering
- Handover
- AMC & Service
Most solar companies run on seven tools that don't talk to each other. A CRM tracks your leads. Solset runs your projects.
WhatsApp for customers. Excel for quotes. Tally for accounts. A drive for photos. A notebook for stock. Your memory for everything else. It works — until a project slips, a payment is missed, or you can't say what a job actually earned.
A typical solar CRM
- Stores contacts and lead stages
- Reminds you to follow up
- Logs calls, emails and notes
- Reports on your sales pipeline
…and then hands the project back to Excel.
Solset — your solar OS
- Runs the full install — survey to switch-on
- Builds the BOM and turns it into POs
- Tracks every panel, cable and inverter in stock
- Shows live margin on every project
- Auto-updates customers on WhatsApp
- Puts field engineers on their phones, in the browser
Stages that generic tools like Asana, Monday or Zoho simply don't have.
Every solar install follows the same path. Solset ships with it pre-built — so your team follows a process instead of reinventing one per project.
- Stage 1Lead
- Stage 2Site Survey
- Stage 3Design & BOM
- Stage 4Quote
- Stage 5Procurement
- Stage 6Installation
- Stage 7Net-Metering
- Stage 8Handover
- Stage 9AMC & Service
Nine modules. One login. Zero glue work.
Everything a solar EPC needs to sell, deliver and get paid — designed to work together, not bolted on.
What changes when your whole business is in one system.
Ask your business a question. Get an answer.
Because everything lives in one place, Solset's AI can actually reason over your real data — summarize a project, flag what's stuck, suggest the next action and draft the customer's WhatsApp reply for you.
Illustrative example.
Start free. Grow into it.
Run your first projects on the free plan. Upgrade when you want procurement, finance depth, more team members and Solset Intelligence.
Questions solar owners ask
How is Solset different from a normal CRM?
A CRM stops at the sale — leads, contacts, follow-ups. Solset runs everything after it too: the site survey, the BOM and design, purchase orders to vendors, inventory, installation tasks, net-metering, invoicing and AMC. It is the operating system your whole solar business runs on, with the CRM as just the front door.
We already use Excel, WhatsApp and Tally. Why switch?
Those tools do not talk to each other, so your data lives in seven places and someone spends their day reconciling it. Solset connects the whole flow — a quote becomes a project, the BOM becomes purchase orders, receipts update stock, and everything rolls up to project margin automatically.
Is it built specifically for solar?
Yes. The project stages, BOM logic, DISCOM and net-metering tracking, and AMC scheduling are built for solar EPCs and installers — not a generic tool you have to bend into shape.
Can my field engineers use it on site?
Yes, on Android: the Solset AI app is live on Google Play, on the same account and data as the web app. The iPhone app is not published yet; on an iPhone the web app works in the browser, where field engineers update site surveys and task status, upload site photographs and log installation progress.
What does the AI actually do?
Solset Intelligence lets you ask questions about your own business in plain language, get summaries of projects and pipelines, surface next-best actions, and draft customer WhatsApp replies. It works on your live data, not generic answers.
How long does it take to get started?
You can sign up free and be running your first project the same day. Paid plans include a guided onboarding call to import your data and set up your stages.
Stop juggling tools. Start running your solar business.
One platform for sales, projects, procurement, stock, finance and field. Free to start.
