Our Solar CRM Partner QuickEstimate solar CRMQuickEstimate website, opens in a new tab

A Solar CRM Built for Growing Solar Businesses

We design and engineer solar projects. Before any of that work starts, someone has to capture the lead, survey the roof, price the system, send the proposal and chase the customer until they sign. QuickEstimate is the solar CRM we recommend for that half of the job — leads, pipeline, quotations, proposals and follow-ups in one place.

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QuickEstimate is a product of Heaven Softech Pvt. Ltd., Surat, and is branded on its own site as Quickest Solar CRM. It is a separate company from Heaven Designs. We recommend it as our CRM partner; we do not resell it.

Leads arrive from

  • Meta lead ads
  • Marketplaces
  • Website form
  • Walk-in
  • Phone
  • Spreadsheet

Solar sales pipeline

  1. New Lead
  2. Site Survey
  3. Proposal Sent
  4. Negotiation
  5. Subsidy Filed
  6. Installation
  7. Commissioned

Design, engineering & permits

Where Heaven Designs picks the project up

The solar sales workflow, with QuickEstimate's published pipeline stages. A Heaven Designs diagram, not a screenshot of the product.

The problem

Solar Sales Are Too Complex for Spreadsheets

We work with solar EPCs and project teams every week. The engineering is rarely what holds a growing solar business back. What holds it back is everything that happens before a project reaches an engineer.

A rooftop customer takes weeks to decide and compares three quotes while they do it. The enquiries arrive from six places at once. Somewhere between the ad spend and the signed order, deals go quiet and nobody notices, because nothing in the business is watching.

Explore QuickEstimate , opens in a new tab

  • Leads arrive in six different places

    Meta lead ads, marketplace enquiries, the website form, a WhatsApp message, a walk-in and a rep's phone. Nothing counts them, so nobody knows how many were never called.

  • The follow-up is the deal

    Rooftop customers compare three quotes and take weeks to decide. A quote sent and never chased is indistinguishable from a quote that was never sent.

  • Every quotation is rebuilt from scratch

    A fresh spreadsheet per enquiry, rates keyed in by hand, subsidy looked up again. Two reps quoting the same system arrive at two different numbers.

  • The pipeline lives in the owner's head

    Ask which deals close this month and the answer is a guess. There is no stage, no age and no owner attached to anything.

  • Field work never reaches the record

    A survey happens on a roof, the notes stay in a rep's phone, and the office finds out when the customer asks why nothing moved.

  • Nobody knows which spend works

    Ad budget goes out monthly with no cost-per-lead or cost-per-acquisition by source, so the worst-performing channel keeps its budget.

The workflow

Great Solar Projects Need Great Sales Operations

Every solar project runs the same commercial sequence before a single drawing is produced. QuickEstimate is where the first seven steps are managed. The eighth is ours.

  1. Lead

    An enquiry lands from an ad, a marketplace, the website, a call or a walk-in, and is filed against one record instead of a notebook.

  2. Qualification

    Roof, load, budget and intent get established, the lead is tagged hot, warm or cold, and it is assigned to the rep who will own it.

  3. Site survey

    Someone visits the roof. Notes, photos and the location attach to the lead from the phone that took them.

  4. Quotation

    Capacity, panel, inverter and mounting resolve to an itemised BOM with GST and the subsidy line, priced off a catalogue rather than memory.

  5. Proposal

    The customer receives a branded PDF carrying your logo, GST number and terms, sent on WhatsApp or email with opens tracked.

  6. Follow-up

    Reminders fire on a schedule instead of on memory, and stop the moment the customer replies.

  7. Customer

    The deal is won. The record keeps every quote, message and note behind it, so whoever handles the account next is not starting cold.

  8. Engineering & installation

    Now the project needs drawings, structural calculations and a permit set. This is where Heaven Designs picks it up.

    Our engineering services

QuickEstimate manages the commercial record at each of these stages. It does not perform the site survey, the installation or the engineering, and nothing here claims otherwise.

Inside the product

Everything Your Solar Sales Team Needs

Five things a solar business has to get right between an enquiry and a signed order, and what QuickEstimate publishes about each.

Lead management

Capture Every Solar Lead

Enquiries stop arriving in six inboxes and start arriving in one list. QuickEstimate imports from advertising and marketplace sources, web forms and spreadsheets, and takes leads entered by hand on site.

Each one is assigned to a named rep by round-robin, territory or source, and that rep is notified on WhatsApp and in the app. Duplicates are flagged when the same customer arrives twice from two different channels.

Lead capture on QuickEstimate , opens in a new tab

Sources

  • Meta lead ads
  • Marketplace enquiries
  • Website form
  • Google Forms
  • Walk-in
  • Phone call
  • Spreadsheet import

One lead list, one owner each

  • Round-robin
  • By territory
  • By source

Assigned rep notified on WhatsApp and in-app · duplicates flagged · hot, warm and cold tagging

Heaven Designs diagram of QuickEstimate's published lead-capture behaviour.

Sales pipeline

See Your Sales Pipeline

The stages are the solar sales process, not generic sales vocabulary. A deal at Subsidy Filed means something specific, and it means the same thing to everyone in the business.

Deals that sit in one stage past a set period raise an alert, so a lead going quiet is a notification rather than a discovery three weeks later. Forecasting weights the pipeline by stage probability, and conversion is broken out per rep. Stages are editable if your process runs differently.

Pipeline management on QuickEstimate , opens in a new tab

Default stages

  1. New Lead
  2. Site Survey
  3. Proposal Sent
  4. Negotiation
  5. Subsidy Filed
  6. Installation
  7. Commissioned

A deal idling in one stage past your threshold raises an alert.

The default pipeline stages QuickEstimate publishes, drawn as a Heaven Designs diagram.

Quotations & proposals

Quote Once, Not Twice

A quotation is built from your own catalogue rather than a blank spreadsheet: an itemised BOM across panels, inverter, mounting, cables and accessories, with quantities and rates the business set, plus cost lines for labour, transport, scaffolding and civil work.

GST applies automatically at 5% on solar goods, and the PM Surya Ghar subsidy resolves by capacity bracket and state from a library QuickEstimate states is refreshed weekly. The proposal that reaches the customer carries your logo, company details and GST number — not the software's.

Quotation system on QuickEstimate, opens in a new tab Proposal generator on QuickEstimate, opens in a new tab

What the quotation is made of

  • Panels qty × your rate
  • Inverter qty × your rate
  • Mounting structure qty × your rate
  • Cables qty × your rate
  • Accessories qty × your rate
  • Labour, transport, civil qty × your rate
  • GST on solar goods 5%
  • PM Surya Ghar subsidy by bracket & state

Output: a branded PDF carrying your logo, company details and GST number, sent on WhatsApp or email with opens tracked.

The structure of a QuickEstimate quotation. A Heaven Designs diagram — no figures shown, because your rates are your own.

Follow-up

Follow Up Without Remembering To

Indian rooftop customers answer WhatsApp. QuickEstimate schedules follow-ups there, from your team's own number, using templates covering the sales scenarios that repeat. Sequences can fire on lead status, on time since last contact, or on whether the proposal was opened.

They pause automatically the moment the customer replies, and stop entirely if someone opts out. The whole conversation stays on the lead's timeline, which is what ends the weekly question of whether anyone actually followed up.

WhatsApp follow-up on QuickEstimate , opens in a new tab

A reminder schedule

  1. Day 1 — automated reminder
  2. Day 3 — automated reminder
  3. Day 7 — automated reminder
  4. Day 14 — automated reminder

Customer replies — the sequence pauses.

Customer opts out — messaging stops.

The Day 1, 3, 7 and 14 reminder cadence QuickEstimate publishes, drawn as a Heaven Designs diagram.

Team & reporting

Keep Your Team Organised

Lead routing rules, response-time SLAs and role-based access mean a growing sales team does not need the owner sitting in every conversation. Reps update deals and log survey notes and photos from a phone, and the record is the same one the office is looking at.

The reporting answers the questions that decide next month's budget: which source converts, what it costs to acquire a customer through each channel, which rep closes, and how long a deal takes from first enquiry to won.

Sales reports on QuickEstimate , opens in a new tab

What gets reported

  • Revenue trend
  • Conversion funnel
  • Rep leaderboard
  • Source ROI
  • Deal velocity
  • Average deal size

Exported to PDF or Excel, or emailed to the people who need it on a weekly schedule.

The reports QuickEstimate publishes, drawn as a Heaven Designs diagram.

What sits underneath all of it

Built for the phone, works without signal

iOS and Android apps alongside the web app. Leads are captured on a rooftop with no connection and sync when the device is back online.

Teams, roles and routing

Lead routing rules, rep performance, response-time SLAs and role-based access, so a growing sales team does not need the owner in every conversation.

Subsidy and tariff maintained for you

A PM Surya Ghar and state DISCOM tariff library that QuickEstimate states is refreshed weekly, so quotations are not built on last quarter's numbers.

Dealer and channel networks

Territory assignment, dealer performance tracking and lead sharing, for businesses selling through a partner network rather than only a direct team.

Connects to what you already run

Integrations named on the QuickEstimate site include Meta, Google, Pabbly, Razorpay, Tally and Zoho, alongside WhatsApp Business and an open API.

Data kept in India

QuickEstimate publishes hosting on AWS Mumbai, TLS 1.2+ in transit and AES-256 at rest, 30 days of encrypted backups, role-based access and alignment with the DPDP Act 2023.

Who it is for

Built for the Solar Businesses We Work With

The same teams that send us design and engineering work also have a sales operation to run. This is what a CRM changes for each of them.

Solar EPCs

Track every project opportunity from first enquiry to signed order, with a pipeline that shows which of this month's deals are real and which are hope.

Rooftop installers

Keep residential and small commercial leads, quotes and follow-ups in one place instead of across a phone, a notebook and three spreadsheets.

Solar developers

Hold visibility across a portfolio of opportunities and the sales activity behind them, rather than reconstructing status in a weekly call.

Solar sales teams

Give every rep their own assigned leads, their own follow-up schedule and a quotation they cannot get wrong, and give the manager the numbers.

Solar distributors and dealer networks

Assign territories, share leads with channel partners and track how each dealer is performing against the ones next to them.

Growing solar businesses

The point where the owner can no longer personally remember every deal is the point a spreadsheet stops working. This is what replaces it.

Software and services

From Solar Lead to Solar Project

Two separate companies covering two consecutive halves of the same project. QuickEstimate manages the sales and customer workflow. Heaven Designs produces the technical package once the customer has said yes.

QuickEstimate solar CRMQuickEstimate website, opens in a new tab

The sales & customer workflow

Everything between an enquiry arriving and a customer signing, plus the record of that customer afterwards. Your own team works in it every day.

Explore QuickEstimate , opens in a new tab
Heaven Designs

The technical & engineering workflow

You send the project, our engineers produce the package. The right route when the work needs constructible output, structural calculations, or a permit set that a reviewer will sign off.

View all Heaven Designs services

To be precise about the relationship

QuickEstimate and Heaven Designs support complementary stages of the solar project lifecycle. There is no product integration between them: nothing syncs, nothing transfers automatically, and a project in your QuickEstimate account does not reach our engineers on its own. Use QuickEstimate to manage the sales process, and talk to us when a project needs professional design and engineering support.

Why we recommend it

A Better Workflow for Solar Businesses

Heaven Designs works with solar EPCs, installers and project teams that need reliable technical design and engineering support. We see their projects, and we see the operation behind them.

A successful solar project needs two things to go right. The engineering has to be correct, or the project does not get built. The sales process has to be organised, or the project never exists in the first place. We are good at the first. QuickEstimate covers the second, and it does it with the vocabulary of solar rather than a generic CRM bent into shape.

That is the whole basis of the recommendation. It is not a claim that this is the only solar CRM worth running, and it is not a comparison we have run against every alternative. It is the one we use and the one we point solar teams at when they ask.

We run on it ourselves

Every enquiry submitted through this website — including the form further down this page — is filed into QuickEstimate. We did the integration work for our own business before we wrote a word of this page, which is a different thing from recommending software we have only been shown.

Figures QuickEstimate publishes about itself

Solar businesses using it
1,000+ Solar businesses using it
Indian states covered
22 Indian states covered
Proposals sent
85,000+ Proposals sent
Pipeline tracked
120 MW Pipeline tracked

Figures as published by QuickEstimate on quickestimate.co, opens in a new tab. Heaven Designs has not independently verified them.

Meet our solar CRM partner

QuickEstimate solar CRMQuickEstimate website, opens in a new tab

QuickEstimate — solar CRM for solar businesses

QuickEstimate provides solar-focused CRM tools for managing leads, sales pipelines, customers, quotations, proposals and follow-ups. Look around the product site, or read what they publish about the company behind it.

Explore QuickEstimate , opens in a new tab Talk to Heaven Designs

FAQ

Solar CRM, frequently asked questions

What is a solar CRM?
A CRM is the system that holds every customer relationship your business has: who enquired, where they came from, who owns them, what was quoted, what was said and what happens next. A solar CRM is one whose stages, documents and calculations are built for solar specifically — a site survey stage, an itemised BOM quotation, a subsidy line on the proposal — instead of a generic sales tool you have to bend into shape first.
Why do solar companies need a CRM rather than a spreadsheet?
Because solar sales are long, multi-touch and multi-source. A rooftop customer compares several quotes over several weeks, enquiries arrive from ads, marketplaces, the website and walk-ins at once, and each one needs a survey, a quotation and repeated follow-up. A spreadsheet records that, but it cannot assign an owner, chase a customer, flag a deal that has gone quiet, or tell you which lead source is worth its budget.
What is QuickEstimate?
QuickEstimate is a solar-specific CRM for solar businesses in India, published at quickestimate.co and branded on its own site as Quickest Solar CRM. It is a product of Heaven Softech Pvt. Ltd., based in Surat, Gujarat. It covers lead capture, a solar sales pipeline, itemised quotations, branded proposals with PM Surya Ghar subsidy calculation, WhatsApp follow-up and sales reporting, on web plus iOS and Android apps.
What can QuickEstimate actually help with?
The commercial half of a solar project: consolidating leads from ads, marketplaces, forms and walk-ins into one list, assigning them to reps, moving them through solar-specific pipeline stages, producing itemised quotations with GST and subsidy, sending branded proposals on WhatsApp or email, scheduling follow-ups that stop when the customer replies, and reporting on conversion, rep performance and cost per acquisition by channel.
Is QuickEstimate integrated with Heaven Designs?
There is no product integration between the two, and neither company owns the other. They cover complementary stages of the same project: QuickEstimate manages the sales and customer workflow, and Heaven Designs provides the solar design and engineering work that follows. Heaven Designs does use QuickEstimate for its own business — enquiries submitted through this website are filed into it — but that is us as a customer, not a technical link between your QuickEstimate account and our engineering services.
Do I have to choose between QuickEstimate and Heaven Designs?
No. They do different jobs. QuickEstimate is where the sale happens — leads, quotes, proposals, follow-ups and the pipeline behind them. Heaven Designs is what happens once a customer says yes and the project needs drawings, structural calculations, a permit set or CEIG submission. Most solar businesses need both, at different points in the same project.
Can Heaven Designs help with the solar design and engineering side?
Yes, that is our actual business. We deliver 3D pre-design and post-design, rooftop detailed engineering, ground mount design, permit design, civil and structural engineering, site survey and feasibility, electrical and CEIG drawings, and MW-scale project management, for EPCs and developers across 15 countries. Send us a project and our engineers produce the package.
How much does QuickEstimate cost?
QuickEstimate publishes its plans, including a free tier, on its own pricing page. Those figures and the terms attached to them change, so we do not restate them here — check quickestimate.co/pricing and confirm feature scope, user minimums, limits and taxes with the QuickEstimate team directly.

Next step

Ready to Organise Your Solar Sales?

Two different problems, two different places to start. Look at QuickEstimate if the sales side is what keeps slipping. Talk to us if the projects you have already won need drawings, calculations or a permit set.

Looking for a solar CRM?

QuickEstimate solar CRMQuickEstimate website, opens in a new tab

See how a solar-specific CRM handles your leads, customers, quotations and follow-ups. Pricing, plans and a free tier are published on their own site.

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Need solar design & engineering?

3D design, rooftop and ground mount engineering, permit sets, structural calculations, site surveys, CEIG drawings and MW-scale project management, delivered by our own engineers.

Explore our solar services

Need help with your solar project?

Tell us what you need. Our team replies within 1 business day, often the same day IST.

This form reaches Heaven Designs, not QuickEstimate. For questions about the CRM itself, use the QuickEstimate site.