Zoho CRMsolar-tuned for Los Angeles installers and EPCs.
A clean Zoho CRM org isn’t enough. We deliver a 22-stage residential pipeline, Aurora/OpenSolar design imports, side-by-side loan/lease/PPA proposals, net metering economics, ITC auto-calc, and territory-routing rules from day one. Out of the box, on day fourteen.
From the front porch to the signed installation contract.
Every Los Angeles residential solar deal moves through the same five phases. We’ve coded each one into Zoho CRM so your reps stop guessing and your ops team gets clean handoffs.
Door-knocked, web-form, or referral, same clean intake.
Canvassers in Los Angeles punch the address into the iPad app; an EnergySage match drops in overnight; a referral from a Powerwall owner in San Jose comes through email. All three land in CRM with utility, average bill, roof orientation and a 0-100 lead score before a rep dials.
Aurora design lands in CRM. Proposal is rep-ready in minutes.
Your designer kicks off an Aurora or OpenSolar layout. Our connector watches for completion, pulls system size, production estimate and shading score into the deal, and merges them into a branded proposal PDF. net metering economics run automatically, with battery storage attach and TOU-rate modeling for your local utilities.
Loan, lease, PPA, three quotes, one screen, one click.
Rep clicks “Run financing.” CRM pings Mosaic, Sunlight Financial and GoodLeap simultaneously. Customer sees three apples-to-apples monthly payments, term length, APR and dealer fee impact. No more switching between four lender portals on a kitchen table.
Zoho Sign sends. Customer signs from the driveway.
Approved package fires through Zoho Sign, ESIGN- and UETA-compliant, audit trail, IP-stamped, mobile-friendly. Customer signs from their phone before the rep pulls out of the cul-de-sac. Deal flips to “Signed” and ops sees the project queue instantly.
Ops gets the deal with every photo, doc and note attached.
No “send me the signed contract” Slack ping. Project manager opens the new install record and sees Aurora drawings, financing docs, signed contract, copy of utility bill, roof photos, NABCEP electrician requirement flag, and the homeowner’s preferred install window, already attached.
What the Zoho license actually costs.
Pricing below is Zoho CRM’s published U.S. list rate, billed annually, per user per month, in USD. As an Authorized Partner we apply a 15-20% partner discount on your subscription, invisible to Zoho list, real to your invoice.
* Zoho One requires all-employee licensing. We usually recommend it once you cross 12 full-time employees on Zoho, the math flips fast.
Three fixed-price ways to deploy solar CRM.
Zoho licenses are one cost. Getting a solar-grade CRM actually running, that’s our work. Three productized packages, in USD, with scopes defined before we start.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- Zoho CRM Standard/Professional setup
- Up to 5 user licenses configured
- Leads, Accounts, Contacts, Deals
- Web form + Meta/Google lead capture
- 1 simple sales dashboard
- Recorded training
- 7-day hypercare
- General User Manual Documentation
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- Zoho CRM Enterprise setup
- 20-stage Residential Solar Blueprint
- Solar Projects + Site Surveys custom modules
- Quotation workflow + Zoho Sign
- WhatsApp Business API + Twilio IVR
- net metering + storage incentive workflow
- 4 Analytics dashboards
- 2 training sessions + 15-day hypercare
- Product Specificed Usermanual Documentation
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- Zoho CRM Enterprise / Ultimate setup
- 21-stage C&I Blueprint (>100 kW)
- Multi-territory + team hierarchies
- Utility interconnection portal integration (your local utility)
- Custom REST API for design tools
- Data migration from Salesforce / QuickBooks
- Advanced approval workflows
- 30-day hypercare + 1-month AMC
- Department + Product Specificed Usermanual Documentation
- Department Based Training
Six things you won’t get from a generic Zoho rollout.
22-stage solar pipeline
From door-knock through PTO and AMC. Stages match real Los Angeles solar ops: site survey, AHJ permit, utility interconnect, HOA, install, city inspect, PTO, monitoring activation.
Aurora & OpenSolar API
Designs flow into CRM the moment your engineer hits “publish.” System size, production estimate, shading, panel/inverter SKUs auto-populate the deal.
Federal ITC auto-calc
Every deal carries an ITC field that calculates 30% of ITC-eligible costs, handles domestic content and energy community bonuses, splits roofing labor out cleanly.
Loan / lease / PPA proposal builder
Side-by-side Mosaic, Sunlight Financial and GoodLeap quotes. Customer sees three real monthly payments, not three “starting at” estimates. Closes faster on the doorstep.
Lead scoring built for solar
Lead score weighted on utility (your utility vs your utility vs your utility), bill size, roof age, credit-proxy score from the financing pre-qual, and source channel. Reps work the 87s, not the 38s.
Geo-territory routing
Lead lands. CRM checks ZIP, AHJ, utility and crew availability and routes it to the right rep, the right designer and the right install team. No more “who owns Los Angeles again?” Slack threads.
A Zoho partner that actually knows solar.
Solar-specific, not “industry agnostic”
Plumbing CRMs don’t know what an AHJ is. Generic Zoho partners don’t either. We’ve shipped 480+ solar implementations and our default field list is your default field list.
net metering and storage-attach ready
If you sell in Los Angeles, your CRM has to do storage economics or you’re losing deals. Our net metering calculator was live the week the state utility commission voted, built into the proposal flow, not a separate spreadsheet.
480+ implementations, mostly residential
From a 3-rep installer in Los Angeles to a 95-employee EPC in San Diego, we’ve seen the failure modes. We tell you which Zoho features to skip and which underused ones to lean on.
U.S. team. Glendale, CA. Pacific hours.
You’ll be talking to people in your timezone who’ve actually walked a roof. No 4 AM “let me check with my team” emails. Implementation, training, and support all in-country.
The honest FAQ.
Do you work with solar installers in Los Angeles?
How long does a Zoho CRM implementation actually take?
Can you migrate us off Salesforce or HubSpot?
Can it sit on top of our existing Aurora, Mosaic, QuickBooks?
We sell across NorCal and SoCal. Will one pipeline work?
Does it handle commercial / C&I solar?
What’s the ongoing cost after go-live?
See your Los Angeles solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our Los Angeles solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.