7 best solar CRM platforms in Nepal

OpenSolar publishes design, proposals, table and Kanban project views, custom workflows, actions, schedules, documents, roles, permissions and an API. Nepali sites are frequently shaded by terrain rather than by structures, and the useful output picture is seasonal, so test both before judging the product on a flat valley rooftop.

Validate Nepali imagery, irradiance at altitude, terrain shading, monsoon cloud handling, seasonal output modelling, equipment libraries, NPR display, VAT, NEA stages, field connectivity and document output. Change a design after acceptance and trace price, stock, tax, payment, structural approval and handover. Review privacy terms, transfers, support coverage and a complete account export.

Pylon documents solar and battery design, web and PDF proposals, design history, integrations and a solar CRM add-on. It says new users receive credits for five Standard Projects and teams can add unlimited users. That supports a practical test involving sales, design and management before the buyer assumes it will replace a spreadsheet and a chat group.

Confirm the dollar currency, project rules, CRM cost, payment fees, taxes and renewal. Test Nepali locations, altitude, terrain shading, monsoon behaviour, seasonal output, NPR display, roles and support. Review data processing and export, and model several revisions because a hill site survey frequently changes the design after the first quotation was issued.

Sunbase positions its CRM around solar lead management, sales, communication, proposals, workflow and operational visibility. For a Nepali contractor delivering AEPC-supported rural systems alongside commercial rooftops, claim documentation and seasonal scheduling decide the operational value rather than lead volume.

Ask for comparable customer references and use a controlled demo from enquiry through survey, proposal, net metering application, subsidy claim, deposit, invoice, procurement, mountain transport, installation, commissioning and a monsoon service call. Verify NPR handling, claim and document control, seasonal scheduling, offline behaviour, roles, audit history, privacy terms, support hours and data export.

Zoho CRM offers configurable modules, fields, pipelines, workflow, reports, mobile apps, portals and APIs. Custom objects are the reason to consider it here: a net metering application with its own status, a subsidy claim with a disbursement position and a seismic approval that gates commissioning can each be enforced rather than remembered by whoever handled the job.

Build or connect load assessment, solar design, NPR quotations with validity, VAT, payment reconciliation, stock, import documentation, NEA stages, AEPC claims, seismic approvals, seasonal access, commissioning, assets, warranty and handover. Test mobile offline needs in a hill district, processor terms, transfers, retention, API limits, support and a complete export.

Odoo combines CRM with quotations, sales, accounting, purchasing, inventory, projects, field service, helpdesk and other applications, including landed cost handling and project accounting for staged programme contracts. For a business importing through Indian supply routes and dispatching crews into hill districts, those modules address the real constraint.

Verify a current Nepali localisation and the VAT reporting route with the responsible implementation partner. Test NPR, VAT, landed cost with transport, stock, serial numbers, seasonal field service, approvals, NEA and AEPC evidence, warranty, stock transfers and migration. Connect a specialist design tool and review privacy roles, hosting, backups, upgrades, exit and a restorable export.

HubSpot's free CRM covers contacts, lead management, forms, email, meetings and pipeline for a small user group. Kathmandu Valley residential and commercial solar is a genuinely marketing-led business for many installers, with paid leads and campaign response driving volume, so the acquisition tooling earns its place.

Price and test the complete stack: messaging, solar design, NPR quotation with validity, VAT, payment reconciliation, stock, net metering tracking, subsidy claims, seismic evidence, field delivery and service reporting. Use controlled fields for the distribution centre, the NEA reference, the subsidy claim status and the seismic approval.