Subsidy ads bring curious callers and serious buyers together. Trace CRM follows every enquiry from your Meta ads through the electricity bill, site survey, quote and advance, so no rooftop goes cold, and tells Meta who paid, so your ads find more buyers.
Under ₹50 a day · 2 users included · No setup fee
Because we build something real, and real businesses keep paying for it.
The problem
Solar companies rarely lose installations because the ads were wrong. They lose them in the weeks between the first call and the advance payment.
You ask for the electricity bill to size the system. Many customers forget to send it. Nobody follows up, so the enquiry dies at step one.
The survey is done and the quote goes out. Nobody calls to ask what they thought. The competitor who calls the next day gets the order.
Meta counts form fills, including everyone who only wanted to know about the subsidy. It cannot tell them from the customers who paid, so it keeps bringing more of the curious ones.
Before vs after
Six moments every solar sales team knows, and what happens with Trace.
Swipe to see all 6
Often the bill never comes, and nobody asks twice. The enquiry dies at step one.
Keep them in Bill Awaited with a follow-up for the next day; one list shows everyone still to send a bill. With the WhatsApp add-on, a message asking for it can go out automatically when they enter that stage.
Roof size, shading and sanctioned load stay in the engineer's photo gallery. Sales quotes the next day, and a rival quotes first.
The engineer adds the details to the lead in the Trace app, on the roof. Sales sees them on the record straight away and can quote the same evening.
Nobody owns the follow-up, so nobody calls. The customer goes with the installer who sounded keen.
Set the follow-up when the quote goes out. Trace reminds your salesperson on their phone, and an unanswered quote shows on the Overdue list.
Loan and subsidy papers drag on for weeks in a WhatsApp group. Nobody knows which customer is stuck at which step.
Give Documents, Loan Approved and Advance Paid their own stages. One view shows who is stuck where, so you push the right file.
The factory owner's enquiry sits in the same list as everyone else and gets the same junior call-back.
Your Meta form's system-size and property-type answers become columns. Filter out the big ones and give them to your senior salesperson.
Ads Manager shows a cost per lead, not which ad brought customers who paid the advance.
Every customer carries the campaign and ad they came from. Mark Advance Paid and Trace tells Meta, so it finds more buyers and fewer subsidy-curious callers.
Pipeline
Not just "New → Converted". Trace follows the real journey: enquiry, bill, site survey, quote, advance and installation.
Rename, add or remove stages to match how you work.
Mahesh Patel
+91 98765 43210 · Meta Ads · 6 days ago
Latest note
“3 kW rooftop, bungalow. Bill about ₹4,000 a month. Survey done, no shading. Asked about the subsidy and a loan.”
Features
Built around how rooftop and commercial solar is really sold, not adapted from a generic sales CRM.
Enquiry, bill, survey, quote, advance, installation. Add stages for loan, subsidy or net metering, and sub-tags like Residential or Commercial.
Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.
When a customer reaches Advance Paid, Trace sends that to Meta through its Conversions API. Your ads learn to find more buyers like them.
Sales handles enquiries, engineers pick up surveys. Each person sees only their own leads; admins see every deal.
Every call-back becomes a task with a date and time, with a reminder on the phone. Overdue follow-ups get their own list, so none are forgotten.
New enquiries go to the next salesperson in turn, to whoever has the fewest open leads, or by form or source. Nobody waits to be picked.
Campaign, ad set and ad on every enquiry. See whether your subsidy ad or your EMI ad brings customers who actually pay.
The Trace app for Android and iPhone. Survey notes go on the record from the site, not typed up in the evening.
Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.
How it works
From sign-up to your first lead in the pipeline, the same day.
Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.
The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.
Enquiries are assigned automatically. Bills, survey notes, quotes and the next follow-up all live on the customer's record.
Mark a customer as Advance Paid and Trace tells Meta. Your ads learn who actually buys.
The maths
₹1,499 a month. Under ₹50 a day.
One rooftop installation that would have gone to a competitor pays for years of Trace. Your ad spend is already buying the enquiries; Trace makes sure every one is followed to the end.
Pricing
₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.
Professional
₹1,499
/month
Setup takes about 30 minutes. Our team helps if you get stuck.
6-Month Plan
₹8,094
for 6 months · ₹1,349/mo
Save ₹900 vs paying monthly
Setup takes about 30 minutes. Our team helps if you get stuck.
Enterprise
Custom
For large EPC companies and multi-city installers.
Setup takes about 30 minutes. Our team helps if you get stuck.
Secure payment
Through Razorpay
UPI or card
All-in, no hidden charges
Cancel anytime
No lock-in, no contract
Real people
Help if you get stuck
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Straight answers for solar companies.
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