Solar Veedu ERP Software

Project Lifecycle Management

Streamline your project journey from lead generation to completion with our comprehensive lifecycle management solution.

Key Features:

Lead Management
Seamlessly manage incoming leads from platforms like Facebook. Convert leads into new projects and assign them efficiently.

Telecaller Follow-Ups
Dedicated tools for telecallers and part-time teams to follow up on leads, schedule site visits, generate optional quotations, or reject unsuitable prospects.

Marketing Team Workflow
Admins can assign site visits to the marketing team. The team conducts visits, allocates sites, performs follow-ups, prepares quotations, or marks visits as rejected.

Admin Controls
Admins oversee the full process — granting access for registration, follow-ups, quotation reviews, and site rejection handling after the marketing phase.

Departmental Collaboration

Registration Team: Handles new client registrations and decisions on progression or rejection.

Payment Team: Manages secure financial transactions.
Material Purchase Team: Ensures timely procurement of required project materials.
Technician Team: Starts work post-ground verification and confirms material/allowance status.
Accounts Team: Manages quotations and financial records.
Installation Team: Completes setup and installation.
Completion & Feedback
Capture client feedback post-installation and finalize the project with an official submission. Additional services can be triggered based on technician review.