Solar CRM

Solar CRM is a complete field-to-office solution built for rooftop solar EPC companies to manage their entire sales and installation pipeline from a single app.

KEY FEATURES:

Lead Management
• Capture and track leads from enquiry to closure
• Stage-wise pipeline (New, Contacted, Site Visit, Quotation, Negotiation, Won/Lost)
• Assign leads to your sales team and track follow-ups

Solar System Calculator
• Instant capacity and pricing recommendations based on customer's bill/consumption
• Subsidy calculation (PM Surya Ghar and state schemes)

Quotations & Invoicing
• Generate professional, GST-compliant quotations in seconds
• Track payments and outstanding amounts

Site Visits & Documents
• Schedule and log site visits
• Upload and manage customer documents securely

Team & Task Management
• Assign tasks to your team with due dates and reminders
• Role-based access (Admin, Sales Manager, Salesperson, Telecaller, Engineer, Finance)

Real-Time Notifications
• Get instant push notifications for lead assignments, follow-up reminders, and task updates

Who is this for?
Solar EPC (Engineering, Procurement & Construction) companies, rooftop solar installers, and solar sales teams who want to replace scattered spreadsheets and WhatsApp groups with one organized system.

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