Enhancing Field Operations at Kalinga Renewable Energy (KARMA) with CRMLeaf

Kalinga Renewable Energy Manufacturers Pvt. Ltd. (KARMA) is a recognized name in Odisha’s renewable energy landscape. Known for its impact in solar street lighting, water pumping systems, and rural electrification, KARMA plays a pivotal role in supporting government initiatives, private clients, and NGOs to power underserved communities.
Industry: Renewable Energy &amp; Rural Electrification
Location: Odisha, India
Leadership: Mr.Saroj Nayak – Managing Director
Business Legacy: Over a decade of service in Eastern India
<h2>📍 How It All Started – The Need for Digital Unification</h2>
Context: Rapid business expansion across Odisha and neighboring states
Pain Point: Fragmented systems slowed down cross-functional efficiency and reduced project visibility
KARMA’s leadership recognized the urgent need to streamline operations—from field attendance to inventory tracking. As the company scaled up, managing mobile teams, coordinating warehouse deliveries, and ensuring timely installations became increasingly complex. That’s when <a href="https://crmleaf.app/" target="_blank" rel="noopener">CRMLeaf</a> entered the picture as the ideal partner to digitize and unify operations.
<h2>🔍 Key Challenges Identified</h2>
<ul>
<li>Disjointed communication between sales, support, and field teams</li>
<li>No system to track employee work hours or project-level progress</li>
<li>Frequent delays in installations due to lack of workflow automation</li>
<li>Manual handling of inventory and asset movement</li>
<li>Inefficient procurement and warehouse coordination</li>
</ul>
<h2>💡 The CRMLeaf Solution</h2>
We tailored CRMLeaf’s integrated platform to fit KARMA’s rural operations, activating modules designed to improve transparency, accountability, and control across teams.
<h3>✅ Mobile Workforce Management &amp; Geo-Tracking</h3>
Field teams check in/out via mobile apps with GPS stamps, offering complete visibility into location and productivity. Heat maps and time logs drive informed decisions.
<h3>✅ Step-by-Step Workflow Automation</h3>
Whether it&#8217;s a<a href="https://crmleaf.app/solutions/solar-crm" target="_blank" rel="noopener"> solar</a> installation or a support ticket, CRMLeaf enables task flows like:
Installation Flow: Site Visit → Inventory Checkout → Installation → Testing → Closure 
Ticketing Flow: Raised → Assigned → Resolved → Feedback → Closed
<h3>✅ Real-Time Task &amp; Time Log Management</h3>
Tasks are assigned based on team availability and location. Individual hours are logged, reviewed, and optimized using manager dashboards.
<h3>✅ Complete Inventory &amp; Asset Control</h3>
From warehouse stock levels to installation kits, <a href="https://crmleaf.app/use-cases/karma" target="_blank" rel="noopener">KARMA</a> tracks all asset movements, serial numbers, and purchase requests in one place.
<h3>✅ Procurement &amp; Approval Flows</h3>
Field staff raise purchase requests through CRMLeaf. Approvals are routed from team leads to procurement and finance teams, streamlining delivery, vendor coordination, and payments.
<h3>📈 The Measurable Impact</h3>
With CRMLeaf fully deployed, KARMA achieved:
✔️ 95%+ accuracy in attendance and time logs 
 ✔️ Real-time visibility into tasks and team activities 
 ✔️ 90% reduction in inventory mismatches 
 ✔️ 35% decrease in installation delays 
 ✔️ 50% faster purchase approval cycles 
 ✔️ 40% improvement in <a href="https://crmleaf.app/features/ticket-management" target="_blank" rel="noopener">ticket</a> resolution time
<h2>What the KARMA Team Says</h2>
“CRMLeaf has transformed the way we manage operations. From project sites to procurement, everything is now connected and visible. It’s more than software — it’s a strategic enabler.” 
 — Mr. Saroj Nayak, Managing Director, KARMA

KARMA

Transforming Client Management at Unite Traders & Technologies (UTNT) with CRMLeaf

UTNT is a well-established leader in the export and distribution of scientific instruments, IoT-based monitoring systems, and environmental automation tools. With a core focus on Agricultural Automation, Wireless Sensor Networks, and Smart Water Monitoring Systems, UTNT caters to a broad spectrum of industries and global clientele. 
 
Industry: Scientific Equipment, IoT &amp; Environmental Solutions
Location: India
Leadership: Mr. Ranvir Soni – CEO &amp; Managing Director
Business Legacy: 20+ Years
&nbsp;
<h2>📍 How It All Started – The Mining Expo Connection</h2>
Event: 3rd Mining Expo, Bhubaneswar 
Date: April 3, 2025 
Initial Interaction: Booth discussion with Mr. Ranvir Soni
Our first meeting with Mr. Ranvir Soni took place at the prestigious Mining Expo. A quick introduction led to an insightful conversation about UTNT’s business processes and operational hurdles. Mr. Soni was on the lookout for a robust CRM solution that could align with their expanding business needs. <a href="https://crmleaf.app/" target="_blank" rel="noopener">CRMLeaf</a> immediately captured his attention for its flexibility, domain fit, and scope for deep customization.
<h2>🔍 Key Challenges Identified</h2>
UTNT was relying on siloed systems for different aspects of their operations. Their key pain points were:
<ul>
<li style="font-weight: 400;" aria-level="1">❌ Lack of a centralized platform to manage clients, <a href="https://crmleaf.app/features/lead-management" target="_blank" rel="noopener">leads</a>, inventory, and teams.</li>
<li style="font-weight: 400;" aria-level="1">❌ Limited visibility across different verticals like sales, operations, and HR.</li>
<li style="font-weight: 400;" aria-level="1">❌ Absence of custom role-based access controls.</li>
<li style="font-weight: 400;" aria-level="1">❌ Manual tracking of expenses and stock movement.</li>
<li style="font-weight: 400;" aria-level="1">❌ Desire to move away from generic tools like Zoho CRM that lacked specialized features &amp; personalized support.</li>
</ul>
<h2>💡The CRMLeaf Solution:</h2>
We aligned CRMLeaf’s core capabilities to UTNT’s operational needs with a clean, modular setup — each feature solving a specific business challenge.
<h3>✅ Centralized Control from One Dashboard</h3>
UTNT gained real-time visibility across leads, clients, and projects — all from a single, unified workspace. No more scattered spreadsheets or status silos.
<h3>🔐 Smart Role-Based Access</h3>
With clearly defined user roles and permissions, departments now operate with secure access controls, reducing errors and maintaining data integrity.
<h3>💸 Operational Efficiency with Built-in Expense &amp; Inventory Modules</h3>
Tracking purchases, managing stock, and monitoring project-wise costs became easy and streamlined — giving UTNT better control over day-to-day spending.
<h3>🧑‍💼 Full HR Automation</h3>
<a href="https://crmleaf.app/features/attendance" target="_blank" rel="noopener">Attendance</a>, leave requests, and monthly payroll — all handled within CRMLeaf. No need for third-party HR tools or manual reconciliation.
<h3>📲 Biometric Integration on the Horizon</h3>
UTNT also scoped future integration with biometric devices for real-time employee time tracking — ensuring accountability from field to office.
<h3>📄 Transparent Sales Workflow</h3>
CRMLeaf allowed UTNT to clearly differentiate between <a href="https://crmleaf.app/features/proposal" target="_blank" rel="noopener">proposals</a> and <a href="https://crmleaf.app/features/estimates" target="_blank" rel="noopener">estimates</a>, creating clarity in client conversations and reducing sales friction.
We also assured UTNT of:
<ul>
<li style="font-weight: 400;" aria-level="1">Personal onboarding assistance</li>
<li style="font-weight: 400;" aria-level="1">On-demand training</li>
<li style="font-weight: 400;" aria-level="1">A user-first, scalable pricing structure</li>
<li style="font-weight: 400;" aria-level="1">Long-term partnership for future needs</li>
</ul>
<h2>What Ranvir Says..</h2>
&#8220;CRMLeaf stood out with its simplicity and power. What impressed us most was the quick response, domain understanding, and ability to adapt the solution to our exact needs.&#8221; 
 — Ranvir Soni, CEO, UTNT

UTNT

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Businesses across the solar industry are streamlining operations, boosting sales, and scaling faster with CRMLeaf. Explore how they're turning challenges into lasting growth using smarter tools.

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Customer Success Stories

"Enhancing Field Operations at Kalinga Renewable Energy (KARMA) with CRMLeaf"

"Transforming Client Management at Unite Traders & Technologies (UTNT) with CRMLeaf"