Scale YourSolar Business
From first lead capture to final payment collection - manage deals, site surveys, BOQ proposals, project milestones, inventory, vendors, and invoicing. Built for solar EPCs, installers and traders.
No credit card required·Free onboarding·Setup in 30 mins
Every solar company hits the same walls
Fragmented tools, manual work, and zero visibility are costing you deals, projects and revenue every single day.
Leads slipping through the cracks
Hot leads assigned on WhatsApp, follow-ups missed, no pipeline visibility. Your sales team doesn't know who's chasing what - deals die silently.
See how SolarCrm solves this→BOQ & proposal creation is painfully slow
Manual BOQs in Excel, proposals built in Word, sent as PDF. Every quote takes 3–4 hours, errors creep in, and approvals drag over WhatsApp back-and-forth.
See how SolarCrm solves this→No visibility into project milestones
Who's done what on which site? Tasks scattered in WhatsApp groups. Milestones tracked in spreadsheets no one updates. Clients calling you for status you don't have.
See how SolarCrm solves this→Inventory & stock management chaos
Panels, inverters, cables ordered project-by-project. No central stock visibility. Overstocking at one warehouse, shortage at another. BOQ vs actual stock never matches.
See how SolarCrm solves this→Vendor payments scattered across tools
Vendor POs in email, payment tracking in Excel, credit notes on paper. You don't know what you owe, what's paid, or when vendor credit is available.
See how SolarCrm solves this→Invoice & payment collection delays
Milestone billing triggered manually. Invoices forgotten until clients ask. Partial payments not tracked. Cash flow suffers because your billing isn't tied to project progress.
See how SolarCrm solves this→Ready to fix this? SolarCrm connects every piece.
One platform - from first lead to final invoice. Solar-specific, not a generic CRM.
A closer look at every solar workflow
From the first lead to after-sales service - explore how each SolarCrm module works and how they connect end-to-end.
Capture every lead, move every deal - one solar pipeline
Capture leads from every source, assign agents and move deals through solar-specific stages with full pipeline visibility. No more leads lost in WhatsApp or spreadsheets.
- Multi-source lead capture - web, referral, walk-in, social, calls
- Solar deal stages: Survey → BOQ → Proposal → Won
- Agent assignment, watchers, tasks and follow-up reminders
- Close-rate and pipeline value reporting by source and agent
- Won deals auto-trigger a site survey and BOQ - no re-entry
| Lead / Company | Source | Value | Stage |
|---|---|---|---|
| Nexgen Facilities | Web | $106,870 | Proposal |
| Clearview Solar | Referral | $84,200 | Deal Won |
| Bright Sun Systems | Walk-in | $52,000 | Site Survey |
| GreenHaven Corp | $38,500 | BOQ Review | |
| SkyRoof Ltd | Door-to-door | $29,000 | Proposal |
From site survey to signed proposal - in hours, not days
Run site inspection, capture assessment data, auto-generate a detailed BOQ with components, quantities and pricing. Route for approval, and send a branded proposal - all without leaving SolarCrm.
- Digital site survey forms with inspection checklist & assessment status
- Auto-generate BOQ from system size - panels, inverters, cables, BOS components
- Internal proposal approval workflow before sending to client
- Branded solar proposal with system specs, savings estimate and pricing
- One-click e-signature - deal won, project triggered automatically
| Item | Spec | Qty | Total |
|---|---|---|---|
| Solar Panel | 540W Mono | 93 | $53,940 |
| Inverter | 50kW String | 1 | $25,500 |
| AC/DC Cable | 4mm² PV | 320m | $3,760 |
| Mounting Structure | GI MS | 1 lot | $8,560 |
| Installation Labour | Per kWp | 50kW | $12,420 |
Every task, every milestone - tracked from deal to project complete
Once a deal is won, SolarCrm auto-creates a project. Break it into milestones, assign tasks, track completion, log expenses per milestone - and trigger milestone-based invoicing automatically.
- Auto-create project when deal is won - no manual setup
- Define milestones: civil, electrical, panel mounting, commissioning, PTO
- Task assignments with due dates, priority and progress tracking
- Expense management and approval per milestone
- Milestone completion triggers next invoice - billing is always on time
Real-time stock visibility across every warehouse
Manage your solar product inventory across warehouses. Material requisitions flow from project BOQs, stock is reserved per project, and you always know real availability before committing to a new deal.
- Multi-warehouse inventory - panels, inverters, cables, BOS by location
- Material requisition straight from the project BOQ - no re-entry
- Stock reservation per project with low-stock alerts
- Consumption tracking vs BOQ for live project margin
- Stock transfers between warehouses with real-time visibility
| Product | Type | In Stock | Available |
|---|---|---|---|
| Longi 540W | Panel | 320 | 134 free |
| Sungrow 25kW | Inverter | 8 | 3 free |
| 4mm PV Cable | Cable | 1,200m | 560m free |
| GI Structure | Mounting | 22 sets | 8 free |
| DC MCB 32A | Protection | 45 | 17 free |
Vendors, POs, deliveries and payments - one procurement cycle
Run the full procurement cycle in SolarCrm. Maintain a vendor master, raise RFQs and purchase orders linked to project BOQs, track deliveries, record payments and manage vendor credit - all in one place.
- Vendor database with quotation comparison and credit terms
- Purchase orders linked directly to project BOQs
- Delivery tracking against each PO
- Vendor payment recording and outstanding payables view
- Credit management with payment due alerts
| Vendor | PO # | Amount | Status |
|---|---|---|---|
| SunTech Distributors | PO-2841 | $54,200 | Delivered |
| Inverter Hub | PO-2839 | $25,500 | In transit |
| CableMax | PO-2837 | $3,760 | Paid |
| Mounting Co | PO-2835 | $8,560 | Pending |
| EarthPro | PO-2833 | $2,550 | Overdue |
Milestone billing that never misses an invoice
Tie billing to project progress. When a milestone completes, the invoice is created automatically. Track partial payments, send reminders and watch collections in a live revenue dashboard.
- Milestone-triggered invoicing - billing always matches progress
- Partial payment tracking and outstanding balance management
- Automated payment reminders to clients
- Multi-currency invoicing - USD, AED, AUD, EUR, GBP and more
- Live revenue and collections dashboard
| Project | Milestone | Amount | Status |
|---|---|---|---|
| SunVilla 25kW | Commissioning | $18,400 | Paid |
| MetroMall 1.2MW | Mounting done | $32,000 | Sent |
| Greenline Cluster | Foundation | $12,500 | Overdue |
| Lumen Factory | Advance 30% | $28,000 | Partial |
After-sales service and AMC - handled end to end
Manage every service request from intake to resolution. Assign technicians, schedule site visits, track AMC contracts and generate service invoices - with a full customer service history.
- Multi-channel service ticket intake and tracking
- Technician assignment and site visit scheduling
- AMC contract management with renewal reminders
- Resolution logging and customer service history
- AMC and service invoice generation
| Ticket | Issue | Technician | Status |
|---|---|---|---|
| #T-204 | Inverter fault | R. Mehta | Assigned |
| #T-201 | AMC panel clean | Crew 2 | Scheduled |
| #T-198 | Monitoring offline | A. Khan | Resolved |
| #T-195 | Wiring check | R. Mehta | Resolved |
Your whole platform in your technician's pocket
Field crews work on-site, not at a desk. The SolarCrm mobile app gives them tasks, milestone check-offs, site photos, geo attendance and service tickets - all offline-capable and synced the moment they're back online.
- View and update assigned tasks from the job site
- Milestone check-off that triggers billing automatically
- Site photo capture linked to project milestones
- Geo-verified attendance check-in
- Expense logging and service ticket updates
Who uses SolarCrm?
Whether you install 5 systems a month or manage 100+ parallel projects across regions - SolarCrm adapts to your workflow.
Residential Solar Installer
Manage homeowner leads, roof assessments, proposals and installation milestones. Track every job from survey to handover.
Solar EPC Contractor
Run multi-site EPC projects with full milestone, task, expense and progress visibility. Manage crews, vendors and subcontractors end-to-end.
Solar Trader / Dealer
Capture leads, generate BOQ-based proposals, manage inventory and raise invoices. Track stock levels, vendor POs and client payments from one screen.
C&I Solar Developer
Manage large commercial deals with complex proposal approvals, multi-phase project milestones, regulatory checkpoints and milestone billing cycles.
Solar Franchise / Network
Central visibility across franchisee operations - leads, deals, projects, inventory and revenue by region. Standardise processes across your network.
Solar O&M Company
Manage after-sales service tickets, technician dispatch, job site visits and AMC invoicing. Full customer portal with service history and ticket status.
Everything your solar business needs
11 integrated modules built around the solar sales and project lifecycle - not a generic CRM patched together.
Lead & Deal CRM
Capture leads from all sources, manage deal stages, assign owners, watchers, tasks and notes. Full sales pipeline visibility per agent and region.
Learn more →Site Survey & Assessment
Digital site inspection forms, roof and shadow assessment, site status tracking - linked directly to the deal stage and proposal generation.
Learn more →BOQ & Proposal
Auto-generate Bill of Quantities from system size. Internal approval workflow, branded proposal creation and e-signature - proposal to deal won in minutes.
Learn more →Project & Milestones
Auto-create projects from won deals. Define milestones, assign tasks, track completion, log expenses and monitor project progress in real time.
Learn more →Inventory Management
Multi-warehouse stock management for panels, inverters, cables and BOS. Material requisition from BOQ, stock transfers and live availability tracking.
Learn more →Vendor Management
Vendor database, quotation comparison, purchase orders, delivery tracking, payment recording and credit management - full procurement cycle.
Learn more →Client Invoicing & Payments
Milestone-triggered invoicing, partial payment tracking, payment collection and outstanding balance management. Real-time revenue dashboard.
Learn more →Tickets & Service
After-sales service ticket management, technician assignment, site visit tracking, resolution logging and AMC service invoice generation.
Learn more →HRMS & Attendance
Team attendance management with geo-location tracking for field technicians and installation crews. Leave and shift management built-in.
Learn more →Dashboards & Reports
Unified sales, project and inventory dashboards. Revenue by region, close rate by lead source, milestone progress and outstanding payments - all live.
Learn more →SolarCrm Mobile - your entire platform in your technician's pocket
Field technicians and installation crews spend their day on-site, not at a desk. The SolarCrm mobile app gives them everything they need - tasks, milestones, site photos, attendance and service tickets - all accessible offline and synced the moment they're back online.
Lead to project complete - every step in SolarCrm
No gaps, no tool switching. The entire solar sales and project execution workflow - handled end-to-end.
Does your solar business have these gaps?
SolarCrm identifies and closes the operational blind spots that cost solar companies deals, projects and margin - across every business function.
4 business intelligence deliverables
When you onboard with SolarCrm, our team runs a structured business analysis and delivers actionable intelligence for your operations.
Gap Analysis Report
Existing Flow → Missing Capability → Business Risk → Suggested Improvement
Recommended Modules
Tailored module recommendations based on your business model and current gaps
Workflow Optimisation
Identify redundant steps, manual dependencies, duplicate entries and approval bottlenecks
Product Maturity Score
Assess your ERP maturity: Startup → SMB → Enterprise → Multi-branch → SaaS-ready
Modules being built for solar companies
Based on gap analysis across 300+ solar businesses, these are the next-generation modules in SolarCrm's roadmap.
Dealer Portal
Self-service portal for dealers to submit leads, track deals and view commission payouts in real time.
High ROICustomer App
Branded customer app for project status, document access, service requests and post-install monitoring.
High ROIAMC Automation
Auto-generate AMC contracts, schedule preventive maintenance visits and trigger renewal reminders.
EnterpriseAI Proposal Engine
AI-generated proposals from site data - system size, savings estimate, ROI and financial summary auto-filled.
AI FeatureIoT Monitoring
Real-time solar plant performance monitoring - yield, fault alerts, inverter data and energy generation reports.
AI FeatureProcurement Forecasting
AI-driven procurement planning based on pipeline projects - predict material requirements 30–90 days ahead.
AI FeatureSolar Yield Analytics
Post-install yield vs design analysis, degradation tracking and energy production benchmarking by region.
FutureInstallation QC System
Digital quality checklist for each installation stage - photo capture, sign-off and defect reporting built in.
EnterpriseConnects to your existing tools
SolarCrm integrates with the tools you already use - accounting, design, payments, communication and more.
Built for solar markets worldwide
Local incentive schemes, tax structures and compliance requirements - SolarCrm handles the complexity so you don't have to.
India
India's fastest-growing solar market - rooftop, C&I, utility
UAE & GCC
Solar EPC projects across UAE, Saudi, Qatar, Kuwait & Oman
USA
Residential & commercial solar - CA, TX, FL, AZ priority states
Australia
Clean Energy Regulator compliance and STC/LGC management
Germany & EU
EEG feed-in, GDPR-compliant data handling for EU solar EPCs
United Kingdom
MCS-accredited installer workflows and SEG tariff management
Hear What Our 1000+ Clients Say
"CRMLeaf gave us the structure we needed to scale. With live dashboards, mobile tracking, and automated flows, our execution speed and control have transformed. It’s a single window to our entire operations"
Amlan Kumar Das Mohapatra
Director, AUROVISGLOBAL PRIVATE LIMITED
"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
"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."
Ranvir Soni
CEO, UTNT
"CRMLeaf streamlined our entire workflow! From lead management to customer support, everything is now seamless and efficient. Our team productivity has skyrocketed!"
Emily T.
Operations Manager
"We replaced 4 different tools with CRMLeaf. From CRM to HR and billing — it’s all in one place, saving us time, money, and sanity."
Neha Gupta
Operations Manager
"We switched to CRMLeaf, and it was a game-changer! Seamless integrations, robust reporting, and a user-friendly interface make it the perfect CRM for scaling businesses."
David M
Business Owner
"CRMLeaf transformed our sales pipeline! The automation and real-time insights helped us close deals faster and improve customer engagement like never before."
Divya Iyer
Finance Director
"Managing tasks across departments used to be chaotic—until CRMLeaf. Now our entire team stays aligned and delivers on time consistently."
Amitabh Kulkarni
Product Lead
"Our team picked up CRMLeaf in less than a week. The UI is intuitive and the support team makes onboarding effortless."
Rohit Deshmukh
Senior Sales Executive
"CRMLeaf transformed our sales pipeline! The automation and real-time insights helped us close deals faster and improve customer engagement like never before."
Michael R.
Sales Director
"Managing customer relationships has never been easier. CRMLeaf's intuitive dashboard and AI-driven analytics give us the edge we need to stay ahead of the competition."
Sarah L.
Marketing Manager
Frequently asked questions
Ready to run your solar business the right way?
Join 340+ solar companies using SolarCrm to close more deals, deliver projects on time and collect payments faster.
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