How solar EPC contractors run every project end to end
From the first lead call to the final commissioning - CrmLeaf connects your sales team, project managers, installation crew, procurement and finance into one seamless workflow. Built for EPC contractors running 5 to 500 projects a year.
No credit card required · Free onboarding · Setup in 30 minutes
- Leads tracked in WhatsApp - deals lost without follow-up
- BOQ built in Excel - 3 days per proposal, errors in every quote
- No milestone visibility - managers calling sites for updates
- Vendor POs in email, payment tracking in spreadsheets
- Billing missed until clients ask - cash flow unpredictable
How Solar EPC Contractors use CrmLeaf
Every stage of your workflow mapped - no gaps, no tool switching.
Lead Capture & Assignment
Capture leads from web, referrals, walk-ins and direct calls. Assign to agents instantly. Source tracked for attribution.
Deal Qualification & Pipeline
Solar-specific deal stages. Add system size, deal value, roof type. Set tasks, watchers, deadlines. Full team pipeline visible to managers.
Site Survey & Assessment
Schedule inspection from the deal. Digital survey form - roof structure, shading, orientation, electrical. Assessment status tracked per stage.
BOQ Generation & Approval
System size from survey auto-populates the BOQ - panels, inverters, cables, BOS, labour. Internal approval chain. No Excel.
Proposal & Contract
Branded proposal with e-signature. Client signs → deal Won → project auto-created. Zero handoff friction between sales and ops.
Project & Milestone Setup
Project created from won deal. Define milestones with due dates, predecessor dependencies. Crew assigned. Timeline confirmed.
Field Execution & Mobile Updates
Crew see daily tasks on mobile app. Mark complete, upload photos, geo check-in. Milestone progress updates dashboard in real time.
Material & Vendor Management
Requisition from BOQ. Stock checked per warehouse. POs raised for shortfalls. Deliveries tracked. Vendor payments recorded.
Milestone Invoicing
Milestone complete → invoice auto-generated. Payment schedule tracks collected, outstanding and overdue. Finance notified.
After-Sales & AMC
Service tickets, technician dispatch, maintenance scheduling and AMC contracts - all from the same platform post-installation.
What CrmLeaf fixes for Solar EPC Contractors
“We lose deals because follow-ups fall through the cracks”
Lead CRM assigns every lead to an agent with task reminders. Pipeline leakage visible before it costs you a deal.
“Building a BOQ takes 3 days and still has errors”
Auto-generate BOQ from system size in minutes. Approval ensures accuracy before the proposal reaches any client.
“No idea where each project is until someone calls the site”
Milestone dashboard shows all projects, stage completion and schedule variance live - without a single phone call.
“Vendors call about overdue payments we did not know about”
Vendor payment schedules and due dates tracked in CrmLeaf. Overdue alerts fire before the vendor has to chase.
“We forget to invoice until clients ask”
Milestone-triggered invoicing fires automatically when a project stage is complete. Billing is never missed, never late.
“No accountability for field crew tasks and attendance”
Geo-verified mobile check-in, task completion logged on app, photos timestamped. Full accountability without micromanagement.
CrmLeaf modules for Solar EPC Contractors
Lead & Deal CRM
Full pipeline from first lead to signed deal.
BOQ & Proposals
Auto BOQ, approval workflow, branded proposal.
Project & Milestones
Milestone setup, tasks, live progress tracking.
Inventory
Multi-warehouse stock, BOQ-linked requisitions.
Vendor Management
PO, delivery, payment and credit management.
Invoicing
Milestone billing, payment tracking, revenue view.
Tickets & Service
Post-install service, AMC and maintenance.
Mobile App
Field tasks, geo attendance, site photos.
What Solar EPC Contractors say
“We were running 15 projects simultaneously on WhatsApp groups and Excel sheets. Moving to CrmLeaf meant our project managers stopped firefighting and started actually managing. Every milestone, every vendor payment is visible in one screen. The automatic billing alone recovered more than the subscription cost in the first month.”
Questions from Solar EPC Contractors
Yes. CrmLeaf handles the full EPC workflow - lead capture, BOQ proposals, project milestones, crew management, vendor procurement, invoicing and after-sales. Most EPC teams replace 6-8 separate tools when they switch.
Yes. The CrmLeaf mobile app is built for field technicians. Tasks, geo check-in, site photos, expense logging and ticket updates - all from a smartphone, with offline mode for remote sites.
When a deal is won, the approved BOQ automatically becomes the project material plan. Operations can raise requisitions from the BOQ, CrmLeaf checks warehouse stock and highlights shortfalls for vendor POs - no re-entry.
Yes. Vendor costs, labour expenses and material consumption are compared to BOQ budget in real time. Finance sees gross margin per project on the revenue dashboard.
Most EPC teams are operational within 2-5 days. Free onboarding, free data migration from your current tools and a dedicated setup session are included on all plans.
CrmLeaf works for every solar business model
Solar Dealer / Trader
Leads, BOQ proposals, inventory and client invoicing for dealers.
Residential Installer
Homeowner leads to handover - fast cycle, high volume.
C&I Solar Developer
Complex multi-phase commercial projects, multi-stakeholder approvals.
Solar O&M Company
Tickets, technician dispatch, AMC contracts and maintenance billing.
Franchise / Multi-branch
Central HQ visibility across all branches with regional reporting.
Run your EPC business without the chaos
Join 340+ solar companies using CrmLeaf to close more deals, deliver projects on time and collect payments faster.
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