Customer Relationship, Enhanced Project Management & High Performance!

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CRM for Solar EPC Companies

Customer Relationship

Stay ahead of the curve with instant response to customer queries with our solar CRM solution. We enable promotional and transactional SMS notifications with the best solar CRM software. Our CRM solution is designed to maximize business profitability through organic customer relationships.

Project Management

Improve your project management efficacy with an advanced solar ERP system. It covers everything from Site survey, Quotation, Material planning, Procurement, and compliance with government guidelines. our solar ERP software provides a streamlined process, optimal productivity, and project management.

Performance

Analyze, adjust, and improve performance for your operations with advanced analytics. Our innovative software monitors organization-specific KPIs and helps improve efficiency. Our software offers advanced analytical capabilities from employees to service engineers, installation teams, and operations.

Features of Solar EPC CRM

SMS Marketing

Enrich engagement with your prospects and leads through creative, informative, and transactional marketing copies. Our SMS marketing campaigns with solar CRM software improve customer relationships and conversions to increase sales and customer loyality.

Customer Onboard

Once the quotation is finalized, convert them to your customer. On approval, the customer is onboarded with the aggregation of different data regarding the project.

Installation

According to the bill of material, components are procured and arrive on the site. Further, geather all data for installation error free including fabrication, AC Wiring, DC Wiring, LA fit, earthing, etc.

Team Performance

Our Solar CRM software enables project management for solar EPC and allows for measuring, monitoring, and improving KPIs for employees and operations.

Site Survey

Based on the communication on the solar ERP software, your team of experts performs the site survey. Essential information on site is recorded for the quotation process. It help you to reach the decision either the site is eligible for Solar System or not.

Invoice

An invoice is generated or you can upload based on the data aggregated and procurement of the requirements of the project. It is further uploaded on the platform for a streamlined process.

Project Completion

Once the installation is executed, project completion data is aggregated. Such information is documented and is used by customers for government subsidy claims.

Customer Records

Customer records are recorded and stored according to the EPC requirements. This data is vital for process streamlining, personalization, and better CRM.

Quotation

According to the data gathered from the site survey, a quotation is generated which shows whether the site is eligible for solar subsidy and installation or not. It has necessary details like the size of the solar system, location, eligibility criteria for the solar subsidy, etc.

Project Planning

Plan accurately with each phase of projects from material procurements, fabrication, solar panels components, and types of equipment gets planned including transportation management.

Subsidy Management

After collecting data, it is submitted to the government portal. The eligibility for the subsidy depends on the government guidelines. Record all the data to the Solar CRM software.

Dealers

Either you have dealers as a Sales Partner or Technical Partner, Manage and track the projects including dealers’ accounts.

Benefits

  • A streamlined process for solar EPC operations.
  • Enables requirement, installation, and project planning.
  • Higher engagement through SMS marketing.
  • Better customer relationship and support.
  • Compliance with industry standards and guidelines.

Plans & Pricing

Starter Plan

Suitable for small Solar EPC companies
₹3,500/ MONTH (Paid Annually) + GST
  • Upto 6 Users
    (Admin only)
  • Web App
  • Marketing + Transactional SMS
  • Upto 10 GB Storage
    (180+ Projects)
  • Google Location and Map Integration
Book Now

Professional Plan

Suitable for Medium Solar EPC Companies
₹6,000/ MONTH (Paid Annually) + GST
  • Upto 12 Users
    (Admin + Sales + Engineer + Executive)
  • Web App + Mobile App
  • Marketing + Transactional SMS
  • Upto 20 GB Storage
    (350+ Projects)
  • Google Location and Map Integration
Book Now

Enterprise Plan

Suitable for Large Solar EPC Companies
₹10,500/ MONTH (Paid Annually) + GST
  • Upto 30 Users
    (Admin + Sales + Engineer + Executive + Dealer)
  • Web App + Mobile App
  • Marketing + Transactional SMS
  • Upto 60 GB Storage
    (1000+ Projects)
  • Google Location and Map Integration
Book Now

Features of Solar EPC CRM

The Future of Solar EPC Companies in India

About the Application

Solar EPC app that combines CRM, project management and analytics is exactly what you need to maximize profits. It allows solar EPC businesses to streamline processes according to industry standards and comply with government subsidy guidelines.

Solar sales CRM can produce remarkable results with enhanced SMS marketing features. Our EPC app does it all for you from lead conversion to sales and completion of transactions. The best part is how you can maximize performance by analyzing data on the app and tracking for inefficiencies.

Try it for FREE…

Book Free Demo or Trial now…

Looking to improve sales, operations, and performance?
It’s time to choose an all-in-one solution!

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