Solar EPC ERP

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Solar Quotation ERP

Quotation & Proposal Management

Streamline your solar sales process with smart quotation and proposal tools. Generate accurate, professional, and branded solar quotations within minutes. Our ERP system automates pricing, GST calculation, and proposal creation to help you close deals faster and deliver a premium customer experience.

Auto Quotation Generation

Generate detailed solar quotations instantly using predefined templates, system configurations, and project inputs.

Capacity-Based Pricing

Automatically calculate pricing based on system size (kW), panel type, inverter, structure, and installation complexity.

GST Calculation

Built-in GST calculation ensures accurate tax handling as per Indian regulations, reducing manual errors.

Custom Proposal Templates

Create personalized proposals with your branding, including logo, colors, and customized content sections.

Professional Branded PDF Export

Download and share clean, client-ready PDF proposals with complete system details, cost breakdown, and ROI insights.

Revision & Version Control

Easily update quotations, track revisions, and maintain complete history for better client communication.

Lead & Enquiry Management

Track enquiries, manage follow-ups, and convert more leads with a smart CRM designed for Solar EPC businesses. Organize your sales pipeline, assign leads, and ensure timely follow-ups to maximize conversions and improve efficiency.

Lead Status Tracking

Track enquiry stages from new lead to final conversion.

Sales Team Assignment

Assign leads to your sales team based on region or workload.

Auto Follow-ups

Get reminders for calls, meetings, and site visits.

Enquiry History

Access complete communication records in one place.

Multi-Source Capture

Collect leads from website, calls, WhatsApp, and campaigns.

Pipeline Dashboard

Visualize sales performance and track deal progress.

Lead Management CRM
Solar Site Survey

Site Survey Management

Capture accurate site survey data and plan solar projects efficiently with a smart ERP solution. Record rooftop details, customer requirements, system capacity, and technical configurations to ensure smooth installation and better project execution.

Site Survey Info

Record location, rooftop type, and site conditions.

Consumer Details

Store customer info, usage data, and contact details.

Capacity Planning

Define system size based on rooftop and energy needs.

Panel & Inverter

Select suitable solar components for the project.

Structure & Wiring

Plan mounting structure and electrical layout.

Project Records

Maintain all survey data, images, and notes.

Project & Installation Tracking

Track every stage of your solar project from order confirmation to final installation. Manage teams, monitor material dispatch, and ensure timely execution with a centralized ERP system.

Status Tracking

Track project stages from confirmation to completion.

Team Assignment

Assign engineers and installation teams efficiently.

Material Dispatch

Monitor delivery of panels, inverter, and structure.

Installation Progress

Track on-site work updates and completion status.

Completion Certificate

Generate project handover and completion documents.

Project Records

Store all documents, images, and approvals in one place.

Project Tracking
Finance ERP

Finance, Purchase & Billing Management

Manage your solar EPC business finances efficiently with an all-in-one ERP system. Handle purchases, sales, invoicing, GST, and financial tracking in a single platform. Automate billing, monitor expenses, and gain real-time financial insights to grow your business.

Purchase & Supplier

Manage purchase orders and supplier transactions easily.

Sales & Billing

Generate invoices for products and services with GST.

Invoice & Challan

Create tax invoices, proforma invoices, and delivery challans.

Income & Expense

Track all income, expenses, and project costing.

Staff Attendance

Manage employee attendance and workforce records.

Reports & Analytics

Generate financial reports and business insights.

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