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🌱 Three-Stage Solar Project Management tools

Power Every Solar Deal from Lead to Light

SolarCRM unifies your sales, finance, and execution teams on one intelligent platform — built for India's booming solar industry.

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3
Integrated Teams
Projects Tracked
100%
Role-Based Access
0
Missed Handoffs

Three Roles, One System

Every team member gets exactly the access they need — no more, no less.

👑
Master Admin

Admin Panel

System-wide administrator access with full control over configuration, user management, and company onboarding.

🏢
Company Admin

Company Dashboard

Company head access to oversee all team activity, review pipelines, and manage team-wide performance metrics.

👷
Employee

Team Access

Role-specific dashboards for Sales, Finance, and Execution teams with task-focused views and handoff tools.

End-to-End Installation Pipeline

Track every project as it moves through three structured stages — nothing falls through the cracks.

1

Sales Team

Qualify leads, conduct site visits, and onboard customers with complete documentation.

Site Visit ID Creation Document Upload
2

Finance Team

Handle loan processing, coordinate with banks, and manage disbursement workflows.

Loan Processing Bank Coordination Disbursement
3

Execution Team

Carry out installation, handle net metering applications, and commission the system.

Installation Net Metering Commissioning

Everything Your Team Needs

Powerful tools built specifically for solar project management.

📋

Project Tracker

Real-time status updates as projects move through each stage.

📁

Document Vault

Upload, store, and retrieve customer documents instantly.

🔔

Smart Alerts

Automated notifications when tasks need attention or approval.

📊

Analytics

Company-wide dashboards for performance and pipeline visibility.

🔒

Role Security

Granular permissions ensure each user sees only what's relevant.

📱

Mobile Ready

Field teams can update projects from any device, anywhere.