Odoo CRM For Solar & EPC Companies
Generic CRMs track contacts. Our tailored Odoo Solar CRM tracks the entire journey from first enquiry through site survey, BOM-linked quotation, solar proposal, and confirmed project. Solar-specific CRM that connects leads, site surveys, BOMs, quotations, and project handoff in one system.
Why Generic CRMs Fail for Solar
Your CRM Was Not Built for Solar Sales
Solar sales is more than contact management. An Odoo CRM for Solar manages site surveys, BOM configurations, ROI projections, and milestone-based project handoffs in one platform.
No BOM in the CRM
Quotation goes out without a linked Bill of Materials. Procurement gets a surprise when the order is confirmed.
Survey Data Lives Elsewhere
Site survey in a PDF, quotation in the CRM, BOM in a spreadsheet. Three tools for one sales cycle.
No Handoff to Operations
Sales closes the deal. Operations starts from scratch. No project creation, no BOM transfer.
Solar-Specific CRM
What Odoo Solar CRM Does Differently
Every module in our Odoo CRM for Solar is configured around how solar EPC sales teams actually work—from the first lead to the signed project.
- ✓Site survey data flows directly into quotation
- ✓BOM templates for rooftop, C&I, and ground-mount
- ✓Solar proposal with ROI projection from CRM
Lead Management
Capture, Qualify & Convert Solar Leads with Odoo CRM
Odoo CRM for Solar captures every lead source and tracks prospects through solar-specific pipeline stages with automated activities and team assignment.
📋Leads Qualification
Identify and prioritise potential solar customers. Score leads based on system size, roof type, location, and timeline. Auto-assign to the right sales rep.
✓ High-value leads get attention first.
📊Pipeline Management
Solar-specific stages: Enquiry, Survey Scheduled, Survey Complete, Proposal Sent, Negotiation, Won. Every stage has defined activities.
✓ Pipeline visibility from first contact to confirmation.
📅Activities & Follow-ups
Schedule site visits, calls, proposal reviews. Get reminders before every activity. Log outcomes directly in the lead record for full history.
✓ No follow-up missed.
👥Lead Scoring & Assignment
Score leads by kW capacity, project type, budget. Territory-based assignment. Manager dashboard shows conversion rates and pipeline health.
✓ Sales managers see where the pipeline is stuck.
Survey, BOM & Quotation
From Site Survey to BOM-Linked Quotation
Odoo CRM for Solar simplifies the unique solar sales cycle by connecting site surveys directly with BOM creation and quotation generation.
📐Site Survey Form
Capture roof type, orientation, shadow analysis, electrical load, grid connectivity. Survey data feeds directly into system sizing and quotation.
✓ Survey drives the quotation — no re-entry.
🔧BOM Templates
Predefine Bills of Materials for common configurations: rooftop, C&I, ground-mount. Each BOM includes panels, inverters, mounting, cables.
✓ Standard configurations quoted in minutes.
📄Quotation Builder
Component breakdown, pricing tiers, optional add-ons. Multiple versions per lead. Margin visible to managers only.
✓ Professional quotations with full cost control.
☀️Solar Proposal
Branded proposals with system specs, expected generation, savings projection, payback period. PDF export ready.
✓ Proposals that sell the ROI, not just list parts.
Project Handoff
From Won Deal to Active Project
In Odoo CRM, every confirmed order automatically creates the project, inventory demand, delivery schedule, and task list.
📁Projects & Templates
Auto-create project with the right template. Stages, tasks, timelines pre-populated. Dependencies enforced.
✓ Operations starts work the same day sales closes.
🚚Delivery Notes & Attachments
Track dispatch to job site. Store site photos, drawings, permits against the lead or project record.
✓ Every component and document tracked.
Billing
Invoice, Track & Collect
Odoo CRM for Solar connects milestone billing with project progress, helping solar EPC companies invoice accurately without manual tracking.
💰Invoice & Milestone Billing
Invoices tied to milestones: advance, dispatch, installation, commissioning. GST-compliant.
✓ Invoicing follows project progress automatically.
💳Register Payment
Record payments, automated reminders for overdue receivables, bank reconciliation. Fully Integrated with other ERP modules
✓ Cash collection stays on track.
💰Fully integrated with ERP modules
Supply chain connected to CRM, Projects, and Finance on one database. Sales confirms a deal — purchase demand generates. Vendor bill posts to accounting automatically.
✓ One action updates every connected module instantly.
💳Customer Portal
Customers view quotations, approve solar proposals, track project progress, and download invoices from their own login. No status calls to your office.
✓ Customers self-serve. Your team focuses on selling.
Mobile CRM
Solar CRM in Your Pocket
Your sales team works on rooftops. The Odoo mobile app gives them full CRM access from the field.
- ✓Capture leads and log surveys on the move
- ✓Generate quotations from the job site
- ✓Full pipeline visibility for field managers
FAQ
FAQs About Odoo Solar CRM
Ready to Give Your Solar Sales Team a Real CRM?
Tatvamasi Labs configures Odoo CRM for solar EPC — from first lead to commissioned project. Book a 30-minute demo.
📞 +91 8799696346 · ✉️ contact@tatvamasilabs.com · Official Odoo Silver Partner
