Why Your Solar Business Needs a Sales ERP
In the fast-moving world of solar EPC and renewable energy, delays in pricing, proposal generation, or follow-ups can cost you deals. A centralized ERP system ensures:
- Rapid and accurate quotations with pre-configured solar BOMs
- Seamless collaboration between sales, design, SCM, and finance
- Real-time dashboards for revenue forecasting and performance tracking
- Streamlined workflow from lead intake to project handover
🚀 What You Get
- Fully integrated lead-to-order management
- Dynamic, project-type-specific intake forms
- Accurate solar price estimation via built-in calculators
- Seamless proposal generation and approval flow
- Real-time visibility on pipeline, forecast, and next actions
Deep integration with finance, stock, and procurement for end-to-end visibility
⚙️ How It Works
📥 Capture Leads
- Web forms, events, calls, or WhatsApp
💰 Estimate Pricing
- Via solar calculator, margin logic, tax inputs
📄 Generate Proposals
- Auto-filled, branded, and ready to share
📊 Track Pipeline
- Stage-wise by project type, size, and region
🔁 Coordinate Internally
- With purchase, design, and finance
✅ Convert to Project
- On order confirmation and payment draft
Key Features Designed for Solar Sales Teams
🔆 Solar Calculator
Auto-calculate system cost and margin-based sales price using pre-set panel, inverter, and structure configurations.
📝 Proposal Generation
Create professional, branded, and tax-compliant proposals in one click.
🎯 Lead & CRM Management
Assign, follow up, and close leads with reminders, scoring, and team dashboards.
📄 Dynamic Intake Forms
Customizable forms based on project type: Residential, Commercial, Ground-mounted, Hybrid, etc.
📊 Project-Type Based Pipeline
Stage-based pipeline broken down by project category, geography, and team.
📈 Revenue Forecasting
Sales projection reports with weighted pipeline and win probability modeling.
📉 Sales MIS Reports
Team-wise performance, closure ratios, conversion trends, and more.
✅ Sales Operations Dashboard
“Next to Do” – view daily tasks, overdue actions, and upcoming site visits in one place.
💰 Advance Payment Drafts
Record intent to pay before formal contracts for accurate cash flow planning.
🧾 Commercial Terms Configurator (New)
Set milestone billing, payment terms, and document checklists from day one.
🔗 Sales & Purchase Alignment (New)
Get live updates on stock, vendor rates, and lead times directly in the sales flow.
🔌 Integrations & Compatibility
Works effortlessly with your existing tools and platforms.
- Email & Communication: Integrates with WhatsApp, Gmail, and Outlook to centralize sales conversations and follow-ups.
- Finance & Accounting: Connects with Odoo Accounting, Tally, and Zoho Books for smooth invoicing and reconciliation.
- Site & Proposal Tools: Supports Google Maps and solar survey platforms to auto-fill site data into proposals.
- Digital Workflows: Compatible with eSign tools, document storage apps, and CRM/marketing APIs for end-to-end automation.
🤝 Implementation & Support
Dedicated ERP consultant for onboarding
Successful Projects Experience
Global Clients Trusted by businesses worldwide
Industry Experts Dedicated to your success.
❓ Frequently Asked Questions
Typically 4 to 10 weeks, depending on complexity and readiness
Yes, our team handles secure data migration and cleanup.
Yes, it integrates natively with Odoo Accounting and supports API-based sync with others.
