Solar EPC & Rooftop Installation CRM

Solar EPC Management CRMFrom Site Survey to Net Metering

An integrated cloud platform for solar installers, EPC contractors, and rooftop developers. Manage lead pipelines, DISCOM slab tariffs, PM Surya Ghar subsidy calculations, technical roof surveys, and procurement in one unified system.

DISCOM

Tariff Engine

Slab-Wise Calculations

100%

Subsidy Automated

PM Surya Ghar Yojana

BOM

Auto-Generation

Panels, Inverter & Cables

3 Roles

Scoped Dashboards

Admin, Manager & Sales

THE SOLAR EPC BOTTLENECK

Streamlining Solar Projects from Lead to Grid

Rooftop solar contractors face high drop-off rates due to complex DISCOM tariff slabs, delayed technical roof surveys, slow subsidy applications, and uncoordinated procurement.

Manual Solar Operations

Spreadsheet quotation errors, unverified roof visits, and missed deadlines.

  • Inaccurate manual payback & electricity savings calculations for customers.
  • Unverified site visits without structured shadow, tilt, or load analysis.
  • Delayed DISCOM net-metering applications causing customer cancellations.
  • Procurement stockouts of inverters, mounting structures, or DC cables.
  • No milestone-linked customer payment tracking across construction stages.

The Solar CRM Platform

Automated DISCOM tariffs, technical roof surveys, and end-to-end EPC tracking.

  • DISCOM Tariff Engine: Instant slab-wise bill reduction & ROI calculations.
  • Technical Site Surveys: Shadow analysis, tilt, azimuth, and photo records.
  • Subsidy & Net Metering: Automated PM Surya Ghar application milestones.
  • Automated BOM & POs: Generates bill of materials for panels, inverters & wiring.
  • Milestone Invoicing: Advance token, structure erection, and final handover billing.
HOW IT WORKS

End-to-End Solar EPC Pipeline

Standardize every stage of residential and commercial rooftop solar projects in one clear progression.

STEP 01

Lead Capture & Tariff Calculation

Capture customer inquiries from digital campaigns and field agents. Instantly compute monthly electricity savings, PM Surya Ghar subsidy eligibility, and payback period using DISCOM tariff slabs.

DISCOM SlabsPM Surya GharROI Forecast
STEP 02

Digital Roof Survey & Sizing

Field engineers record rooftop measurements, tilt angle, azimuth orientation, shadow analysis, sanction load, and electrical phase. Automatically sizes PV capacity and panel layouts.

Shadow AnalysisAzimuth & TiltElectrical Phase
STEP 03

Automated BOM & Procurement

Generates exact Bill of Materials (BOM) including DCR/Non-DCR panels, string/micro inverters, GI mounting structures, and DC/AC cables. Dispatches supplier purchase orders and tracks warehouse stock.

BOM GeneratorPurchase OrdersInventory Audit
STEP 04

Net Metering & Grid Commissioning

Track DISCOM net-metering application stages, CEIG safety inspections, bidirectional meter installation, and milestone billing collections through final handover.

DISCOM InspectionBi-directional MeterMilestone Invoices
DEDICATED WORKSPACES

One Platform, Five Tailored Modules

Every department - from field survey engineers to procurement teams and executive management - operates with purpose-built tools.

For EPC Directors & Founders

Organization-Wide Solar Operations & Cash Flow Control

Complete visibility over multi-branch solar installations. Monitor revenue pipelines, conversion ratios, pending DISCOM sanctions, procurement spend, and team productivity in real time.

Key Capabilities:

Real-time pipeline metrics: Inquiries → Site Surveys → Sanctions → Commissioned
DISCOM tariff master table configuration (State & DISCOM slab rates)
Subsidy scheme administration (PM Surya Ghar Central & State schemes)
Role-based access control (RBAC) across Admin, Manager, and Sales tiers
Executive financial reports, profit margin realization, and audit trails

Admin Command HQ

For EPC Directors & Founders

Deployment StatusReady to Deploy
DISCOM CoverageAll Major Indian States
Subsidy EnginePM Surya Ghar Yojana
Request Live Demo
PLATFORM CAPABILITIES

Core Solar EPC Modules

Engineered specifically for solar rooftop EPC contractors, system integrators, and channel partners.

Slab-wise Calculations

DISCOM Tariff & Subsidy Engine

Slab-wise tariff calculations across Indian DISCOMs (Rajasthan, Maharashtra, Gujarat, Delhi, UP). Instantly computes monthly unit savings, payback ROI, and PM Surya Ghar subsidies.

Shadow & Tilt Analysis

Digital Roof Survey & Sizing

Record usable rooftop area, tilt angle, azimuth orientation, and obstacle shadow points. Capture consumer meter box photos and electrical sanctioned load directly on mobile.

Instant BOM Creation

Automated BOM Generator

Auto-generates engineering Bill of Materials based on system capacity (kWp). Specifies DCR/Non-DCR panel counts, string/micro inverter specs, mounting hardware, and cables.

Automated Reminders

Lead Pipeline & FCM Reminders

Multi-tier lead stages with automated follow-up schedules. Firebase Cloud Messaging (FCM) and node-cron push notifications alert reps to pending calls and DISCOM deadlines.

Stock & Serial Tracking

Warehouse Stock & Supplier POs

Manage equipment procurement across central warehouses and project sites. Generate supplier purchase orders, track Goods Receipt Notes (GRN), and log component serial numbers.

Stage-linked Invoicing

Milestone Billing & Net Metering

Tie payment demand notes to physical installation milestones. Tracks state-level DISCOM net-metering portal submissions, meter testing, and final grid commissioning.

TESTIMONIALS

Trusted by Solar EPC Contractors

Leading solar engineering and installation companies rely on Solar CRM to scale operations.

“Calculating DISCOM slab tariffs by hand on customer rooftops was slow and prone to errors. With Solar CRM's tariff calculator and PM Surya Ghar subsidy engine, our sales team generates accurate payback proposals in under two minutes.”

Sunil Choudhary

Managing Director, SuryaShakti EPC Solutions, Jaipur

350+ Rooftop Installations · Residential & Commercial

“The digital site survey module changed our engineering accuracy. Field engineers capture shadow obstructions, tilt, and consumer load directly into the system, which automatically generates our engineering Bill of Materials.”

Rajeev Kulkarni

Chief Technical Officer, Vidyut Green Energy, Pune

MSEDCL Feasibility · 5 MWp Executed

“Tracking DISCOM net-metering status and milestone payments across 60 ongoing sites used to be chaos on spreadsheets. Solar CRM gives our management instant visibility on every site from structure mounting to meter synchronization.”

Deepak Mehta

Operations Head, Sunray Infrastructure, Ahmedabad

Gujarat Residential & Industrial Rooftops

GET IN TOUCH

Schedule a Solar CRM Walkthrough

Book a personalized session with our solar technology architects. See how Solar CRM models your exact state DISCOM tariff rates, PM Surya Ghar subsidy rules, and technical survey workflows.

Demo sandbox loaded with real DISCOM tariff tables
Custom migration support from spreadsheets or legacy CRM data
Dedicated deployment on high-speed Indian cloud servers