Track Every Solar Project Stage—From Site Survey to Subsidy and Handover. Stop running blind. Start tracking every stage with clarity, accuracy, and speed with a powerful CRM for solar companies.
The Solar Boom in India — And Why Tracking Matters More Than Ever. India aims to reach 280 GW of solar capacity by 2030 (MNRE, 2024). Residential rooftops and MSMEs are fast becoming the biggest adopters.
But here’s the problem: 67% of solar MSMEs still manage projects through Excel and WhatsApp. 30% of projects face avoidable delays due to miscommunication or tracking errors. ₹5–10 lakh per year is lost due to missed billing, subsidy delays, and rework.
If you’re managing more than 10 active projects at a time, your old-school tools are already costing you.
Enter CRMLeaf — Track and Manage Every Project Stage in One Smart Solar Business Management System. CRMLeaf is built for Indian solar businesses. It lets you monitor every critical stage, from inquiry to subsidy payout, with full transparency. It acts as your project lifecycle management tool and operations management software.
6 Key Stages to Track — and How CRMLeaf Makes It Easy
Site Survey—Get Accurate Inputs, Instantly Logged
- Auto-assign surveyors based on zone and schedule using job scheduling and dispatch software
- Upload site photos, measurements, and shadow analysis via mobile CRM for field teams
- Store reports digitally for proposal and design teams
Stat Check: 1 in 4 projects face rework due to inaccurate or incomplete survey data. CRMLeaf helps you avoid costly site revisits with robust solar site survey management.
Procurement—Never Run Out of Critical Materials
- Monitor the inventory of panels, inverters, cables, and mounts in real-time
- Auto-generate Purchase Orders (POs) as per project needs
- Link material dispatch and delivery to installation timelines
Stat Check: Projects get delayed by 5–7 days on average due to inventory shortages. Track stock with powerful solar inventory management and solar vendor management.
Installation—Deliver On-Time, Every Time
- Define task workflows: mounting, wiring, testing, net metering, etc.
- Assign roles with timelines and priority
- Site teams update completion with photos and comments via the app
Stat Check: On-time installations improve customer satisfaction by 40% and reduce service calls by 25%. Use live progress tracking and alerts for better field team coordination and a solar task tracking system.
Government Subsidy—Ensure Timely Claims & Payments
- Tag eligible projects under MNRE Rooftop Phase II or state schemes
- Upload necessary documentation (commissioning reports, net metering approval, etc.)
- Track subsidy claim status — submitted, pending, approved, or paid
Stat Check: 58% of solar MSMEs either miss or delay subsidy claims due to poor document control. CRMLeaf ensures effective document handling for solar companies.
Documentation—Store Every File in the Right Place
- Upload proposals, CAD designs, SLA documents, and site photos
- Maintain installation compliance reports and vendor certificates
- Enable e-signatures for faster approval and digital recordkeeping
Stat Check: Companies lose ₹1–2 lakh/year in rework and compliance fines due to missing documents. Everything is centralized through our centralized communication tool.
Final Handover—Create a Professional Client Experience
- Generate handover packs with system specs, warranty cards, and service manuals
- Share AMC plans and service schedules
- Collect client feedback and referral ratings digitally
Stat Check: Projects with structured handover processes see 20–30% higher repeat business and referrals. Turn satisfied customers into your best marketing tool using our client relationship management system.
CRMLeaf Advantage—Smart Features That Drive Results
All-in-One CRM Platform for Growing Solar Teams. No switching between CRM, project management, subsidy portals, and Excel. One place for sales, operations, field updates, and billing — your complete integrated business management suite.
Made for Indian Solar Companies
- GST invoice formats for GST-compliant billing
- MNRE and state subsidy workflows
- Part-payment, subsidy-linked billing, and vendor payouts using our Indian CRM software with GST
Mobile CRM for Field Teams
- Surveyors and installers update tasks, upload photos, and mark progress from the site
- Works even in low-connectivity areas with offline sync
Business Intelligence Reporting
- Pending vs. completed site surveys
- Project-wise material consumption
- Subsidy claim pipeline
- Profitability per project
- Delay reasons and SLA breaches for generating detailed solar team performance reports
Role-Based Access CRM for Team Control
- Owners: Full access
- Sales: Own leads and tasks
- Technicians: Assigned projects only
- Finance/HR: Separate views
Custom Workflows for Service Businesses
- Add workflows like Net Metering, Design Approval, and AMC Tracking
- Use CRMLeaf as your workflow automation tool
CRMLeaf also functions as a project execution dashboard, project invoicing system, and lead-to-installation software, tailored specifically for solar installation service providers.
Transform Chaos Into Control — One Project at a Time. You don’t need more people to manage your projects — you need better systems. Choose a powerful solar installation CRM.
CRMLeaf lets you:
- Cut project delays by 25–35%
- Save ₹5–10 lakh/year in lost revenue and admin time
- Improve the subsidy success rate by 60%
- Track every rupee of material and manpower
Start Tracking Smarter. Growing Faster. Your projects deserve more than Excel and WhatsApp. Try CRMLeaf—your Excel alternative for solar projects
Let your solar business scale with confidence and full control using the leading solar CRM software in India.
