Switch on only what you need

Lead Management

Capture, assign and follow up every lead, from first call to site survey, without losing anyone in a chat.

• Pipeline board with solar stages
• Calls, notes and follow-up reminders
• Excel import and lead distribution

Customer Management

Site details, documents, payments and history sit on one customer record that every module shares.

• Customer overview and history
• Documents and attachments
• Linked payments and quotes

Quotation & Proposals

Build GST-ready solar quotes with your branding and send a print-ready PDF in minutes.

• Item catalogues and project types
• Live GST and system totals
• Branded PDF export

Team & Access (RBAC)

Roles built from a permissions catalogue, enforced on the server, with an audit trail of every important change.

• Custom roles and permissions
• Own-records-only access for dealers
• Invite, deactivate and reassign users

After-Sales & Service

Raise tickets, assign engineers and keep warranty and service history with the customer.

• Service tickets and assignment
• Photo proof on closure
• Warranty and service history

Payments & Milestones

Track token, pre-dispatch and final payments against each job, with a clear view for the owner.

• Milestone schedules per job
• Payment records and receipts
• Cash and loan paths

Site Survey & Installation

Schedule visits, capture survey notes and install proofs, and mark the job complete.

Documents, DISCOM & Subsidy

Checklists and status for meter, net-metering and subsidy so nothing waits unnoticed.

Inventory & Dispatch

See stock, raise challans and look up warranty by serial or batch.

Dealer & Partner Management

Let dealers submit leads and track their own work, with commission tracked for you.

Customer Portal

Customers see status and documents and raise service requests without calling.

Reports & Analytics

Conversion, source and team performance reports built into the modules you use.