Short answer
Solar EPC CRM software manages the full solar project cycle: lead capture, site survey on mobile, system sizing and proposals with savings, subsidy and net-metering applications, procurement, installation, commissioning and after-sales service. Infikey builds custom solar CRMs for residential and commercial EPC companies and their channel partners. Typical builds cost USD 20,000–45,000.
Updated · Written by the Infikey Technologies delivery team
Features
| Stage | Features |
|---|---|
| Leads | Capture from ads, website, WhatsApp and channel partners; assignment and follow-ups |
| Survey | Mobile survey with roof photos, shading notes, load details and GPS location |
| Proposal | System sizing, bill of materials, savings and payback, branded PDF proposal |
| Approvals | Subsidy portal and DISCOM or utility net-metering stages with document checklists |
| Execution | Procurement, material dispatch, installation checklists with photos, commissioning reports |
| Service | Warranty records, service tickets, AMC and cleaning schedules |
| Partners | Channel partner portal with leads, commissions and project status |
Why solar companies outgrow generic CRMs
Generic CRMs handle leads well but not what happens after the sale. Solar projects move through surveys, approvals, material, installation and inspection, often with different teams and partners. A solar-specific system keeps those stages, documents and photos together, so management can see which projects are stuck and why.
Once plants are live, connect generation data through an energy monitoring dashboard for service and customer reporting.
Cost
| Scope | Budget (USD) | Budget (INR) |
|---|---|---|
| Lead, survey and proposal tools with sales app | 20,000–30,000 | 16–25 lakh |
| Add approvals, installation and service modules | 30,000–45,000 | 25–37 lakh |
| Add channel partner portal and customer app | +10,000–20,000 | +8–16 lakh |
These are planning ranges, not quotes.
Project blueprint
Sales-to-commissioning CRM for a rooftop solar EPC
Based on the requirements we hear most often from buyers like this.
A rooftop solar company installs residential and small commercial systems through its own sales team and channel partners. Surveys are done on paper, proposals are built in spreadsheets, and nobody knows which projects are stuck in subsidy or net-metering approval.
What we would build
- Lead capture from ads, website and partners with automatic assignment
- Mobile site survey with roof photos, load details and GPS
- Proposal generator with system sizing, savings and payback
- Approval tracker for subsidy and net-metering stages with document checklists
- Installation and commissioning checklists with photos, plus service tickets
How success is measured
- Lead to signed order conversion
- Time from survey to proposal
- Projects stuck in approval stages
- Installations completed per month per team