# Solar EPC CRM and project management software > 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. From enquiry to commissioning in one system: surveys on a phone, proposals in minutes, and every subsidy and approval stage tracked. - **Budget:** USD 20k–45k (INR 16–37 lakh) - **Apps:** Sales, surveyor, installer, customer - **Proposals:** Sizing, savings, payback, financing options - **Tracking:** Subsidy, net metering, installation, service ## 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](https://infikeytechnologies.com/industries/energy/energy-monitoring-iot-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 ## Frequently asked questions ### Can the CRM generate proposals automatically? Yes. From survey data and your price list, it sizes the system, calculates savings and payback, and produces a branded proposal the salesperson can send from the phone. ### Can it track subsidy and net-metering applications? Yes. Each project shows the current approval stage, required documents and pending actions. Where portals offer APIs, status can be fetched; otherwise teams update stages in a click. ### Can our channel partners use it? Yes. Partners get their own portal to register leads, see project status and track commissions, with access limited to their own customers. ## Related guides - [Energy and renewables software development company](https://infikeytechnologies.com/industries/energy): Infikey Technologies builds energy software: CRM and project management for solar EPC companies, IoT dashboards that monitor generation and... - [Salesforce vs HubSpot vs custom CRM: which fits your sales team?](https://infikeytechnologies.com/compare/salesforce-vs-hubspot-vs-custom-crm): HubSpot is the easiest CRM to adopt, with a free tier and strong marketing tools, ideal for small and mid-sized teams. Salesforce is the mos... - [Real estate CRM software development](https://infikeytechnologies.com/industries/real-estate/real-estate-crm): A real estate CRM captures leads from portals, ads, websites and walk-ins, assigns them to sales agents, automates WhatsApp and call follow-... - [Insurance agency and broker software development](https://infikeytechnologies.com/industries/insurance/insurance-agency-software): Insurance agency software (a broker or agency management system) manages the full distribution cycle: leads, quotes from several insurers, p... - [Dealership management system (DMS) development](https://infikeytechnologies.com/industries/automotive/dealership-management-software): A dealership management system (DMS) runs a vehicle dealership: leads and test drives, vehicle inventory, quotations and bookings, finance a... - [Inventory management software development](https://infikeytechnologies.com/industries/manufacturing/inventory-management-software): Inventory management software tracks stock across locations: purchases, receipts, transfers, issues to production, sales and returns, with b... - [Construction software development company](https://infikeytechnologies.com/industries/construction): Infikey Technologies builds construction software: project management and site progress apps, BOQ and cost control, procurement and material... --- Source: https://infikeytechnologies.com/industries/energy/solar-epc-crm-software Publisher: Infikey Technologies Private Limited (software, mobile app, AI and cloud development; offices in India, UAE, UK and US). Last updated: 2026-10-19 Get an estimate: https://infikeytechnologies.com/contact Cost figures are planning ranges, not quotes. Final scope and price are confirmed after discovery.