Everything you need to
Execute Flawlessly
Dive deep into the modules that make SolarNeo the most powerful solar CRM on the market.
Sales Pipeline & Smart Quoting
Capture leads from web, WhatsApp, Facebook ads, and CSV imports — then move them through a visual drag-and-drop kanban. Generate accurate, branded quotes in under 2 minutes with auto-calculated MNRE subsidies and ROI projections.
- Drag-and-drop lead kanban
- 6 quote templates with branding
- Subsidy + ROI auto-calculation
- Document collection via WhatsApp link
3D Solar Designer & Site Survey
Map customer rooftops in 3D directly in your browser, place panels, calculate shading and yield. Send inspectors with configurable site visit forms — photo uploads, signatures, GPS-stamped fields.
- Browser-based 3D rooftop layout
- Auto yield + payback calculation
- Configurable inspection field templates
- Inspector auto-assignment by pincode
Project & Installation Workflows
9-stage standardised lifecycle from order confirmation to handover. BOM templates, daily site logs, photo-tagged installation tracking, multi-step verification, and a sub-status tracker for net metering until agreement signed.
- 9-stage project lifecycle
- BOM templates + material orders
- Daily logs with photo + expense capture
- Verification & net metering workflow
Inventory & Multi-Warehouse Procurement
Never lose track of a panel or inverter. Manage stock across unlimited warehouses, apply BOM templates to projects in one click, generate dispatch challans with vehicle and driver details, and get notified before you run out.
- Multi-warehouse stock with auto-deduction
- BOM templates + material orders
- Dispatch challans with vehicle/driver
- Low-stock + reorder alerts
Finance, Loans & Disbursements
Complete loan-to-disbursement workflow. Track customer applications across SBI, PNB, Tata Capital and your own NBFC partners. Tranche-wise disbursement against installation milestones, Razorpay online pay, and a finance dashboard with ageing buckets.
- Lending partner panel + loan tracking
- Tranche disbursement on milestones
- Razorpay UPI + cards + offline pay
- Live finance dashboard + ageing reports
HRM, Payroll & Live Field Tracking
A complete HRMS purpose-built for the solar workforce. Track every sales rep, site engineer, and installer on a live map. Plus attendance with geo check-in, leaves, payroll with auto-payslips, performance reviews, recruitment, training, expenses and travel — all in one place.
- Live location tracking for all field staff
- Route history, geofencing & idle alerts
- Geo-clocked attendance, payslips, advances
- Performance, recruitment, training, expenses
Service Tickets & Customer Support
Close the loop after handover. Customers raise service requests from the app, auto-assigned to the nearest technician by serviceable area. Internal ticketing for ops, finance and procurement teams. AMC tracking with renewal reminders.
- Customer-raised service requests
- Service catalog with SLAs
- Internal ticketing across teams
- AMC expiry & renewal reminders
Plant Monitoring & Customer Mobile App
Live device monitoring with WiFi sticks and dataloggers from major inverter brands. Real-time generation charts, alarms when devices drop offline. Pair it with a branded customer Flutter app for project tracking, payments and support.
- Device monitoring + plant overview
- Real-time generation + alarms
- Branded customer Flutter app
- Auto monthly performance reports