SOLAR EPC CRM
Manage Your Entire Solar Business From One Powerful Grid
Track leads, assign work, monitor employees, follow customers, manage installations, and grow your solar company with a CRM engineered specifically for solar businesses — from first call to final commissioning.
ABOUT SOLAR CRM
Built for the way solar companies actually work
Solar CRM is an all-in-one management platform designed specifically for Solar EPC companies — from the first inbound call to the final commissioning report. Instead of stitching together spreadsheets, calling apps, and WhatsApp groups, your entire business runs on one connected grid.
- Leads & Customers
- Calling & Follow-ups
- Installations & Site Visits
- Employee Management
- Operations & Task Tracking
- Reports & Team Performance
- Payments & Documentation
- Business Insights
CORE MODULES
Three panels. One connected business.
MODULE 01
Admin Panel
A single command center for owners and managers — see every lead, every employee, and every rupee of business performance without switching tabs.
MODULE 02
Operations Panel
Coordinate technicians, materials, and site visits so every installation moves from sign-up to switch-on without a single dropped task.
MODULE 03
Calling Panel
Never lose a lead in a call log again. Every call, note, and follow-up lands on the customer's timeline automatically.
WHAT'S NEXT
Now in development
AI Chat Bot for Customers
An always-on chat assistant so your customers can ask about their installation and get their live status instantly — no need to call and wait for an update.
AI Calling Agent
An AI voice agent that handles routine follow-up calls automatically, so your team can focus on closing leads instead of chasing status updates.
WHY SOLAR CRM
Everything a solar business needs, nothing it doesn't
Modern UI
Fast Performance
Secure Login
Role Based Access
Lead Management
Customer Tracking
Employee Monitoring
Installation Management
Daily Reports
Mobile Responsive
Cloud Ready
Easy to Use
BUILT AROUND YOUR BUSINESS
Your workflow, not a generic template
Every solar company works differently — and we understand that. Our development team can customize the CRM to match your exact business workflow. Need a new feature, an automation, an additional report, or a custom dashboard? Simply share your requirements with our development team.
We follow an Agile development process and deliver requested features within planned sprint cycles.
- Feature customization available
- Workflow customization
- New modules on request
- Dashboard customization
- Reports customization
- Automation support
Custom feature requests submitted during the implementation phase are generally delivered within a
15-Day Sprint depending on complexityTry Solar CRM Risk Free
Get complete access to every module — no setup fee, no hidden charges, and a real human guiding you the whole way through.
WHAT OUR CLIENTS SAY
Solar teams running on Solar CRM
"Our lead follow-ups used to fall through the cracks constantly. Now every call, every site visit, and every quote lives in one place — our conversion rate has never been better."
"The operations panel changed how we assign technicians. Site visits that used to take a dozen phone calls now get scheduled in a minute, and our teams stay in sync all day."
"We were drowning in spreadsheets before Solar CRM. It's easy enough for our whole team to use from day one, and installations now move noticeably faster end to end."
FAQ
Questions, answered
Solar CRM is an all-in-one management platform built specifically for solar EPC companies, covering leads, calling, operations, installations, and reporting in a single system.
Yes. Our development team customizes workflows, dashboards, reports, and automation to fit your business, typically delivered within a 15-day sprint cycle.
Every plan includes guided onboarding and a personalized walkthrough so your whole team is comfortable using the CRM from day one.
Yes, Solar CRM is fully cloud-ready, so your team can access leads, calls, and site data securely from anywhere.
The free demo runs for 7 days with complete CRM access, no setup fee, and live support throughout.
Yes. Role-based access lets admins, operations staff, and calling teams each work in the views built for their job.
GET IN TOUCH
Let's put your business on the grid
Book a free demo or talk to our sales team about your solar business needs.
- +91 9938646653
- contact@creovatetechnologies.in
- creovatetechnologies.in
- Bhubaneswar, Odisha, India