SolarMatrix — India's Most Powerful CRM & Operations Software for Solar EPCs.
Engineered specifically for Indian Solar EPC contractors. Eliminate Excel chaos, automate PM Surya Ghar subsidy calculations, track site inventories, and manage end-to-end solar project commissioning.
Increased Efficiency
From lead inquiry to commissioning
Faster Implementation
Team onboarding in < 15 days
Lower Operational Costs
Automated inventory, AMC & reports
Active Solar EPCs
Trusted across India & growing fast
A-Z EPC Lifecycle
Unified capabilities under one roof.
Multi-Channel Lead Capture
Automatically capture inquiries from website forms, WhatsApp Business API, Facebook Ads, and Excel uploads into a centralized CRM funnel.
Stage-Wise Pipeline CRM
Visual Kanban board tracking solar prospects from initial contact, site survey scheduled, proposal sent, negotiation, to deal won.
Automated Lead Assignment
Intelligent routing rules distributing new inquiries to sales representatives based on territory, workload, or rooftop capacity.
Lead Nurturing & Follow-ups
Automated SMS, Email, and WhatsApp sequences designed to keep residential and commercial clients engaged until closure.
Digital Rooftop Site Surveys
Mobile-friendly field inspection forms capturing rooftop dimensions, shadow obstructions, electrical meter photos, and GPS co-ordinates.
Auto BOM & Shadow Analysis
Automatically calculate required solar panels, inverters, structures, AC/DC cables, and junction boxes based on survey inputs.
Generation & Yield Estimator
Simulate annual kilowatt-hour (kWh) generation, system losses, and irradiance metrics based on geographical site location.
Single Line Diagram (SLD) Logs
Maintain structured CAD layouts, structural drawings, and net-metering technical documentation directly linked to each project.
Instant PDF Proposal Generator
Generate professional branded solar quotations complete with technical specs, financial ROI, pay-back periods, and subsidy breakdowns.
PM Surya Ghar Subsidy Engine
Real-time calculation of Central & State government subsidies under the PM Surya Ghar Muft Bijli Yojana for accurate net quotes.
Milestone Payment Tracking
Track client advances, material dispatch tranches, and final commissioning payments with automated invoice generation.
Bank Loan & EMI Approvals
Integrated financing calculators enabling residential clients to evaluate solar EMI options and coordinate loan documentation.
Multi-Warehouse Stock Tracking
Manage real-time inventory levels of PV modules, inverters, structures, and cabling across central warehouses and site locations.
Automated Material Requisition
Project managers trigger exact material requests based on approved BOMs, eliminating site delays and preventing over-ordering.
Serial Number & Warranty Tracking
Scan and log individual barcode serial numbers for solar panels and inverters to streamline future warranty claims and audits.
Vendor & Purchase Order Management
Generate purchase orders, track vendor deliveries, and evaluate procurement costs against initial project budgets.
Gantt Chart & Milestone Tracking
Monitor end-to-end EPC timelines from structure fabrication, panel mounting, electrical wiring, net-metering to grid synchronization.
Field Technician Mobile Check-Ins
On-site installation teams upload geo-tagged daily progress photos, safety checklists, and installation completion reports.
Net-Metering & DISCOM Liaison
Track statutory government approvals, DISCOM inspection schedules, and net-meter installation statuses across all ongoing projects.
Field Team Schedule Management
Assign daily task schedules, monitor technician GPS check-ins, and evaluate job completion speed across multiple project sites.
Preventive AMC Scheduling
Automatically generate recurring annual maintenance contracts (AMC) tickets and dispatch technicians for periodic cleaning and inspection.
Digital Service & Warranty Logging
Customers and technicians log issue tickets with diagnostic photos; track RMA replacements seamlessly with equipment manufacturers.
Official WhatsApp Business API
Automatically push verified WhatsApp notifications for quotation links, payment receipts, site visit alerts, and service updates.
Executive 360° BI Dashboard
Real-time business intelligence reports detailing sales conversion ratios, average project execution timelines, and revenue growth.
Ready to digitize your Solar EPC workflows?
Automate quotations, site surveys, PM Surya Ghar subsidies, and inventory on SolarMatrix.