From lead to commissioning, in one system

Most CRMs stop the moment you win the sale. SolarERP follows the whole installation — every stage below is the same customers, products and numbers flowing through one system, with nothing re-keyed between them.

  1. 1

    Lead

    Every enquiry captured with its source and contact details — nothing lost in a spreadsheet or a WhatsApp thread.

    CRM
  2. 2

    Site survey

    Schedule the visit and record roof type, orientation, shading and photos against the lead.

    CRM + Projects
  3. 3

    System design

    Size the system and choose panels, inverter and battery from your product catalogue.

    Products
  4. 4

    Quote

    Send a costed proposal, see when it's opened, and let the customer accept online.

    Sales
  5. 5

    Contract

    Confirm the order and take the deposit — the job becomes a project automatically.

    Sales + Invoicing
  6. 6

    Procurement

    Reserve what's in stock and auto-create supplier orders for the gap — crews never arrive short.

    Inventory + Purchase
  7. 7

    Installation

    Schedule the crew and work through the on-site checklist, with photos tied to the job.

    Projects
  8. 8

    Commissioning

    Test, sign off, and capture the tariff scheme and feed-in figures for the payback story.

    Projects + Green tariff
  9. 9

    Invoice

    Raise milestone or final invoices and follow up payment — margin visible on every job.

    Invoicing
  10. 10

    Warranty & service

    Log the install, then schedule preventive visits and handle warranty claims for years after.

    Projects + Service

A day before, and after

Before SolarERP

  • Leads in Excel, follow-ups in someone's head
  • Project updates over WhatsApp groups
  • Documents scattered across Google Drive
  • Stock counted by hand, or not at all
  • Accounting and inventory in separate tools
  • Paper installation checklists

Lost leads, missing equipment, delays, and no real view of profit.

With SolarERP

  • Sales logs the lead; the follow-up is a scheduled task
  • The survey team uploads photos to the job
  • The manager schedules crews against real availability
  • The warehouse reserves equipment automatically
  • The accountant raises the invoice from the same order
  • One timeline, one source of truth

No duplicate data entry, and nothing dropped between stages.

Open the ERP Book a demo