SolarCRM — End-to-End CRM Platform for Solar Installers & EPC Businesses
Centralized CRM for Solar EPC Operations Sales Installations Inventory and Customer Management
Overview
SolarCRM is a specialized CRM platform built for solar installers EPC companies and rooftop solar businesses to manage their complete operational workflow from lead generation to installation and customer servicing.
The platform was designed to replace fragmented workflows spread across spreadsheets calls and disconnected tools with a centralized scalable and automation-driven system tailored specifically for the solar industry.
Built with a modern architecture using NestJS Prisma Kysely and PostgreSQL SolarCRM empowers businesses to manage sales pipelines project execution quotations installations inventory customer communication and operations from a unified platform.
The Challenge
- •Missed leads delayed follow-ups poor visibility into project execution time-consuming quotation preparation coordination gaps and lack of centralized reporting
The Solution
We developed SolarCRM a modern CRM platform tailored specifically for solar EPC operations and installation workflows.
The platform centralizes the complete solar business lifecycle into one integrated system including lead management quotation generation billing project management inventory procurement vendor management workflow automation reports and operational analytics.
Core Functionalities
- ✓Lead management
- ✓Pipeline and follow-up management
- ✓Customer management
- ✓Quotation and proposal generation
- ✓Billing and invoicing
- ✓Project and site visit management
- ✓Inventory and warehouse management
- ✓Procurement workflows
- ✓Vendor management
- ✓Workflow automation
- ✓Reports and analytics
Key Outcomes
- ✓Centralized complete solar business operations
- ✓Improved sales-to-installation workflow efficiency
- ✓Reduced manual coordination and operational delays
- ✓Enabled real-time visibility across departments
- ✓Created a scalable foundation for solar business growth
Highlights
- ▸Purpose-built for solar EPC businesses
- ▸Custom workflow engine
- ▸Real-time project billing and installation tracking
- ▸Automated proposal and invoice generation
- ▸Inventory and warehouse management
- ▸Role-based access control
- ▸Integrated notifications and chat system
Achievements
- ✓Complete operational digitization for solar workflows
- ✓Faster coordination between sales and installation teams
- ✓Real-time operational visibility and reporting
- ✓Scalable architecture ready for multi-branch expansion
Tech Stack
ORM
Prisma + Kysely
Backend
NestJS
Database
PostgreSQL
Frontend
ReactJS
Deployment
Cloud-Based Infrastructure
Architecture
Modular API-Driven System
Workflow Engine
Custom Business Logic Automation
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