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ROI in
12 seconds
Sell more solar.
Chase fewer files.
Run your whole EPC, on autopilot.
From the first WhatsApp lead to the day your customer flips the meter — everything your team needs lives in one calm, connected platform. No more spreadsheets. No more “who's got the latest BOM?”
Design solar layouts in 3D, right in your browser.
Map customer rooftops, place panels with snap-to-grid precision, calculate shading and yield in real time — and send the customer a branded 3D preview they can rotate on their phone. Win deals before the competition even visits the site.
- Browser-based 3D rooftop mapping with real Google Maps imagery
- Drag-and-drop panel placement with snap-to-grid alignment
- Live yield, generation and ROI calculation as you design
- One-click export to a branded customer-facing 3D preview
Edit quotes like a drag-and-drop designer.
Change your logo, colors, terms, signatures, watermarks — right in the browser. What your customer receives is a fully branded, pixel-perfect PDF that looks like it came from a design agency, not a solar company.
- Drag-and-drop template editor — no Photoshop, no PDF software
- 6 ready-made templates: Classic, Modern, Corporate, Premium, Executive, Enterprise
- Your logo, brand colors, and signature blocks applied automatically
- Live preview — see exactly what the customer will see
Design solar layouts right from the rooftop.
Your sales reps and field engineers don't need a laptop anymore. The 2D Designer runs directly in our mobile app — tap a rooftop on Google Maps, drop panels with a finger, see the yield and subsidy calculate in real time. Close deals on the spot.
- Works directly in the SolarNeo sales rep mobile app
- Tap any rooftop using real Google Maps satellite imagery
- Drag panels with a finger — snaps to a grid automatically
- Instant yield, ROI & MNRE subsidy on screen for the customer
From Lead to Live Plant in a Single Platform
Stop losing leads in spreadsheets. Automate quotes, crush bottlenecks, manage inventory, and deliver a blazing-fast mobile app to your solar customers.
The Pipeline
From Lead to Live
A continuous flow of data. No double-entry, no dropped balls.
Ad leads & page forms
DMs & story lead ads
Business API chats
Every lead from Facebook, Instagram, and WhatsApp flows directly into your CRM — auto-tagged, auto-assigned, and ready to close.
Lead & Presales
CRM, Survey & Quotes
Sales & Finance
Approvals & Milestones
Supply Chain
Inventory & Dispatch
Installation
Tracking & JCR
Grid Sync
Net Metering & Live
Fine-Grained Access
10 Specialized Dashboards
Provide every team member with exactly the tools they need, and nothing they don't.
Everything You Need
100+ features. One platform.
Built for solar EPCs end-to-end — from first lead to grid sync to ongoing service. Every module talks to every other.
Capture, qualify, and convert solar leads — without losing a single one in spreadsheets.
Lead Capture
Web forms, mobile, CSV imports, WhatsApp + Facebook lead ads — all into one inbox.
Drag & Drop Kanban
Visualise your pipeline. Move leads through stages with a drag — status auto-updates everywhere.
Tags & Allocation
Auto-assign by city, source, or pincode. Tag, prioritise, and never let a hot lead go cold.
Smart Quoting Engine
Auto-calculate system size, MNRE subsidy, ROI & generate branded PDF quotes in 60 seconds.
Quote Designer
6 stunning quote templates, fully customisable with your branding, colours, and fields.
Document Collection
Send a single WhatsApp link — customers upload Aadhaar, PAN, bills directly. No back-and-forth.
Communications
Talk to your customers where they are
Built-in WhatsApp Business, transactional SMS, and email — every message tracked against the lead, project, or ticket.
WhatsApp Business
Send quotes, payment links, project updates and document requests from a unified inbox. Receive replies, customer documents and forward to sales — no more juggling personal phones.
- Template messages
- Inbound media capture
- Lead-linked threads
Transactional SMS
Industry-grade SMS delivery for OTPs, payment confirmations, dispatch alerts and milestone updates. DLT-compliant templates with high deliverability across all Indian carriers.
- OTP & alerts
- Sender ID branding
- Delivery reports
Branded Email
Beautiful branded emails for quotes, invoices, payment receipts and customer notifications. Plug in your own Gmail SMTP or use our delivery service — your domain, your branding.
- Quote & invoice PDF attach
- Open tracking
- Custom templates
Mobile-First
Three apps. One mission.
A branded Flutter customer app, plus dedicated apps for your sales team and field engineers — everything that happens off-desk, captured in real time.
Live Dashboard
Customers see all their projects, current status, and quick stats on their solar journey at a glance.
Project Timeline
A visual timeline showing exactly where their installation is — from Order to Site Visit to Grid Sync to Live.
Sales & Engineer Apps
Sales reps capture leads, generate quotes & log visits in the field. Engineers run site surveys, upload installation photos & daily logs.
Quote Approval
View received quotations with full cost breakdowns and approve them directly from the mobile app.
Support Tickets
Raise tickets, chat with the support team in a thread, and track resolution from Open to Closed.
Push Notifications
Real-time alerts for project updates, payment reminders, quote responses, and milestone completions.
Helping installers design, sell, and succeed with effortless precision.
One platform powers your entire workflow — from the first quote to the final commissioning. Built by solar engineers, used by India's fastest EPCs.
Design your own quotes
Live dashboards built for solar EPCs↓
Live field-team tracking
Frequently Asked Questions
Everything you need to know about SolarNeo — India's best solar CRM and EPC software.
SolarNeo replaced our 7 different tools — Excel, WhatsApp groups, Google Drive, Tally, a random project tracker, sticky notes, and hope — with one unified platform. Our installation velocity doubled in 3 months.
Rajesh Mehta
CEO, Solar****
Ready to completely transform your
Operations?
Go live with SolarNeo CRM today and watch your sales velocity double while operational overhead disappears.