A solar-specific CRM built around how solar sales actually work — site visits, electricity bill analysis, ROI conversations, and long follow-up cycles.
Upload electricity bill → AI reads data → sizes system → calculates ROI → generates branded PDF. No manual entry. No errors. Every time.
From site survey to final handover — and then into AMC — every stage is tracked, every team is coordinated, every document is stored.
Assign specific engineers, designers, and labour teams to each stage. Automatic notifications on task assignment and completion.
Upload and store all project documents per stage — drawings, permits, photos, test reports. Always accessible, never lost.
Set expected stage durations. Get alerted when a stage is running late — before it impacts the delivery date.
Track daily labour deployment per site, record headcount, manage sub-contractor agreements and payments.
Average project duration, cost vs budget variance, stage completion rates — all visible per project and in aggregate.
Pre-built quality checklists for each stage. Engineers complete on mobile, photos attached as evidence. No stage skipped.
Connect all your inverters and monitoring devices. See live generation, catch faults before clients call, and auto-generate performance reports.
Real-time kW output per site, per inverter, per string. Total portfolio generation in one view. Updates every 30 seconds.
AI detects anomalies — inverter faults, string failures, soiling loss, grid outages. Instant push notification + WhatsApp + SMS to your team.
Daily, weekly, monthly generation reports auto-generated and delivered to clients via email or WhatsApp. PR ratio, CUF, yield analysis included.
Works with Sungrow, Huawei, SMA, ABB, Delta, Growatt, Fronius, and all major brands. Custom SCADA and data logger integrations available.
For PPA and OPEX solar projects — auto-generate monthly invoices directly from actual kWh generated. No manual calculation. Exact billing every cycle.
Complete inventory across panels, inverters, cables, mounting hardware, and all BOS components — across every warehouse and every project site.
Maintain a master catalog of all solar products — panels, inverters, cables, connectors, mounting — with SKUs, specs, and supplier info.
Create and track POs with full approval workflow. Multiple line items, tax calculation, vendor comparison, and delivery tracking.
Generate site-specific delivery challans, record GRN (goods received notes), and auto-update warehouse stock on receipt.
Plan material requirements per project and per stage. Auto-suggest procurement based on upcoming project timelines.
Manage stock across central warehouse, regional stores, and project sites. Inter-warehouse transfers tracked automatically.
Maintain approved vendor list with ratings, price history, payment terms, and GST details. Get best-price auto-suggestions.
Track project payments, milestone billing, and running payment history
Track acceptance rates, compare quoted vs actual project costs
Manage sub-contractor billing, commission payouts, and installer performance
Monthly revenue, collections, outstanding, and financial forecasts
Connect all your communication channels. Every conversation with every lead and client is logged, tracked, and visible to your entire team.
Send proposals, invoices, service updates. Bulk campaigns with templates. All replies tracked in the CRM against the lead or client. Read receipts visible.
Send from your own email domain. Track opens, clicks, and replies. Auto-log all email threads against the right contact. Sequence automation available.
Bulk SMS for payment reminders, service alerts, and promotional campaigns. DLT-compliant. Delivery reports and opt-out management built in.
Log all sales and support calls with notes, duration, and outcome. Optional call recording. Integrates with popular VoIP providers.
In-house engineers, sub-contractors, part-time labour, freelance designers — manage all with the right access, attendance, and performance tracking.
Full-time, part-time, contract, freelance, sub-contractor — different employment types with different pay structures, access levels, and tracking.
Self-reporting via mobile with GPS verification. Office staff use web check-in. Field staff use geo-tagged mobile app. No buddy punching.
Apply and approve leaves via app. Team calendar view. Auto-impact analysis — see if a leave affects active project timelines.
Granular module-level permissions. Admin, manager, engineer, sales, accounts, viewer — or build custom roles exactly as needed.
Tasks completed, site visits made, SLAs met, proposals sent — individual performance dashboards for every team member.
Attendance data exports directly for payroll processing. Supports variable pay, overtime, deductions, and advance tracking.
Personalise Voltavic completely to match your business — your branding, your taxes, your products, your proposal templates.
Logo, address, GST, bank details — used on all documents
Numbering, terms, payment methods, late fee rules
Validity periods, discount rules, approval workflow
Beautiful proposal and invoice templates, fully branded
Configure who gets notified for what — per module, per role
Product categories, approved brand list, panel/inverter catalog
GST rates, HSN codes, tax slabs — auto-applied to invoices
Tally, WhatsApp API, inverter brands, payment gateways
No module add-ons. No feature unlocks. Start your free trial and get everything.