Lead & Pipeline CRM
Capture leads from web, social, or referrals. Track customer statuses from initial contact to proposal submission.
Nagpur Solar CRM & ERP
Solar Software & CRM in Nagpur — Lead-to-Installation ERP
Track project margins, sales pipelines, and inventory workflows in Nagpur. Setu Solution's solar software organizes roof surveys, proposal building, subsidy documentation, and automated AMC schedules for solar EPC companies and dealers in Nagpur and Vidarbha.
Key Modules
What's included in our Solar CRM & ERP
Designed to scale solar dealership sales and streamline field operations.
Site Survey On-Field App
Upload photos, register roof layouts, log shadow profiles, and note electrical specifications directly on mobile.
Proposal & Quotation
Build custom quotes with built-in solar calculators, project payback periods, ROI estimates, and subsidy splits.
Inventory & Panels tracking
Keep logs of panel serial numbers, inverter stocks, batteries, structures, and wires assigned to projects.
- Installation Tracker: Monitor milestones like structural builds, panel setup, wiring, net-metering applications, and commissioning.
- Subsidy Document Vault: Securely organize DISCOM approvals, inspector receipts, and subsidy applications.
- AMC & Service Alerts: Auto-send WhatsApp alerts for service schedules, cleaning intervals, or inverter checks.
- Payment Milestones: Set payment schedules (Booking, Survey, Structure, Net-Meter) with automated reminders.
Regional Context
Built for Solar EPC Companies, Dealers & Installers in Nagpur & Vidarbha
Nagpur and the Vidarbha region enjoy abundant solar irradiance, leading to a fast-growing market for solar installers. However, dealing with local DISCOMs (MSEDCL), managing PM-Surya Ghar subsidy files, and tracking installation timelines across Nagpur, Wardha, Amravati, and Bhandara can be chaotic. Setu Solution builds localized platforms that streamline team tracking, regional pricing configurations, and customer handovers.
Why Choose Setu
Why Nagpur solar companies choose Setu Solution
Off-the-shelf CRM products are expensive, complicated, and don't support custom Indian solar subsidy rules or local installation milestones. Setu Solution builds a direct, tailormade software solution that maps to your sales-to-site workflow. You work directly with our engineering team, ensuring modifications, integrations, and local technical assistance are handled instantly.
FAQs
Frequently Asked Questions
Common questions from solar business owners and sales managers in Vidarbha.
Does the software calculate subsidy eligibility automatically?
Yes, our solar software includes a custom subsidy calculator. Based on the system size (kW), client category (residential vs. commercial), and regional policy structures for Maharashtra, the CRM automatically determines national (PM-Surya Ghar) and state subsidy splits, embedding them directly into customer quotes.
Can it track inverter and panel inventory?
Yes, the system features a dedicated inventory module. You can track serial numbers for panels, inverters, and battery stock, manage incoming shipments from manufacturers, assign parts to specific customer installation sites, and receive alerts when stock falls below project thresholds.
Can my sales team use it on mobile during site visits?
Absolutely. The interface is mobile-responsive and designed for on-field surveys. Surveyors can capture site coordinates, upload roof photos, input shadow analysis measurements, and draft preliminary project requirements directly from their smartphones while at the customer's property.
Does it send AMC/service reminders automatically?
Yes. Our automation module handles post-installation workflows. It tracks warranty timelines and Annual Maintenance Contract (AMC) schedules, automatically sending WhatsApp and SMS reminders to customers for routine cleaning, checkups, or panel inspections, and alerting your service engineers of upcoming site visits.
Let's build
Ready to scale your solar operations?
Tell Setu Solution how your sales and installation teams function, and we will model a system tailored to your company.
official@setusolution.in