Your solar business, end-to-end on Zoho.
From the first ad click to the AMC renewal ten Zoho products, one accountable team, zero hand-offs. Here's what happens behind the scenes when a solar enquiry enters our pre-configured stack.
Meta / Google / WhatsApp ads land in CRM in < 2 seconds.
Every form, ad click, missed call and WhatsApp message lands in Zoho CRM with full UTM, GCLID, ad creative and city attribution auto-deduplicated, auto-scored and routed to a rep by territory.
WhatsApp bot qualifies in 4 questions.
"How big is your roof? What's your bill? Own or rent? When do you want to switch?" Hot leads get an instant call-back; warm leads enter a 7-day Zoho Campaigns drip in English or Hindi.
Field rep captures the roof on a phone.
Geo-tagged photos, kWh usage from the latest electricity bill (auto-OCR), shading notes, structural assessment all uploaded into the Zoho Creator survey form and synced to the CRM deal in real time.
One-click solar proposal with subsidy + payback.
System size, ALMM panel + inverter selection, PM Surya Ghar + state subsidy calc, 25-year savings chart, IRR & payback auto-generated as a branded GST-compliant PDF. Customer signs on their phone via Zoho Sign.
GST invoice fires. Razorpay collects the deposit.
The signed quote auto-creates a GST-compliant invoice in Zoho Books, pushes to the IRP for e-invoice + QR, generates the e-way bill, and sends a Razorpay / UPI payment link milestone billing (deposit / mid / final) ready out of the box.
PM Surya Ghar application + net-meter approval.
A dedicated Zoho Creator module tracks the subsidy application, document upload, DISCOM portal status, net-meter installation date and DBT credit with auto-alerts to the customer at every stage.
QR-coded panels, serial-tracked inverters out the door.
Zoho Inventory generates the dispatch sheet with QR per item, prints the e-way bill, decrements multi-warehouse stock, and starts the OEM warranty clock the moment the truck leaves.
GPS-stamped work order. Job card signed on-device.
The crew's mobile app (your brand) shows today's WOs, route map, install checklist and serial scanner. Customer signs the job card on the rep's phone instant PDF email, instant CRM stage advance.
AMC engine schedules preventive visits automatically.
Quarterly + monsoon visits auto-schedule on the FSM dispatch board. Service tickets route by skill. Renewal reminders fire on WhatsApp at 60 / 30 / 7 days. Self-serve renewal & payment via Razorpay.
CEO dashboard refreshes hourly. Payroll runs on the same stack.
Zoho Analytics blends CRM + Books + Inventory + FSM + People into one warehouse revenue, GM per install, AMC MRR, CAC, LTV, install velocity. Zoho People + Payroll India closes the loop on PF / ESI / PT / TDS.
That's the story. Ten Zoho apps. One Indian partner.
15, 30 or 60 days to live depending on how much of the journey you want on day one.