Lead Pipeline
Capture from site and portals, ownership, stages and follow-up.
Custom software for solar EPC and O&M businesses across Bhubaneswar and Odisha. Leads, site surveys, quotations, subsidy paperwork, installation crews, plant monitoring and AMC renewals on one record — because a rooftop project touches nine stages and loses money at every handover.
What we build
What a solar business actually gets, before any custom work.
A rooftop project passes through sales, survey, quotation, subsidy, procurement, installation, inspection, commissioning and service. Each handover is a place where a detail is retyped, delayed or dropped.
What it costs you
A hot enquiry that goes cold over four days
Enquiries from your site, portals and walk-ins land in one pipeline with owner, source and next action, so nobody discovers on Friday that Monday's lead was never called.
What it costs you
Site surveys that come back as photos on WhatsApp
Roof area, shadow analysis, sanctioned load, meter details and geo-tagged photographs recorded against the lead, queued locally and synced when the crew gets signal.
What it costs you
Quotations rebuilt in Excel for every enquiry
System size, panel and inverter selection, structure, subsidy and net metering priced from a maintained rate card, producing a consistent proposal without a spreadsheet per customer.
What it costs you
Subsidy files chased through a chain of screenshots
Application, inspection, meter installation and disbursement tracked as stages against the project, so a customer asking where their subsidy is gets an answer in seconds.
What it costs you
Crews dispatched on phone calls and memory
Crew assignment, material issued from stock, installation checklist completed on site with photographs, and commissioning signed off against the project record.
What it costs you
AMC renewals discovered after they lapse
Every AMC carries its term, visit schedule and renewal date, with the expiry pipeline visible weeks ahead and generation reports produced from monitored data rather than by hand.
You are not obliged to take all eight. Most businesses begin at the front of the pipeline, where a lost lead costs the most and shows up fastest.
Capture from site and portals, ownership, stages and follow-up.
Offline-first capture of roof, load, meter and geo-tagged photos.
System sizing and pricing from a maintained rate card.
Application through inspection to disbursement, per customer.
Crew scheduling, material issue and commissioning checklists.
Panels, inverters and structure by batch, serial and warehouse.
Generation, underperformance alerts and customer portal.
Contracts, visit schedules, renewals and service history.
Most EPC businesses start with leads, surveys and quotations, because that is where revenue leaks first. Monitoring and AMC earn their place once the installed base is large enough to forget about.
Sales, delivery and O&M are different problems with different economics. We will tell you which one is actually costing you most before you commit to any of them.
Choose when enquiries go cold
Lead capture, structured site surveys and quotation generation. The fastest return, because it stops losing deals you already paid to generate.
Choose when installs slip
Subsidy tracking, crew scheduling, material issue and commissioning sign-off, so a project's status is a fact rather than a phone call to the site engineer.
Choose when the installed base is the asset
Plant monitoring, fault alerts, AMC contracts and a customer portal. This is where our Enerixis product usually fits, configured rather than built from scratch.
How we scope it, what gets built, and what you keep at the end. These apply whatever the sector and whatever the size.
We ride along on a survey and a site visit before designing anything, because what the process document says and what the crew does are rarely the same.
We sit with the people doing the work and map what actually happens, not what the manual says. This is where most projects in this sector quietly fail, so it happens first and in person where possible.
Deliverables
The shared record behind every screen is agreed before build, and interfaces are designed for people entering fifty records a day rather than for a demo.
Deliverables
Work ships in two-week sprints against the agreed model, with the integrations you depend on wired in as each module lands and a staging environment your team can test throughout.
Deliverables
Existing records are cleaned, imported and reconciled against your own totals. Staff train on their real data, and the old process runs in parallel until both sides agree.
Deliverables
Cutover happens with support through the first full cycle, then settles into scheduled reviews driven by what the data shows rather than by a fixed roadmap.
Deliverables
What EPC and O&M operators ask before putting a pipeline into a new system.
We price per company per year rather than per user, so growing the sales or installation team does not change the bill. Cost tracks which parts of the pipeline are in scope — sales and survey alone sits well below a full lead-to-O&M build. We quote against a written specification after mapping how your projects actually run.
Partly. Enerixis, our plant monitoring and AMC product, covers the O&M end and is configured rather than built, which makes it considerably faster and cheaper than a custom build. The sales, survey, subsidy and installation stages are usually custom, because those processes differ genuinely between EPC businesses.
Yes, as tracked stages against each project — application submitted, inspection done, meter installed, disbursement received — with the documents attached to the customer record. Because scheme rules and portals change, we build the stages to your current process and adjust them as the scheme does, rather than hard-coding a snapshot of today's rules.
Yes, and this is the part that most often decides whether field staff use the system at all. Surveys, photographs and installation checklists are captured locally and queued, syncing when the device regains coverage. Rooftops in semi-urban and rural India cannot depend on a connection, so the capture flow does not.
Where the manufacturer exposes an API or data feed, yes, which covers most major brands deployed in India. Because that access changes, we confirm your specific inverter and logger models during scoping rather than promising blind — and sites with no connectivity can be captured manually during service visits.
Yes. Each customer gets a login scoped to their own sites showing generation, savings and service history. It removes a steady stream of status calls and turns out to be the most effective renewal argument when the AMC comes up.
Yes. Invoices, payments and material movements can sync to Tally rather than being re-entered, and where you would rather keep accounting separate we expose the data over an API so your accountant works from the same numbers.
Yes. Source code, data and infrastructure accounts are in your name, with full export in standard formats at any time. There is no per-user licence, so scaling the team or the installed base does not reprice your operations.
Last reviewed
Reviewed and updated on this date. Technical claims are re-checked against current standards at each review.
What generates the enquiry and what happens after commissioning sit either side of the project record.
Describe where projects stall — cold leads, subsidy chasing, crews double-booked, AMCs lapsing — and you will get an honest read on whether to configure Enerixis or build custom, and what each would involve.