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01Enerixis · Renewable Energy

From the first
lead to the handover.

IndiaUnited StatesUnited KingdomUnited Arab Emirates

Enerixis is solar CRM and installation software for Indian solar businesses — solar lead management, site visits, loan and subsidy paperwork, installation tracking and field team visibility in one platform. Every rooftop solar enquiry stays on one record from the day it arrives to the day the system is commissioned.

See every feature

Built in

What every plan carries, with no capability sold as an add-on.

Capabilities
30
Across seven groups
Free trial
7 days
No credit card required
Setup
One hour
Signed up to first lead
Uptime
99.8%
Platform SLA
02The Product

One platform, seven groups.

The whole solar sales pipeline on one customer record — so the enquiry, the site visit, the loan file and the commissioning certificate are the same job seen four ways rather than four systems.

app.enerixis.com/pipeline

Pipeline Overview

All branches · Odisha · September

Live
+9%

1,284

Open leads

+14%

96

Site visits this week

+6%

4.2 Cr

Pipeline value

+12%

38

Commissioned

Installations this year

Best month December · 96 jobs commissioned

JFMAMJJASOND

Pipeline funnel

this month
  • Enquiry412
  • Site visit268
  • Loan approved154
  • Installed61
  • Handover38

Field team today

Attendance geo-verified

  • SRSanjay R.Bhubaneswar · 4 visitsOn site
  • PMPriya M.Cuttack · 3 visitsOn site
  • AKAnil K.Rourkela · 2 visitsTravelling
  • DSDeepa S.Berhampur · no visitsNot marked

Documents

Waiting on someone

KYC verified
186/232
Subsidy filed
142/232
Loan submitted
96/232
Disbursed
61/232

Branches

conversion
  • Bhubaneswar142 open leads38%
  • Cuttack96 open leads31%
  • Rourkela74 open leads22%
  • Berhampur58 open leads11%

Illustrative interface · figures are sample data

03The Gap

The weeks that disappear between stages.

The panels are in stock and the team is busy, and the job still takes four months. It is rarely the installation — it is the enquiry nobody called back, the document nobody chased and the file the bank returned.

01

What it costs you

Enquiries spread across WhatsApp, calls and a spreadsheet

Every lead captured and assigned automatically

Leads arrive from every channel into one pipeline, route themselves to the right person by zone and pincode, get scored so the serious ones surface first, and chase themselves through automated follow-up instead of waiting on someone's memory.

02

What it costs you

Site visits arranged by phone, reported on return

Visits scheduled, tracked and evidenced from the field

Visits are scheduled and dispatched in one action, field agents are tracked live, attendance is geo-verified rather than claimed, and photos and measurements are captured on the phone at the roof instead of written up that evening.

03

What it costs you

KYC and subsidy forms chased across a dozen conversations

A document workflow that knows what is missing

KYC, subsidy applications and loan paperwork are collected digitally, checked against a verification checklist, and tracked through bank submission to disbursement — so a stalled job has a named reason rather than a shrug.

04

What it costs you

Installation status known only by ringing the technician

Every job visible from dispatch to commissioning

Milestones, technician dispatch and job sheets sit on the customer's own record, the customer is notified as each stage completes, and handover is signed digitally so commissioning is evidenced rather than remembered.

05

What it costs you

Team performance argued over at the month end

Productivity visible while the month is still running

Role-based dashboards, leaderboards and attendance in one place, so a branch that is falling behind on conversions or visits is obvious in week two rather than in the review.

06

What it costs you

Numbers rebuilt in a spreadsheet before every meeting

Sales and operations reporting built from the work itself

An executive dashboard over live records, sales and operations reports by branch and by stage, and a custom report builder for the questions nobody anticipated — instead of an export somebody reshapes each month.

04Every Capability

30 capabilities. No add-on tier.

Every plan carries all seven groups, because a solar business that cannot see its own pipeline is not running a smaller version of the product — it is running a worse one.

30 capabilities · 7 groups

05

Lead Management

  • Multi-channel capture from web, campaigns and referrals
  • Pincode and zone-based assignment
  • AI lead scoring and prioritisation
  • Automated follow-up sequences
  • A single customer record end to end
04

Field Operations

  • Drag-and-drop visit scheduling
  • Live GPS tracking of field agents
  • Geo-verified attendance
  • Automatic customer notifications
04

Documents & Loans

  • Document collection over WhatsApp or email
  • Automated verification checklists
  • Bank partner integrations for loan processing
  • Real-time disbursement tracking
04

Installation

  • Project milestones with photo evidence
  • Technician dispatch and job sheets
  • Customer progress notifications
  • Digital commissioning and handover
04

Team Management

  • Multi-role user accounts
  • Performance leaderboards
  • Training records
  • Role-based access control
04

Analytics & Reports

  • Executive dashboard
  • Sales analytics
  • Operations reporting
  • Custom report builder
05

Platform

  • Enterprise security controls
  • Multi-branch support
  • API and third-party integrations
  • 99.8% uptime SLA
  • Mobile-ready for field teams

All seven groups ship in every plan rather than being tiered — the analytics are not an upgrade and multi-branch is not an enterprise SKU. Most solar businesses start with lead management and field operations, then bring documents, installation and reporting on as the pipeline fills.

05Platform Standard

What ships with every deployment.

Whichever plan you take and however it is hosted, these hold — a 99.8% uptime SLA and role-based access down to the branch among them. They are the terms of running the platform rather than an upgrade tier.

01

Data & Access

  • Role-based permissions enforced server-side
  • Immutable audit trail on every record change
  • Validated imports reconciled against source totals
  • Soft deletes with restore, so nothing is truly lost
  • Your data exportable in full, at any time
02

Running It

  • Encrypted in transit and at rest
  • Automated backups with rehearsed restores
  • Uptime and error monitoring with alerting
  • Staged rollout of updates, never forced mid-day
  • Mobile-ready interfaces for staff in the field
03

Commercials

  • Priced by deployment, not per seat forever
  • Onboarding, migration and training included
  • No lock-in: leave with your data and your records
  • Written support terms with response windows
  • Custom modules quoted before they are built
06Deployment

Hosted by us, or owned by you.

Enerixis runs cloud-first by default — nothing to install, mobile-ready for agents on a roof, and available wherever the signal reaches. EPCs that need the data inside their own estate can take it into their own cloud account or on a source licence instead.

01Hosted by us

Managed Cloud

Choose to be running this month

We host, patch, back up and monitor it. Nothing to install, no server to own, and updates arrive without you scheduling anything.

Setup time
Days, not weeks
Maintenance
Handled by us
Best for
Most teams, most of the time
02Your account

Private Cloud

Choose when data must stay in your estate

The same platform deployed into your own AWS or Azure account. You hold the keys and the data residency; we operate it with you.

Setup time
Two to three weeks
Maintenance
Shared, documented
Best for
Regulated or contract-bound data
03You own it

Source Licence

Choose when it must outlive us

The codebase licensed to you outright, deployed on your infrastructure, with handover documentation so your own team can extend it.

Setup time
Scoped per engagement
Maintenance
Yours, or retained
Best for
Long horizons, in-house teams
07Rollout

Live in an hour, or mapped first.

A single branch can be taking leads within the hour on a 7-day trial. An EPC moving existing leads, document files and job history across gets the five-stage rollout below, because none of it is worth migrating until it reconciles.

  1. 01Week 1

    Process Mapping

    We sit with the people who will use it and map what actually happens today, rather than what the manual says. That decides which modules go live first.

    Deliverables

    • Current-state process map
    • Module priority
    • Configuration plan
  2. 02Week 2

    Configuration & Branding

    Roles, permissions, templates, tax settings and document formats are configured to your operation, and the interface carries your branding.

    Deliverables

    • Configured environment
    • Roles and permissions
    • Branded documents
  3. 03Week 3

    Data Migration

    Existing records are cleaned, imported into a staging environment and reconciled against your source totals before anyone relies on them.

    Deliverables

    • Cleaned data import
    • Reconciliation report
    • Staging sign-off
  4. 04Week 4

    Training & Parallel Run

    Staff are trained on their own migrated records, then the system runs alongside your existing process until the numbers agree on both sides.

    Deliverables

    • Role-specific training
    • Written guides
    • Parallel-run comparison
  5. 05Week 5 onward

    Go-Live & Support

    Cutover happens with support on hand for the first cycle, then settles into scheduled reviews, enhancements and whatever the operation needs next.

    Deliverables

    • Production cutover
    • First-cycle support
    • Review and enhancement plan
08Questions

Answered properly.

What solar operators ask before moving a live pipeline onto a new system.

It is solar business management software covering the first enquiry through to the commissioned system: capturing and assigning leads, scheduling and tracking site visits, collecting KYC, subsidy and loan paperwork, and solar project management across each installation through dispatch, milestones and digital handover. It is the sales and delivery pipeline rather than a plant-monitoring tool — the work that happens before a system starts generating.

Setup takes about an hour: create your branches, add your team with their roles, set the pincode and zone routing, and start taking leads. There is a 7-day free trial with no credit card. A larger EPC migrating existing leads, documents and job history takes longer, and that is where our team maps the move with you rather than leaving it self-serve.

Yes, and it is usually where the weeks are lost. Documents are collected digitally rather than over WhatsApp threads, run against a verification checklist so an incomplete file is caught before submission, and tracked through the bank to disbursement — so you can see which jobs are waiting on the customer, the bank or you.

Yes. Visits are scheduled and dispatched in one action, agents are tracked live on the map, and attendance is geo-verified at the location rather than self-reported. Photos and measurements are captured on the phone during the visit, so the record is made at the roof rather than reconstructed afterwards.

Yes. Multi-branch support is part of the platform, with leads routed by pincode and zone, permissions scoped per role and per branch, and analytics readable per branch or consolidated. A regional manager sees their own branches; the executive dashboard sees all of them.

No, and we would rather say so plainly. Enerixis covers the pipeline up to commissioning and handover — generation monitoring, fault detection and AMC scheduling are a different job. If that is what you need, our CRM and ERP development service builds it against your own inverters and service process instead.

Role-based access control down to the branch, enterprise-grade security on the hosted platform, and a 99.8% uptime SLA. Permissions are scoped per person, so a field agent sees their own visits and a branch manager sees their own branch, and administrative changes are attributable rather than anonymous.

Yes. The platform exposes an API and integrations, and bank connections are already part of the loan workflow. Anything specific to your operation is scoped and quoted before it is built, so you approve the cost before any work happens.

10Next Step

See it with your own pipeline.

Send us a month of enquiries and we will show you Enerixis running on them, routed to your zones and scored against your own conversion pattern — or start the 7-day trial and route tomorrow's leads through it.

Studio
Bhubaneswar, Odisha, India.
Response time
Within one business day

Every deployment is quoted against a written scope, so the number you approve is the number you pay. There is no per-seat fee that grows as you hire.