Most Powerful & Advanced CRM
Solar CRM Service for EPC
Solar Matrix helps businesses of all sizes — from small companies to large enterprises. It helps you managing all aspects covering Inquiry Management, Order Management, Project Planning, Inventory Management, Service & Maintenance Management to maximize business opportunities.
Manage Your Business Efficiently
Generate professional PDF reports at a click of a button. You can generate a Customer Agreement, Self Certificate, Serial Number Report, OC Print, Meter Checklist and etc.
Effortless Report Generation
Generate professional PDF reports at a click of a button. You can generate Customer Aggrement, Self Certificate, Serial Number Report, OC Print, Meter Checklist and etc.
Cloud / Multiple Users
Cloud-based CRM is a customer relationship management system that depends more on an internet connection than on downloading software on-premise, that is, it is a cloud computing set up.
It’s time to pick the best cloud based CRM for your solar business, whether startup or enterprise.
Perfect Solar Software
Start, run & grow your solar business with Solar Matrix CRM Software for Solar Company.
Planner
- Manage your Task
- Set your work calendar
Inquiry Management
- Inquiry Reminders
- Add Inquiry Follow-Up Calls
- Quotation Generation
Service Management
- Generate Service Request
- Add Service Visit
- Resolved Service Request based on OTP Verification
Procurement
- Product Management
- Stock Inward
- Product Stock Reports
User Management
- Role base access
- 4 Types of Roles: Administration, Office Assistant, Marketing Assistant, Site Engineer
- Multiple users work at same time
Payment Management
- Record Payment Collection
- Outstanding Report
- Add Payment Follow Up Calls
- Payment Reminders
Order Management
- Manage subsidy and non subsidy Projects
- Confirm Orders
- Track Order Status
- Customer Documents Collection
- OC Print
- Customer SMS notifications
Project Reports
- Customer Agreement
- Self Certificate
- Self Declaration
- Serial Number Report
- OC Print
- Meter Checklist
Project Planning
- Project Scheme Management
- Assign Project Work
- Generate Delivery Challan
- Manage Fabricator Work
- Foundation Work
- Manage Installer Work
- Mark Netmeter Apply
- Mark Net Meter Installation
- Prepare Documents for Subsidy Claim
- Track Subsidy Claim status
Perfect Solar Software
Start, run & grow your solar business with Solar Matrix CRM Software for Solar Company.
Planner
- Manage your Task
- Set your work calendar
Inquiry Management
- Inquiry Reminders
- Add Inquiry Follow-Up Calls
- Quotation Generation
Service Management
- Generate Service Request
- Add Service Visit
- Resolved Service Request based on OTP Verification
Procurement
- Product Management
- Stock Inward
- Product Stock Reports
User Management
- Role base access
- 4 Types of Roles: Administration, Office Assistant, Marketing Assistant, Site Engineer
- Multiple users work at same time
Payment Management
- Record Payment Collection
- Outstanding Report
- Add Payment Follow Up Calls
- Payment Reminders
Order Management
- Manage subsidy and non subsidy Projects
- Confirm Orders
- Track Order Status
- Customer Documents Collection
- OC Print
- Customer SMS notifications
Project Reports
- Customer Agreement
- Self Certificate
- Self Declaration
- Serial Number Report
- OC Print
- Meter Checklist
Project Planning
- Project Scheme Management
- Assign Project Work
- Generate Delivery Challan
- Manage Fabricator Work
- Foundation Work
- Manage Installer Work
- Mark Netmeter Apply
- Mark Net Meter Installation
- Prepare Documents for Subsidy Claim
- Track Subsidy Claim status
Pricing Plan
Planner
Inquiry Management
Service Management
Procurement
Payment Management
Order Management
Project Reports
Project Planning
User Limit
Basic
Monthly
Planner
:
Inquiry Management
:
Service Management
:
Procurement
:
Payment Management
:
Order Management
:
Project Reports
:
Project Planning
:
User Limit : 5 User Limit
Basic Plus
Monthly
Planner
:
Inquiry Management
:
Service Management
:
Procurement
:
Payment Management
:
Order Management
:
Project Reports
:
Project Planning
:
User Limit : 5 User Limit
Premium
Monthly
Planner
:
Inquiry Management
:
Service Management
:
Procurement
:
Payment Management
:
Order Management
:
Project Reports
:
Project Planning
:
User Limit : 10 User Limit
Premium Plus
Monthly
Planner
:
Inquiry Management
:
Service Management
:
Procurement
:
Payment Management
:
Order Management
:
Project Reports
:
Project Planning
:
User Limit : 15 User Limit
Extreme
Monthly
Planner
:
Inquiry Management
:
Service Management
:
Procurement
:
Payment Management
:
Order Management
:
Project Reports
:
Project Planning
:
User Limit : 30 User Limit
Pricing Plan
Frequently Asked Questions
For CRM Registration, Click on crm.solarmatrix.in/Registration then fillup your company details then verify your mobile number using OTP to successfully register yourself.
After completing registration, you will automatically receive a 7 days of free trial of CRM. To get started with other plan please contact us.
Yes, using excel you can import your existing Inquiries into CRM.
Free for 7 Days
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Copyright © 2022. All Rights Reserved | Developed by Script Matrix
