Enterprise Solar CRM + ERP // India EPC Infrastructure

One system for every solar deal, from lead to commissioning.

Purpose-built for commercial, industrial, and residential solar EPCs. Unify lead intake, DISCOM subsidy workflows, multi-branch quotations, procurement BOMs, and field installation audit trails in one hardened operating engine.

Pipeline execution state flow7 verified gates
Lead01
Quote02
EOI03
Order04
Delivery05
Install06
Commission07
Deterministic transition barriers prevent stage skips without engineering sign-offs.Explore 7-Stage Pipeline
System failure modes

Where solar margins leak between sales and engineering.

01AVG. 14 DAYS SURVEY LAG

Lead leakage at ops handoff

Field reps losing DISCOM sanction documents and customer site-survey data across disconnected WhatsApp threads. Critical roof load metrics vanish before CAD design initiation.

LOST PIPELINE VELOCITY
022-6% MARGIN DISSIPATION

GST & state tariff miscalculations

Intra-state vs inter-state supply component split errors (CGST/SGST vs IGST) causing margin erosion on turnkey proposals. Inaccurate 70:30 EPC deemed goods-to-service ratio invoicing.

STATUTORY COMPLIANCE PENALTY
03₹1.8M STUCK WORKING CAPITAL

Zero visibility post-sales closure

Procurement teams ordering inverters without site-readiness sign-offs, creating unbilled inventory bottlenecks. Dispatch schedules disconnected from structure mounting clearances.

DISPATCH OVERHEAD LOCK
Operational architecture

Deterministic stage execution engine.

Every project moves through sequential validation gates. No skipped engineering checklists, no unverified DISCOM sanctions.

01 // Stage

Lead capture & qualification

Multi-channel intake, rooftop polygon GIS import, DISCOM sanction feeder load qualification.

SANCTION_GATE_OK
02 // Stage

Quotation & EOI

State-code aware BOM calculation, module/inverter tier pricing, automated Expression of Interest.

GST_AUTO_SPLIT
03 // Stage

Order & catalogue

Turnkey project contracts, milestone billing schedules, tier-1 vendor catalogue synchronization.

ERP_LEDGER_SYNC
04 // Stage

Delivery & install

Dispatch logistics tracking, structure mounting checklist, DC/AC cabling verification.

SITE_READINESS_LOCK
05 // Stage

QC & commissioning

Net metering inspection sign-offs, CEIG safety compliance, handover certificate generation.

CEIG_CERT_VERIFIED
Organization topology

One login. Complete architectural isolation across entities and branches.

Holding groups and solar EPC conglomerates manage distinct state operating companies under unified governance. Configure dedicated procurement pools, localized state GSTINs, and granular warehouse clearances per branch without database pollution.

  • PostgreSQL Row-Level Security (RLS) enforcement per operational entity.
  • Independent DISCOM portal credentials encrypted per state cluster.
  • Consolidated group cash flow with branch-level P&L ledger isolation.
View Data Isolation Spec
Org → Company → Branch
Moopens Energy Solutions (holding group)
↳ Kerala Operating Co. · GSTIN 32XXXXX
↳↳ Kochi Branch · RLS-scoped
↳ Tamil Nadu Operating Co. · GSTIN 33XXXXX
100% STATE-AWARE

GST correctness engine auto-splitting HSN 8443 / 8541 components and dynamic MNRE benchmark tariff verification.

7-YEAR RETENTION

Immutable audit trail, CEIG safety sign-offs, and state electrical inspectorate documentation store.

STAMPED TRACEABILITY

Cryptographic hash sign-offs on engineering BOMs preventing unauthorized site component swaps.

Operational control

Precision workflows for every operational tier.

01 // Role

Sales & Estimation Engineer

Instant PVsyst / HelioScope design JSON import, DISCOM tariff calculator with auto-amortization, and real-time project margin thresholds.

+ Dynamic generation simulation
+ Auto 70:30 GST calculation
02 // Role

Field Operations & EPC Crew

Mobile geo-tagged milestone capture, offline punch-list resolution, and hardware serial barcode scanner for tier-1 module strings.

+ Geofenced site sign-offs
+ Inverter warranty serial registry
03 // Role

Chief Financial Officer & Admin

Milestone retention escrow tracking, unified accounting ledger across 14 state branches, and accurate turnkey cash-flow forecasting.

+ Real-time ERP ledger push
+ Multi-branch tax liability audit
Data integrity mandate

Nothing changes without a stamp.

Every milestone change, quote revision, and component dispatch is logged immutably. No backdated approvals, no untraceable discount overrides — a verifiable audit trail built for institutional lenders and bank syndication reviews.

Zero-friction adoption

Zero lock-in. Migrate from legacy spreadsheets in hours.

Ingest messy multi-branch spreadsheets, customer quotation historical records, and component price books with schema auto-correction. Native two-way bridges for Tally Prime, SAP, and custom REST endpoints.

Read Schema Migration Guide
01

Raw CSV / XLSX schema validation

Automatic detection of inverter capacities, panel wattages, and solar tax rates.

02

Entity & GSTIN reconciliation

Validation against government GST APIs with state tariff classification mapping.

03

Atomic database ingestion & rollback guarantee

Transactions commit strictly if all project linkages clear referential checks.

Security posture

ISO 27001 ALIGNEDSOC 2 TYPE II READYINDIA DATA RESIDENCYTLS 1.3 AES-256CERT-IN AUDIT COMPLIANT
Frequently asked questions

Technical specifications & operations FAQ.

Can we run multiple state GSTINs under a single corporate account?

Yes. Full multi-tenant isolation supports parent conglomerates with branch-level tax rules. Each state subsidiary maintains isolated sequence numbers for invoices, credit notes, and procurement purchase orders while the holding company views aggregate rollups.

How does Sunsenz coexist with field technicians using WhatsApp?

Automated WhatsApp bot ingestion turns field photos, dispatch delivery slips, and earthing resistance logs directly into verified audit items. Field engineers send photos with geolocation enabled, and Sunsenz maps them directly to the associated installation milestone without requiring app installations.

How are state-specific solar subsidies (e.g., PM Surya Ghar) accommodated in quotations?

Native rules engine calculates state DISCOM subsidies, consumer share, and net metering tariffs automatically. When an engineer configures a 3kW or 5kW rooftop proposal, the platform calculates central DBT benefits, state-specific incentives, and customer out-of-pocket amounts in real-time.

Can we export all raw audit and engineering data at any time?

Yes. Complete data portability via programmatic REST endpoints or one-click exports to CSV, JSON, and ERP bridges (Tally, SAP) with zero proprietary data lock-in. Full cryptographic hash manifests are delivered with project archives.

Put every solar deal on one ledger.

Bring your existing spreadsheets. We will map them to the 7-stage pipeline and show you where the margin is leaking today.

Start a pilot deployment