13-phase project pipeline
Every rooftop project moves through one fixed, guided flow — lead, survey, portal docs, payment, material, delivery, installation, verification — so nothing slips through the cracks.
Urja CRM unifies lead capture, site survey, government portal paperwork, material dispatch, installation and payment verification into one guided pipeline — so every solar vendor can scale PM Surya Ghar installations without the chaos.
Urja CRM is a web-based, multi-tenant CRM crafted specifically for solar-panel installation companies. A single platform hosts many independent solar businesses, and each runs its own staff, customers and projects in a fully separated workspace. Every customer project travels through one fixed 13-phase pipeline — from the first phone call, through site survey, PM Surya Ghar portal documentation, material dispatch and physical installation, to two rounds of payment verification and final completion. Twelve role-based portals each own one stage and hand work forward, while a shared progress bar gives everyone the same live view of where a project stands.
Everything a solar EPC needs to run projects end to end — nothing it does not.
Every rooftop project moves through one fixed, guided flow — lead, survey, portal docs, payment, material, delivery, installation, verification — so nothing slips through the cracks.
Tele-calling desk with a public website enquiry form, KYC capture, quotation details and one-click conversion into a paying customer with auto-generated portal credentials.
Upload, track and forward the government portal document set and net-meter approvals as a first-class step in the workflow.
Technicians record structure type, wire lengths, leg counts and geo-tagged photos from the field — the survey data that drives the material list.
Auto-built material requests by solar type, serial-number capture, delivery challans and a full delivery-agent proof-of-delivery loop.
First slab after paperwork, second slab after installation — each recorded by Accounts and signed off by the business owner.
Tele-calling, support, senior technician, technician, accounts, warehouse, delivery, installation, field support, admin and a customer self-service portal.
A shared progress widget on every dashboard — staff and customers see the same real-time project status, translated into friendly labels for homeowners.
One platform hosts many solar businesses, each in a fully isolated workspace with its own branding, staff, service divisions and reports.
Cross-role dashboards and Chart.js analytics for customers, projects, surveys, agreements, payments, material and returns.
Purpose-built for Indian rooftop solar and the PM Surya Ghar scheme — not a generic CRM bent into shape.
The government portal paperwork, net-metering and slab-wise subsidy payments are baked into the workflow — not bolted on.
Panels, inverters, batteries, structure types, wire runs and serial numbers are native concepts — your team is never fighting a sales CRM.
Every hand-off between roles is a recorded ledger entry, so you always know who owns a project and what happens next.
Multi-tenant architecture means a new solar business is live with its own portal, staff and branding almost instantly.
Designed, built and maintained by Infocreatives Services Pvt Ltd, with a responsive technology team backing every deployment.
A predictable SaaS subscription that scales with your project volume — no per-seat surprises.
Live numbers from the vendors running their operations on Urja CRM.
EPC and channel-partner companies delivering PM Surya Ghar rooftop installations on our platform.
Tell us about your solar business and what you need. Our technology team will get back to you with a tailored walkthrough.