Zoho One, the operating system for your U.S. solar business.
45+ business apps. One subscription. One data model. One vendor. Replace your CRM, accounting, field-service, HR, payroll, support, analytics, e-signature, marketing and custom-app builder, with one Zoho One tenant configured by people who've shipped this 280+ times for U.S. solar.
The Zoho One rollout journey, 6 phases.
We don't flip every app on day 1. That's how Zoho One rollouts fail. We phase it, sales first, accounting second, field service third, HR/payroll fourth, then analytics. Your team adopts what's in front of them, not everything at once.
Stand up the tenant. Lock down the foundation.
We provision your Zoho One tenant on the U.S. data center, configure SSO, set domain DNS for email (Mail, Campaigns), establish your role hierarchy (Owner, Manager, Sales Rep, Field Tech, Office, Accountant) and import the org chart from your existing systems. Done in week 1.
Sales runs on Zoho, first revenue-impact win.
We import your existing leads/deals (from Salesforce, HubSpot, spreadsheets), turn on the 22-stage solar pipeline, wire the proposal generator with Mosaic / Sunlight / GoodLeap financing options, and connect Aurora / OpenSolar. Sales reps are operating in CRM by end of week 3.
Accounting and contracts come online.
We migrate from QuickBooks Online (typical) or Sage to Zoho Books with zero ledger gaps. Sales tax automation via Avalara, all 50 states. Federal ITC tracking field on every deal. ESIGN-compliant solar contracts in Zoho Sign. 1099-NEC subcontractor flows ready for January.
Crews and warehouses come online.
FSM dispatches install crews, AMC trucks and inspectors. Inventory tracks every panel, microinverter and battery by serial, warehouses + trucks. Photo-proof gates enforced. Warranty auto-registration with Enphase, SolarEdge, Tesla. Reactive truck-rolls driven by monitoring alerts.
HR and pay run on Zoho, multi-state, W-2 + 1099.
People holds your installer roster, OSHA-30 + NABCEP cert expiries, PTO balances, training records, prevailing-wage logs. Payroll runs multi-state W-2 (CA, AZ, TX, NV, FL etc.) and 1099-NEC for subcontractors. ACA reporting included. New-hire onboarding workflows live.
Owner sees the whole business, one screen.
Final phase: Zoho Analytics consolidates CRM + Books + FSM + Inventory + People into 14 owner KPIs, cost-per-watt, gross margin by job type, crew utilization, ITC pipeline, AMC renewal rate, AR aging, prevailing-wage compliance, cash-flow forecast. Owner gets a Monday-morning dashboard email.
Flexible User or All Employee, which one's right for you?
Zoho One has two pricing modes. The math matters, picking the wrong one costs five-figure dollars a year. Here's the plain version.
Both billed annually. The break-even is roughly: if your dispatchable field crew makes up >30% of headcount, All Employee wins. We model both for every prospect using your actual org chart before quoting, no guessing.
Three Zoho One packages. Pick yours.
All three include phased rollout, U.S. data center provisioning, migration from your old stack, and post-launch support. One-time fixed price. After we hand over, you only pay Zoho's monthly subscription.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- WordPress forms + Meta/Google lead capture
- Zoho CRM · Leads, Accounts, Deals (residential + commercial)
- Zoho Books · COA, invoices, payments, tax
- 2 Analytics dashboards
- Recorded training videos + user manuals
- 15-day hypercare after go-live
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- 20-stage Residential Deal Blueprint
- Quotation workflow + Zoho Sign e-signature
- Zoho Inventory + QR dispatch + serial tracking
- Zoho FSM · site visits, install work orders
- AMC engine + Zoho Desk (basic SLA)
- WhatsApp Business API + Zoho Social
- WordPress site build (5–10 pages)
- 4 Analytics dashboards
- 2 online training sessions (10 hours)
- 30-day hypercare
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- 21-stage C&I Blueprint (>100kW)
- Native iOS + Android field app (your brand)
- Zoho People + Payroll + Expense (HR full stack)
- 8+ Analytics dashboards (executive + ops)
- Data migration from legacy systems
- Custom REST API development
- 3 online training sessions
- 60-day hypercare + 3-month AMC (100 hrs support · not development)
The apps that actually run a U.S. solar business.
Zoho CRM
22-stage solar pipeline, Aurora / OpenSolar integration, proposal generator with Mosaic / Sunlight / GoodLeap financing.
Zoho Books
Avalara sales tax across all 50 states, ITC tracking, progress billing, 1099-NEC, QuickBooks migration path.
Zoho Sign
ESIGN- and UETA-compliant contracts, change orders, interconnection forms, financing docs. Audit trail forever.
Zoho FSM
Crew dispatch with route optimization, offline mobile app, NABCEP-tagged work orders, OSHA-30 enforcement.
Zoho Inventory
800+ pre-built solar SKUs, serial tracking, multi-warehouse, truck stock, Enphase / Tesla warranty APIs.
Zoho People
Installer roster, OSHA-30 + NABCEP cert expiries, PTO, prevailing-wage logs, onboarding workflows.
Zoho Payroll
Multi-state W-2, 1099-NEC, federal/state withholdings, ACA reporting, direct deposit, pay-stub portal.
Zoho Desk
O&M tickets, AMC SLA tracking, monitoring-alert auto-tickets from Enphase / SolarEdge / Tesla feeds.
Zoho Analytics
Cost-per-watt, gross margin, crew utilization, ITC pipeline, AR aging, drill-to-row, exportable, scheduled emails.
Zoho Campaigns
Cold-list nurture, post-install referral flows, AMC renewal cadences, storm-response broadcasts. CAN-SPAM safe.
Zoho Creator
The custom-app layer for anything Zoho doesn't ship, AHJ tracker, dealer portal, SREC dashboard, custom calculators.
Zoho Projects
For commercial solar projects: Gantt timelines, milestone billing, subcontractor tracking, document repository.
Plus 33+ more apps included in the bundle, Mail, Cliq, Meeting, WorkDrive, Vault, Forms, Survey, Social, SalesIQ, Bookings, Recruit, Connect and many more. All at one price.
Why solar EPCs pick us for Zoho One.
Only partner with all 11 product certs in-house.
Most Zoho partners certify in 2 or 3 products and subcontract the rest. We hold every single certification, CRM, Books, FSM, Inventory, People, Payroll, Sign, Desk, Creator, Analytics, Campaigns, under one roof, on one Glendale-CA payroll. No "we'll find someone for that piece."
No subcontracting. Ever.
The person who scopes your project is on the same Slack channel as the person who builds it and the person who supports you in month 6. No handoff to an offshore agency. No "our partner in Manila handles the FSM piece." One team, one timezone, one accountability line.
Single project manager, start to finish.
You get one PM for your full 30/60/90-day rollout. They run your weekly status call, they own the SOW, they're who you escalate to. They don't get replaced halfway through. They've personally shipped 12+ U.S. solar Zoho One projects before yours.
All-U.S. team. Glendale HQ.
237 N Central Ave STE A, Glendale, CA 91203. Our implementation, support and account-management teams are all U.S.-based. We answer the phone at +1 (707) 418-4889 during your business hours, not at 3 AM in another timezone.
The honest FAQ.
All Employee vs. Flexible User, how do I pick?
Why do you phase the rollout instead of going live with everything?
Do I really need all 45 apps?
Can I cancel after year 1?
What does ongoing support look like after the 30/60/90-day post-launch period?
What if we already use Salesforce / HubSpot / ServiceTitan?
See your solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.