Residential Solar Software for the Rooftop Revolution
Elite Tech Global powers residential solar businesses worldwide with a complete digital backbone from the very first homeowner enquiry to net-meter commissioning, AMC, and lifetime customer delight. Capture more leads, design and quote in minutes, accelerate installations, and turn every happy customer into a referral machine.
Designed for the Realities of
Residential Rooftop Solar
Residential solar is a high-volume, low-margin, high-touch business. Winning means responding faster, designing smarter, financing easier, installing cleanly, and serving for life. We engineer your platform around exactly that.
Capture homeowner enquiries from Meta & Google Ads, your website, WhatsApp, telephony, and partner referrals auto-deduplicated, scored, routed and engaged in under 15 minutes, 24/7.
Guided rooftop solar blueprints generate accurate BoQs, system designs, savings calculators, financing options, and branded proposals ready to e-sign on the spot.
Track government subsidies, NBFC loan applications, EMI plans, document collection, and disbursement workflows increase deal closure with paperless, transparent financing.
Project planning, technician dispatch, QR-coded panel tracking, mobile checklists, photo & e-signature capture, and net-meter commissioning all on one screen.
Preventive AMC scheduling, complaint tickets via WhatsApp, mobile field execution, warranty tracking, and automated renewal nudges protect lifetime customer value.
Customer self-service portals, NPS surveys, referral tracking, loyalty points, and re-engagement campaigns convert delighted homeowners into your strongest growth channel.
Every Residential Solar Workflow,
Engineered Into One Platform
01Omnichannel Lead Capture
Web forms, Meta & Google Ads, WhatsApp Business, telephony (Exotel/Knowlarity/Twilio), partner portals, exhibitions and referrals every homeowner enquiry lands in one CRM, deduplicated and instantly routed.
02AI Lead Scoring & Auto-Assignment
Score leads by location, system size, financing intent, urgency and channel. Auto-assign to the right sales executive, with SLA timers and escalation matrices that ensure no lead goes cold.
03Site Visit & Survey Mobile App
Field engineers capture rooftop dimensions, shading photos, electrical load, and customer signature on a mobile app that works offline and syncs the moment connectivity returns.
04Solar Design, BoQ & Quotation
Auto-generate system designs and itemised quotations with savings projections, payback period, financing options, branded proposals, and one-click e-signature for on-the-spot closure.
05Subsidy & Financing Workflow
Manage subsidy documentation (PM Surya Ghar, MNRE, regional incentives), loan applications, NBFC integration, KYC, EMI plans, and disbursement all tracked inside the customer record.
06Project & Installation Tracking
Convert won deals into projects with milestones, technician schedules, materials checklists, QR-coded panel tracking, and mobile installation sign-off visible to leadership in real time.
07Net-Meter & Commissioning
Manage DISCOM/utility coordination, document upload, inspection scheduling, commissioning sign-off and customer go-live notifications closing the loop on every install.
08AMC, Service Tickets & SLAs
WhatsApp-based ticket creation, technician routing, mobile execution, photo evidence, parts tracking, and SLA-driven escalation turning support into a competitive moat.
09Customer Self-Service Portal
Branded customer portal with installation status, generation data, invoices, AMC contracts, ticket history, referrals the digital experience modern homeowners expect.
10Executive Analytics for Residential
Live dashboards on lead funnel, channel ROI, sales velocity, installation throughput, finance health, technician utilization and CSAT one source of truth for residential leadership.
From First Lead to Lifetime Value
The Complete Solar Transformation Journey
A nine-stage transformation journey laid out as a single, flowing timeline three phases (Acquire → Execute → Grow) that carry your solar business from the very first enquiry all the way to lifetime renewable value.
Generate
Pull solar buyers in from every digital & offline source globally orchestrated, brand-consistent, SEO-optimized, and measured end-to-end.
- Meta & Google Ads with geo-targeting
- SEO-led organic discovery + content
- WhatsApp & email broadcast campaigns
- Partner referrals & exhibitions
Capture & Qualify
Every solar enquiry flows into a unified CRM with AI scoring, deduplication, and SLA-driven 24/7 engagement no lead ever goes cold.
- Omnichannel intake 12+ sources
- AI lead scoring & deduplication
- Auto-route + 4-hr SLA escalation
- Instant WhatsApp & email engagement
Design & Convert
Site surveys, solar design, BoQ, financing, e-sign, and sales order all on one guided blueprint, in minutes not days.
- Mobile site survey app (offline-ready)
- Auto solar design + BoM generation
- Branded proposals + e-signature
- Sales order + finance approval
Procure
Auto-raise POs, manage vendors, run QC inward, and track every panel, inverter, and battery with serial-coded traceability.
- Auto-PO from approved sales orders
- Multi-vendor RFQs & comparative bids
- QC inward & serial-coded inventory
- Three-way matching & GRN
Deliver
QR-coded panel dispatch, live logistics tracking, and customer notifications panels traceable from warehouse to rooftop.
- QR-coded panel labels & manifests
- Live dispatch + ETA notifications
- Site-wise delivery reconciliation
- Vendor replacement on QC failure
Install & Commission
Plan, dispatch, install, test, and commission every project milestone captured live, every signature paperless.
- Project Gantt + milestone tracking
- Mobile install checklist + photos
- Electrical testing & safety sign-off
- Net-meter / utility commissioning
Serve
Preventive AMC, mobile-first FSM, and SLA-driven dispatch turning service from a cost centre into recurring revenue.
- AMC & preventive maintenance scheduling
- Smart FSM dispatch + offline mobile app
- Warranty & spare-parts tracking
- Customer CSAT surveys & RCA
Monitor
Live inverter & IoT data, performance ratio analytics, and predictive alerts every kWh accounted for, every anomaly caught.
- Live inverter & IoT telemetry
- Predictive anomaly alerts (AI)
- Auto-tickets to FSM on breach
- Customer self-service monitoring app
Retain & Grow
Convert happy customers into your growth engine referrals, AMC renewals, upsell campaigns, and NPS-led optimization.
- Referral tracking & loyalty rewards
- AMC renewal automation + nudges
- Upsell & cross-sell campaigns
- NPS & customer voice analytics
Best-in-Class Residential Solar Stack
CRMProjectsBooksInventorySignDeskCreatorAnalyticsChoose Your Solar Go-Live Bundle
Three outcome-driven solar delivery bundles fixed scope, fixed price, fixed go-live date. Each tier is pre-engineered on Zoho by Elite Tech Global for the solar industry, so you know exactly what you’re paying for and exactly when you’ll be live.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development24 hrs
- Project management6 hrs
- Training & user manuals4 hrs
- Hypercare (post go-live)4 hrs
- Meetings & reviews2 hrs
- WordPress forms + Meta/Google lead capture
- Zoho CRM Leads, Accounts, Deals (residential)
- Zoho Books COA, invoices, payments, tax
- 2 Analytics dashboards
- Recorded training videos + user manuals
- 15-day hypercare after go-live
(All available as add-ons.)
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development68 hrs
- Project management12 hrs
- Online training sessions4 hrs
- Hypercare (post go-live)12 hrs
- Meetings & reviews4 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 (WATI) + Zoho Social
- WordPress site build (5–10 pages)
- 4 Analytics dashboards
- 1 live training session (2.5 hrs)
- 30-day hypercare
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development140 hrs
- Project management20 hrs
- Online training6 hrs
- Hypercare (post go-live)24 hrs
- Meetings & reviews10 hrs
- 21-stage C&I Blueprint (>100kW)
- Native iOS + Android field app (your brand)
- Zoho Creator Catalyst customer & installer portals
- Zoho People + Payroll + Expense (HR full stack)
- 8+ Analytics dashboards + Zia AI
- Data migration from legacy systems
- Custom REST API development
- Custom iOS & Android field service app
- 60-day hypercare + 1 year AMC
Scope is locked at kickoff. Timelines assume timely client inputs (requirement sign-offs, sample data, UAT feedback, and a single SPOC). Terms and conditions apply.
Residential Solar Software FAQs
Elite Tech Global delivers Zoho CRM purpose-configured for residential solar with omnichannel lead capture, AI lead scoring, rooftop solar deal blueprints, automated quotation, e-signature, financing workflows, and tight integration with installation tracking, AMC, and analytics.
Every homeowner enquiry from ads, web, WhatsApp, telephony, exhibitions, referrals flows into one pipeline, gets deduplicated, AI-scored, auto-assigned to the right sales executive with SLA timers, and engaged within minutes via automated WhatsApp, SMS, and email sequences.
Yes. We configure subsidy documentation workflows (PM Surya Ghar, MNRE, regional incentive programs), NBFC and bank integrations, KYC document collection, EMI plans, disbursement tracking, and customer-facing portals making solar financing fast, paperless and transparent.
Absolutely. Elite Tech Global delivers tiered packages from solo installers needing a tight Bigin pipeline to multi-city residential solar enterprises requiring full Zoho One coverage with custom apps, partner portals, and executive analytics.
Yes. WhatsApp Business (WATI, official Meta API or Twilio) integrates with CRM and Desk so homeowners can enquire, get quotations, schedule visits, track installations, raise tickets and get AMC reminders all on WhatsApp, fully logged inside your CRM.
Power Your Residential Solar Business
Globally in 90 Days.
Book a free 30-minute strategy call with Elite Tech Global. Walk away with a custom 90-day digital transformation roadmap, a measurable ROI estimate, and a clear plan to scale your residential solar operations across every market you serve.
- ✓Free consultation no credit card required
- ✓Speak directly with a certified Solar Industry Specialist
- ✓Get a custom ROI estimate & phased rollout plan same day
- ✓Walk away with a clear 90-day go-live roadmap
- ✓Response within 1 business day guaranteed worldwide