Solar EPC Software Built for Indian Contractors
From the first site inquiry to DISCOM synchronization — manage your entire EPC business in one place. No more chasing updates across WhatsApp groups and spreadsheets.
Free plan · No credit card · 500+ solar EPCs trust Solset
Your Complete Solar EPC Workflow — In One Software
Solset CRM covers every stage of a solar EPC project, so nothing falls through the cracks.
Lead Capture & Qualification
Capture leads from website forms, WhatsApp, referrals, or manual entry. Score them by system size, location, and subsidy eligibility. Auto-assign to your sales team.
Site Survey & Shadow Analysis
Schedule site visits, capture roof measurements, shading analysis notes, and photos directly from the mobile app. All attached to the lead profile.
BOM Generation & Quoting
Generate Bills of Materials from system capacity. Link panels, inverters, mounting, and cable quantities to your inventory. Produce professional PDF quotations.
Purchase Orders & Procurement
Raise POs to vendors, track delivery, do GRN into warehouse. 3-way match (PO ↔ GRN ↔ Bill) prevents over-payment. AP approval workflow built in.
Installation Project Management
Assign tasks to installation teams. Track civil, electrical, inverter commissioning, and earthing milestones. Customers get WhatsApp updates at each stage.
Net Metering & DISCOM Handover
Track DISCOM application, inspection scheduling, meter installation, and subsidy disbursement. Never lose a customer because of a paperwork delay.
AMC & Recurring Revenue
Schedule annual maintenance contracts, track service visits, and build recurring revenue. Auto-remind customers before warranties expire.
Invoicing & Collections
Send GST-compliant invoices, track payment schedules, record customer payments, and get a real-time view of AR outstanding.
Everything a Solar EPC Needs — Nothing You Don't
CRM & Lead Management
- ✓ Lead capture forms
- ✓ Pipeline Kanban board
- ✓ Source attribution
- ✓ Auto-assignment rules
Project Management
- ✓ Milestone tracking
- ✓ Task assignment
- ✓ Photo & document uploads
- ✓ Customer WhatsApp updates
Procurement (P2P)
- ✓ Purchase requests
- ✓ PO creation & approval
- ✓ GRN & 3-way match
- ✓ Vendor bill management
Inventory
- ✓ Multi-warehouse stock
- ✓ BOM consumption tracking
- ✓ Low-stock alerts
- ✓ Stock audit trail
Finance & Invoicing
- ✓ GST-compliant invoices
- ✓ Proforma invoices
- ✓ AR/AP management
- ✓ Project P&L view
Service & AMC
- ✓ AMC contract tracking
- ✓ Service ticket management
- ✓ Warranty expiry alerts
- ✓ Recurring revenue reports
FAQs — Solar EPC Software
What is Solar EPC Software?
Solar EPC (Engineering, Procurement, and Construction) software is a platform that manages the complete lifecycle of a solar project — from lead capture and site survey to procurement, installation, and grid connection. It replaces spreadsheets, WhatsApp chats, and disconnected tools with a single system of record.
How is Solset CRM different from generic project management software?
Generic tools like Jira or Asana don't understand solar. Solset CRM has pre-built solar pipeline stages, BOM generation, vendor/procurement management, WhatsApp integration for Indian customers, and GST invoicing — none of which are available in generic software without months of customization.
Can Solset CRM handle both rooftop solar and large-scale EPC projects?
Yes. Residential rooftop projects (1–10 kW) benefit from the simplified pipeline and WhatsApp automation. C&I and utility-scale EPCs benefit from multi-milestone project tracking, multi-vendor procurement, and project P&L visibility.
Does the software support multiple teams and locations?
Yes. You can have multiple warehouses, assign projects to specific teams, set role-based permissions (admin, sales, engineer, finance), and track which team member touched which project at what stage.
How long does it take to implement solar EPC software?
Solset CRM takes about 30 minutes to set up — add your company details, invite your team, and start logging leads. There's no lengthy implementation or consultant fees required.
Run Your Solar EPC Business More Efficiently
Join hundreds of Indian solar EPC contractors who replaced spreadsheets with Solset CRM.
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