01 — Lead CRM

Capture every lead. Lose none.

Solar leads come from everywhere — JustDial calls, IndiaMART enquiries, Google Ads forms, walk-ins, WhatsApp messages, neighbour referrals. SolarIonix puts them all in one Kanban board with status, owner and follow-up date.

  • 9 lead sources baked in: website, referral, JustDial, IndiaMART, walk-in, social media, Google Ads, WhatsApp, other
  • 6 pipeline statuses: New → Contacted → Site visit → Quoted → Won / Lost
  • System size estimate (kW) and project value captured at lead stage
  • Assignment to a sales rep with push notification
  • Follow-up date with auto-reminder
  • Convert lead → project in one click — customer details auto-fill
02 — Project tracking

Survey to handover, in one timeline.

Move every project through 7 industry-standard stages with task checklists, photos, GPS coordinates and per-stage notes. Field engineers update status from their phone — your office sees it instantly.

  • Stages: Survey → Design → Procurement → Installation → Commissioning → Handover → Completed
  • Auto-generated project number (PRJ-YYMM-NNNN)
  • Customer details, address, GPS, system size, panel/inverter brand & model
  • Per-stage task checklist that ops teams customise
  • Photo gallery with stage tag, GPS and uploader
  • ALMM-aware fields for compliant residential subsidy projects
03 — Inventory

Stock that matches your warehouse.

Track every panel, inverter, structure, cable and MCB across 9 categories with buy price, sell price, current stock and minimum threshold. Receive alerts when stock drops below minimum.

  • 9 categories: panel, inverter, structure, cable, meter, MCB, ACDB/DCDB, earthing, other
  • Stock movements: in / out / adjustment with vendor name and reference
  • Auto-update of current stock on every movement
  • Barcode & SKU on every product
  • Per-project consumption tracking
  • Low-stock alerts with one-tap reorder note
04 — GST invoicing

India-compliant invoicing in two taps.

Proforma invoices to close deals, tax invoices with full GST, and credit notes for adjustments. SolarIonix handles CGST/SGST automatically for intra-state and IGST for inter-state — no manual maths.

  • 3 invoice types: proforma, tax invoice, credit note
  • Auto CGST + SGST (intra-state) or IGST (inter-state) based on billing state
  • Discount %, taxable amount, total — all calculated live
  • Milestone billing: Advance / Installation / Final, or any custom split
  • One-tap PDF generation with your logo, GSTIN and bank details
  • WhatsApp share to customer in two taps
  • Auto-numbered: INV-YYMM-NNNN, PI-YYMM-NNNN
05 — PM Surya Ghar tracker

Stop losing subsidies in WhatsApp.

India's residential rooftop subsidy is a 6-stage paperwork journey. SolarIonix tracks every project's PMSG status with document checklists at each step.

  • 6-stage subsidy workflow: Not applied → Applied → Feasibility received → Installed → Inspection done → Subsidy received
  • Document checklist per stage (cancelled cheque, Aadhaar, electricity bill, install photos, inspection report)
  • Consumer ID, application number and 16-digit unique certificate field
  • DISCOM tagging
  • Auto-reminder when feasibility expires
  • Subsidy amount applied vs. received tracking
06 — Mobile field app

Built for the rooftop, not the desk.

Your engineers don't open laptops on a hot Mumbai roof. The SolarIonix Android app gives them the project, the customer, the checklist and the camera — all in one tap, all offline.

  • Offline-first storage with automatic sync queue when back online
  • Camera with GPS-tagged photos straight to project gallery
  • Barcode scanner for stock movements
  • Push notifications (FCM) for new lead assignment, follow-ups, payment received
  • WhatsApp share for invoices, quotations and project status
  • Available on Android (Play Store coming soon)
07 — Reports & analytics

Numbers that drive decisions.

Six reporting tabs give you a complete view of your business: from revenue trends and lead conversion funnels to GST summaries ready for tax filing.

  • Revenue trends — monthly and quarterly breakdown with growth %
  • Lead conversion funnel — source-wise and stage-wise analysis
  • Project pipeline — active projects by stage, team and timeline
  • GST summary — CGST/SGST/IGST collected, ready for GSTR-1 filing
  • Team performance — leads assigned, converted, revenue per rep
  • Inventory valuation — stock value, movement history, low-stock items
08 — Customer portal

Your customers, always in the loop.

Give every customer a shareable link to their project status page. They can see installation progress, stage updates and photos — without needing a login or calling your office.

  • Public project status pages — no login required
  • Shareable link via WhatsApp, SMS or email
  • Shows current stage, timeline, photos and key milestones
  • Branded with your company name and logo
  • Reduces "what's the status?" calls by 80%
09 — Team management

Right access for the right people.

Add your sales reps, engineers, accounts team and operations heads. Assign roles, set permissions and ensure everyone sees only what they need to.

  • Role-based access: Admin, Manager, Sales, Engineer, Accounts
  • Assign leads and projects to specific team members
  • Multi-user collaboration with activity logs
  • Team performance tracking in reports
10 — PDF generation & real-time sync

Documents that move with your business.

Generate professional PDF quotations and invoices with your logo, GSTIN and bank details. Share via WhatsApp or download. Every change syncs in real-time between the web dashboard and mobile app.

  • PDF quotations and invoices with company branding
  • Downloadable and shareable via WhatsApp
  • Real-time sync between web and mobile
  • Data entered on the field appears in the office within seconds
  • Low-latency backend for fast sync across India

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