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Solar CRM & Quotation Software for Indian Installers

The operating system for your solar business

Manage leads, site surveys, GST quotations, subsidy claims, installations and AMC in one place, built for how solar installers in India actually work.

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Lead PipelineThis month
New Leads
12
Rajesh Kumar · Pune
Site Survey
8
Priya Iyer · Chennai
Quotation
6
Amit Desai · Surat
Won
4
Anita Sharma · Jaipur
5 kW Rooftop - Quotation
Amit Desai · Surat, Gujarat
System cost (incl. GST)₹2,77,695
PM Surya Ghar subsidy− ₹78,000
Net customer price₹1,99,695
Installation
Anita Sharma · Jaipur · 5 kW
Step 6 of 10Panels Mounted
Next: Inverter & Wiring

Still running your solar business on Excel and WhatsApp?

Leads get lost in chats

Enquiries come in on WhatsApp, calls and referrals. Some are never followed up, and nobody knows who is handling which customer.

Quotations take hours

Every quote is made by hand in Excel. One wrong cell and the GST or subsidy amount goes wrong in front of the customer.

No view of stuck projects

You have to call your site team to find out which installation is stuck, and at which stage.

Subsidies and AMCs slip

Subsidy claims wait without follow-up, and AMC renewals are missed because reminders live in someone's notebook.

How it works

One journey, from first call to after-sales service

Every customer moves through the same clear steps. SolarNext keeps each step in one place.

  1. 1

    Lead

    Capture every enquiry and assign it to your team.

  2. 2

    Site Survey

    Record roof, shadow and load details on mobile.

  3. 3

    Quotation

    GST quote with subsidy, ready in minutes.

  4. 4

    Installation

    Follow 10 clear stages to commissioning.

  5. 5

    Subsidy

    Track the MNRE claim until it is released.

  6. 6

    AMC & Service

    Handle service visits and never miss a renewal.

Features

Everything your solar business needs

Made for the way installers, EPCs and distributors work every day.

Lead Capture

Capture leads from calls, website, WhatsApp and referrals, assign them to your sales team and track follow-ups.

Site Surveys

Record roof details, shadow analysis, load details and photos from the field on mobile.

GST Quotations with Subsidy Auto-fill

Create professional GST-compliant quotations in minutes, with PM Surya Ghar subsidy calculated automatically.

Project Management

Track every installation, team and material in one view.

10-Step Installation Milestones

Follow each project through 10 clear stages from order to commissioning.

MNRE Subsidy Tracker

Know exactly where every customer's subsidy application stands.

AMC & Service Tickets

Manage maintenance contracts, service visits and complaints, and never miss a renewal.

Quotations

A correct GST quotation in minutes, not hours

Pick the system size, panels and inverter. SolarNext adds GST, deducts the PM Surya Ghar subsidy and shows your customer the final amount they will pay.

  • Your own price list for panels, inverters and structure
  • Subsidy calculated automatically from system size
  • Share as PDF on WhatsApp or email
Quotation #SN-Q-0142
Amit Desai · Adajan, Surat
4.95 kWp On-grid
Mono PERC panels, 550 Wp × 9₹1,35,000
On-grid inverter, 5 kW₹48,000
Mounting structure (GI)₹32,000
Cables, ACDB/DCDB, earthing₹18,000
Installation & net meter₹22,000
Subtotal₹2,55,000
GST (70:30 composite)₹22,695
Total system cost₹2,77,695
PM Surya Ghar subsidy− ₹78,000
Final amount₹1,99,695

Installation milestones

See where every installation stands

Each project moves through 10 clear stages from order to commissioning. Your site team updates the stage from their phone, with photos, so you always know what is done and what is next.

  • Spot delayed projects at a glance
  • Photo proof for every completed stage
Anita Sharma · 5 kW
Vaishali Nagar, Jaipur
Step 6 of 10
  1. ✓
    Order Confirmed Done
  2. ✓
    Site Survey Approved Done
  3. ✓
    Design & Load Approval Done
  4. ✓
    Material Dispatched Done
  5. ✓
    Structure Installed Done
  6. 6
    Panels Mounted In progress
  7. 7
    Inverter & Wiring Pending
  8. 8
    Earthing & Safety Check Pending
  9. 9
    Net Meter Installed Pending
  10. 10
    Commissioning Pending

Subsidy tracker

Know where every subsidy claim is

Track each customer's MNRE subsidy from application to inspection to release. Answer customer calls with confidence and follow up on time.

Subsidy Applications
Sample subsidy applications with status
Customer Size Status
Suresh Reddy
Hyderabad
3 kWSubsidy Released
Anita Sharma
Jaipur
5 kWInspection Done
Ramesh Patil
Pune
3 kWApplied
Kavita Nair
Kochi
2 kWInspection Done
Mohammed Irfan
Lucknow
4 kWApplied

ERPNext add-on

Start with SolarNext. Grow with ERPNext.

ERPNext is a trusted open-source ERP used by thousands of businesses worldwide. Switch on the add-on whenever your business is ready, and run everything from first lead to final accounts on one platform.

Standalone

SolarNext

  • Lead capture and follow-ups
  • Site surveys on mobile
  • GST quotations with subsidy auto-fill
  • Project management
  • 10-step installation milestones
  • MNRE subsidy tracker
  • AMC and service tickets
For growing businesses

Full platform

SolarNext + ERPNext add-on

Everything in SolarNext, plus:

  • Sales and purchase orders
  • Inventory and stock
  • Accounting
  • GST invoicing and filing
  • Financial reports

Built for India

GST-compliant

Quotations and invoices with the right GST breakup.

PM Surya Ghar

Subsidy calculated automatically on every residential quote.

MNRE subsidy tracking

Follow each application from submission to release.

INR pricing, local support

Billed in rupees, with a support team in India.

Who it's for

Made for every kind of solar business

Residential Rooftop Installers

Handle many small home projects at once, with quick quotes and PM Surya Ghar subsidy tracking for every customer.

Commercial & Industrial EPC Companies

Manage larger projects with multiple teams, detailed site surveys, milestones and material planning.

Solar Distributors

Track dealer leads and orders, and add ERPNext for stock, purchase and accounts when you need it.

About the team

Built by CitrusLeaf

SolarNext is made by CitrusLeaf, a Frappe-certified ERPNext partner. We have spent 5 years setting up ERPNext for businesses in manufacturing, D2C and HR, and we built SolarNext with the same care for solar installers.

Visit citrusleaf.in
  • Frappe-certified ERPNext partner
  • 5 years of ERPNext implementation
  • Manufacturing, D2C and HR projects

Frequently asked questions

No. SolarNext works on its own and covers your full solar workflow, from leads to AMC. ERPNext is an optional add-on for businesses that also want to manage sales, purchase, stock, accounts and GST filing. You can switch it on later whenever you are ready.


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