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ZOHO FOR SOLAR ENERGY

Solar Energy,
from lead to commissioning.

Capture enquiries, schedule site surveys, track subsidy paperwork and follow every installation to commissioning, on one Zoho platform built around how solar EPC and rooftop teams work.

Talk to an industry expert See how it works
Solar Energy on Zoho · built on Zoho
KSolar EnerDashboardLeadsSurveysProjectsSubsidyService
DashboardSearch records…PK
New enquiries126+18 this week
Surveys booked429 today
Under installation3.6 MW28 sites
Subsidy pending175 overdue
Kilowatts installed by month
MayJunJulAugSepOct
Recent activity
Sharma Residence · 5 kWSurveyScheduled
Greenfield School · 40 kWProposalIn review
Metro Mall · 250 kWInstallationPending
Patel Farms · 10 kWSubsidyDelayed
City Clinic · 15 kWCommissionedDone
Site survey photos uploaded
THE CHALLENGE

What slows solar energy teams down today.

01Leads leak between calls and site visitsEnquiries from ads, dealers and referrals sit in different sheets, and follow-ups depend on memory.
02Subsidy and net-metering paperwork stallsDocuments, DISCOM approvals and portal status are tracked by hand, so projects wait.
03No live view of installationsMaterial, crews and handover dates live with site engineers, not the management team.
HOW IT WORKS ON ZOHO

One connected flow, end to end.

Every step is configured around your process during implementation.

1EnquiryLeads from every source, scored and assigned
2Site surveyMobile survey with roof photos and load details
3ProposalSystem size, pricing and subsidy in one quote
4InstallationMaterial, crew and milestones tracked
5CommissioningNet-metering, handover and AMC started
WHAT WE BUILD

Built for Solar Energy, not adapted to it.

Lead-to-proposal pipelineRooftop and utility enquiries with system sizing and ROI built into the quote.
Subsidy and DISCOM trackerEvery document and approval stage with due dates and reminders.
Installation appSite engineers update progress, photos and material use from the field.
AMC and serviceCleaning schedules, generation complaints and warranty claims on one desk.
THE ZOHO STACK

The Zoho apps behind Solar Energy on Zoho.

Licensed, implemented and supported by Kelevo, a Zoho Premium Partner.

CRZoho CRMManage leads, deals and customers in one place, with process automation, omnichannel communication, analytics and AI built in.Explore CRM →CrZoho CreatorA low-code platform to build custom business apps for web and mobile, with workflows, reports and integrations.Explore Creator →DeZoho DeskContext-aware help desk software for tickets, SLAs, knowledge base and multichannel customer support.Explore Desk →BoZoho BooksGST-ready online accounting for invoicing, banking, expenses, inventory and financial reporting.Explore Books →InZoho InventoryStock, orders and warehouses managed across channels, with batch and serial tracking.Explore Inventory →AnZoho AnalyticsSelf-service BI and analytics: dashboards, reports and AI insights from all your business data.Explore Analytics →
CLIENTS IN THIS SECTOR

Solar Energy businesses that run on Zoho with us.

Zoho implementations Kelevo delivered directly in this sector.

FAQS

Questions we often hear.

Do you have experience in solar energy?

Yes. Kelevo has delivered Zoho implementations for businesses in this sector, and our consultants start with a process workshop before configuring anything.

Can Zoho connect to the systems we already use?

Yes. We integrate Zoho with ERPs such as SAP, Microsoft Dynamics and Tally, payment gateways, telephony, marketplaces and in-house tools using native connectors, Zoho Flow or custom APIs.

How long does an implementation take?

Most projects go live in phases. After a short discovery, we share a phase-wise plan with scope, timeline and commercials before work begins.

TALK TO AN INDUSTRY EXPERT

Planning Zoho for solar energy?

A 45-minute discovery call maps your process to the right Zoho apps, with an indicative scope and plan.

Book a discovery call →