The Complete CRM for Solar Panel Installation & Manufacturers
From initial site survey to final grid connection, TradeOne CRM manages your entire solar project lifecycle, including feasibility studies, kW-based proposals, installation milestones, subsidy documentation, and payment milestone collections, in one powerful platform.
Built for the Entire Solar Ecosystem
Whether you manufacture solar panels, distribute inverters, install rooftop systems for residential clients, or handle utility-scale EPC projects,TradeOne CRM adapts to your specific business model. One platform. Every stakeholder. Complete visibility from lead to commissioning.
Solar EPC Companies
Project-Based Sales & Proposals
Forget manual spreadsheet calculations. TradeOne's solar proposal engine lets your sales team generate accurate, client-ready quotations based on actual site parameters such as roof area, panel capacity (kW), shading factors, inverter sizing, and local load requirements. Present ROI projections, payback periods, and government subsidy breakdowns directly in the proposal. Track every proposal through your pipeline until it converts.
- Automated kW capacity calculations based on site inputs
- Dynamic proposal generation with ROI metrics and payback period
- Subsidy eligibility calculation and documentation checklist
- Track win rates, pipeline value, and proposal-to-order conversion
- Send professional proposals via email directly from CRM
Mobile-First Field Surveys
Speed and accuracy in site surveys directly impact your proposal quality and project profitability. TradeOne's mobile survey app lets your field team conduct complete rooftop assessments on-site, capturing dimensions, roof type, shadow analysis, electrical panel details, and geo-tagged photographs, all on a mobile device, even without an internet connection. Data syncs instantly with the engineering team the moment connectivity is restored.
- Digital site survey forms customized per project type (residential, commercial, industrial)
- Geo-tagged, timestamped photo documentation uploaded from the field
- Offline survey mode with auto-sync on reconnect
- Customizable assessment checklists per installation type
- Instant sync with engineering team for faster proposal turnaround
See TradeOne CRM in action for your Solar business
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Installation & Milestone Tracking
Solar installations involve multiple crews, long timelines, and complex interdependencies. A delay in structure mounting pushes back wiring, which delays commissioning, which delays final payment collection. TradeOne breaks every project into clearly defined milestones, assigns them to specific crews, and tracks completion in real time. Project managers get a live dashboard showing exactly where every installation stands, so they can intervene before delays cascade.
- Break installations into milestones: Survey → Approval → Structure → Mounting → Wiring → Commissioning
- Assign milestones to specific crews with start and target completion dates
- Track material delivery and dispatch against each milestone
- Monitor mounting, wiring, and commissioning stages in real time
- Automatic net metering application follow-up reminders post-commissioning
Payment Milestones & Invoicing
Solar projects typically involve advance payments, progress-linked instalments, and final payments on commissioning. TradeOne links your payment schedule directly to project milestones, so invoices are automatically triggered when a milestone is marked complete. Track payment receipts, follow up on outstanding balances, and maintain a clean cash flow position across your entire project portfolio. Subsidy disbursement tracking and documentation management included.
- Advance, delivery, and commissioning payment split configuration per project
- Auto-triggered invoices on milestone completion
- Automated payment reminder sequences for clients
- Subsidy amount tracking and documentation management
- Project-wise P&L and receivables dashboard
The Complete Solar Workflow
TradeOne connects every team member across the entire solar project journey, so nothing gets lost between sales, survey, engineering, installation, and finance.
Other Industries Benefiting from Our CRM Platform
Our CRM is designed to support businesses across multiple industries by simplifying operations, improving customer management, and enabling scalable growth with flexible, easy-to-adapt workflows.
Logistics & Supply Chain
Fleet operations, freight booking, shipment tracking, warehouse management, and billing.
Ready to Transform Your Solar Business?
See how TradeOne CRM can streamline your solar operations with a personalized demo tailored to your business, whether you're an EPC company, a rooftop installer, a panel distributor, or an inverter supplier. Book a free consultation with our solar industry specialist today.
Frequently Asked Questions
Common questions from solar companies about TradeOne CRM.
TradeOne CRM is a complete AI-powered business management platform for trading, distribution, and manufacturing companies. For solar businesses, it manages the entire project lifecycle, from lead capture and site survey to installation tracking, payment milestones, and post-commissioning AMC management.