What Solar ERP & CRM is for

A solar EPC business is really four businesses at once: a sales pipeline, a procurement and inventory operation, a project execution team, and a long-tail service and AMC commitment that outlives the installation by years. Run those on separate tools and the handovers are where money leaks.

Highsense Solar ERP and CRM runs the whole lifecycle on one record. The lead that becomes a deal becomes a quotation, a sales order, a project, an installation, a commissioning record, and then a warranty and AMC contract with scheduled visits - without anyone re-entering the customer.

Built for

Solar EPC and installation companies
Rooftop and commercial solar businesses
Dealers and channel partners with a sales network
Companies carrying AMC and warranty obligations

Modules

01

CRM pipeline

Leads, sources, deals, pipelines and stages with history, plus referral and campaign tracking.

02

Site survey and design

Site surveys with photographs, solar design records and proposal templates feeding the quotation.

03

Quotations and price books

Versioned quotes built from price books, with approval rules before they go out.

04

Project execution

Projects with milestones, stage logs, tasks and checklists so execution is visible, not assumed.

05

Installation and commissioning

Installation teams, item-level installation records, commissioning records and customer handover.

06

Inventory and serial numbers

Warehouses, locations, stock levels, transfers, adjustments and serial-number history per panel and inverter.

07

Procurement

Purchase requests, RFQs, vendor quotations and ratings, purchase orders, goods receipt and returns.

08

Finance

Invoices, payments and allocations, credit and debit notes, vendor payments, expenses and commissions.

09

Service, AMC and warranty

Tickets with SLA policies, service visits with parts, AMC contracts and visits, warranty claims.

10

Generation monitoring

Generation readings per asset, so performance against promise is a number rather than a complaint.

How the work flows

1
Lead and survey
An enquiry is captured and a site survey is recorded with photographs and measurements.
2
Design and quote
A solar design is produced and a versioned quotation is built from the price book and approved.
3
Order and procurement
The sales order triggers purchase requests, RFQs and POs for what is not already in stock.
4
Project and installation
A project is opened with milestones and tasks, and the installation team records item-level progress.
5
Commissioning and handover
Commissioning is recorded and the system is handed over to the customer with documentation.
6
AMC and service
Warranty and AMC contracts schedule visits, and tickets run against SLA policies.

Included in every Highsense product

Ask your data a question, in plain English

No report builder, no pivot tables. Type the question the way you would ask a colleague and Solar ERP & CRM answers from your live data.

AI Reports

Answers above are illustrative examples of the kind of question the reporting assistant handles.

Technology & deployment

LaravelMySQLMulti-tenantREST APIWhatsApp templatesCloud or on-premise

Available cloud-hosted or on your own server. Role and module level permissions throughout, and your data stays yours.

Frequently asked questions

Does it handle AMC after installation?

Yes, and that is a large part of the value. AMC contracts, scheduled visits, warranty claims and service tickets with SLA policies are all in the same system as the original project.

Can we track individual panels and inverters?

Yes. Serial numbers are tracked with an event history, so you know which unit went to which site and what happened to it.

Does it support dealers and channel partners?

Yes. Dealers, commissions and commission rules are built in, so partner-sourced business is tracked and paid correctly.

Can we see generation performance?

Yes. Generation readings are recorded per solar asset, so actual output can be compared against what was promised at sale.

Other Highsense products

Manufacturing

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Solar ERP and CRM Software