SolarERP is intentionally modular. Activate the areas you need today, expand as your solar business scales — without changing platforms.
Real-time charts, KPI tiles, business pulse.
Personal preferences and global config.
Receive a payment from anywhere in the panel.
CRUD users, multi-role assignments, audit trail.
Define roles and bundle permissions.
Granular permissions across all modules.
Editor, categories, scheduling, SEO meta.
Service pages with rich content blocks.
Grouped FAQs surfaced across the site.
Drag-and-drop dynamic page composer.
Multi-level menu builder for header/footer.
Configurable floating social CTAs.
Newsletter list with one-click export.
Pipeline health, conversion, activity.
Filterable table with bulk actions.
Drag leads across stages with WIP limits.
Timeline, notes, attachments, related deals.
Scheduled tasks with reminders.
Multiple pipelines per team or product.
Tag and attribute every inbound.
Lifecycle states tailored to solar.
Single record of truth per account.
Build your own intake schema.
Drag-and-drop with validation.
Track every installation end-to-end.
Configurable stages & categories.
Public form inbox with export.
All proposals with status & value.
Spin a proposal from any lead.
Branded, instant PDF rendering.
Email and track recipient activity.
Won proposals become live EPC projects.
Reusable pricing & content blocks.
Visual section-based template builder.
All surveys filtered by project.
Compose your own survey schema.
Lay out panels on a roof canvas.
Auto-generated structured reports.
Standard task table with detail panel.
Drag tasks across statuses.
Fully configurable taxonomies.
Sales, AOV, top products.
Catalog with variants and brands.
Manage panel/inverter manufacturers.
Order lifecycle and invoicing.
Khatabook-style ledger per user.
Generate clean statement PDFs.
Categorized expense tracking.
Vendor profiles + payment statements.
Field crew with assignments.
Multi-territory partner network.
Solar EMI partners & schedules.
Open positions, statuses, owners.
Custom application schema per job.
Inbox with resume preview.
All third-party connectors at a glance.
Map external forms to internal schemas.
Visibility on every record.
Build a structured doc taxonomy.
Per-customer doc vault with versions.
Multi-file uploads with validation.