61 admin modules. 14 areas, one login.

Add-on SolarERP 3D — design the roof in 3D, send a proposal they can spin on their phone. Shading, strings, SLD, BOM and PM Surya Ghar subsidy from one design. Opens straight from a CRM lead. See SolarERP 3D

01 · CORE

Admin Core

3 modules

CORE-01

Admin Dashboard

Real-time charts, KPI tiles, business pulse.

CORE-02

Admin Profile & Settings

Personal preferences and global config.

CORE-03

Quick Payment Widget

Receive a payment from anywhere in the panel.

02 · ACCESS

Users, Roles & Permissions

3 modules

USR-01

User Management

CRUD users, multi-role assignments, audit trail.

USR-02

Role Management

Define roles and bundle permissions.

USR-03

Permission Management

Granular permissions across all modules.

03 · CMS

Website CMS

7 modules

CMS-01

Blog Management

Editor, categories, scheduling, SEO meta.

CMS-02

Service Management

Service pages with rich content blocks.

CMS-03

FAQ Management

Grouped FAQs surfaced across the site.

CMS-04

Page Builder

Drag-and-drop dynamic page composer.

CMS-05

Menu Management

Multi-level menu builder for header/footer.

CMS-06

Social Sidebar

Configurable floating social CTAs.

CMS-07

Subscribers + CSV

Newsletter list with one-click export.

04 · CRM

Customer Relationships

6 modules

CRM-01

CRM Dashboard

Pipeline health, conversion, activity.

CRM-02

Lead Listing

Filterable table with bulk actions.

CRM-03

Kanban Board

Drag leads across stages with WIP limits.

CRM-04

Lead Detail

Timeline, notes, attachments, related deals.

CRM-05

Follow-ups

Scheduled tasks with reminders.

CRM-06

Pipelines & Stages

Multiple pipelines per team or product.

05 · EPC

Solar EPC Core

8 modules

EPC-01

Lead Source Management

Tag and attribute every inbound.

EPC-02

Customer Statuses

Lifecycle states tailored to solar.

EPC-03

Customer Management

Single record of truth per account.

EPC-04

Custom Fields & Groups

Build your own intake schema.

EPC-05

Custom Field Builder

Drag-and-drop with validation.

EPC-06

Project Management

Track every installation end-to-end.

EPC-07

Project & Stage Mgmt

Configurable stages & categories.

EPC-08

Solar Leads + CSV

Public form inbox with export.

06 · PROPOSALS

Proposal System

7 modules

PRO-01

Proposal Listing

All proposals with status & value.

PRO-02

Create / Edit / From Lead

Spin a proposal from any lead.

PRO-03

PDF Preview & Download

Branded, instant PDF rendering.

PRO-04

Send & E-Sign

Email and track recipient activity.

PRO-05

Convert to Project

Won proposals become live EPC projects.

PRO-06

Item & Section Masters

Reusable pricing & content blocks.

PRO-07

PDF Template Editor

Visual section-based template builder.

07 · SURVEY

Site Survey

4 modules

SRV-01

Survey Listing

All surveys filtered by project.

SRV-02

Field Builder

Compose your own survey schema.

SRV-03

Solar Map Designer

Lay out panels on a roof canvas.

SRV-04

Survey PDF

Auto-generated structured reports.

08 · OPS

Task Management

3 modules

TSK-01

Task Listing & Detail

Standard task table with detail panel.

TSK-02

Kanban Board

Drag tasks across statuses.

TSK-03

Statuses, Priorities, Labels

Fully configurable taxonomies.

09 · COMMERCE

E-Commerce Admin

4 modules

SHP-01

E-Commerce Dashboard

Sales, AOV, top products.

SHP-02

Products & Categories

Catalog with variants and brands.

SHP-03

Brand Management

Manage panel/inverter manufacturers.

SHP-04

Orders & Invoices

Order lifecycle and invoicing.

10 · FINANCE

Finance & Payments

3 modules

FIN-01

User Payments

Khatabook-style ledger per user.

FIN-02

Payment Statements

Generate clean statement PDFs.

FIN-03

Expense Management

Categorized expense tracking.

11 · PEOPLE

People & Partners

4 modules

PPL-01

Vendor Management

Vendor profiles + payment statements.

PPL-02

Technician Management

Field crew with assignments.

PPL-03

Franchise Management

Multi-territory partner network.

PPL-04

Banks & Loans

Solar EMI partners & schedules.

12 · CAREERS

Careers

3 modules

CAR-01

Job Management

Open positions, statuses, owners.

CAR-02

Job Builder

Custom application schema per job.

CAR-03

Applications

Inbox with resume preview.

13 · INTEGRATIONS

Integration Module

3 modules

INT-01

Integration Dashboard

All third-party connectors at a glance.

INT-02

Field Mapping

Map external forms to internal schemas.

INT-03

Sync Logs & Import

Visibility on every record.

14 · DOCS

Document Management

3 modules

DOC-01

Categories & Types

Build a structured doc taxonomy.

DOC-02

Customer Documents

Per-customer doc vault with versions.

DOC-03

Upload Workflow

Multi-file uploads with validation.