CRMLeaf is an all-in-one business management platform combining CRM, HRMS, Finance, and Project Management, with a specialized Solar CRM module designed for solar companies. It empowers businesses to automate sales, streamline operations, manage human resources, and track finances from a single, user-friendly dashboard.
Key Features:
Solar CRM: Tailored for the solar industry—manage leads, map rooftops, track site visits, handle proposals, and monitor installation progress with ease.
CRM & Lead Management: Capture leads from web, email, or offline sources. Assign them smartly and track conversion across every stage of the sales funnel.
Project Management: Create tasks, assign teams, log time, and deliver results on time with real-time collaboration and Gantt-style tracking.
Finance & Billing: Generate quotes, raise invoices, track expenses, handle vendor orders, and stay on top of budget vs actuals.
HRMS Tools: Manage hiring, onboarding, attendance, payroll, performance reviews, and employee events in one system.
Reports & Analytics: Real-time dashboards give insights into sales, team productivity, project status, revenue, and HR metrics.
Built for Solar Companies:
CRMLeaf’s Solar CRM module helps solar providers automate their entire customer journey—from lead capture to installation, compliance, and after-sales support.
Features include:
Rooftop design & mapping
Proposal & quotation automation
Site visit scheduling
Installation tracking
AMC and support workflows
Mobile Ready:
With Android & iOS apps, your teams can manage leads, log hours, approve payments, and track projects from the field or office.
Why Choose CRMLeaf?
✅ Industry-ready Solar CRM
✅ All-in-One CRM, HRMS, Finance & Ops
✅ Real-time analytics & dashboards
✅ Custom workflows and user roles
CRMLeaf is the ideal platform for solar businesses and growing companies that need powerful tools to sell smarter, operate faster, and scale seamlessly.
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CRMLeafLanguages Supported
English, Hindi
Product Description
CRMLeaf is an all-in-one business management platform combining CRM, HRMS, Finance, and Project Management, with a specialized Solar CRM module designed for solar companies. It empowers businesses to automate sales, streamline operations, manage human resources, and track finances from a single, user-friendly dashboard.
Key Features:
Solar CRM: Tailored for the solar industry—manage leads, map rooftops, track site visits, handle proposals, and monitor installation progress with ease.
CRM & Lead Management: Capture leads from web, email, or offline sources. Assign them smartly and track conversion across every stage of the sales funnel.
Project Management: Create tasks, assign teams, log time, and deliver results on time with real-time collaboration and Gantt-style tracking.
Finance & Billing: Generate quotes, raise invoices, track expenses, handle vendor orders, and stay on top of budget vs actuals.
HRMS Tools: Manage hiring, onboarding, attendance, payroll, performance reviews, and employee events in one system.
Reports & Analytics: Real-time dashboards give insights into sales, team productivity, project status, revenue, and HR metrics.
Built for Solar Companies:
CRMLeaf’s Solar CRM module helps solar providers automate their entire customer journey—from lead capture to installation, compliance, and after-sales support.
Features include:
Rooftop design & mapping
Proposal & quotation automation
Site visit scheduling
Installation tracking
AMC and support workflows
Mobile Ready:
With Android & iOS apps, your teams can manage leads, log hours, approve payments, and track projects from the field or office.
Why Choose CRMLeaf?
✅ Industry-ready Solar CRM
✅ All-in-One CRM, HRMS, Finance & Ops
✅ Real-time analytics & dashboards
✅ Custom workflows and user roles
CRMLeaf is the ideal platform for solar businesses and growing companies that need powerful tools to sell smarter, operate faster, and scale seamlessly.
Overview by
CRM Leaf (One Solution for All Your Business Operations)
