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.
