EPC Case Study · Solar & Renewable Energy

How Zoho unified sales, projects, and finance for a growing solar EPC company

A mid-size solar installation business replaced disconnected spreadsheets and manual follow-ups with the Zoho platform-gaining visibility from lead to commissioning across residential and commercial projects.

  • Category: EPC Case Study
  • Industry: Solar EPC & Installation
  • Region: India
  • Platform: Zoho One ecosystem

End-to-end business software for modern EPC & solar companies

The business challenge

Like many fast-growing solar EPC firms, the company faced rising enquiry volume-but operations could not keep pace with manual processes.

What Zoho delivered

Zoho connected the full solar EPC lifecycle on one integrated platform-from first enquiry through installation, billing, and reporting.

Zoho CRM

Centralized every residential and commercial enquiry with automated assignment, follow-up reminders, and pipeline stages tailored to solar sales.

  • Lead capture from web forms, calls, and partner channels
  • Custom fields for capacity (kW), roof type, and location
  • Automated tasks for site survey scheduling
  • WhatsApp and email communication from the record

Zoho Projects

Turned won deals into structured installation projects with milestones for design approval, procurement, installation, and commissioning.

  • Project templates per system size and customer type
  • Task ownership for design, electrical, and field teams
  • Document storage for layouts and compliance files
  • Timeline visibility for operations managers

Zoho Books & Inventory

Linked quotations, purchase orders, and customer invoices to CRM deals-giving finance and operations a shared view of project economics.

  • GST-ready invoicing and payment tracking
  • Stock levels for panels, inverters, and accessories
  • Project-wise costing and margin visibility
  • Bank reconciliation and financial reporting

Zoho Analytics

Gave leadership live dashboards on enquiry sources, conversion by region, average project size, and installation backlog.

  • Sales funnel and win-rate reporting
  • Project completion and delay tracking
  • Revenue forecast by pipeline stage
  • Team performance across branches

Results achieved with Zoho

Sales & pre-sales

Zoho CRM reduced lead response time and standardized quotations-helping the sales team handle more enquiries without losing quality.

Project delivery

Zoho Projects aligned field, design, and procurement teams on shared milestones-cutting delays between survey, install, and handover.

Finance & inventory

Zoho Books and Inventory eliminated duplicate data entry between operations and accounts, improving billing accuracy and stock planning.

Leadership visibility

Zoho Analytics provided a single pane of glass for pipeline health, active installations, and revenue-supporting faster, data-driven decisions.

“Before Zoho, our teams worked in silos-sales did not know project status, and finance chased information manually. Today, Zoho gives us one connected view from enquiry to commissioning. That is the difference.”

Zoho applications in this deployment

This EPC case study describes outcomes enabled by the Zoho platform for solar installation businesses.

← All EPC case studies · Case study categories

Want the same results for your solar EPC business?

Optimize My Data helps EPC and solar companies implement Zoho CRM, Projects, Books, and Analytics-from enquiry to commissioning.

Book a Free Consultation View Our Zoho Services

Authorized Zoho Partner · optimizemydata.com