Solar Business Operating System

Close, install, collect, and retain solar clients faster.

A solar-specific CRM SaaS for installers, EPC companies, and renewable energy teams. Manage leads, proposals, ROI, quotations, projects, net metering, billing, maintenance, and client support in one premium workflow.

Get a Live Demo See WOW Features
3 minproposal-ready workflow
1 OSsales to after-sales
PH-readysolar and net-metering flow
Operations Command Center

Solar Pipeline

AI follow-up ready
42active leads
PHP 18.4Mopen pipeline
11installations

Inquiry

Makati 8kW rooftop
Laguna hybrid lead

Proposal

12 x 630W modules
ROI 4.8 years

Install

Team A scheduled
SLD + BOM approved

Net Metering

DU docs pending
Bi-directional meter
ROI visualizer
AI quotation
Fast lead-to-installation workflow

One operating flow for the entire solar business.

Designed for how Philippine solar teams actually work: Facebook leads, monthly bills, ROI proposals, quotation approvals, installer schedules, net-metering documents, collections, and maintenance.

1

Capture Leads

Centralize inquiries from website, Messenger, referrals, and sales teams.

2

Generate Proposal

Turn bill data into system sizing, ROI, and branded proposal output.

3

Quote and Approve

Use AI-assisted quotations, BOM, margins, and approval workflows.

4

Install and Track

Monitor site visits, installer schedules, milestones, and project delays.

5

Retain Clients

Manage billing, support, maintenance, warranty, and client portal updates.

Built for solar, not generic sales

Industry-specific features that generic CRMs cannot offer.

The platform connects sales, engineering, operations, finance, and after-sales in one SaaS architecture.

L

Lead Management

Track source, stage, sales owner, follow-ups, and proposal status.

P

Proposal Generator

Create solar sizing, savings, ROI, and branded PDF outputs faster.

R

ROI Computation

Visualize monthly savings, payback, 25-year impact, and bill reduction.

Q

AI Quotations

Convert BOM and proposal data into professional quotation drafts.

N

Net Metering Tracker

Track documents, DU status, meter progress, and next actions.

M

Maintenance Monitoring

Manage warranty, service tickets, maintenance schedules, and client history.

S

Installer Scheduling

Assign teams, monitor site schedules, and expose bottlenecks.

B

Billing and Collections

Track invoices, installment payments, balances, and overdue accounts.

C

Client Portal

Give customers visibility into quotations, project updates, invoices, and support.

Viral demo engine

Features designed to look impressive in short-form videos.

The fastest growth loop is visual: show the software transforming solar chaos into a clean operating system in under 30 seconds.

One-click solar proposal challenge.

Record a monthly bill turning into system size, ROI, savings, and a proposal-ready PDF.

AI quotation automation.

Show AI creating a customer-ready quotation from BOM, margins, and project details.

Client portal wow moment.

Demonstrate a client tracking installation status, invoices, and support without calling the office.

Net metering made visible.

Turn a confusing document process into a checklist, timeline, owner, and next action board.

Recurring SaaS pricing

Pricing built for small installers up to enterprise EPCs.

Start with proposal speed, then expand into operations, finance, client portal, AI, and multi-company control.

Starter

For owner-led solar installers.

PHP 4,990 /mo
Start With Starter
  • 3 users
  • Lead CRM and follow-ups
  • Solar sizing and ROI calculator
  • Basic proposal and quotation tools
  • Project board
Best for growth

Professional

For growing sales and install teams.

PHP 12,990 /mo
Book Professional Demo
  • Up to 20 users
  • AI quotation automation
  • BOM, SLD, and proposal workflows
  • Installer scheduling
  • Net metering tracker
  • Client portal and billing tracking

Enterprise

For EPCs and multi-branch teams.

PHP 29,990+ /mo
Talk to Sales
  • Multi-company architecture
  • Advanced RBAC and audit logs
  • Custom proposal templates
  • White-label client portal
  • API and priority support

Get a demo using your real solar workflow.

Send your current process and we will show how it can run inside one Solar Business OS: leads, proposal, quotation, project tracking, billing, and support.

Free workflow audit for early adopters
Free proposal template setup for pilot accounts
Spreadsheet-to-CRM migration support
Best fit: installers generating 10+ proposals per month