Solar Sales & CRM
Manage leads, site surveys, quotations, digital proposals, customer communication, opportunity tracking, pricing, contracts, and sales forecasting from one workspace.
Unify EPC Projects, Installations & Service with Enterprise AI
Manage solar sales, EPC projects, procurement, inventory, installations, field service, preventive maintenance, warranty, and accounting from a unified Odoo ERP platform. Extend every department with the Synconics AI Platform for enterprise AI, workflow automation, and knowledge intelligence.
Why Businesses Choose Synconics
Solar Industry
Odoo provides a single platform for solar EPC contractors, installers, renewable energy providers, and maintenance companies. Sales, procurement, projects, inventory, field service, finance, and customer support work together in real time, eliminating disconnected systems and improving operational visibility from quotation to warranty service.
Sales, EPC projects, field service, and finance in a single system.
Manage every phase from lead generation through installation to maintenance.
Centralized management of multiple projects, sites, and installation teams.
Optimize sales, procurement, installation planning, and maintenance.
Manage leads, site surveys, quotations, digital proposals, customer communication, opportunity tracking, pricing, contracts, and sales forecasting from one workspace.
Plan milestones, resources, budgets, subcontractors, tasks, project costing, progress tracking, and customer approvals throughout every installation.
Control vendors, RFQs, procurement, warehouses, serial numbers, lot tracking, replenishment, and material availability for every project.
Schedule engineers, assign work orders, capture site photos, collect signatures, manage mobile service, and monitor installation progress.
Manage preventive maintenance, AMCs, warranty claims, equipment history, spare parts, and service performance.
Track project profitability, invoicing, purchasing costs, revenue, KPIs, dashboards, accounting, and executive reports.
| Business Process | AI Transformation | Business Outcome |
|---|---|---|
| Lead Qualification | AI prioritizes high-value opportunities. | Higher conversion rates |
| Proposal Creation | AI drafts technical proposals and quotations. | Faster sales cycle |
| Procurement | AI predicts shortages and recommends purchasing. | Reduced delays |
| Installation Planning | AI optimizes technician schedules. | Quicker project delivery |
| Maintenance | AI recommends preventive service. | Higher asset uptime |
| Warranty | AI summarizes service history. | Faster claim resolution |
| Knowledge Search | AI searches SOPs, manuals and contracts. | Better employee productivity |
| Executive Analytics | AI answers ERP questions in natural language. | Better decisions |
Ask questions about customers, projects, inventory, installations, warranties, and finance using natural language.
Deploy Solar Sales Agent, Proposal Generator, Procurement Agent, Installation Planner, Maintenance Agent, and Finance Assistant.
Automate approvals, follow-ups, procurement, technician assignments, notifications, and repetitive processes.
Connect installation manuals, SOPs, product documentation, contracts, and compliance documents using enterprise RAG.
Build and train AI agents for your own approval rules, workflows, and business processes without vendor lock-in.
Deploy an integrated Odoo ERP covering CRM, EPC projects, procurement, inventory, installation, field service, finance, and AI-powered operations for complete project visibility.
Customize workflows for site surveys, proposal approvals, project execution, equipment allocation, installation scheduling, warranties, preventive maintenance, and executive dashboards.
Connect Odoo with solar design software, IoT monitoring platforms, GIS systems, payment gateways, Microsoft 365, Power BI, accounting software, and other enterprise applications.
Securely migrate customers, projects, equipment, inventory, financial records, warranties, and service history from spreadsheets, legacy ERP systems, or custom applications.
Provide role-based training for sales, project managers, procurement teams, warehouse staff, installation engineers, finance teams, and service technicians to accelerate user adoption.
Ensure long-term success with proactive support, version upgrades, performance optimization, AI enhancements, health checks, and continuous business process improvements.
Integrations
Keep design, operations, service, and AI tools connected to solar operations.
Process customer payments and deposits seamlessly.
Monitor solar system performance and equipment health.
Track equipment, inventory, and warehouse operations.
Visualize project locations and site data.
Centralize contracts, drawings, and compliance records.
Keep financial records aligned with project operations.
Customer, supplier, and team communications in one workflow.
Enterprise AI connected to solar knowledge and ERP.
No disconnected systems. No project gaps. One connected solar operation.
Yes. Odoo supports the complete solar business lifecycle, including CRM, engineering, procurement, inventory, project execution, installation, field service, finance, and after-sales support. It's ideal for residential, commercial, and utility-scale solar businesses.
Transform solar operations with Odoo ERP and the Synconics AI Platform. Streamline EPC execution, improve project visibility, automate workflows, empower every department with AI agents, and make faster business decisions using enterprise knowledge.