Solar CRM and ERP Software FAQs

Solar EPC companies, installers, distributors and dealers, and service businesses that want to run sales, projects, material, money and their team from one place.

No. RAYVO runs in the browser, so your team signs in from a laptop or a phone without installing software.

Yes. Every company works in its own workspace, and every request is checked against the company it belongs to, so one business can never see another's records.

Yes. A salesperson sees the leads, follow-ups and quotations assigned to them. Managers and admins see the whole team, and each person gets a dashboard of their own work.

Yes. Quotations and invoices carry HSN codes and apply CGST and SGST or IGST by place of supply, and residential quotations can apply the published PM Surya Ghar subsidy slab.

Yes. Leads and products can be imported from spreadsheets, so you do not have to start from an empty system.

Request a demo from the contact page or message us on WhatsApp at +91 90399 94090, and the RAYVO team will walk you through the platform.

A solar CRM runs the sale: leads, follow-ups, site surveys and quotations. A solar ERP runs the work after the sale: projects, stock, purchase orders, serial numbers, invoices and payroll. RAYVO does both on one record, so a won lead becomes a project, its material and its invoice without retyping.

Yes. RAYVO has a solar CRM, a solar ERP and a 3D solar design studio in one product. The design's bill of materials becomes the quotation, the accepted quotation becomes the project, and the project reserves stock and raises the invoice.

It moves the sun across the 21st of every month in half-hour steps and tests every module against buildings, trees, tanks and the other rows, then shows the loss month by month. Climate data comes from PVGIS. It is a design-stage estimate: real output also depends on weather, soiling and installation.

Arka 360, Aurora Solar and OpenSolar are mainly design and proposal tools; SolarLadder is a CRM and operations platform. RAYVO puts 3D design, CRM and ERP in one product with published prices. The RAYVO blog has a comparison with each, with dated sources, so you can check every point.

Yes. RAYVO runs in the browser in any country and installs as an app on Android, iPhone, Windows and Mac. India's GST, e-invoice and PM Surya Ghar subsidy are built in; for another country, tell the team in your demo how tax and utility approvals work there.

Before GST: 3D Design is Rs 24,000 a year, CRM + 3D Design Rs 36,999 a year, Complete EPC Rs 74,999 a year with unlimited users, and Super Monthly Rs 3,999 a month. Every plan is on the pricing page.

Rooftop solar systems: the roof and its obstructions, the panel arrangement, and the resulting capacity and yield estimate.

Yes. The 3D view is made to be presented, so a customer can see what will sit on their roof.

Yes. The designed system can be carried into a priced quotation for the same customer.

Yes. The studio runs in the browser on a phone, where the design panel becomes a bottom sheet with the system summary, and panels can be placed by tapping.

Flat, gable, shed and hip roofs, including L, T and U shaped outlines, with extra wings or upper storeys on the same building, and objects such as water tanks, a stair room, AC units, trees and neighbouring buildings.

It shows the basic wind speed from IS 875 (Part 3) for the nearest listed city in India, the design wind speed and pressure at the array height, and takes off the steel for the structure. These figures size the proposal; a structural engineer's design for the actual roof is still needed before installation.

Yes. Quantities are counted from the design (modules, strings, cable runs, structure, clamps, anchors, earthing and lightning protection) and priced from a rate card you can edit. That total is the price used in the proposal.

A branded proposal of about eleven pages made from the design: the cover with quotation number and validity, system size and yield, components, wind and structure, warranty, price and payment schedule, an itemised bill of materials, month-by-month production, savings and payback, CO2 avoided, the assumptions used, next steps and an order acceptance page. Each quotation carries a version number, and a link or QR code opens the live 3D design.

Yes. Every module is checked against buildings, trees, tanks and other rows across the sun's path on the 21st of each month, so the shading loss is shown month by month.

Add them by hand, import them from a spreadsheet or directory listing, or bring them in through connected lead sources.

Schedule a call, visit or message against a lead or customer. Each person sees what is due today and what is overdue.

It becomes a customer, and its quotation can become a sales order and a project without re-entering the details.

Yes. Every lead gets a score from 0 to 100 and a Cold, Warm, Hot or Very Hot label, so the team knows who to call first.

Yes. A field agent gets their own login, submits leads and sees only the leads attributed to them. Commission is worked out by your rules and paid out through Finance.

Yes. Install it as an app on Android or iPhone. Leads, photos and updates saved without signal are sent when the connection returns.

Yes. You can ask the assistant by voice or chat to add a lead, log a call or find a customer. Anything involving money or a delete asks you to confirm first.

Yes. Stock is held per product and per warehouse, with transfers between locations.

Yes. An accepted quotation can reserve the material it needs, and any shortage becomes a purchase requirement.

Yes. Keep your suppliers, raise purchase orders against them, and receive goods into stock.

With a rate per kW set up, a quotation is created from a lead in one step: enter the capacity and RAYVO prices it, applies GST and the subsidy, and adds payment terms.

Yes. Add products from your catalogue line by line, with discounts, extra charges, GST treatment and payment milestones.

Send the PDF on WhatsApp or share a link. From the link the customer can view the quotation, download it, and accept it or ask for changes.

Yes. A revision keeps the original intact and shows what changed between the two versions.

An accepted quotation converts into a sales order and a project, carrying the customer, capacity, products and payment terms.

Milestones, tasks, material, expenses and payments, from survey to handover.

Yes. Project revenue is compared with the costs recorded against it.

Yes. Invoices carry GST details and track what has been paid against them.

Record any payment against a customer or an invoice. Advances are applied first, and balances update from the payments recorded.

Outstanding balances, profit and loss, GST and ledger reports, alongside a business overview dashboard.

Employees punch in and punch out, and each day's attendance is kept on record.

Yes. Employee loans and advances are recovered from payroll.

Yes. Payroll is run each month with deductions, and payslips are issued from it.