- Complex deals with multiple decision-makers and long sales cycles
- Multi-phase projects with dependencies between milestones and teams
- No consolidated view of regulatory and utility approval status
- Finance cannot see project-level margin until completion
How C&I Solar Developers use OneSolar CRM
Every stage of your workflow mapped - no gaps, no tool switching.
Multi-Stakeholder Proposal Process
BOQ generated for 100kW-5MW systems. Proposal approval involves multiple internal reviewers. Revision management across proposal versions. Formal contract with e-signature.
Phase Planning & Milestone Setup
Project broken into phases - civil, procurement, installation, testing, commissioning, PTO. Each phase has sub-milestones. Dependencies and critical path defined.
Regulatory & Utility Coordination
Track regulatory submissions, utility interconnection applications, net metering approval status and compliance checkpoints per project - as milestones in the project timeline.
Procurement & Vendor Management
Large volume POs across multiple vendors. RFQ comparison for bulk procurement. Phased delivery schedules tied to project milestones. Vendor payment milestone alignment.
Multi-Crew Execution Tracking
Multiple crews across large sites. Task assignments per crew, per phase. Mobile check-in per sub-site. Progress reported per milestone - not just per task.
Complex Milestone Billing
Payment schedule set per project phase. Invoices triggered on phase completion. Retention amounts tracked. Multi-currency invoicing for international projects.
Project Portfolio Dashboard
All C&I projects on one dashboard - phase status, budget vs actual, schedule variance, outstanding invoices. Executive report generated in one click.
What OneSolar CRM fixes for C&I Solar Developers
“ Our deals involve 5-6 stakeholders and take 3-6 months to close ”
Deal management handles long cycles with multi-stakeholder watchers, meeting logs and stage-specific tasks - nothing gets lost in a long deal.
“ Project phases have dependencies we cannot track in a spreadsheet ”
Milestone dependencies and critical path configured in OneSolar CRM. Phase cannot start until predecessor is complete - enforced, not just documented.
Regulatory milestones tracked per project alongside installation milestones. Approval status visible on the portfolio dashboard at a glance.
“ Billing is complex - phases, retentions, multi-currency ”
Phase-level billing with retention tracking. Multi-currency invoicing per client. Payment schedule aligned to project milestones, not calendar reminders.
“ Finance only sees project margin when the project closes ”
Vendor costs, labour expenses and material consumption compared to BOQ budget in real time. Project margin visible throughout execution.
“ Executive reporting takes days to compile manually ”
Portfolio dashboard shows all projects - phase status, budget variance, schedule health and revenue collected - in real time. Export in one click.
Lead & Deal CRM
Long-cycle deal management, stakeholder tracking.
Inventory
Bulk procurement, phased delivery management.
Vendor Management
Large POs, RFQ comparison, payment milestones.
Solar EPC Contractor
Full EPC workflow - lead, survey, BOQ, milestones, vendors, invoicing.
Solar Dealer / Trader
Leads, BOQ proposals, inventory and client invoicing for dealers.
Residential Installer
Homeowner leads to handover - fast cycle, high volume.
Solar O&M Company
Tickets, technician dispatch, AMC contracts and maintenance billing.
Franchise / Multi-branch
Central HQ visibility across all branches with regional reporting.
Manage complex solar projects without the spreadsheet chaos
Phase planning, regulatory milestones, multi-stakeholder approvals and complex billing - all in one platform.