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Qora One CRM
CRM & ERP for solar companies

Run your solar business from one app.

Leads, proposals, approvals, the 17-phase installation workflow, purchase, inventory, AMC and service, plus GPS attendance, leave and payroll for your whole team.

Installation phases
17
Ready-made roles
20
Role dashboards
8
Permissions
190+
qoraone.com · Dashboard
Wednesday, 14 October
Welcome back, Amit
₹2.4 Cr
Team revenue
1.8 MW
Installed
42
Won approved
Team leads
121
Customers
32
On duty
8
Pipeline
₹1.3 Cr
Revenue by month+24%
Today's attendance
Checked in6
Late1
Not in yet2

Everything included

7 areas of work, one shared record

Nothing to buy separately and nothing to connect. A won deal becomes a customer, a project and a service contract without typing anything twice.

Sell

  • Leads & pipeline · Owners, stages, follow-ups, recycle bin
  • Lead chat · @mentions, voice notes and files on every lead
  • Quotations · Branded PDFs with your logo and stamp
  • Sales targets · Targets and progress for each person

Customers & money

  • Customers · One record from won deal to service
  • Payments · Recorded in the field, approved by accounts
  • Customer financing · Loan applications and their status
  • Approvals · Won deals, proposals and payments

Deliver

  • 17-phase projects · Owners, approval gates and rework
  • Subsidy tracking · PM Surya Ghar / MNRE paperwork
  • Plant designs · Design records on the project
  • Dispatch & receiving · Material to site, confirmed

Buy & stock

  • Purchase orders · Create, approve, print and share
  • Vendors · Proforma invoices and vendor payments
  • Inventory · Stock reserved for each project

Serve

  • AMC contracts · Visits, tickets and billing
  • Service tickets · Assigned to technicians, with spare parts
  • Warranty claims · Claims and plant performance readings

Run the team

  • GPS attendance · Check-in, breaks, team map
  • Leave · Approved by any manager up the line
  • Payroll · From attendance, with payslips
  • Expenses · Claims by category, with approvals
  • Tasks & reminders · Assigned down the reporting line

Know the numbers

  • Role dashboards · Eight dashboards, one per role
  • Reports · 7 workflow reports to CSV or Excel
  • Activity log · Who did what, and when

Features in depth

A closer look, from lead to service

10 features, each shown on the screen it lives on.

01  Leads & sales

Every enquiry gets followed up

Leads come in from calls, walk-ins, referrals and the field. Each one has an owner, a status and a full history, so you can see who is following it up.

  • Clear stages: New, Contacted, Site Visit, Quotation Sent, Won, Lost
  • A chat thread on every lead with @mentions, voice notes and files
  • Record site visits and notes from the phone, even while offline
  • Assign and reassign leads, restore deleted ones from the recycle bin and export to CSV
Leads · Pipeline
New2
Rajiv Malhotra
5 kW · Mohali
RFollow-up today
Sunita Rani
3 kW · Kharar
SFollow-up today
Site visit2
Green Agro Farms
25 kW · Ropar
GFollow-up today
Harpreet Singh
8 kW · Zirakpur
HFollow-up today

02  Quotations & proposals

Professional proposals in minutes

Make a branded quotation with your logo, stamp and company details, have it approved, then print it or share the PDF with the customer.

  • Your company profile: logo, stamp, tagline and billing details
  • PDF generation with print and share
  • A proposal approval step before the customer sees the price
  • Proposal history kept on the lead
Quotation · QT-2026-0214.pdf
Sunrise Solar Pvt Ltd
GSTIN 03AAKCS1234M1Z9
QUOTATION
QT-2026-0214
Prepared for Bansal Textiles · 60 kW on-grid rooftop
Mono PERC modules 545 Wp110
String inverter 60 kW1
Mounting structure & BOS1 set
Installation & commissioning1
Total (incl. GST)₹24,60,000
Valid for 15 days
APPROVED

03  Approvals

Approvals go to the right person

Won deals, proposals and payments are approved before they move forward. Requests go up the person's reporting line and to anyone you give company-wide approval rights.

  • Won-deal and proposal approvals, with remarks
  • Payment approvals: full, partial or rejected
  • Tapping a notification opens that exact request
  • A complete history of who approved what, and when
Approvals
Pending · 3 Approved Rejected
Won deal ₹10,25,000
Green Agro Farms · 25 kW
Submitted by Harpreet Singh RejectApprove
Proposal ₹2,95,000
Neha Kapoor · 5 kW
Submitted by Simran Kaur
Payment ₹6,00,000
Bansal Textiles · advance
Submitted by Deepak

04  Installation workflow

17 phases, from site survey to closure

Every installation follows the same steps. Each phase has an owner, finished phases lock, and five phases need an approval before work continues.

  • Site verification, material planning (BOM), dispatch and receiving
  • Testing and commissioning, net meter installation, final inspection
  • Send work back for rework, with the reason recorded
  • PM Surya Ghar / MNRE subsidy tracking and plant designs
Project · Bansal Textiles · 60 kW
Current phase
12 · Installation Progress
Progress
11 of 17
Testing & Commissioning Approval gate
● Installation Progress In progress · Manoj, Sunil
Material Receiving Received 14 Oct
Dispatch Management Dispatched 12 Oct
Accounts Approval & Payment Approved by Anjali

05  Purchase & inventory

The right material reaches site on time

Plan the bill of materials, check stock, raise purchase orders, pay vendors and track material all the way to site.

  • Vendors and purchase orders: create, approve, print and share
  • Proforma invoices and vendor payments
  • Inventory with stock reserved for each project
  • Dispatch and material receipt records
Purchase orders
PO no.VendorAmountStatus
PO-0318Waaree Distributors₹14.2 LApproved
PO-0317Polycab Cables₹1.8 LSent
PO-0316Steel Structures Co.₹3.4 LPending
PO-0315Growatt India₹5.1 LReceived
Panels
420 in stock
Inverters
9 in stock
Cable (m)
2,800 m

06  AMC & service

Service customers long after handover

Track AMC contracts, schedule maintenance visits, handle service tickets and spare parts, and process warranty claims.

  • AMC contracts with visits, tickets and billing
  • Service tickets assigned to technicians
  • Spare-part requests and dispatch
  • Warranty claims and plant performance readings
AMC · Contract AMC-0042
Overview Visits Tickets Billing
18
Oct
Quarterly cleaningTechnician: Manoj Kumar Scheduled
02
Sep
Inverter health checkTechnician: Manoj Kumar Completed
15
Jul
Panel cleaningTechnician: Manoj Kumar Completed
Ticket ST-0091 · Inverter showing grid fault Open

07  Attendance & field team

Know who is on duty, without tracking everyone all day

Staff check in with GPS against your office hours and saved places. A manager can ask an on-duty person to share their location, and only then is it shared.

  • GPS check-in, check-out and breaks
  • Live location only when a manager requests it
  • Team map, location history and journey replay
  • Daily attendance for HR and managers, with late and absent counts
Team map
R M S K
On duty 6 On break 1 Not in 2

08  HR, payroll & expenses

Leave, payroll and expenses in the same app

Payroll uses your attendance data. Leave and expense requests go to the right manager, and every decision is recorded.

  • Leave requests that any manager up the line can approve
  • Monthly payroll with an attendance preview and payslips
  • Expense claims by category, with approvals
  • Tasks, reminders and announcements for the team
Payroll · October 2026
₹4.86 L
Net payroll
26
Working days
3
Leave requests
RRohit VermaManager 26 / 26 days ₹62,000
SSimran KaurSales 24 / 26 days ₹28,400
MManoj KumarInstaller 25 / 26 days ₹22,100
DDeepakSales 26 / 26 days ₹24,000

09  Dashboards & reports

Each role sees the numbers it needs

Admins, managers, HR, accounts, purchase, installers and employees each get their own dashboard, filtered to what they are allowed to see.

  • Revenue, receivables, expenses and pipeline value
  • Installed capacity and project-phase progress
  • 7 workflow reports exported to CSV or Excel
  • Team targets with progress for each person
Reports
Revenue
₹2.4 Cr
Receivable
₹38 L
Net
₹1.9 Cr
Leads by stage
Team targets
Rohit86%
Karan72%
Simran64%
Deepak51%
Complete lead journey report ExcelCSV

10  Roles & security

Access you control, down to each permission

By default, people see their own work and their reporting line's. Anything wider is a permission you grant, and everyone can see what they have been given.

  • 20 ready-made roles, from installer to admin
  • More than 190 permissions you can switch on or off
  • New devices need approval before they can sign in
  • Personal data encrypted with AES-256, plus a full activity log
Roles · Sales Manager
Sales Manager
Sees own work + full reporting line
42 permissions
Leads
View
Create
Assign
All company
Customers
View
Edit
Delete
All company
Approvals
Won deals
Payments
Proposals
All company

The installation workflow

All 17 phases, in order

Approval gatePhase
  1. 1 Project Creation
  2. 2 Team Assignment
  3. 3 Site Verification
  4. 4 Material Planning (BOM)
  5. 5 Inventory Check
  6. 6 Purchase Department
  7. 7 Purchase Orders
  8. 8 Proforma Invoice
  9. 9 Accounts Approval & Payment
  10. 10 Dispatch Management
  11. 11 Material Receiving
  12. 12 Installation Progress
  13. 13 Testing & Commissioning
  14. 14 Net Meter Installation
  15. 15 Final Site Inspection
  16. 16 Project Handover
  17. 17 Project Closure

Who uses it

A screen for everyone in your company

Each role opens the app to its own dashboard, showing only the work it is responsible for.

Owner & admin
Revenue, pipeline, installed capacity and approvals for the whole company.
Sales team
Their leads, follow-ups, proposals and targets, on the phone.
Project managers
Every installation phase, the team on each project and what is blocked.
Purchase & stores
Bills of material, purchase orders, vendors, stock and dispatch.
Accounts
Collections, payment approvals, receivables and vendor payments.
HR
Attendance, leave, payroll and the employee directory.
Installers & technicians
Today's jobs, check-in, site photos and service tickets.
Managers
Their team's work, attendance and approvals, and nobody else's.

Works on

Field teams use the Android app. The office uses the web app on any computer.

  • Android app
  • Web app
  • Push notifications
  • Email & WhatsApp alerts

Connects with

Notifications reach people where they are: in the app, by push, by email or on WhatsApp.

  • Push notifications (Firebase)
  • WhatsApp Cloud API
  • Email
  • PDF & Excel export
  • Maps (OpenStreetMap)
  • Real-time sync

Pricing

Simple, clear pricing

Choose the plan that fits your team today. Upgrade any time.

Starter

For small installers getting organised

₹999 /month
Book a demo
  • Up to 3 users
  • Leads, pipeline & quotations
  • Customers & payments
  • Basic reports
  • Email support
Most popular

Growth

For EPC teams running many projects

₹2,499 /month
Book a demo
  • Up to 15 users
  • 17-phase project workflow & subsidy
  • Field app with GPS attendance
  • Purchase & inventory
  • AMC & service tickets
  • Priority support

Enterprise

For larger companies with many teams

Custom
Talk to sales
  • Unlimited users
  • All modules including HR & payroll
  • Custom roles & permissions
  • Onboarding & training
  • Dedicated account manager
Qora One CRM plans compared
Compare plans StarterGrowthEnterprise
Users 3 15 Unlimited
Leads, pipeline & lead chat Included Included Included
Quotations & proposals Included Included Included
Customers & payment approvals Included Included Included
17-phase project workflow Not included Included Included
Subsidy & net metering Not included Included Included
Purchase orders & inventory Not included Included Included
AMC, service & warranty Not included Included Included
GPS attendance & field app Not included Included Included
Leave, payroll & expenses Not included Not included Included
Custom roles & permissions Not included Not included Included
Support Email Priority Dedicated manager

Prices in INR. Taxes extra as applicable.

FAQ

Questions about Qora One CRM

Something else? Ask our team.

Who is Qora One CRM built for?

Solar EPC and rooftop installation companies. Sales, project, purchase, accounts, HR, installer and service teams all work in the same app, and each role has its own dashboard.

Does it handle PM Surya Ghar subsidy and net metering?

Yes. Subsidy tracking, DISCOM net meter installation and the full 17-phase project workflow are built in.

Will managers see everyone's data?

No. By default each person sees their own records and their reporting line's. Company-wide access is a permission you grant on purpose.

Do you track employees' location all day?

No. Attendance uses a GPS check-in. A live location is shared only when a manager requests it from someone who is on duty.

Does it work on mobile?

Yes. Field teams use the Android app, and the office uses the web app on any computer.

How long does setup take?

Usually a few days. We set up your company, roles and reporting structure, import your data and train each team.

Can we import our existing customers and leads?

Yes. Send us your spreadsheets and we import them during setup.

Is our data safe?

Data is sent over encrypted connections, personal details are encrypted at rest, access follows your roles and new devices need approval.

See Qora One CRM with your own projects

Book a free 30-minute demo. We'll set up your company, roles and reporting structure and show your team around.