Scattered enquiries
Leads and customer details spread across call registers, diaries and phones.
Solar Business ERP · Built in India
Manage Your Entire Solar Business with One ERP.
From lead management and solar projects to inventory, GST billing, dispatch and business reports — manage your operations through one connected platform.
- 8
- Connected ERP modules
- 10
- Steps from enquiry to closure
- 1
- Platform for every team
app.neozy.in/dashboard
Good morning, Solaris Energy Pvt Ltd
Company 1 of 2All warehouses
Open leads
128
Live projects
46
Reserved stock
640
Pending invoices
19
Order to closure
- Enquiry
- Customer
- Quote
- PI
- Payment
- Reserve
- Dispatch
- Invoice
Team activity
Sales follow-ups17 today
Surveys completed9 today
Warehouse
WH-1 Ahmedabad62%
WH-2 Surat38%
Illustrative interface preview of the Neozy Solar Business ERP.
The everyday reality
Growing solar businesses rarely struggle for work. They struggle for visibility.
Most of these will sound familiar if your teams still run on calls, registers and spreadsheets.
0/8Scattered
Scroll through the list — see how much of your business is waiting to be connected.
- One record per customer and project
- Stock visible warehouse-wise
- Documents generated from the same data
- Reports available without waiting
Weak follow-up tracking
No reliable view of which enquiry is pending, and who is responsible for it.
No project visibility
Project status known only to the person handling it that week.
Stock confusion
Availability across warehouses checked by calling the store keeper.
Manual documentation
Quotations, proforma invoices and invoices retyped again and again.
Dispatch coordination
Material movement managed through calls and WhatsApp groups.
Team and branch monitoring
Multiple teams and branches, with no consolidated view of activity.
Limited business visibility
Reports prepared manually at month end, from incomplete data.
Neozy brings these together
Sales, projects, inventory, billing, dispatch, partners and HRMS working on the same records — so every team sees the same business.
Connected workflow
Enquiry to closure, without re-entering data
Each stage hands its information to the next module — sales to projects, projects to inventory, inventory to dispatch, dispatch to accounts.
01/10
Enquiry
Enquiry
01Lead captured with source and owner
Customer
02Converted into a B2B or B2C customer record
Quotation
03Pricing built from the product catalogue
Proforma Invoice
04Advance and payment terms recorded
Payment
05Receipt logged against the document
Stock Reservation
06Panels, inverters and BOS reserved
Dispatch
07Warehouse picks, verifies and dispatches
Delivery
08Challan and site delivery confirmed
Invoice
09GST invoice generated and linked
Closure
10Project completed and reported
ERP modules
Eight modules that run a solar business
Each module does a specific job. Together they remove the gaps between departments.
01/08
01
Sales & CRM
Sales managers · Tele-calling team · Business owners
Every solar enquiry, customer and follow-up in one place — from first call to conversion.
- Lead capture and assignment
- Follow-up reminders and outcomes
- Call logs per lead and customer
- B2B and B2C customer records
- Lead source and status tracking
- Conversion and pipeline view
- Sales activity reports
Business benefit
Enquiries and sales activity stay organised, so nothing is lost between team members.
app.neozy.in/leads
Open leads
128
Follow-ups today
17
Converted
23
Today's follow-ups
Assigned to me| Sharma Residency · 5 kW | Ravi Kumar | Today 11:30 | Hot |
| Agro Cold Storage · 40 kW | Priya Nair | Today 15:00 | Quotation |
| Skyline Apartments · 25 kW | Amit Shah | Tomorrow | Survey booked |
Residential rooftop64 leads
Commercial & industrial41 leads
Lead & follow-up workspace · illustrative preview of the module layout
02
Channel Partners & Field Agents
Channel partners · Field agents · Partner managers
Give external partners structured access instead of phone calls and WhatsApp messages.
- Dedicated partner login and access
- Customer and lead registration
- Project creation and vendor-lock registration
- Site survey and document submission
- Assigned cases and work tracking
- Meetings, tasks and follow-ups
- Commission and earnings ledger
- Payout request and approval workflow
Business benefit
External sales partners work inside your process, not around it.
app.neozy.in/partners/ledger
Partner: Sunmark EnergiesVendor lock · Tata PowerKYC complete
Assigned cases
12
Surveys pending
3
Earnings (₹)
1,84,500
Commission & earnings ledger
| PRJ-2411 · 10 kW rooftop | Commission | ₹42,000 | Approved |
| PRJ-2408 · 6 kW residential | Commission | ₹21,500 | Payout requested |
| PRJ-2396 · 20 kW commercial | Survey bonus | ₹9,000 | Pending |
Partner earnings ledger · illustrative preview of the module layout
03
Solar Project Management
Project managers · Site engineers · Operations team
Track every solar project from registration through survey, installation and commissioning.
- Project registration
- B2B and B2C project workflows
- Site survey records
- Engineering and quotation stages
- Scheme and DISCOM details where applicable
- Vendor and team assignment
- Installation and commissioning tracking
- Project documents and closure
Business benefit
One clear view of project progress, without calling the site team for updates.
app.neozy.in/projects/PRJ-2411
PRJ-2411 · Sharma Residency
B2C · Rooftop · 10 kW · Varanasi, UP
- Registration
- Survey
- Engineering
- Quotation
- Installation
- Commissioning
Capacity
10 kW
Vendor
Assigned
Team
4 members
DISCOM
Submitted
Site survey summary
Shadow-free area verified · south facing · structure: elevated · cable route marked
Project workspace with stage tracker · illustrative preview of the module layout
04
Inventory & Multi-Warehouse
Warehouse teams · Purchase · Operations
Know what stock you have, where it is stored, and what is already reserved for orders.
- Product catalogue and categories
- Warehouse-wise stock balance
- Stock availability check
- Stock reservation against orders
- Warehouse-to-warehouse transfers
- Running stock ledger
- Serial number tracking where supported
- Dispatch-linked stock movement
Business benefit
Avoid over-selling panels and inverters you no longer have in stock.
app.neozy.in/inventory/stock
Available
2,410
Reserved
640
Warehouses
4
| Mono PERC 545 Wp | Ahmedabad WH-1 | 480 | In stock |
| Inverter 10 kW · 3-phase | Ahmedabad WH-1 | 36 | Reserved |
| Galvanised structure · 5 kW | Surat WH-2 | 12 | Low |
| DC cable 4 sqmm (m) | Jaipur WH-3 | 2,150 | In stock |
WH-1 Ahmedabad62% utilised
WH-2 Surat38% utilised
Warehouse-wise stock view · illustrative preview of the module layout
05
GST Billing & Finance
Accounts team · Finance managers
Quotations, proforma invoices and GST invoices generated from the same data your sales team entered.
- Quotations and revisions
- Proforma invoices
- Sales orders
- GST invoices
- Product-wise pricing and tax configuration
- Payment records and receipts
- Outstanding and financial reports
Business benefit
Business documents stay consistent, and accounts stop re-typing sales data.
app.neozy.in/billing/invoice/new
Tax Invoice · INV-2411/018
Gujarat · CGST + SGST| Mono PERC 545 Wp | 20 pc | ₹2,74,000 |
| Inverter 10 kW | 2 pc | ₹1,16,400 |
| Structure & BOS | 1 lot | ₹48,900 |
Taxable value
₹4,39,300
GST
₹79,074
Invoice total
₹5,18,374
Payment received₹2,00,000 of ₹5,18,374
GST invoice preparation · illustrative preview of the module layout
06
Dispatch & Delivery
Warehouse · Dispatch team · Logistics
A structured path from a confirmed order to material that has actually reached the site.
- Dispatch linked to sales order
- Warehouse selection
- Product preparation and picking
- Serial number verification
- Dispatch execution record
- Delivery challans and related documents
- Connection back to the invoice
Business benefit
Dispatch is no longer managed on phone calls and handwritten notes.
app.neozy.in/dispatch/SO-1188
SO-1188 · Skyline Apartments
Dispatch in preparation- Order
- Warehouse
- Picking
- Serial check
- Dispatch
- Delivery
| Mono PERC 545 Wp | WH-1 | 18 pc | Serials verified |
| Inverter 10 kW | WH-1 | 2 pc | Picked |
| DC cable 4 sqmm | WH-1 | 320 m | Pending |
Delivery challan DC-0912Linked invoice INV-2411/018
Order-linked dispatch preparation · illustrative preview of the module layout
07
HRMS & Employees
HR team · Admin · Payroll owners
Employee records, attendance and workforce information managed alongside business operations.
- Employee records and documents
- Face-recognition based attendance
- Check-in and check-out logs
- Leave and holiday management
- Shift and working-hour records
- Payroll and salary records where implemented
- HR and attendance reports
Business benefit
Workforce information stays in one system instead of separate registers.
app.neozy.in/hrms/attendance
Present today
86%
On leave
5
Late check-in
3
| Ravi Kumar · Site engineer | 09:02 | 18:11 | Face check-in |
| Priya Nair · Sales | 10:24 | — | Late |
| Amit Shah · Warehouse | 08:51 | 18:03 | Face check-in |
Shift A · 09:00–18:0042 employees
Shift B · 10:00–19:0015 employees
Attendance & shift records · illustrative preview of the module layout
08
Multi-Company & Business Reports
Directors · Business owners · Management
Run multiple companies, warehouses and teams on one platform with role-based access.
- Multiple company management
- Company-wise operations
- Role-based access control
- Multiple warehouses per company
- Consolidated group-level reporting
- Separate company reports
- Sales, project, inventory, finance, dispatch and HR reports
Business benefit
A clearer view of business performance across branches and teams.
app.neozy.in/reports/overview
All companiesThis financial year4 warehouses
Sales
Live
Projects
Live
Inventory
Live
Finance
Live
Monthly performance trend — illustrative values
Dispatch efficiencyReport ready
Lead conversionReport ready
Group-level business reports · illustrative preview of the module layout
Who uses it
How different teams work in Neozy
Each person sees the part of the business they are responsible for.
Business Owner
Overall visibility without chasing updates
- Sales, project and finance reports
- Group and company-level views
- Team activity overview
- Stock and outstanding position
Sales Team
Leads, customers and follow-ups
- Assigned leads and next action
- Call logs and outcomes
- Quotation history per customer
- Conversion tracking
Channel Partners
Self-service partner workspace
- Register customers and projects
- Site survey and document submission
- Assigned case list
- Commission and payout status
Project Team
Survey to commissioning
- Project stage tracking
- Site survey records
- Vendor and team assignment
- Documents and closure
Warehouse Team
Stock, reservation and dispatch
- Warehouse-wise balance
- Reserved vs available stock
- Transfers between warehouses
- Dispatch preparation
Accounts Team
Billing and payment records
- Quotation to invoice flow
- GST tax configuration
- Payment receipts
- Outstanding and finance reports
HR Team
Employees and attendance
- Employee records and documents
- Face-recognition attendance
- Leave and shift records
- Payroll records where implemented
Live view
01 / 07app.neozy.in/reports/overview
All companiesThis financial year4 warehouses
Sales
Live
Projects
Live
Inventory
Live
Finance
Live
Monthly performance trend — illustrative values
Dispatch efficiencyReport ready
Lead conversionReport ready
Group-level business reports — what the business owner works with.
One connected platform
Departments that finally share the same record
A single enquiry becomes a customer, a project, a stock reservation, a dispatch, an invoice and finally a report.
Sales
Converts a lead into a customer
Projects
Registers and runs the project
Inventory
Reserves panels, inverters and BOS
Warehouse
Prepares and dispatches material
Accounts
Raises invoice and records payment
Management
Monitors the business in reports
No duplicate entries. Every team works from the same customer, project and stock record.
Product interface
A look at how the ERP is organised
Select a screen to preview how each part of the platform is structured.
app.neozy.in/leads
Open leads
128
Follow-ups today
17
Converted
23
Today's follow-ups
Assigned to me| Sharma Residency · 5 kW | Ravi Kumar | Today 11:30 | Hot |
| Agro Cold Storage · 40 kW | Priya Nair | Today 15:00 | Quotation |
| Skyline Apartments · 25 kW | Amit Shah | Tomorrow | Survey booked |
Residential rooftop64 leads
Commercial & industrial41 leads
Lead & follow-up workspace · illustrative preview of the module layout
01 / 08
Who should consider Neozy
Built for solar businesses that have outgrown spreadsheets
If your business matches any of these, a walkthrough is usually the fastest way to judge fit.
Solar EPC Businesses
Handle residential, commercial and industrial projects with sales, project, inventory and billing connected end to end.
Solar Distributors
Manage a product catalogue, warehouse-wise stock, dealer pricing, dispatch and GST billing in one system.
Solar Dealers & Resellers
Track enquiries, quotations, customer records and pending orders without maintaining separate registers.
Installation Companies
Keep site surveys, installation stages, teams and material dispatch aligned on every project.
Businesses with Channel Partners
Give partners structured access for registrations, surveys and documents, with commission ledgers and payouts.
Multi-Branch & Multi-Warehouse
Run multiple companies, warehouses and teams with role-based access and consolidated reporting.
Not sure where your business fits?
Tell us how you operate today — we will map it to the platform with you.
Questions
Frequently asked questions
Straight answers about what Neozy does and does not do.
Still unclear about something?
Call 9005287326 or write to hello@neozy.in.
What is Neozy Solar Business ERP?
Neozy is a business management platform built for solar companies in India. It brings sales, channel partners, projects, inventory, GST billing, dispatch, HRMS and business reports into one connected system.
Which types of solar businesses can use Neozy?
Solar EPC companies, distributors, dealers, resellers, installation companies and businesses managing channel partners — including those operating multiple branches or warehouses.
Can I manage leads and customers?
Yes. Leads can be captured, assigned and tracked with follow-ups, call logs and outcomes, and converted into B2B or B2C customer records with full history.
Can I track solar projects?
Yes. Projects move through registration, site survey, engineering and quotation, installation and commissioning, with documents and closure recorded at each stage.
Does Neozy support multiple warehouses?
Yes. Stock is maintained warehouse-wise with availability, reservation, transfers and a running stock ledger, along with serial number tracking where supported.
Can I manage channel partners?
Yes. Partners get their own access to register customers and projects, submit site surveys and documents, track assigned cases, and view commission ledgers and payout status.
Does it support GST billing?
Yes. Quotations, proforma invoices, sales orders and GST invoices are supported, with product-wise pricing and tax configuration and payment records.
Can different employees have different access permissions?
Yes. Access is role-based, so employees, partners and managers see only the parts of the system relevant to their work.
Can I manage multiple companies?
Yes. Multiple companies can be managed with company-wise operations, separate reports and consolidated group-level reporting.
Can I see business reports?
Yes. Reports cover sales, projects, inventory, finance, dispatch and HR, and can be viewed per company or across the group.
How can I request a demo?
Fill the demo enquiry form on this page with your name, company and contact details. The Neozy team will get in touch to schedule a walkthrough based on your type of solar business.
How can I get started?
Share your requirements through the demo form, by phone on 9005287326, or by email at hello@neozy.in. A product walkthrough is the first step.
Book a free demo
Ready to Bring Your Solar Business Together?
Explore how Neozy can help organise your sales, projects, inventory, billing and business operations.
- Phone
- 9005287326
- hello@neozy.in
- Company
- Neozy Tech · www.neozy.in