Nine modules · one workflow

Built for how solar vendors actually work.

Stop stitching Tally, Excel, WhatsApp groups, and three different CRMs. Suryam connects every step of a solar project.

Sales workflow

From lead to commissioned, all in one inbox.

Capture leads from WhatsApp or your website. Build quotations with auto-loaded panel/inverter specs, share branded PDFs, get notified when customers open them, convert one-click to invoice.

  • Auto-loaded GST and HSN by SKU
  • Subsidy & payback estimate built-in
  • Approval workflow before sending
  • Quotation versioning
Sales workflow
Live in your workspace from day one
Operations

Site installations on autopilot.

A five-stage kanban — Survey, Delivered, Structure, Wiring, Inverter fitting — that mirrors how solar projects actually move. Crews update from mobile. Customers get WhatsApp updates.

  • Drag-and-drop stage updates
  • Photo logs at every stage
  • Auto WhatsApp + SMS on transitions
  • Geo-tagged site visits
Operations
Live in your workspace from day one
Inventory

Know what is where, in real time.

Multi-warehouse stock with auto-allocation to sites. Reorder alerts before you run out. Site-level inventory means materials in transit are visible too.

  • Multi-warehouse + site stock
  • Auto-reorder thresholds
  • Reserved vs available view
  • Stock adjustments with audit log
Inventory
Live in your workspace from day one
Finance

GST-ready, audit-ready, always.

Invoices that comply with GSTR-1 and e-invoice schemas. Match purchase bills against POs and inventory receipts. Export Tally JSON or sync with Zoho Books.

  • GSTR-1 / 3B summaries
  • e-invoice JSON export
  • 3-way match on purchase bills
  • Aging reports, DSO tracking
Finance
Live in your workspace from day one
Customer service

Customers raise issues, your team resolves them.

A branded customer portal where every system owner can log tickets, see real-time generation, and renew AMC. All in your branding.

  • Branded customer portal
  • Tickets with internal notes
  • Linked to invoices & sites
  • AMC reminders and renewals
Customer service
Live in your workspace from day one
Team

Right access for every role.

Permissions are fixed by Suryam — you compose them into roles for your team. Owner, Operations, Sales, Site Manager, Installer, Accounts — or build your own.

  • Toggle view/create/edit/delete per module
  • Build unlimited custom roles
  • Activity log of every change
  • Invite via email or WhatsApp
Team
Live in your workspace from day one

Ready to commission more, chase less?

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