Best Solar EPC CRM & ERP Software

Solar Lead Management System (Solar CRM)

In the Solar EPC Industry, leads are everything. Leads are a potential clients for the future, so it is necessary to manage them effectively to convert the lead into sales.

Leads Rubix  Solar EPC ERP software is integrated with all your major lead generation platforms like Facebook, Instagram, Website, etc. so it will capture and Auto-create all the leads as well as Auto-assign each lead to the concerned person, so you can manage all your leads from a single platform with ease.

You can classify these leads into various stages as per your pre-sales process for better management. It can help to track and convert each lead into sales with minimum effort.

Why does your Solar Business need EPC ERP?

Auto capture leads

Fetch all leads from all lead generation sources like websites, Facebook, etc. to manage it from a single screen

Auto-assign leads

Auto Assign Leads to Appropriate Team and Salesperson based on product/location etc.

Personalized Pipeline

Classify your leads in multiple stages for better clarity and tracking, so you can manage them easily.

Activity Notification

Personalized activity reminders for each planned task so you do not miss any follow-ups.

Pending Activity Report

Each salesperson can track and manage his pending activity from a single dashboard

Activity tracking dashboard

Get your Salesperson’s daily activity and sales reports to Analyze their performance

Marketing Automation

With marketing automation, you can save time and resources by automating repetitive marketing tasks, such as automated follow-ups by Email, SMS, and WhatsApp. So it will empower you to sell even while your salesperson is sleeping.

By Marketing automation, your salesperson can handle more leads and generate more sales. so you can take the work of 5 salespeople from just 3 salespeople and get the same result or even better. it will save the salary of your minimum 30% sales team.

EPC Project Management

Project Management is the core of solar EPC Software. Due to multiple operations and multiple teams, you must have software so you can easily assign the task to the concerned team. Easily track each task of each progress, decrease your operation costs and ultimately increase your profit with the same resources.

Leads Rubix Solution provides the Best Solar EPC ERP Software for the solar manufacturer and solar EPC businesses.

Auto Create Project

Auto Create Project on confirmation of sales order, with default task and stage

Real-Time Task & Project Tracking

Increase transparency and reliability in your task & finish the task on deadline easily

Pop-Up Notification for each planned activity

Our software will never allow your employee to forget any task so it will increase their performance

Auto-Create Time-sheet for each Employee

Track the daily activity of each employee to measure their performance

Calculate Employee cost in Project costing

Make sure you finish your projects on a defined budget to sustain your profit

Project-wise Cost & Revenue Reports

Track & Analyze each expense of your project to finish it at minimum cost

Sales Management (Sales CRM)

Preparing a Quotation is the most tedious task in any business, and it wastes many hours of your salesperson every day. so this is a direct loss for you as a business owner.

By Leads Rubix  Sales CRM, you can create a professional quotation for each client in just a few clicks and send it. we follow a single window entry system, so on confirmation of the order, you can convert the Quotation into sales order in one click and further create an invoice also in one click from the sales order.

Like this, Leads Rubix  CRM will save lots of time and effort of your employees which they can invest in some productive work and improve a sales with ease.

Professional Quote in a few clicks

Easily Create a Quotation in a few clicks and convert it into Sales Orders & Invoices, in Single Click to save time

Salesperson Performance Report

Track the sales & Performance of Salespeople and decrease your cost of sale by improving the conversion ratio.

Quotation & Payment Follow-ups

By Popup Notification of each quotation & Payment never forget any task and increase the conversion ratio.

EPC Task Management

With Project and task management of Odoo, your task management becomes very easy. you can auto create task on create of project, and auto assign each task to the concerned team and person. each of your employee will get his task on the single screen which he can finish by priority. it will increase clarity and ultimately increase the performance of your team and you can finish each project on time with minimum efforts and costing.

Auto Create Tasks​

Auto Create tasks and default stages for each new project

Auto Assign Task

Auto Assign task to the concerned team and person, so it will save your time

Task Pipeline

Each person can get his task on single screen, and he can classify it in different stages for better management

Task Progress Tracking

Track the progress of each task in Percentage for better forecasting of the completion of a project against a deadline.

Pop-up Reminder

User can schedule their task reminder, and an on-time pop-up notification will remind them of each task

A Customer Portal

The customers can track the progress of their tasks, which will increase tracks transparency & Trust.

Purchase Management

Tracking and managing the Inventory is the most complicated task for any Trading or Manufacturing Business. So efficient Inventory management software is a must for tracking your inventory movements, forecasting, and planning of your purchase or production as well as planning the strategies for your sales, especially if your business scale up very fast.

The Problems you may suffer without Inventory Management Software

Request for Quote

Create and send Requests for quotes to your vendors to get the best and latest price

Quote Comparison

Compare multiple quotes to get the best deal, and reduce your purchase cost

Track Pending Receipts

Get all pending receipts in a single dashboard, with multiple filter facility

Purchase Planning Automation

Auto Create PO through routing from minimum quantity rule & sales to avoid stock availability issue

Drop Shipping

Allow your vendor to directly dispatch at your customer location to reduce cost

Supplier Evaluation

Evaluate your supplier with various parameters, helps you to take better decisions on time

Inventory & Warehouse Management

We can effectively manage your warehouse as our Inventory management software is integrated with all your departments like Sales, Purchase, Store, and Production, so it can efficiently track each and every inventory movement, and find out the required products in the near future based on your pending orders, and based on this, it will plan your next purchase and production automatically. So you can resolve all your stock management problems with ease which makes your warehouse management more efficient, cost-effective, and productive.

Auto Payment Follow-up

Set Auto Follow Up for your due payments to manage your cash flow with ease

Automatic Tax Calculation

Calculate sales tax payable and purchase tax receivable with net tax payable automatically from your transaction

Analytic Accounting

Manage different cost centers and get analytic accounting reports


Manage transactions in multiple currencies with an auto currency conversion facility

Interactive Dashboard

Manage your complete finance like pending payments to do & to receive, bank & cash balance, etc. from a single dashboard

Multi-dimensional Reporting

Get real-time accounting reports in multiple formats for 360° analysis of your business

Some of our clients

Client's Review

Pooja Kumari
Pooja Kumari
Digital Rubix has a strong commitment to delivering excellence. They consistently exceed our expectations and have become a trusted partner for our digital marketing needs.
Preetiabhishek Tiwari
Preetiabhishek Tiwari
I received first-rate service and discovered what I was looking for.
Pawan Bhola
Pawan Bhola
Dipali Gupta
Dipali Gupta
Trustworthy and results-oriented agency. Smooth and seamless collaboration.
I have seen a significant improvement in my website's conversion rate since partnering with Digital Rubix. They know how to optimize for conversions.
Aditya Kaushik
Aditya Kaushik
Digital Rubix's web design services are top-notch. They created a visually appealing and user-friendly website for my business.
Digital Rubix has provided me with comprehensive digital marketing solutions.
Pratham Seth
Pratham Seth
I appreciate the personalized approach taken by Digital Rubix. They tailor their strategies to meet my unique business needs.

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