The CRM for solar subsidy paperwork.
Rooftop solar sales runs on subsidy paperwork and DISCOM approvals that can take three months. UrjaSolar tracks every stage so your team always knows what is actually happening.
- A private workspace for your business
- 6-stage DISCOM pipeline, not one status field
- Role-based access, admin to field staff
Welcome back, Priya
Here is what is happening across your pipeline.
128
Total leads
34
Leads won
41
Active applications
Recent leads
- VR
Vikram Rao
New - PS
Priya Sharma
Site survey - AK
Anil Kumar
Quoted
How it works
The pipeline underneath is six stages deep. Day to day, your team only needs to think about three things.
Capture the lead
Add the homeowner's details, address, and roof info from WhatsApp, an ad, or a walk-in, in under a minute.
Track every DISCOM stage
Move the application through all six stages, from portal registration to subsidy disbursement, with a full history of who changed what.
Assign it and move on
Hand the lead or application to whoever owns it. It shows up on their dashboard, not buried in a shared spreadsheet.
The subsidy pipeline
Most CRMs flatten this into a single dropdown. We track each stage separately, because each one has its own delay risk and its own reason for rejection.
- 1
Portal registration
Consumer number and DISCOM connection verified on the national portal.
Typical time: 1 day
- 2
DISCOM feasibility approval
DISCOM checks transformer load and roof suitability.
Typical time: 7 to 15 days
- 3
Vendor selection and installation
Empanelled vendor installs using ALMM listed equipment only.
Typical time: 7 to 21 days
- 4
Net metering application
Bidirectional meter requested. The single biggest bottleneck.
Typical time: 15 to 45 days
- 5
DISCOM inspection and commissioning
Physical inspection. Non ALMM equipment is the top rejection reason.
Typical time: 7 to 15 days
- 6
Subsidy disbursement (DBT)
Central subsidy credited to bank account after commissioning.
Typical time: 15 to 30 days
Core modules
Table stakes, done properly. Lead capture, a real subsidy tracker, and a workspace that keeps every business's data to itself.
Lead management
Capture every lead in one place, with source tracking, city/property details, and assignment to a specific team member.
Subsidy and application tracker
The full six-stage DISCOM pipeline, not a single status field. Every stage change is logged with who changed it and when.
Your own workspace
Every business gets its own isolated organization the moment they sign up. Admins invite the team; nobody sees another company's data.
A dashboard that knows what's yours
Stat cards for the whole pipeline, plus an "assigned to you" view so every rep opens straight to their own leads and applications.
Ready to get off spreadsheets?
Create your workspace and see your first lead move through the pipeline in minutes.
Create your accountFAQ
Generic CRMs treat the subsidy and DISCOM process as one status field. UrjaSolar tracks all six stages separately, each with its own history of who changed it and when.