CRM
Solar Project Management System
Admin Panel
Company Panel
Admin Email
Password
Company
Koshish Solar Pvt. Ltd.
SunRise Energy
GreenPower Solutions
Department
Sales Team
Finance Team
Execution Team
Company Manager
Password
Sign In →
Demo:
Click Sign In. Switch tabs to try Admin or Company (Sales / Finance / Execution) panels.
Dashboard
Overview
+ New Client
🆕 Create New Client
✕
Client Full Name *
Mobile Number *
Email ID
Location
Order Type
Residential
Commercial
Industrial
Govt. Scheme
Capacity (kWp)
Client ID (Auto)
Total Project Amount (₹)
Amount Received (₹)
💰 Amount Remaining
₹0
📎 Required Documents
🪪
Aadhaar Card
Click to upload
💳
PAN Card
Click to upload
⚡
Bijli Bill
Click to upload
🏦
Bank Account
Click to upload
📄
Bank Statement
Click to upload
📁
Other Doc
Click to add
Document Name
Upload File
Sales Remarks
Cancel
Save & Forward to Finance →
💼 Finance —
KS-XXXX
✕
Client
—
Location
—
Project
—
Total Amount
—
💰 Amount Remaining
₹0
Add Payment Received (₹)
Payment Mode
Bank Transfer
Cheque
Cash
UPI
Update Status
Under Review
Documents Verified
Payment Pending
Ready for Execution
Rejected
Upload Additional Doc
Remark * (required before forwarding)
📂 Client Documents (from Sales)
🪪
Aadhaar Card
✓ Uploaded
💳
PAN Card
✓ Uploaded
⚡
Bijli Bill
✓ Uploaded
🏦
Bank Account
Pending
📄
Bank Statement
✓ Uploaded
Cancel
Forward to Execution →
⚡ Execution —
KS-XXXX
✕
Execution Progress
1
Site Survey
2
Structure
3
Wiring
4
Install
5
Net Meter
6
Subsidy
7
Complete
Update Stage To
1. Site Survey Completed
2. Structure Order Placed
3. Wiring & Module Procurement
4. Installation Done
5. Net Metering Applied
6. Subsidy Disbursal Initiated
7. Project Complete ✓
Upload Site Photo / Doc
Remark
Cancel
Update Stage ✓