Lead and survey
Site consumption and photos are disconnected
Solar & Renewable Energy
Run Solar & Renewable Energy operations from first action to collection in one connected system.
Connect leads, surveys, quotations, components, installation, and maintenance. We configure the system around the real workflow and agreed project scope.
CRMOPSDATABI
We understand how your sector operates
The Solar & Renewable Energy cycle moves through lead, then site survey, then design and quotation, then approval, then component purchase, then installation, then handover, then maintenance, then collection. The requirement is not simply to record the result, but to connect ownership, data, and exceptions between stages.
Operational challenges we recognise
Technical and commercial proposal
Revision components and price change
Components
Shortage or substitution affects design and date
Installation projects
Schedule team and site lack one view
Suppliers
Component lead time and price fluctuate
Handover and warranty
Documents and serials are not linked to project
After-sales
Requests do not return to asset and customer
How ZEDIQ helps
Scattered survey
Workflow with measures documents and owner
Changing proposal
Controlled revision and component list
Component shortage
Availability procurement and approved substitute
Invisible installation
Milestones work orders and team
Incomplete handover
Checklist serial documents and sign-off
Detached service
Asset request and warranty history
Operating workflow
Lead
Site survey
Design and quotation
Approval
Component purchase
Installation
Handover
Maintenance
Collection
Relevant business solutions
ERP for Business Management
Run sales, inventory, purchasing, and billing from one connected system.
Explore solution ↗CRM & Sales Management
Keep opportunities and sales follow-up out of personal files and inboxes.
Explore solution ↗Inventory & Warehouse Management
Know what is available, reserved, and ready to reorder.
Explore solution ↗Workflow Automation & Approvals
Turn recurring requests and approvals into a clear, trackable flow.
Explore solution ↗Custom Business Systems & Integrations
Build what your business needs and connect the systems you already use.
Explore solution ↗ZEDIQ services for this sector
Process Assessment & Readiness
Understand what actually happens before selecting a system or change.
Explore service ↗Solution Design & Roadmap
Turn diagnosis into scope, data model, integrations, and a phased roadmap.
Explore service ↗Business Systems Implementation
Configure systems, access, workflows, and reporting around the agreed scope.
Explore service ↗Business Application Development
Build what standard systems do not cover when there is a clear operating need.
Explore service ↗System Integration & APIs
Connect systems with explicit rules for data, status, and errors.
Explore service ↗Testing, Training & Change Enablement
Test real work, train users, and launch with a transition and support plan.
Explore service ↗Managed Operations, Support & Improvement
Keep systems stable, adopted, supported, and ready to improve after go-live.
Explore service ↗What the platform can manage
Customers
Surveys
Technical and commercial proposals
Components
Projects
Installation
Maintenance
Management dashboards and reporting
Survey conversion
Project status
Component shortages
Installation cost
Collections
After-sales requests
Relevant integrations
CRM
Maps and photos
Suppliers and inventory
Project management
Field service
Monitoring platform only when an API exists
How we implement
Discover current operations
Map processes and data
Configure system and access
Build agreed integrations
Migrate data
Test real scenarios
Train the team
Go live
Improve continuously
Experience since 2019
Experience building and operating business systems since 2019, starting with process understanding, clear solution boundaries, and real user testing.
Frequently asked questions
Can the system manage Customers?
Yes. We define the required data, access, and workflow and deliver it within the agreed project scope.
Can Surveys connect to the rest of operations?
The stages can share data and status without repeated entry after dependencies and exceptions are mapped.
Can it integrate with CRM?
We first review available interfaces, data quality, and exception ownership, then define a feasible integration.
Can existing data be migrated?
Yes. We identify essential data, clean a sample, and test migration before launch rather than moving old files without review.
How does a Solar & Renewable Energy implementation start?
It starts with discovery and current-process mapping, then a clear first phase followed by configuration, testing, training, and launch.
Have your Solar & Renewable Energy operations outgrown the system running them?
Book a discovery session to review the current cycle and identify where operations, data, and automation can connect without promises beyond project scope.
Book a Discovery Session