Custom CRM with AR Solution for a Leading Solar Energy Provider

Digitizing solar operations with a unified platform for leads, inventory, and subsidy workflows

A leading renewable energy company was expanding rapidly but struggled to manage scale with fragmented systems and manual processes. Disconnected lead sources, repetitive documentation errors, and limited visibility across departments led to operational inefficiencies. Qodequay was brought in to streamline this complexity by building a centralized CRM solution, integrated with AR capabilities and mobile-first tools—designed specifically for the needs of the solar industry.

The Challenge: Operational Silos and Limited Field Visibility

As the business scaled across states, its legacy systems couldn’t keep up. Teams were managing leads manually, juggling documents for government portals, and lacked clarity on what was happening on the ground. To ensure smooth project execution and better compliance, the company needed more than just a tool—it needed a connected digital system.

The platform needed to:

• Centralize leads from sources like Facebook, website forms, and on-site consultations

• Automate documentation workflows to reduce subsidy rejections

• Improve visibility across dispatch, installation, and post-sale service

• Enable real-time inventory tracking aligned with project timelines

• Provide mobile access for contractors and field teams

• Integrate AR for on-site solar panel design and lead generation

Qodequay’s Solution: A Scalable, Industry-Focused Digital Ecosystem

With over 25 years of deep-rooted experience in building enterprise-grade technology solutions, Qodequay brought in a strong foundation of domain expertise and technical agility. Combined with our Design Thinking-led consulting approach, we were able to go beyond functional delivery—crafting a system that was intuitive for users, aligned with on-ground challenges, and adaptable to scale.

We worked closely with the client to understand how field operations, documentation, and sales intersect. Based on their day-to-day challenges, we designed a CRM and AR-powered ecosystem that brought clarity, coordination, and control across every team.

1. Centralized Lead Management

All leads from Facebook, web forms, and AR-based site visits were funneled into a single CRM. Each lead’s journey—from inquiry to post-installation—was trackable in real time with ownership mapping.

2. Automated Government Documentation Workflows

Structured folders and auto-generated PDFs ensured that every lead had complete documents in place. Region-specific formats were supported, reducing rejections and saving teams time.

3. Real-Time Inventory and Dispatch Management

Material movement was now linked to each project, offering clarity across dispatch and installation phases. Live dashboards showed stock levels, minimizing mismatches and last-minute delays.

4. Augmented Reality (AR) for Solar Panel Design

Sales teams used a 3D tool to visualize panel placement with sunlight and direction accuracy. Once finalized, these designs were synced into the CRM as qualified leads—speeding up conversions.

5. SLA-Driven Field Service and Liaisoning System

Customers could raise service tickets which were automatically assigned based on roles and SLAs. Contractors had dedicated access, and each request could be tracked until resolved.

6. Mobile-First Platform for Field Teams

A Progressive Web App allowed 100+ field staff to access lead details, tasks, and inventory on the go. With push alerts and built-in calling, coordination became faster and more responsive.

What We Delivered

The client expressed high satisfaction with both the implementation process and the ongoing support from Qodequay. From smooth onboarding to measurable operational improvements, they appreciated the partnership-driven approach and the solution’s long-term impact on their business.

• 3x faster subsidy processing through structured documentation workflows

• 35% increase in lead creation powered by AR-based solar design tools

• 100% visibility into lead progression from inquiry to subsidy

• 50% reduction in dispatch delays through inventory-to-project mapping

• 70% faster service ticket resolution via real-time tracking and role-based access

• Complete mobile access enabled for field operations across regions

Looking Ahead

With the new system in place, the company now runs more connected, efficient, and compliant operations—across both digital and physical touchpoints. The platform not only supports their current scale but also lays a strong foundation for future expansion. Qodequay’s solution has helped bring order to complexity, making everyday operations simpler, faster, and more reliable.