Which leads need a follow-up today?
Leads are scattered across spreadsheets, calls and different apps.
Leads, follow-ups, tasks and reminders stay connected.
Manage your entire sales pipeline in one place.
BUILT FOR SOLAR EPC TEAMS
Run Your Entire
Solar Business.
From One Platform.
SSM365 is an all-in-one Solar CRM & EPC Management Platform built for solar businesses. Manage leads, follow-ups, site surveys, 2D/3D solar designs, proposals, projects, field teams, installations, inventory, invoices, collections, employees and reporting from one connected platform.
Web Platform · Android App · iOS App · Solar Design Studio · Field Operations
DOES THIS SOUND FAMILIAR?
Your Solar Business Shouldn't Depend on Spreadsheets, WhatsApp and Constant Follow-ups.
When leads, site visits, designs, projects, field teams and collections are managed separately, your team spends more time coordinating than executing. SSM365 brings the entire operation into one connected workflow.
Where is this customer's site survey and design?
Customer information, site photos and designs are stored separately.
Customer, site visit, 3D / 2D Solar Design and proposal stay together.
Keep all customer context in one connected record.
What is happening at the installation site?
Field updates come late and it's hard to track project progress.
Track field visits, project stages and installation updates from the office.
Give your team real-time visibility.
Which payments are still pending?
Invoices and collections need manual follow-up across multiple tools.
Keep invoices, collections and payment records connected to the customer and project.
Know what's pending and take action faster.
DISCONNECTED TOOLS
- Excel
- Calls
- Files
- Different Apps
SSM365
A CONNECTED SOLAR OPERATION
- Lead
- Site Visit
- 3D / 2D Solar Design
- Proposal
- Installation
- Payment
One customer. One connected journey. One platform.
See how SSM365 can run your solar operation from enquiry to payment.
From First Enquiry to Installation and Payment
Customer information moves with the project instead of being recreated by every team.
From Site Survey to Solar Design
Move from site information to a solar design that connects with customer projects and proposals.
- Solar Design Studio
- 2D Site Design
- 3D Visualization
- Rooftop & Panel Layout
- Shadow Analysis
- Generation Estimates
- Proposal Management
- EMI Calculator
GET MORE SALES OPPORTUNITIES
Need More Solar Leads?
Discover leads inside SSM365 and turn them into customers.
Browse available solar enquiries captured through active campaigns, choose the leads relevant to your business, and manage everything from follow-up to project conversion inside SSM365.
Explore Buy Leads · See How It Works
- Sales Opportunities Browse available solar enquiries
- Built for Solar Businesses Buy and manage in one place
- From Lead to Project A connected CRM workflow
How It Works
From enquiry to solar project — all inside SSM365.
Find Solar Leads
Browse available solar enquiries based on your requirements.
Buy the Leads You Want
Review lead information and purchase suitable leads.
Follow Up in SSM365
The purchased lead becomes part of your CRM workflow for calls, follow-ups, reminders and site visits.
Convert to Customer
Continue from proposal to customer and solar project without moving between systems.
Already generating your own leads?
Add them manually, import them, or organize existing enquiries through Raw Data Management. Explore solar lead management.
Available leads are sourced through configured Meta/Google campaign workflows and depend on current lead availability.
03 / OFFICE ↔ FIELD OPERATIONS
Keep Your Office and Field Team in Sync
Assign site visits and tasks from the office. Your field team uses Android and iOS apps to visit sites, record activity and send updates back to the project in SSM365.
Mobile Field App
Android & iOS access
Site Visibility
Location and visit tracking
Task & Visit Management
Assign, manage and complete
Project Updates
Bring progress back to the office
Explore Field Operations · See the Mobile Workflow
Location and distance are recorded within supported active field-duty and ride workflows.
Assign Work
Create and assign leads, tasks and site visits.
Field Action
Employees visit the site, record activity and send updates through the mobile app.
Track Progress
Review visit and project updates, then plan the next action.
Behind every installation, a connected business.
Win the right work: Solar CRM & Sales
Capture solar enquiries, manage follow-ups, maintain customer records, prepare proposals and move qualified opportunities into projects.
Deliver with clarity: Solar EPC Project Management
Manage site visits, solar designs, project stages, installation activities, documents, tasks and field-team updates through one connected workflow.
Keep the business moving: Finance, Inventory & Teams
Track collections, invoices, payments, inventory, attendance and operational activity with centralized reporting and visibility.
One Platform. Your Complete Solar Operation.
From your first enquiry and 3D/2D solar design to installation, collections and team management — keep the work connected in SSM365.
Sales & CRM
- CRM & Customer Management
- Leads & Follow-ups
- Raw Data Management
- Buy Leads
- Calendar & Meetings
- Tasks & To-Do
- Reminders & Notes
3D/2D Solar Design
- Solar Design Studio
- 2D Site Design
- 3D Visualization
- Rooftop & Panel Layout
- Shadow Analysis
- Generation Estimates
- Proposal Management
- EMI Calculator
EPC & Projects
- EPC Workflow
- Project Management
- Field Visits
- Installation Tracking
- Bank Loan Process
- Project Documents & Tasks
Field Operations
- Employee Field Visits
- Location during Field / Ride Workflows
- Ride Distance
- Visit Updates
- Android & iOS Access
- Tasks & Attendance
Finance
- Invoicing
- Receipts
- Payment Collection
- Payment Records
- Outstanding Tracking
HR & Team
- Employee Management
- HR
- Attendance
- Team Tasks
Inventory
- Inventory Management
- Stock Records
- Stock Movement
- Material Allocation
Communication
- WhatsApp Configuration / Integration
- Notifications
- Reminders
Reporting
- Sales & CRM
- Calling
- Projects
- Finance
- Field Operations
- HR & Team
- Inventory
- Management
Built for solar EPC, installation and service companies. Explore solar CRM software for teams in India.
SSM365 is operated by Your Need Solution.
Start with SSM365QUESTIONS ABOUT SSM365
Everything You Need to Know Before Getting Started
Learn how SSM365 helps solar businesses manage sales, design, projects, field operations, teams and payments from one connected platform.
What is SSM365?
SSM365 is a Solar CRM and EPC Business Management Platform for leads, designs, proposals, projects, field teams, installations, inventory, invoices, collections and reporting. It is operated by Your Need Solution.
What is Solar CRM software?
Solar CRM software organizes enquiries, follow-ups, customer information and sales activity for solar businesses. SSM365 connects those records with design, project and installation workflows.
What is Solar EPC management software?
Solar EPC management software helps coordinate engineering and project delivery with materials, field activity and collections. SSM365 connects these operational workflows with CRM and customer records.
Who should use SSM365?
SSM365 is designed for solar EPC companies, rooftop installers and the sales, engineering, project, field, accounts, HR and inventory teams supporting them.
Can SSM365 manage my complete solar EPC workflow?
Yes. SSM365 connects the customer journey from enquiry and follow-up through site visits, solar design, proposal, project execution, installation, invoicing and payment.
- Lead
- Site Visit
- Design
- Proposal
- Project
- Installation
- Payment
Can SSM365 manage solar leads and follow-ups?
Yes. Teams can enter or import leads, assign them, record follow-ups, maintain customer information and use reminders and tasks to plan the next action.
Can SSM365 create 2D and 3D solar designs?
Yes. The Solar Design Studio supports 2D site and rooftop layouts, panel placement, 3D visualization, shadow analysis and generation-related design workflows.
- 2D Design
- 3D Visualization
- Panel Layout
- Shadow Analysis
Does SSM365 have Android and iOS apps?
SSM365 supports Android and iOS app access alongside the web platform. Contact support for access and setup guidance for your organization.
- Android
- iOS
- Field Visits
- Location/Distance
Can SSM365 track employee field visits?
Yes. Employees can record supported field visits and activity, with tasks and project updates available to the office team according to role access.
Can SSM365 track field distance and location?
Yes. Location and ride distance are recorded during supported active field-duty or ride workflows. Tracking is tied to those active workflows.
Can I create solar proposals using SSM365?
Yes. SSM365 includes proposal management and connects solar design output with customer and project context.
Can SSM365 manage solar projects and installations?
Yes. Teams can manage project stages, site visits, documents, tasks and installation progress alongside customer records.
Does SSM365 support invoicing and payment collection?
Yes. SSM365 supports invoices, receipts, payment records, collections and outstanding tracking, with finance reporting.
Does SSM365 include inventory management?
Yes. Inventory workflows cover stock records, movement and material allocation to support operational work.
Does SSM365 include HR and employee management?
Yes. SSM365 includes employee management, HR and attendance functionality alongside team operations.
Can SSM365 manage Meta/Google campaign leads?
Configured Meta and Google campaign workflows can feed the central lead pool. Availability depends on the campaigns and integrations configured for the platform.
What is the SSM365 Buy Leads feature?
Organizations can browse and purchase available leads from the lead marketplace for use in their CRM workflow. Lead availability depends on the current pool and configured campaigns.
Does SSM365 support WhatsApp Business integration?
SSM365 includes configuration and integration for supported WhatsApp Business workflows. Available communication depends on the configured integration and supported features.
Is SSM365 suitable for solar EPC companies in India?
SSM365 supports the sales, design, installation, field and collection workflows used by solar EPC teams in India. Review the published plans and included capabilities to find a fit for your team.
Does SSM365 provide reporting?
Yes. Reporting covers sales and CRM, calling, projects, finance, field operations, HR and team activity, inventory and management.
Can I try SSM365 before subscribing?
SSM365 offers a 7-day free trial through the homepage signup flow for eligible non-enterprise plans. Enterprise enquiries use the Talk to Sales option.
Still have a question?
Talk to our team and see whether SSM365 fits your solar business.
Contact UsReady to see SSM365 in your solar business?
Explore the platform free for 7 days on eligible non-enterprise plans.
Start 7-Day Free Trial · Contact UsStart with SSM365
Yearly plans · 7-day free trial for eligible non-enterprise plans.
SSM365 FOR ANDROID & iOS
Your solar business. Ready to go with you.
Keep the office and field team connected. Follow up with leads, manage site visits and bring project updates back to your SSM365 workspace — wherever the work takes you.
Download SSM365 on the App Store · Get SSM365 on Google Play
Already using SSM365? Download the app and sign in with your organization account.
Bring your next solar project onto SSM365.
Choose a plan for your team. Start with a 7-day free trial on eligible non-enterprise plans.
Explore Plans & Start Free · Talk to our teamSSM365 is operated by Your Need Solution.