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Siya Infotech & Solar Energy CRM README / Operating Document Owner: Manoj Business: Siya Infotech and Solar Energy System: Google Sheets + AppSheet CRM Version: 1.0 Date: 21 April 2026 --- 1. Purpose This CRM is designed to manage the complete solar customer lifecycle from lead entry to subsidy and after-sales support. The system helps manage: customer leads PM Surya Ghar applications loan processing site assignments installation workflow wireman work document upload complaints and service agent commissions staff task assignments --- 2. Team Roles Owner Manoj assign tasks approve site visits monitor dashboard verify payments and commissions Sales Rihan lead follow-up customer visit bank loan visit sales updates Application Executive Rushikesh PM Surya Ghar portal documentation issue corrections Support Divya complaint management customer support Installer Vishal panel installation structure fitting site completion photos Wireman Samadhan AC/DC wiring inverter connection testing meter and earthing --- 3. Google Sheet Tabs Customers Master customer database. Staff All staff names and roles. Tasks Daily work assignments. SiteAssignments Installer and wireman site allocation. Installation Installation work progress. WiremanWork Electrical work updates. Documents Customer KYC and site photos. --- 4. Process Flow Lead Entry → PM Application → Loan → Site Assignment → Installation → Wiring → RTS → Subsidy → Complaint Support --- 5. Document Checklist Required documents: Aadhaar Card PAN Card Bank Passbook 7/12 Utara Electricity Bill Home Photo Terrace Photo Loan Documents Installation Photos --- 6. Site Assignment Workflow Manoj assigns: Vishal = Installer Samadhan = Wireman Each site creates: 1 site assignment record 2 task records --- 7. Status Flow Assigned → Site Reached → Work Started → Panel Installed → Wiring Completed → Testing Done → Completed --- 8. Notes All updates should be entered from AppSheet mobile app after each visit. mAke screenshot and google sheet
Project ID: 40397103
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25 freelancers are bidding on average ₹10,828 INR for this job

As the leader of Prajapati Technologies, I have over a decade of experience in Website and Application Development, Project Management, PHP, and MySQL. My experience matches well with your unique needs for a CRM system to manage your solar business. From lead entry to subsidy and after-sales support, I've got you covered. Why choose me? I don't just create functional systems or websites; I create smart solutions that help grow your business. My approach is built on understanding your needs deeply and translating them effectively into a software solution. With 100+ successful projects under my belt, I have the knowledge and capacity not only to develop an efficient Google Sheets + AppSheet CRM but also to deliver it promptly while ensuring a clear line of communication at all times. Moreover, I provide long-term support so that as your business evolves, so does your CRM system without any hiccups. Let's team up and leverage technology to streamline your solar customer lifecycle management journey from lead entry to subsidy while managing tasks,assignments and updates
₹25,000 INR in 7 days
6.4
6.4

Hello, I will develop a comprehensive CRM system for Siya Infotech & Solar Energy business, managing lead entry, subsidy processing, after-sales support, and staff task assignments. Utilizing Google Sheets + AppSheet CRM, the solution will streamline customer lifecycle management. Let's discuss the project details further. Thanks
₹3,200 INR in 4 days
6.0
6.0

Hi Manoj, I reviewed your CRM workflow for Siya Infotech & Solar Energy, and this is exactly the type of business automation / operational CRM system I specialize in building. I recently built ERP/CRM systems for workflow automation and education management, so structured operations platforms are my core expertise. With 10+ years of experience in ERP/CRM development, I can help you build a structured and scalable Google Sheets + AppSheet CRM that manages your complete solar customer lifecycle efficiently. ✅ I understand your workflow includes: * Lead Management & Sales Follow-up * PM Surya Ghar Application Tracking * Loan Processing Workflow * Site Assignment & Staff Allocation * Installation / Wireman Progress Tracking * Document Upload & Verification * Complaint / Support Management * Agent Commission Tracking * Mobile App Updates via AppSheet I can design the full system with: * Optimized Google Sheet Database Structure * AppSheet Mobile-Friendly Forms & Dashboards * Role-Based Access for Owner / Sales / Installer / Support * Automated Status Flow & Task Assignment * Real-Time Progress Tracking * Clean Dashboard Reporting * Screenshot Documentation / Operating Guide I can start immediately and would be happy to discuss your workflow in detail before implementation. Looking forward to working with you. Best Regards
₹25,000 INR in 7 days
5.7
5.7

I understand you need a structured CRM for your solar business built on Google Sheets and AppSheet to manage the full lifecycle from lead to subsidy and support. I will refine your current sheet architecture, normalize data across tabs, and build a clean AppSheet interface with role based access for owner, sales, installer, and support teams. Each stage like application, site assignment, installation, and complaints will have clear workflows and status tracking. I will automate task creation, document uploads, and commission tracking. Dashboards and reports will give real time insights. System will be simple, scalable, and easy for your team to use daily.
₹15,000 INR in 20 days
4.5
4.5

Hi, I’ve reviewed your project and can help you get it done quickly and accurately. I’m Sarim Ali Khan, a top-rated freelancer specializing in data automation, analysis, and workflow optimization. My clients hire me because I deliver on time, on budget, and with zero guesswork. I can start right away and share a quick sample if you’d like. Let’s chat about the details and get you results — fast. Best, Sarim
₹7,000 INR in 1 day
4.3
4.3

I'm Mahad Sheikh, a seasoned freelance web and software developer passionate about turning complex problems into reliable, scalable digital solutions. I've got hands-on experience working with different industries on projects just like yours, which is one of the reasons I believe I'd be a perfect fit for your CRM development initiative. One of my key strengths is building tailor-made systems that truly align with business goals- whether that's designing a more intuitive PM Surya Ghar application process or setting up an automated workflow for wiremen's site work updates and assignments. Ultimately, my aim goes beyond just delivering a product – it's about ensuring it's the right product for you. That's why I make sure to really dive deep into understanding each client's unique requirements and strategize scalable solutions accordingly. With me as your technology partner, you won't just get a CRM but also get long-term value as I'm dedicated to your business' success in every way possible. So, let's take this journey forward and create an amazing future-ready Solar Energy CRM together!
₹12,500 INR in 5 days
3.9
3.9

Hi, I have experience working on CRM systems and can help you build or customize a solution that fits your business workflow. To suggest the right approach, I’d like to understand your requirements such as modules (leads, sales, automation, reporting), integrations, and user roles. Let’s connect on chat so I can share relevant work and discuss the best way to implement this for you. Best regards, Mayank
₹7,000 INR in 7 days
3.8
3.8

With my multifaceted skill set and experience in developing web applications, I am confident that I can expertly tackle the complexity of your solar energy CRM system. Having mastered HTML, MySQL, and PHP, I'm well-equipped to optimize your Google Sheets + AppSheet CRM for maximum performance and scalability – factors crucial for a business poised for growth like Siya Infotech. With a special emphasis on efficient, modular design and clean APIs, I can ensure that your system not only runs smoothly today but has the flexibility to adapt to future changes as well. I prioritize clean, intuitive user interfaces and fast load times that will enhance your team's productivity and overall customer experience. Having successfully delivered numerous end-to-end web and mobile applications, integrating various components cohesively is second nature to me. Whether it's building the Master Customer database or updating the status flow of each stage of the solar customer lifecycle, count on me to bring together all the elements seamlessly and deliver a reliable solution you can rely on. My aim is not only to meet your expectations but to exceed them - anticipating potential pain pointsat each stage of the project so that we're always one step ahead. Looking forward to partnering with you and being part of Siya Infotech's success journey!
₹7,000 INR in 7 days
3.1
3.1

Hi there, I see you're building a comprehensive CRM for Siya Infotech & Solar Energy to streamline everything from lead entry through subsidy and after-sales support. Managing multiple roles—like installers, wiremen, sales, and support—in a seamless and integrated way is crucial for your workflow. Your need for a clean, user-friendly system that covers tasks, site assignments, and document uploads fits perfectly with my expertise. I focus on responsive UI/UX design that improves landing pages and mobile optimization, ensuring your team can update progress instantly via the AppSheet mobile app without any confusion or delays. Although I’m new to Freelancer, I’ve completed similar solar energy project interfaces and CRM dashboards outside this platform. Being new here means I’m eager to prove myself by delivering exceptional results and going the extra mile. I pride myself on fast communication and quick turnaround. I am available for a quick chat! Kind Regards, Ayren Stephens
₹8,000 INR in 5 days
2.4
2.4

Hi, I see you're building a CRM for solar energy sales, but the $1500 budget and full feature scope are misaligned — that's a red flag I need to address upfront before we waste each other's time. I'll propose a phased approach: Phase 1 ($1500) delivers contact management, basic lead pipeline, and a simple dashboard using Python (Flask) backend, PostgreSQL, and React frontend. Phase 2 ($3000-5000) adds automation, reporting, and solar-specific integrations. This way you get a working MVP immediately and can evaluate ROI before investing further. My first question: how many active contacts and leads are you managing right now? That determines whether a lightweight architecture works or if we need to scale from day one. If you're ready to start Phase 1 this way, I can have the schema and basic data model ready within 24 hours. Best regards, Val
₹1,500 INR in 7 days
0.4
0.4

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