Commercial & utility-scale solar programme

Steer large projects from tender to O&M end to end.

Long sales cycles, layered calculations and contracts spanning years, one Zoho system that carries your entire project business.

  • Pipeline from tender to O&M in one place
  • Calculation and project proposal reliable, one click
  • Contracts and documents complete across every phase
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Transformations

What we changed for real businesses.

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Case study·Switzerland

Solar

A Swiss solar company wanted to automate every step from lead to rooftop installation.

Pain
  • Quotes drafted in Word, 30 to 45 min of typing and formatting per request
  • Project Manager data maintained in four separate modules, one mix-up froze the whole project
  • Installation documents scattered across private OneDrive folders, nobody knew where
  • When a Zoho Flow failed silently, the customer noticed it first
Gain
  • Quotes generated via Document Merge from CRM in one click, pre-filled, done
  • Pick the Project Manager once → CRM, Projects, WorkDrive and permissions all in sync
  • Order trigger → team folder + "Montage Dokumente" sub-folder created automatically
  • Flow error alerts reach the team, before the customer calls
Project Duration ~3 months
Built with
Zoho CRMZoho ProjectsZoho WorkDriveZoho FormsZoho Flow
Case study·Germany

Renewable Energy

A German solar installation business needed an end-to-end stack from Facebook lead ad to final invoice.

Pain
  • Leads from social ads and landing pages piled up in different mailboxes
  • Material usage retyped into Excel at night, often incomplete
  • Incoming invoices manually pulled from emails
  • No visibility on project profitability before kickoff
Gain
  • Every lead source automatically lands in the right CRM pipeline
  • Material usage flows from scan into inventory and finance
  • Incoming invoices auto-fetched via API and booked into Books
  • Profitability is transparent before commitment
Project Duration ~3 months
Built with
Zoho CRM3CXMetaGetMyInvoiceZoho BooksZoho Inventory
The problem

Multi-million projects, run on Excel and the inbox?

In commercial solar a deal runs for months across many stakeholders. That's exactly where the spreadsheet loses the thread. The workload isn't the problem, it's that everything runs by hand and across too many channels.

  • Sales cycles with no overview

    Large projects run for months across many stakeholders. Status lives in spreadsheets and people's heads instead of a reliable pipeline.

  • Calculations done by hand

    Every site and yield calculation, every project proposal is rebuilt in Excel, error-prone and barely versioned.

  • Contract & document chaos

    EPC contracts, permits and change orders sit scattered across phases, emails and drives. No one knows the binding version.

The solution

One system for the entire project business

From tender to operation, every project follows the same flow. Everyone works off the same status, and nothing gets lost between phases and people.

Two project engineers in hi-vis and hard hats reviewing a solar project plan on a tablet at a commercial rooftop PV array

Project pipeline from tender to close

Every enquiry, tender and stakeholder in one reliable pipeline. Sales and project management see status, value and next step at a glance.

Deal pipelineStakeholder viewForecast
A technician inspecting rows of panels across a vast utility-scale solar field at golden hour

Calculation and project proposal in one click

Site and yield data flow into a versioned calculation and proposal generator. A reliable project proposal with your current terms instead of hand-built Excel.

Calculation modelProposal generatorVersioning
Two professionals shaking hands on a completed commercial solar site

Contracts and documents across every phase

EPC and framework contracts, permits and change orders file themselves per project and phase. Delivery and operations work from the same binding version.

Contract managementAuto foldersPhase file
Zoho · configured for commercial solar

Your Zoho apps, tailored to the large-project process.

No off-the-shelf CRM. We configure every app around your project process: from tender through grid connection to operation.

Zoho CRM Search… + Add
Tender2
AD
Logistikzentrum Rhein-Ruhr
€ 1.240.000
FF
Solarpark Lausitz
€ 4.800.000
Negotiation1
AD
Gewerbepark Hansa
€ 920.000
Won1
FF
Freiflächenpark Altmark
€ 6.300.000
Zoho CRM

CRM · Project Pipeline

Every tender as a deal: rooftop or ground-mount, project value, phase and next step.

  • Pipeline from tender to O&M
  • Rooftop & ground-mount separated
  • Forecast across all stakeholders
Zoho Books Search… + New
InvoiceProjectDateAmountStatus
AR-2025-031Logistikzentrum Rhein-Ruhr12.05.2025€ 372.000 Paid
AR-2025-038Solarpark Lausitz26.05.2025€ 1.440.000 Open
AR-2025-041Gewerbepark Hansa03.06.2025€ 276.000 Part payment
SR-2025-009Freiflächenpark Altmark10.06.2025€ 630.000 Submitted
Zoho Books

Staged invoices & payment plan

Down payments, partial payments and final invoices across all project phases in one place.

  • Staged & final invoices
  • Payment plan per phase
  • Open items in view
WorkDrive · Sign Search… + Upload
Projects›Solarpark Lausitz›Contracts
Yield-report.pdf 08.05 signed
EPC-contract.pdf 14.05 awaiting signature
Grid-connection-approval.pdf 19.05 reviewed
Lease-ground-mount.docx — Draft
WorkDrive · Sign

Contracts & reports

Yield reports, EPC and lease contracts plus grid connection right on the project, including e-signature.

  • Reports & contracts on the project
  • E-signature for EPC & lease
  • Complete grid-connection file
Zoho Projects Search… + Add
Planning & permit Wk 18–20
Grid-connection request Wk 21–24
Assembly & cabling Wk 25–30
Commissioning Wk 31
Zoho Projects

Build-phase planning

From permit to commissioning: every build phase scheduled and assigned.

  • Build phases scheduled
  • Trades assigned
  • Progress to commissioning live
Program & workflow

How we roll out Zoho One in your business

We think our way into your workflow and see ourselves as a long-term development partner. Here are the four phases.

  1. AnalysisWe review your workflow from tender through calculation and contract to operation and find your biggest time sinks.
  2. ConceptWe design your processes in Zoho One and plan the Zoho architecture (business process mapping).
  3. ImplementationSetup, configuration, the automations and migration of your project, contact and contract data.
  4. SupportTraining for sales, project management and operations, fine-tuning and ongoing support, so the system becomes a fixed part of your everyday work.
AI in practice

Where AI really takes work off your hands in large projects.

No gimmicks, concrete places where we've built AI into real Zoho setups, so long sales cycles and thick stacks of paperwork stay manageable.

  • Leafing through thick tender PDFs by hand
    Tender analysis

    Tender documents read themselves

    Lengthy tender and permit documents are read via OCR, the key figures extracted and filed on the project, no more leafing through thick PDFs.

  • Vetting each enquiry one by one
    Project scoring

    Large enquiries qualified early

    Incoming project enquiries and tenders are scored and prioritised automatically, so sales and project management put their time into the promising large projects first.

  • Assembling every contract from scratch
    Contract drafting

    Proposal & contract text prepared

    Based on the calculation and terms, the AI suggests drafts for project proposals and contract cover letters in your company's tone. Project management reviews and approves.

Contact

Ready to steer your large projects in one system?

Let's find out in a free Zoho system review where your workflow holds the most potential. Non-binding, concrete and tailored to your project business. As an authorised Zoho partner we support you from setup to running operations.

● Free system review · no obligation

Open the Workflow Planner

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Frequently asked

What you'll want to know before the call.

Can we map the different stakeholders of a large project with their own roles and views?

Yes. Sales, project management and operations each get the role and view they need, while still working from one shared project status.

Can site and yield calculations flow into the project proposal with versioning?

Yes. Site and yield data feed a versioned calculation and proposal generator, so every proposal version stays traceable, instead of loose Excel files.

How long does rolling out Zoho One take?

Depending on scope, typically a few weeks to a few months. After our first meeting we give you a rough estimate, and after the requirements meeting a realistic estimate for your specific business.

What does Zoho One cost?

Zoho One costs €37 per employee per month on an annual plan, or €45 per employee with monthly billing. That includes all 50+ Zoho apps. We show you which option fits your business in the consultation, including a comparison with your current tools if you like.

Do we have to re-enter our existing data?

No. We migrate existing customer, project and contract data into Zoho One as part of the implementation, provided it can be exported from your current system.

Can Zoho One connect to our existing tools?

In most cases yes. Google and Microsoft connect easily for email, calendar and drive, as do many other common applications. Beyond that, almost any system can be integrated individually via the Zoho API.

Does Zoho One suit smaller businesses and mobile teams?

Yes. Zoho One works for small developers as well as large EPC houses. Your project managers and field staff access projects, tasks and documents on the go via the app, even straight from the site.

Where is our data stored?

On request in Zoho's EU data centres, GDPR-compliant. Your data stays within the European legal space, an important point for businesses with sensitive customer and project data.

How much time does the project cost us day-to-day?

As little as possible. Your team is only involved at a few clearly agreed points, such as analysing the workflow, providing information and training, so your day-to-day work keeps running.