Solar setup programme

Scale your energy business with Zoho One

With Zoho One you bring sales, installation planning, funding applications and service onto one platform, with a central customer history across the entire project.

  • Centralise customer data, quotes and projects in one place
  • Automate recurring tasks across sales, installation and service
  • Standardise funding applications, documentation and maintenance as workflows
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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

Organisation as the growth brake

Demand for PV is high, yet what slows many solar businesses isn't the market, it's their own organisation.

  • Scattered data and information

    Enquiries, quotes and project status live in emails, Excel sheets and on sticky notes. Nobody has the full picture, follow-ups cost time and quotes get lost.

  • Coordination and communication

    Installers, material and mounting dates are arranged manually. Every change of plan triggers a chain of calls and still leads to idle time on site.

  • No systematic follow-up

    Funding applications, documentation and maintenance contracts are managed without a fixed system and get left behind. That delays payouts and gives away follow-up revenue.

The solution

One system for the entire solar process

Instead of five isolated tools, Zoho One brings sales, installation and service together. Every step is traceable, every task has a clear place.

Solar installer doing a roof survey

Central project control

All leads, quotes and projects central in Zoho CRM, documented end to end from first contact to system handover.

Zoho CRMPipelineDocumentation
Installation team mounting solar modules

Automated installation planning

Installation planning, tasks and material scheduling coordinated automatically, so teams and dates run together smoothly.

Zoho ProjectsKanbanMaterial
Solar modules on a roof

Applications and maintenance under control

Funding applications, documentation and maintenance as recurring workflows, including reminders, so nothing slips through.

Recurring workflowsRemindersService
Zoho · configured for solar

Your Zoho apps, tailored to the solar process.

No off-the-shelf CRM. We configure every app around your workflow: from enquiry through subsidies to commissioning.

Zoho CRM Search… + Add
Quote2
PV
PV-Anlage Müller
CHF 24'500
WP
Heat pump Huser
CHF 18'200
Negotiation1
PV
Roof retrofit Keller
CHF 31'900
Won1
PV
Solarpark Montapro
CHF 96'000
Zoho CRM

CRM · solar pipeline

Every enquiry as a deal: PV or heat pump, quote value in CHF, stage and next step, from first contact to closed-won.

  • Pipeline by solar stage
  • PV & heat pump split
  • Quotes in minutes
Zoho Books Search… + New
InvoiceCustomerDateAmountStatus
RE-2025-014PV Müller14.05.2025CHF 24'500 Paid
RE-2025-018WP Huser21.05.2025CHF 18'200 Open
AZ-2025-006Montapro02.06.2025CHF 48'000 Deposit
Subsidy KfWMontapro03.06.2025CHF 6'400 Submitted
Zoho Books

Invoicing & subsidies

Project invoices, deposits and subsidy claims in one place, with payment status and automatic reminders.

  • Deposit & final invoice
  • Subsidies tracked
  • Open items at a glance
WorkDrive · Sign Search… + Upload
ProjectsPV MüllerDocuments
Roof-survey.pdf 14.05 signed
Install-contract.pdf 16.05 awaiting sign
Subsidy-form.pdf 18.05 submitted
Commissioning.docx draft
WorkDrive · Sign

Document management

Roof surveys, contracts and protocols right on the project, incl. e-signature, nothing gets lost.

  • Filed on the project
  • E-signature built in
  • Versions & access
Zoho Projects Search… + Add
Roof inspection Mo
Scaffold & install Tu–We
Electrical & meter Th
Commissioning Fr
Zoho Projects

Installation planning

From roof inspection to commissioning: every task scheduled, assigned to an installer, progress visible.

  • Scheduled install steps
  • Installer assignment
  • Live progress
Program & workflow

How we roll out Zoho One in your solar business

In four clear steps we bring your processes into one system, without interrupting your day-to-day work and together with your team.

  1. AnalysisWe review your processes from enquiry to maintenance and find the biggest time sinks.
  2. ConceptWe design your processes in Zoho One, tailored to sales, installation and service.
  3. ImplementationSetup, data migration and automations are put in place and tested with your team.
  4. SupportTraining, fine-tuning and ongoing support, so the system lands safely in everyday work.
Plus AI

More speed with AI – without extra effort.

AI takes over repetitive manual work; decisions and customer contact stay with your team.

  • Piecing quotes together from old templates and retyping them
    Quote draft

    Quote drafts automatically

    AI creates quote drafts from the project data, you review and approve.

  • Reading, sorting and answering customer emails one by one
    Enquiry triage

    Enquiries pre-sorted & answered

    AI categorises enquiries and suggests fitting replies for each case.

  • Building project reports and documentation laboriously by hand
    Report draft

    Reports at the push of a button

    AI summarises project histories and delivers ready-made report drafts.

Contact

Ready to handle more solar projects with the same team?

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

● Free system review · no obligation

We use your details only for the call. No spam.

Frequently asked

What you'll want to know before the call.

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 case.

How does the collaboration work?

In four steps. First, the requirements meeting to analyse your business processes. Second, the concept with the Zoho architecture. Third, implementation with integration and migration. Fourth, testing, training and ongoing support, without interrupting your day-to-day work.

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, quote and project 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 sole traders as well as growing businesses. Your installers 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.

What if the system doesn't fit us?

We only recommend Zoho One if it genuinely fits your processes. That becomes clear in the analysis and concept phase, before implementation begins and before you subscribe to a licence.

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 business processes, providing information and training, so your day-to-day work keeps running.