SolarPyroof, a rooftop solar solutions provider associated with Tata Power, wanted to eliminate the manual, time-consuming workflow used for managing customer inquiries, site surveys, quotations, and project tracking. Their growing operations required a unified mobile platform where sales teams, surveyors, and management could collaborate in real time without relying on paperwork, long WhatsApp threads, or spreadsheet tracking.
Our team designed and developed a complete solar CRM and field-survey application using Flutter. The solution featured a mobile-first architecture with offline capabilities, intelligent lead routing, real-time workflow tracking, and automated quotation calculations—allowing the client to streamline operations, eliminate delays, and significantly improve customer onboarding speed.
Our Solar CRM Workflow Digitization
How We Digitized SolarPyroof's Complete Lead-to-Installation Cycle with a Smart CRM App
We re-engineered SolarPyroof's workflow with a tightly integrated mobile CRM that supports lead management, automated quotations, survey data capture, document uploads, and installation progress tracking. The app was built on Flutter with Firebase for real-time sync and Hive for offline local storage—ensuring uninterrupted usage even in low-network areas during field surveys.
"Before adopting this app, our teams struggled to maintain consistency in surveys and project tracking. With one centralized system, our entire workflow finally came together."
- Digitized lead management with automated stage progression
- Offline-ready site survey module with GPS, photos, and notes
- Real-time quotation engine based on product capacity & pricing
- Project life-cycle tracking from inquiry → survey → installation
Impact & Performance Improvements
After integrating the SolarPyroof CRM App, the company experienced faster survey turnaround, improved sales conversions, and complete visibility across all active rooftop solar projects. The management team gained real-time insights into project stages, staff performance, and installation bottlenecks.
01
Discovery & Assessment
We analyzed existing workflows, mapped bottlenecks, and identified automation opportunities across lead management, surveys, and installation tracking.
02
Strategy & Solution Planning
We created a user-first strategy focusing on field usability, real-time data sync, and seamless management oversight.
03
System Architecture & Development
We built the app with Flutter, Firebase, REST APIs, and Hive offline storage—ensuring a fast, reliable cross-platform experience.
04
Deployment & Training
We deployed the app in phases, trained field staff, and optimized performance based on real feedback during on-site usage.
Key Challenges Before Digital Transformation
The SolarPyroof team faced several operational inefficiencies due to scattered communication and manual handling of critical project data. These challenges resulted in slow survey updates, missed follow-ups, and inconsistent documentation.
Project Challenge
- Sales & survey teams lacked a unified platform for project updates
- Manual quotation calculations caused delays and inconsistencies
- Field surveys were affected by poor network connectivity
Project Solution
- A centralized CRM with real-time updates for all teams
- Automated quotation engine with standardized pricing logic
- Offline-first survey module using local database syncing
Frequently asked question
It eliminated manual tracking and brought all lead, survey, and installation data into one unified, mobile-first system.
Yes. The app uses offline-first architecture with Hive local storage, allowing surveyors to work even in low-connectivity locations.
Flutter for frontend, Firebase for authentication & real-time data, REST APIs for sync, and Hive for offline database.
Absolutely. The system is built with modular architecture, supporting regional admins, team assignments, and future feature expansion.
Real-time survey updates, automated pricing, and centralized tracking significantly reduce delays and miscommunication.