We build the engines that run your operations.
Systems built from the roots of your business. Not a generic CRM you have to bend to, but software, tools and automation that grow out of how your team already works.
SolarFlow is an example of a CRM we built specifically for solar installers.
Every system comes with
Why not just use a generic CRM?
Off-the-shelf CRMs are built for everyone, so your team ends up working around them. We think a system should be specialised: built around your business, your stages and your people, and nothing else.
You adapt to the software
- Built for every business, so it fits none of them properly
- You change how you work to match the software
- Dozens of fields you never use, and the ones you need are missing
- A per-user bill every month that grows with your team
- Partners and vendors either see everything or nothing
The software adapts to you
- Your stages, your words, your approval steps
- The software follows the way your team already works
- Only the fields that matter, in the order you fill them
- A one-time fee or a flat yearly fee, not per user
- A separate portal for each partner, showing only their work
SolarFlow™
An example of what we build: a CRM made specifically for rooftop solar installers. Quotations, loans, PM Surya Ghar subsidies, godown stock, delivery trips and partner portals in one place, instead of spread across Google Sheets and WhatsApp. We build the same way for any industry.
Need a demo login?
Everything in SolarFlow.
74 features across the whole job, from first enquiry to subsidy received. Each company switches on only what it needs.
- 14-stage pipelineLeads to Final Review, plus Completed and Lost Project
- Live stage countsGrouped sidebar showing how many customers sit in each stage
- Quick add leadJust a name and phone number to start, everything else optional
- Quote to leadConvert an approved quotation into a customer without retyping
- Automatic system sizeCapacity worked out from panel wattage and count
- Save & MoveEach stage is a tab; save and move to the next in one click
- Stage essentialsOnly one or two required fields per stage, with a list of what is missing
- Search & filtersSearch everywhere, filter by partner, dealer, year and month
- Lost & resumePause a project with a reason and follow-up date, resume where it stopped
- Locked when completeFinished records are frozen; an admin can unlock one if needed
- Customer timelineDated history plus internal staff-only notes
- Stage remarks & hold reasonsNotes against the current stage and why procurement is on hold
- Auto file numbersEvery new customer gets a file number
- Red flagsMark customers that need a payment review
- Quotation makerThree brand or price options in one proposal, with discount, subsidy and GST
- Multi-page proposal PDFSavings vs EMI, breakeven, returns, subsidy explainer and terms
- Loan figures in quotesDown payment, lender, interest, tenure, tariff and monthly units
- Quotation ledgerSearch, preview, convert, mark lost with a reason, or reopen
- RevisionsR1, R2 versions, locked after download
- Draft recoveryUnsaved quotation edits can be restored
- Sign by linkCustomers view and accept the proposal with a signature; links expire
- Jansamarth loan stageApplication number, bank, branch and feasibility files
- Feasibility report PDFGenerated from the loan tab, with missing fields flagged
- Loan trackingInprocess, sanctioned, 1st and 2nd payment, received, with dated history
- Cash paymentsAmounts, dates and payment method
- PM Surya Ghar subsidy trackingInprocess, redeemed, approved, received, with dated history
- Registration detailsFeasibility number, acknowledgement and subsidy token photo
One product, shaped for each company.
Every installer runs their business a little differently, so every copy of SolarFlow is different too. Here is what we built specially for the companies using it.
Rooftop installer, high volume
In daily use by the whole team, from the office to technicians in the field, across thousands of customers.
- Field service: technicians claim complaints and close them with the customer's WhatsApp code
- Delivery batches with truck loading sheets and panel serials per load
- Vendor calendar, vendor payments export and an installation payments ledger
- Team chat by role group, red flags on problem customers
- Edit-conflict warning when two people change the same record
- Automatic daily backups
Solar EPC, growing fast
A fresh design built around three asks: find any client in one step, see key info at a glance, and follow progress easily.
- Global search by name, phone, CRN, DISCOM number or partner
- A plain-English status line with the next step, owner and due date
- Six milestones from Booked to Closed, with "most stuck" sorting
- A "Today" board and a spreadsheet-style grid with saved views
- Partner home with commissions, field "My jobs" with barcode scanning
- Signature links and a name-mismatch check on documents
Regional installers
The same core, shaped around each company's local DISCOM, stages and stock.
- Godown inventory, stock history and MIS upload
- Partner and customer payment tracking
- Stage lists that follow the local DISCOM's approval steps
- Custom bill-of-material print templates
Two setup forms, then your own system in 3 to 5 working days.
Each company gets its own database, its own web address and its own logins. Nothing is shared between clients.
Features every business should have.
Whatever your industry, these are the things we build into almost every system, because they save time from day one.
Maybe you just need a few good tools.
Not every business needs a full system on day one. Sometimes a quote maker, a GST calculator and a proper receipt are what make the biggest difference. We have a ready-made toolbox we can brand for you.
If you make it more than twice, it can be automated.
Any document your team types out again and again can be generated from data you already have. What took twenty minutes of copying, formatting and checking takes seconds, with no typos and the right numbering every time.
Data you already have
A form, a spreadsheet, your CRM or a scanned PDF.
Your template
Your layout, letterhead, numbering and terms, set up once.
Ready in seconds
A print-ready PDF, or a link the customer opens on their phone.
Paper coming in can be read with OCR, and documents going out can be sent and signed by link.
One-time setups that make a real difference.
Small jobs, done properly, that make a business look sharper and run smoother.
Business Email on Your Domain
Professional addresses like you@yourcompany.in, set up once and handed over. No per-user monthly bill from Google Workspace or Zoho.
- Mailboxes for every person or team (sales@, accounts@, support@)
- SPF, DKIM and DMARC so your mail lands in the inbox, not spam
- Works on phones, Outlook and the Gmail app
- Old emails moved over from your current provider
Shopify Stores
A Shopify store ready to take orders, connected so nobody copies orders into spreadsheets by hand.
- Store setup, theme customisation and product import from Excel
- UPI, cards and cash on delivery
- Shipping partners and order notifications
- Orders and stock synced with your sheets or back office
PDF to Text Scanning
Scanned bills, invoices and forms read automatically, with the numbers going straight into Excel or Google Sheets.
- Reads digital PDFs and scanned paper
- Pulls invoice number, date, GSTIN and amounts
- Picks up PDF attachments from Gmail on its own
- Searchable text copies of old scanned files
Send & Sign Documents by Link
Get documents signed by your clients just by sharing a link. Quotations, agreements and invoices open on any phone, and they sign right there. No printing, scanning or couriering.
- Customers sign with a finger on their phone, or type their name
- Signed copy saved automatically, with date and time
- Several people can sign the same document, in order
- See when a document was opened and when it was signed
- Links that expire or can be switched off
- Shareable forms to collect customer details and files
Smaller improvements that save time every week
We don't hand over and disappear.
Your business will change, and your system should change with it. We work with clients for the long run, so the same team keeps improving the same system year after year.
Perpetual licence
Buy it once and use it for as long as you like.
- A single one-time fee, no renewals
- Your data is always yours, with daily backups
- 30 days of support after launch included
- Optional maintenance charge for updates and support after that
Yearly subscription
No large upfront cost. Pay once a year instead.
- A predictable yearly fee, not per user
- Hosting, updates and maintenance included
- The same custom system as the perpetual licence
- Your data is always yours, with daily backups
Most of our clients are across India, and international clients are always welcome. Pay however suits you: bank transfer, UPI and Google Pay, Wise or PayPal.
You know how it should work. We know how to build it.
As an owner in a specialised field, you understand exactly what your industry's software needs to do. What's usually missing is the team to build it, and fully custom software usually costs far more. So we build it with you: you bring the knowledge, we bring the skills, and you get your software for much less. This is how SolarFlow started.
Have a vision for software in your field?
Tell us about it. If it's a fit, we will walk you through the reduced price and the royalty terms, and put it all in a contract before any work starts.
Tell us what you need.
A small, focused team working with clients across India and internationally. Tell us what is slow, broken or manual, and we will tell you honestly if we can help.
Prefer email? Write to us directly
enquiry@deeprootsystems.in