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Client
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Industry
Solar Energy
A solar sales CRM covering lead capture, multi-channel campaign attribution, agent performance tracking, and department/role-based access, built around India's residential solar subsidy ecosystem.
Challenge
Leads arrive from many acquisition channels — paid ads, Google Ads lead forms, WhatsApp/BSP — with no unified attribution. No way to measure blended cost-per-lead and ROAS per channel across cities and zones. Follow-ups were inconsistent, risking loss of subsidy-eligible leads (e.g. under the PM Surya Ghar scheme). Agent performance and response times weren't comparable across branches. Compliance requirements under India's DPDP Act 2023 (consent capture, data deletion) needed dedicated tooling.
Solutions
• A configurable lead-source hierarchy (category → sub-source) for precise attribution.
• A customizable pipeline-stage system matching each business's sales process.
• AI lead scoring to prioritize follow-ups.
• Campaign and channel ROI analytics, including blended CPL and ROAS.
• Agent comparison tables with first-response-time tracking and overdue follow-up alerts.
• Department, role, and access-control management across branches, plus DPDP Act compliance tooling.
• Integrations including Exotel click-to-call/IVR, Google Ads, and Google Workspace.
Java Paper Group (Annual Revenue: ₹100Cr+)
Alliances Galore (Acquired by Thriwe)
