Why Solar EPCs Are Switching
From Zoho to Solset AI
Zoho CRM is a powerful generic tool. But adapting it to track solar modules, manage rooftop site measurements, and check vendor bills requires complex custom development.
Zoho CRM
- **High Customisation Cost:** Requires hiring Zoho Creator consultants to build solar project milestones and survey tracking.
- **Third-Party WhatsApp API:** Native WhatsApp requires expensive integration plugins and paid extensions.
- **No Procurement Matching:** Lacks direct matching between purchase orders, store goods receipts (GRNs), and supplier bills.
Solset AI
- **Built-in Solar Checklists:** Pre-configured workflows for site surveys, civil structure works, cabling, and net metering.
- **Native WhatsApp Business:** Generate official tax quotes, POs, and installation updates, then send them to clients with 1 click.
- **3-Way Procurement Matching:** Keep inventory and cost variances aligned automatically to protect installation margins.
1. Native WhatsApp Business API
While Zoho requires setting up expensive Twilio/Meta webhooks and buying monthly extensions for multi-user chat, **Solset AI includes native, one-click WhatsApp automation**. You can send automated follow-up reminders to prospects, purchase orders to distributors, and status reports to customers directly through our built-in WhatsApp gateway.
2. Ready-to-Use Solar Projects
In Zoho, a "project" is just a standard generic calendar task. In **Solset AI**, projects are tailored specifically for Solar EPC teams: civil foundation status, structural panels mounting status, DC/AC electrical cabling, grid synchronization, and net metering approval processes are tracked dynamically out-of-the-box.
3. 3-Way Match Billing
Solar installations require heavy procurement of expensive panels and structures. Solset AI includes a secure 3-way match framework. We auto-verify the cost items listed on your Purchase Order (PO), the exact quantities delivered at your store/site via Goods Received Notes (GRN), and the supplier invoice to flag differences immediately, protecting your bottom line.
Ready to Make the Switch?
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