Features — RAYVO Solar CRM, ERP and Design Software

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Features

Every capability in RAYVO, module by module. Each one works on its own and shares its data with the rest.

3D Solar Design

Design and visualize rooftop solar installations in professional 3D.

Rooftop modelling
Build the roof in 3D with its planes, pitch and obstructions so the design matches the site.
Panel layout
Place rows and columns of modules, set spacing and orientation, and see the array take shape.
Capacity and yield
See system size, module count and an annual generation estimate as the layout changes.
Presentation views
Show customers a clear 3D view of what will be installed on their roof.
Linked to the customer
Designs sit with the lead or customer record, not in a separate folder.
Into the quotation
Carry the designed system into a priced quotation without typing it again.

Leads, customers, follow-ups, quotations, projects and payments in one place.

Lead pipeline
Track every enquiry by stage, source and value, from first call to won.
Follow-ups
Schedule calls and visits, see what is due today, and never miss one.
Customer profile
One view of a customer: quotations, projects, invoices, payments and history.
Site surveys
Record rooftop, load and connection details before you design.
Team and ownership
Assign leads to people. Each salesperson sees their own work; managers see the team.
Imports
Bring leads in from spreadsheets and directories in one step.

Projects, inventory, vendors, expenses and operations, connected.

Inventory
Stock by product and warehouse, with reservations for accepted quotations.
Purchase orders
Raise, approve and receive purchase orders against real requirements.
Vendors
Keep suppliers, their prices and their orders in one place.
Warehouses
Track material across locations and transfers between them.
Expenses
Record project and business expenses where they happen.
Serial numbers
Trace panels and inverters from receipt to installation.

Professional, customizable solar quotations — WhatsApp-ready.

Quick quotation
Capacity in, price out: a rate per kW turns an enquiry into a quotation in one step.
Detailed builder
Products from your catalogue, line by line, with discounts, charges and payment terms.
GST done right
HSN codes, CGST and SGST or IGST by place of supply, worked out for you.
PM Surya Ghar subsidy
The published subsidy slab applied, shown clearly to the customer.
Share and accept
Send a link or PDF on WhatsApp. Customers can accept or ask for changes.
Revisions
Revise a quotation and see exactly what changed between versions.

Track execution, installation, expenses, tasks and payments.

Milestones
Survey, design, dispatch, installation, net metering and handover, tracked stage by stage.
Tasks
Assign work to engineers and technicians and see what is done.
Material
Stock reserved and issued for each project.
Expenses
Costs recorded against the project as they happen.
Payments
Milestone payments linked to the work that earned them.
Profitability
Revenue against real costs, project by project.