Solar Quotation and CRM System by Jai JalanSolar Quotation and CRM System by Jai Jalan

Solar Quotation and CRM System

Jai Jalan

Jai Jalan

I met the founder (a solar industry veteran) who was expanding his business and wanted to build a platform to effectively and accurately generate the solar quotations to onboard sales team.
I developed a robust web-based solution to help the sales team create accurate, data-driven proposals by integrating high-resolution rooftop imagery and NREL’s sunlight and weather data via API. Leveraging SAM's C++ models and utility data, the system accurately predicts solar production, ensuring consistent and reliable proposals.
Additionally, along with my team, we implemented one-click financing, integrating two major solar finance providers to make credit checks and loan applications effortless for customers.
To improve data accessibility, we built an async engine that syncs data to Zoho CRM, simplifying data navigation for the operations team. We also optimized commission calculations for the sales team, reducing time spent on these tasks from days to just minutes.
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Posted Oct 26, 2024

Automating solar sales & ops with precision—integrated high-res imaging, real-time financing, and seamless data sync using Node, React, and C++