Platform Features

Everything You Need to Run a Modern Solar Business

Enerixis packs lead management, field operations, document collection, loan processing, installation tracking, team management, and analytics into one unified platform — no integrations needed.

Lead Management

Convert More Leads with AI-Powered Automation

Capture leads from every channel, intelligently assign them to the right rep, and track every touchpoint until conversion.

Multi-Channel Lead Capture

Website forms, Facebook ads, campaigns, referrals — all leads land in one place automatically.

Pincode & Zone Assignment

Auto-route leads to the right rep based on service zone, pincode, and team capacity in real time.

AI Lead Scoring

Prioritize leads by likelihood to convert using AI models trained on your own conversion data.

Automated Follow-Ups

Schedule WhatsApp, email, and call reminders so no lead ever falls through the cracks.

Field Operations

Schedule, Dispatch & Track Field Teams in Real Time

Give your field teams clarity and your managers visibility — from the first site visit to final commissioning.

Smart Visit Scheduling

Drag-and-drop calendar with auto-conflict detection for your entire field team.

Live GPS Tracking

Real-time map view of all field agents with route history and geo-fenced check-ins.

Cloud-Based Access

Manage leads, installations, and operations from one cloud platform.

Geo-Verified Attendance

Track attendance automatically when agents check in from approved locations.

Documents & Loans

Go Paperless with Digital Document & Loan Management

Collect, verify, and manage every document digitally. Track loan applications from submission to disbursement.

Digital Document Collection

Collect customer documents through secure upload links.

Automated Verification Checklists

Ensure all required documents are collected before approval.

Loan Management

Track loan applications, approvals, and disbursements from a centralized dashboard.

Disbursement Tracking

Monitor loan disbursements, milestone payments, and financial status in real time.

Installation

Monitor Every Installation from Dispatch to Commissioning

Every active project is visible in one place. Milestones, checklists, photos, and customer sign-offs — all tracked automatically.

Project Milestone Tracking

Define custom milestones and track progress with photo evidence at each stage.

Technician Dispatch & Job Sheets

Assign technicians, send digital job sheets, and track work completion in real time.

Customer Progress Notifications

Keep customers updated at every project milestone.

Digital Handover & Commissioning

Generate digital commissioning certificates and collect customer sign-off electronically.

Team Management

Drive Team Productivity with Complete Visibility

Monitor, motivate, and manage your sales and field teams with data-driven insights and performance dashboards.

Multi-Role User Management

Separate dashboards for managers, sales reps, field agents, and back-office staff.

Performance Leaderboards

Gamify productivity with real-time leaderboards, targets, and incentive tracking.

Training & Onboarding

Built-in training modules and document sharing to onboard new team members fast.

Role-Based Access Control

Granular permissions ensure every user sees only what they need — with full audit logs.

Analytics & Reports

Actionable Insights for Every Business Decision

From daily operational reports to executive dashboards, get the data you need to grow faster.

Executive Dashboard

Single-page view of revenue, team performance, and project KPIs for leadership.

Sales Analytics

Conversion funnels, rep performance, pipeline forecasting, and lost deal analysis.

Operations Reports

Site visit productivity, installation cycle time, and field team efficiency metrics.

Custom Report Builder

Build and schedule custom reports for any stakeholder — export to PDF or Excel.

Platform

Enterprise-Grade Infrastructure Built for Scale

Enerixis is built on enterprise infrastructure that grows with your business — from 5 users to 5,000.

Enterprise Security

Secure cloud platform with encrypted data and role-based access.

Multi-Branch Support

Manage teams, zones, and operations from one account.

API & Integrations

REST API and native integrations with WhatsApp, Razorpay, major banks, and more.

99.8% Uptime SLA

Multi-region infrastructure with automatic failover and zero-downtime deployments.

Complete Feature List

Every Feature, All Included

No hidden modules. No add-on pricing. Everything in every plan.

Multi-channel lead capture
AI lead scoring
Zone & pincode assignment
Lead pipeline view
Automated follow-ups
Customer 360° profile
Site visit scheduling
Field GPS tracking
Geo-verified attendance
Visit reports & photo capture
Digital document collection
Document verification checklists
Bank loan integrations
Disbursement tracking
Subsidy workflow management
Installation milestone tracking
Technician dispatch & job sheets
Customer progress notifications
Digital commissioning
Multi-role user management
Performance leaderboards
Training & onboarding tools
Role-based access control
Audit logs
Executive dashboard
Sales analytics
Operations reports
Custom report builder
Scheduled report delivery
Multi-branch support
REST API access
WhatsApp integration
99.8% uptime SLA
Enterprise security (SOC 2)
Data encryption at rest & transit
24/7 technical support
FAQ

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Transform Your Solar Operations Starting Today

Transform your solar operations with Enerixis — manage leads, site visits, loans, installations, teams, and reporting from one powerful platform.

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