Renew Genie | Renewal Management Automation

What Is Renew Genie

Renew Genie is a pre-configured solar sales-to-asset accelerator, built on Zoho CRM and Zoho Creator – a no-code alternative to a custom-built solar ERP, taking a customer from first enquiry through installation to a tracked, managed asset, ready to configure and deploy in weeks.

Pre-Configured · Industry-Specific · Enterprise-Scalable

The Friction Point

Solar businesses don’t lose money on bad leads, they lose it on good leads that fall through the gaps between sales and execution.

Leads scattered across web forms, ads, WhatsApp, and walk-ins, with no single funnel view.
Customer and site data re-keyed manually every time a deal moves from CRM to the execution team.
Fabrication, installation, and QC tracked on WhatsApp threads and spreadsheets, with no stage-wise visibility
Vendor coordination, purchase orders, and material dispatch handled outside the system that’s tracking the project.
No single, live view connecting a customer’s booking amount to what’s actually happening on their roof.

Every one of these is a solar EPC workflow automation problem hiding inside what looks like a handover issue between sales and site teams.

Core Modules & Capabilities

Omni-Channel Lead Capture

Website forms, landing pages, Facebook and Google ads, WhatsApp, calls, and channel-partner referrals, all landing as qualified leads in one CRM funnel.

Sales Automation & Deal Tracking

Lead assignment, follow-ups, quotations, negotiation, and closure tracked through a single activity timeline, calls, emails, WhatsApp, and site documents included.

CRM-to-Creator Handover

The moment a deal is Closed Won, customer, site, electrical, financial, and document data flow into Creator automatically, no re-entry, no lost detail.

Project Execution Workflow

A stage-by-stage build from technical site visit through fabrication, structure installation, quality check, and completion, each with its own forms, photos, and approvals.

Vendor & Procurement Management

RFQs, quotation comparison, purchase orders, dispatch, and delivery tracking, tied directly to the project and vendor consuming them.

Centralized Document Repository

Site images, GPS-tagged visits, technical drawings, government documents, and completion certificates, all linked to the project for its full lifecycle.

How It Works

Discover

(1 week)

Configure

(2–3 weeks)

Deploy

(1 week)

Adopt & Scale

(ongoing)

As approval stages, vendor panels, or regional compliance requirements evolve, RenewXGenie adapts through configuration, not a new build.

Business Outcomes

Time saved: Zero duplicate data entry between sales and execution, and installation stages that move on defined triggers, not follow-up calls.
Visibility gained: one live view from lead funnel to site progress to vendor performance, instead of five disconnected updates.
Risk reduced: every site visit, approval, and QC sign-off captured and linked to the project, so nothing depends on someone remembering to update a spreadsheet.
Revenue protected: booking amounts, pending payments, and project cost tracked against actual execution stage, so collections and delivery stay in sync.

Segment	Use Case
Solar EPC Companies	End-to-end lead-to-installation execution with vendor and procurement coordination.
Solar Distributors & Dealers	Multi-region lead funnel with channel-partner and referral tracking.
Asset Owners / O&M	Post-installation asset tracking, service history, and

Platform & Integration

Built on Zoho CRM and Zoho Creator, with automated CRM-to-Creator sync, email and internal alerting, and task assignment built into every stage transition. Mobile-ready for site engineers and field teams. Role-based access and full activity history across sales, execution, and vendor records. Architected to scale into inventory, finance, service, and asset management as the business grows.

From First Enquiry to Installed Asset – One Connected Solar Engine, Live in Weeks

What Is Renew Genie

The Friction Point