Case Study

Urjamithra Solar Web Portal with CRM-Integrated Quote System

Renewable Energy

Background

Urjamithra, founded in 2018 and promoted by ANERT (Govt. of Kerala), is a leading solar power solutions provider in Kerala with over 700 residential and 200+ commercial projects completed. To expand its digital reach and simplify customer engagement, the company wanted a smart web portal featuring an intuitive quote generator with dynamic fields, tools to analyze clients’ current electricity usage for accurate solar power recommendations, and seamless CRM integration for automated lead assignment and efficient sales follow-ups.

Challenges

Lack of an online system to collect and manage quote requests efficiently.

No centralized CRM to track leads and sales conversions.

Delays in manual handling of customer consultations and quotations.

Need to improve digital credibility.

Solutions

Designed and developed a web portal for quote generation prominently across the site with smart fields along with features for analyzing clients current electricity for providing required units(kw) solar power plants.

Integrated the quote functionality directly with their CRM, auto-assigning leads to their sales team based on location and type.

Enabled the sales team to access lead details instantly, send faster quotations, and track follow-ups.

Tech Stack Used

Value Created

Reduced quote response time from 24 hours to less than 3 hours.

Increased website inquiries by 4x within the first month.

Improved lead conversion rate by nearly 3× due to automation and faster follow-ups.

Created a hassle-free consultation experience that boosted customer satisfaction.