OCTFIS TECHNO LLP
OCTFIS TECHNO LLP | SOLAR EPC ERP

End-to-End Solar Business Management Solution

Streamline your Solar EPC operations on the unified Zoho Ecosystem. From lead generation, site surveys, automated capacity math, DISCOM/CEI approvals, material dispatch, installation tracking to subsidy, invoicing, and accounting.

Integrated Technology Stack

Final OCTFIS Zoho Ecosystem for Solar EPC

We leverage seven tightly integrated Zoho applications to digitize every phase of your solar business lifecycle.

Sales & CRM

Zoho CRM

Lead, Customer & Sales Management, pipeline visibility, and deal tracking.

Custom App Engine

Zoho Creator

Custom Solar Logic, capacity calculators, site survey forms & complex workflows.

Project Execution

Zoho Projects

Solar Project Execution, milestones, tasks, subtasks & field installation tracking.

Material & Stock

Zoho Inventory

Material & Inventory Management, site delivery challans & store inward/returns.

Finance & Billing

Zoho Books

Accounting, GST, Invoicing, Payments & operational financial reporting.

Document Repository

Zoho WorkDrive

Centralized document management for site photos, approval files & compliance records.

MIS & BI Analytics

Zoho Analytics

Executive MIS, dashboards & management reporting for sales and project progress.

Comprehensive Solution Matrix

20 Key Solar Business Problems vs. OCTFIS Solutions

Filter by operational category or search to discover how OCTFIS addresses specific challenges in solar execution.

01Sales & Leads
Business Challenge
Leads come from multiple sources and are difficult to manage centrally.
OCTFIS Solution
Centralized lead capture, classification and assignment process.
Zoho CRM
02Sales & Pipeline
Business Challenge
Sales team lacks visibility of lead and deal status.
OCTFIS Solution
Standardized sales pipeline with automated follow-ups and status tracking.
Zoho CRM
03Customer Handover
Business Challenge
Customer and project information is entered repeatedly by different teams.
OCTFIS Solution
Single customer/project record with automated Sales-to-Project handover.
Zoho CRM + Zoho Projects
04Capacity Math
Business Challenge
Solar capacity calculation is handled manually.
OCTFIS Solution
Automated capacity calculation based on consumption, set-off and DISCOM rules.
Zoho CRM + Zoho Creator
05Site Survey
Business Challenge
Site survey information is scattered across forms and documents.
OCTFIS Solution
Structured digital Solar Site Survey with technical and site information.
Zoho CRM + Zoho Creator
06Document Compliance
Business Challenge
Customer/project documents are difficult to track.
OCTFIS Solution
Stage-wise document checklist with mandatory document tracking.
Zoho Projects + Zoho WorkDrive
07DISCOM / CEI Workflows
Business Challenge
DISCOM/CEI/GEDA processes are complex and difficult to monitor.
OCTFIS Solution
Dedicated workflow for feasibility, SR, CEI, GEDA, meter and approval processes.
Zoho Projects + Zoho Creator
08Regulatory Customization
Business Challenge
Different project types require different processes and documents.
OCTFIS Solution
Conditional workflows based on project type, capacity, subsidy and regulatory requirements.
Zoho Creator + Zoho Projects
09Execution Automation
Business Challenge
Sales-to-execution handover depends on manual communication.
OCTFIS Solution
Closed-Won Deal automatically initiates project execution workflow.
Zoho CRM + Zoho Projects
10Milestone Tracking
Business Challenge
Project teams don't know which task/milestone is pending.
OCTFIS Solution
Standardized project templates, milestones, tasks and subtasks.
Zoho Projects
11Material Availability
Business Challenge
Material availability is checked manually.
OCTFIS Solution
Project-wise material availability and material request workflow.
Zoho Inventory + Zoho Creator
12Dispatch & E-Way Bill
Business Challenge
Material dispatch and site delivery records are difficult to track.
OCTFIS Solution
Material dispatch workflow with Delivery Challan and E-Way Bill documentation.
Zoho Inventory + Zoho Projects
13Site Material Return
Business Challenge
Unused material from site is not properly tracked.
OCTFIS Solution
Digital Material Return Request and store inward process.
Zoho Creator + Zoho Inventory
14Installation Quality
Business Challenge
Installation progress and site evidence are difficult to control.
OCTFIS Solution
Mandatory installation photos, checklists and execution-stage tracking.
Zoho Projects + Zoho WorkDrive
15Commissioning & Testing
Business Challenge
Commissioning and inspection activities are managed manually.
OCTFIS Solution
Structured commissioning, CEI inspection, testing and approval workflow.
Zoho Projects
16Meter & Subsidy
Business Challenge
Meter file, meter installation and subsidy activities can be missed.
OCTFIS Solution
Dedicated stages with status tracking and document requirements.
Zoho Projects + Zoho WorkDrive
17Ground Mounted Solar
Business Challenge
Ground Mounted Solar projects involve complex land and regulatory activities.
OCTFIS Solution
Dedicated Ground Mounted Solar lifecycle from land identification to commissioning.
Zoho Projects + Zoho Creator
18Executive Dashboards
Business Challenge
Management lacks real-time sales and project visibility.
OCTFIS Solution
Centralized dashboards and MIS for sales, execution, pending activities and projects.
Zoho Analytics
19Document Management
Business Challenge
Project documents are distributed across emails and local systems.
OCTFIS Solution
Centralized project document repository with structured access.
Zoho WorkDrive
20Financial Synchronization
Business Challenge
Accounting and operational processes are disconnected.
OCTFIS Solution
Operational transactions flow into Zoho Books for accounting, GST, invoicing, payments and financial reporting.
Zoho Books + CRM + Inventory + Projects
Execution Pipeline

Overall End-to-End Solar Process Lifecycle

A seamless 18-stage operational journey across the complete Solar EPC lifecycle - from lead generation and sales through execution, accounting, final handover and project closure.

Phase 1

Sales & Technical Engineering

01
Lead Generation
02
Sales Pipeline
03
Site Survey
04
Capacity Calculation
05
Proposal
06
Deal Closure
Phase 2

Onboarding & DISCOM Regulatory Approvals

07
Project Creation
08
Documentation
09
DISCOM / CEI / GEDA
Phase 3

Material Logistics & Field Execution

10
Material Management
11
Installation
12
Commissioning
13
Meter Installation
Phase 4

Financial Settlement & Final Handover

14
Subsidy Processing
15
Invoice & Payment
16
Accounting
17
Handover
18
Project Closure
Solution Positioning & Enterprise Scope

Total Solar Business Automation by OCTFIS

OCTFIS provides an End-to-End Solar Business Management Solution powered by the integrated Zoho Ecosystem, covering the journey from lead generation and solar sales through site survey, capacity calculation, regulatory documentation, material management, installation, commissioning, subsidy, invoicing, payment, accounting, final handover and project closure.

Sales & Capacity Engine

Multi-source lead capture, digital site survey forms & automated solar capacity math based on DISCOM rules.

Regulatory Compliance

Feasibility, SR, CEI, GEDA approvals, meter file installation & stage-wise document compliance checklists.

Material & Execution

Project-wise inventory requests, Delivery Challans, E-Way bills, site return logs & mandatory photo evidence.

Finance & Executive MIS

Automatic transaction posting into Zoho Books, GST invoicing, subsidy tracking & real-time analytics.

Quantifiable Business Impact

Key Strategic Benefits for Solar Enterprises

Complete DISCOM Process Tracking

Structured milestone and workflow tracking helps reduce the risk of missed activities across the solar project lifecycle.

Automated Handover

Closed-Won deals instantly trigger standardized project templates and task assignments.

Site Material Control

Track project-wise inventory, Delivery Challans, E-Way bills, and digital store returns.

Executive Dashboards

Real-time MIS analytics for management across sales pipelines, project bottlenecks, and financial status.

About Us

Octfis Techno LLP is a Zoho Premium Partner with deep expertise in Zoho implementation, customization, integrations, workflow automation and industry-specific business solutions. Our team helps organizations build connected systems that improve efficiency, visibility and scalability.

Info

Head Office

609, AR Mall, Opp.Panvel Point, Mota Varachha, Surat- 394101, Gujarat,India

Surat Branch 
21, Nandanvan Society, Katargam,
Surat -395004, Gujarat, India

Rajkot Branch
530, West Gate 2, Ayodhya Chock, 150 Feet Ring Road,
Rajkot- 360006, Gujarat, India

Canada Branch

199, Macedonia Crescent, Mississauga, Ontario, 

Canada L5B 3R8

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