Description
SolarMitra – Solar Business Management Platform | W3CMS Laravel Module
SolarMitra – Solar Business Management Platform | W3CMS Laravel Module is a comprehensive solar energy business management platform built on Laravel’s latest 12.x version, delivered as a plug-and-play module for the W3CMS-Laravel | Content Management System. It’s designed specifically for solar installers, EPC companies, and solar enterprises to manage their complete business lifecycle — from lead capture and quotations, through project installation, to invoicing and payment reconciliation.
Features
- Lead Management — Full sales pipeline with stages (New, Contacted, Qualified, Proposal Sent, Won, Lost), follow-up scheduling with repeat options (weekly/monthly/quarterly/yearly), table & grid views, bulk actions, and Excel import/export.
- Multi-Step Project Lifecycle — Structured workflow covering Documents, Verification, Subsidy, Structure, Net Metering, and Handover, each with its own tracked sub-steps and a visual progress bar.
- Professional Quotation Management — Build quotations from your material library with auto-pricing, generate branded PDFs, share via link, and convert to invoices in one click.
- Invoice Management — Create invoices standalone or from approved quotations, track Paid/Unpaid status, generate & share PDFs, and record payments.
- Transaction Management — Track every Income and Expense with categories, payment modes (Cash/Bank/Cheque), attachments, and summary dashboards.
- Material Library — Centralized catalog of panels, inverters, batteries, mounting structures, and services, organized by category, brand, and unit, with Excel import/export and auto-create for missing categories/brands.
- Contact Management — Six dedicated contact types: Clients, Staff, Contractors, Suppliers, Investors, and Partners, each with tailored fields and multiple address types (Billing, Shipping, Project).
- Marketing Campaigns — Track campaign performance by channel (Email, SMS, WhatsApp, Social, Event), monitor leads generated and conversion rate per campaign.
- Role-Based Access Control — Predefined roles (Admin, Manager, Executive) plus custom roles, with granular per-module permissions (View/Create/Edit/Delete/Import-Export) and both role-based and user-based overrides.
- Real-Time Dashboard — Financial snapshot, project status overview, sales funnel visualization, and recent activity feed, with flexible time-range filtering.
- Business Configuration — Company profile, logo, bank accounts, and a tabbed Configuration Master (Global, Staff, User, Invoice, Quotation, Lead, Tax, Solar, Solar Project) with Factory Reset support.
- Admin Panel — System-wide control over all registered businesses, global material library, transaction types, project phases, lead channels/sources, and in-app user feedback.
