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How a Solar Installation Company Replaced Google Sheets With a Complete Business OS on Sangam CRM

Altin Energy
Dip Desai
Feb 2026 - May 2026

Overview

From Scattered Sheets to a 360° View of Sales, Projects & Payments.

A growing solar installation company was running their entire business, leads, projects, payments, and field teams on Google Sheets and WhatsApp group chats. As the team and client base grew, cracks started appearing: leads slipped through without follow-up, project statuses were invisible to management, field attendance went untracked, and overdue payments piled up with no alert system in place.

They needed more than a sales CRM. They needed a single system to run their full business. Technofet implemented Sangam CRM from the ground up configuring it as a complete business operating system across sales, project management, payments, HR, and reporting.

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What was breaking down

Open leads were invisible: no way to see which leads were untouched or overdue for follow-up
No project status tracking: ongoing installations could stall with no one noticing
Zero employee tracking: field attendance, location, and on-site visit data were completely missing
No performance data: management had no way to measure individual salesperson output
Pending payments were invisible: finance team had no dashboard to follow up on overdue amounts
Everything ran on WhatsApp and manual spreadsheets: error-prone, unstructured, and unscalable

What We built in Sangam CRM

No more lost leads: every open lead is visible to the owner and the sales manager at all times
Project progress is tracked end-to-end, with tasks auto-assigned so no step is missed
Finance team now follows up on pending payments with due-day visibility, no more missed collections
Management can measure individual salesperson performance with conversion ratios and lead loss reasons
Field team attendance and location is tracked daily, with photo evidence of on-site visits
The owner now has a single dashboard view of the entire business, sales, projects, payments, and people

What the business gained

We configured Sangam CRM as a complete business OS, not just a sales tool. 

Lead-to-opportunity flow with stage-wise tracking
Salesperson-wise lead assignment and performance tracking
Project records with status tracking (not just sales)
Tasks auto-assigned based on project status to the right employee
Advance and received amount logged per client
Pending balance and overdue days visible at a glance
Check-in / Check-out with live location captured
Photos uploaded directly on field visits
Daily attendance system for all 10 employees
CRM Training, Onboarding & Support