Solar automation software for Indian EPCs.
SuryaHub does the repeat work for you — auto follow-ups, task routing and AMC reminders — across all eight modules. So your team does the work that grows the business.
What does automation in SuryaHub do?
Automation in SuryaHub does the repeat work for you across all eight modules. SuryaHub auto-fires WhatsApp, SMS and email follow-ups, opens a Job File when a lead qualifies, routes tasks to the right person, and sends AMC renewal reminders at 90, 60 and 30 days — so nothing gets missed and your team stops doing the same manual steps.
Automation is not a separate tool. It is a layer that runs inside the connected platform, from the solar CRM to AMC and service. That is how one team can run far more projects without hiring more back-office staff.
Illustrative — how one automation layer runs across the modules. Not a live screenshot.
Why does manual work cost you money?
When every follow-up, handover and reminder is done by hand, things get missed. Your team is busy, but the busywork hides the leaks. Here is where it costs you:
Forgotten follow-ups
A lead asks for a quote, then no one calls back. The job goes to a faster EPC.
Missed reminders
An AMC renewal or payment date passes with no nudge. That money is now gone.
Slow handovers
A stage is done, but the next person does not know. The project waits for days.
Re-typing the same data
The team copies details into invoices and messages by hand. It is slow and it breaks.
How does automation run across the modules?
Automation is one layer, not one module. It runs inside lead, quote, project, finance and AMC — here is what fires on its own at each step.
Lead Management
When a lead qualifies, SuryaHub opens a Job File and routes it to the right person by territory. No lead waits for someone to remember it.
Quotation
Quote acceptance unlocks the next stage on its own. Q1 to survey, Q2 to sales order — the flow moves without a manual handover.
Customer comms
SuryaHub fires WhatsApp, SMS and email at each stage — quote sent, payment due, visit booked. Your team stops typing the same message all day.
Finance & GST
Milestone payment reminders go out on time, and GST invoices are built from the same record. Less chasing, fewer manual invoices.
AMC & Service
SuryaHub auto-schedules each service visit and fires renewal reminders at 90, 60 and 30 days, so AMC revenue does not slip.
Compliance
DISCOM forms, GST invoices and handover certificates are generated as PDFs from project data, so paperwork is ready, not retyped.
What can SuryaHub automate today?
These automations are live now: auto follow-ups, auto Job File, task routing, stage-gating, AMC reminders and compliance PDFs.
Auto follow-ups (WhatsApp/SMS/email)
SuryaHub sends the right message at each stage, so leads and customers hear from you without manual typing.
Auto Job File on qualify
When a lead qualifies, SuryaHub opens the project record for you, so work starts and nothing gets lost.
Auto task routing
Tasks go to the right person by territory and role, so no job sits in an inbox waiting to be assigned.
Stage-gated workflow
Each step unlocks the next only when its work is done, so projects move in order and skip nothing.
90/60/30-day AMC reminders
SuryaHub fires renewal reminders at 90, 60 and 30 days, so contracts get renewed on time, not lost.
Auto compliance PDFs
GST invoices, DISCOM forms and handover certificates are built from project data, so they are ready when you need them.
Early pilots point to less manual work and fewer missed follow-ups — ranges we're still proving. SuryaHub is pre-revenue; real pilots are Suryantra Energy and RGESPL.
What AI features are coming next?
These AI features are on our roadmap, not live yet. We list them so you know where SuryaHub is headed — but you buy on what works today, not on a promise.
AI lead scoring
Rank new leads by how likely they are to close, so your sales team calls the best ones first.
AI chatbot
Answer common customer questions on your website and WhatsApp, day or night, and pass real buyers to your team.
AI caller
Place first-touch calls to new leads and book the survey, so your team spends time only on warm enquiries.
Why automate inside SuryaHub?
Automate inside SuryaHub because the work already lives here. One layer runs across every module, built for how Indian solar EPCs really work.
One layer, every module
Automation is not a bolt-on. It runs inside lead, quote, project, finance and AMC — one connected flow, not eight tools.
Built on real solar work
The automations match how Indian EPCs actually work: PM Surya Ghar, DISCOM, GST and 25-year AMC, not a generic template.
Honest about AI
We tell you what is live today and what is on the roadmap. The auto follow-ups, routing and reminders work now.
India-first and mobile
Hindi-ready, mobile for field teams, and built for Indian EPCs. Run it in the cloud or on-prem.
Take the busywork off your team.
Bring a few real projects. We'll show auto follow-ups, task routing and AMC reminders running end to end — on your data.
Automation questions, answered.
What does automation in SuryaHub do?+
Automation in SuryaHub does the repeat work for you across all eight modules. SuryaHub auto-fires WhatsApp, SMS and email follow-ups, opens a Job File when a lead qualifies, routes tasks to the right person, and sends AMC renewal reminders at 90, 60 and 30 days, so nothing gets missed and your team stops doing the same manual steps.
Does SuryaHub use AI?+
SuryaHub automates work with clear rules today: auto follow-ups, task routing, stage-gating and renewal reminders all work now. AI features such as AI lead scoring, an AI chatbot and an AI caller are on our roadmap, not live yet. We tell you what ships today so you can buy on what works, not on a promise.
How do auto follow-ups work?+
SuryaHub sends WhatsApp, SMS and email messages at each stage of the project, like quote sent, payment due and visit booked. The message goes out on its own, so your team does not type the same thing all day and no lead or customer is left waiting.
Does SuryaHub send AMC renewal reminders automatically?+
Yes. SuryaHub watches each AMC contract end date and fires a renewal reminder at 90 days, again at 60 days, and again at 30 days before it ends. This gives your team time to call the customer and renew, so AMC revenue does not slip away.
Is automation a separate module?+
No. Automation is not a separate module in SuryaHub. It is a layer that runs inside all eight modules, from lead and quote to finance and AMC. So one connected flow moves a project forward, instead of you stitching eight tools together by hand.
Will automation work over WhatsApp?+
Yes. SuryaHub sends automatic follow-ups over WhatsApp, SMS and email. For full two-way WhatsApp at scale, add the WhatsApp Business API (₹10,000 plus ₹1,500 per month). The Pro edition includes the full WhatsApp Business API for high-volume EPCs.
Is SuryaHub automation built for Indian EPCs?+
Yes. SuryaHub automation is built for Indian solar EPC companies, with WhatsApp follow-ups, GST and DISCOM PDFs, and AMC reminders. SuryaHub is pre-revenue; real pilots include Suryantra Energy and RGESPL.