All-in-One Energy CRM for Project-Based Businesses

From lead intake to yearly service reminders, Moonhive’s Energy CRM for project-based businesses helps solar, power, and utility companies manage every process in one place — without switching tools or losing visibility.

Get Started with a Free Energy CRM Demo

See how Moonhive helps you manage leads, deliver projects, and retain clients with reminders and service tickets all from one clean dashboard.

Get Started with a Free Energy CRM Demo
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Everyday Frustrations in Energy Projects Solved by One Energy CRM

Never Lose a Lead Again

Never Lose a Lead Again

Capture and centralize every inquiry from forms, calls, or field visits. With Energy CRM software, every lead is auto-assigned, tracked, and followed up in time.

Follow Up Every Site Visit

Follow Up Every Site Visit

Schedule visits, log field data, and sync updates in real time to keep sales, operations, and delivery aligned.

Send Proposals in No Time

Send Proposals in No Time

Generate accurate proposals using pre-set templates and convert approvals into active, trackable projects instantly.

Support Beyond Handover

Support Beyond Handover

Log issues, manage tickets, and schedule annual service with smart automated reminders.

Close Faster, Deliver Smarter Support Better With Energy CRM

Smart Lead Capture & Auto Assignment

Never lose a potential customer instantly capture and assign leads to the right team for faster response and higher conversions.

Guided Site Visits with Structured Data

Improve sales clarity and close deals faster by logging accurate field data, photos, and client needs in one shared system.

Fast, Accurate Proposals That Convert

Reduce turnaround time and win more projects with ready-to-use templates, automated pricing, and quick approvals.

Real Project Control With Task-Level Costs

Stay on budget and increase profitability by tracking every material, labor, and task cost at each project stage.

Seamless Delivery & Transparent Handover

Build client trust and avoid disputes with milestone tracking, digital handovers, and clear documentation.

Built-In Support Tickets & AMC Automation

Keep customers happy post-installation with built-in ticketing and automated annual maintenance reminders — all inside your Energy CRM system.

How Moonhive’s Energy CRM Transforms Every Department

Our Energy CRM for project-based businesses centralizes sales, technical, and service teams on one platform — making operations faster and more transparent.

Sales & Pre-Sales

Lead Intake, Qualification & Requirement Collection

Capture leads from websites or WhatsApp, qualify them instantly, and assign to your sales pipeline with our energy CRM automation tools.

site vists & TECHNICAL MAPPING

 

Field Surveys, Data Logging & Proposal Creation

Schedule site visits with technical staff to capture on-ground requirements from energy load assessments to installation constraints. All data flows back to the proposal team for fast, accurate quotations. Avoid rework and miscommunication with structured, field-verified inputs.

Project Execution & Delivery

 

Project Creation, Stage-Wise Tracking & Expense Control

Turn accepted proposals into trackable projects with custom stages like Installation, Testing, Commissioning, etc. Assign teams, monitor progress, and track task-level costs. Keep all work transparent and clients updated in real-time from kickoff to delivery.

 After Sales & Service

Support Tickets, AMC Tracking & Auto Reminders

Manage service tickets, AMCs, and inspection reminders from the same Energy CRM system — ensuring long-term client satisfaction.

Engagement Model

Flexible ways to work with Moonhive based on your vision, speed, and scale.

Customers review

Trusted by Energy Experts, Proven in the Field

Everything from lead to installation and after-sales is now in one CRM. No more juggling Excel, WhatsApp, or paper quotes.
— Arun Kumar
Project Manager
We run multiple energy projects simultaneously. This tool helped us manage site visits, track costs, and automate reminders for annual checks.
— Thomas
Business Owner

Why Energy Companies Choose Moonhive’s Energy CRM

Built for project-based energy workflows (solar, electrical, utility, power infra)
AI-ready architecture with smart reminders and lead scoring
Tailored CRM, not a generic sales tool
Built-in ticketing and support flow no third-party add-ons needed

Results That Matter for Project-Based Energy Teams

Faster Project Conversions
38 %
Clients report quicker lead-to-project conversions with clear proposals and site visit flows.
 
Improved Cost Control
42 %

Real-time task-level expense tracking reduces project cost overruns significantly.

Better Client Satisfaction
3.2 x

Automated reminders and support ticket visibility improve repeat service engagement and retention.

Turn Energy Projects Into Profitable , Repeatable Workflows

Get Free Demo

Unlike generic CRMs, Moonhive’s Energy CRM for project-based businesses manages everything — from first contact to project delivery and yearly maintenance — in one intelligent system.

FAQ

Yes from initial inquiry to project completion, all stages are visible and connected.

Absolutely. Our system is used by solar EPCs, electrical contractors, energy consultants, and infrastructure providers.

Yes. Every task under a project can have its own budget, costs, and billing entries.

Yes. We provide a built-in ticketing system and yearly AMC reminder tools.

Most clients are live within 5–10 days with our guided onboarding and template setup.