Compare
How to compare solar ERP and CRM software.
Most demos look good for ten minutes. The differences show up when you ask about your own work: how roles are controlled, how delivery steps are defined, how partners are handled, what happens after installation. Use these questions with any vendor, ours included.
What should a solar business look for in software? A shared record from enquiry to service, a delivery checklist you can define, control over who sees what, channel partner handling, stock tied to projects, an approval workflow for money, and an implementation that studies your business first.
Compare by approach
Start with how you work today.
Ten questions
What to ask, and how HelioLattice answers.
Each question maps to a real day-to-day need in a solar company.
| Question | What HelioLattice offers |
|---|---|
| Can we define our own delivery stages? | Yes. Stages, items, documents and owners are defined by your administrator, with utility and subsidy steps that switch on and off per job. |
| How granular are roles and permissions? | 269 permission controls across 26 areas, custom roles, data scopes and stage-level locks. |
| Can we hide margins from sales? | Yes. Internal costing is visible only to roles with that permission. |
| How are channel partners handled? | A separate partner portal with lead submission, status visibility, duplicate holds and commission tracking. |
| Is stock tied to projects? | Yes. Warehouses, transfers, project issues, returns and a ten-type movement ledger. |
| Does it handle money approval? | Claims with proof, separate verify, approve and post steps, and exports to Excel and Tally. |
| What happens after installation? | AMC invoices and receipts, support tickets, service costs, warranty replacements and vendor recovery on the customer's record. |
| Can surveyors use it on a phone? | Yes. A mobile browser survey captures location, details and categorised photos. |
| Do we get reports without exports to Excel? | More than twenty built-in reports, an owner dashboard and a personal work queue. |
| How is it implemented? | A business study, configuration of stages, roles and catalogue, and starting data setup, quoted in writing after a demo. |
Keep exploring
Connected pages.
Questions
Common questions.
Can I use these questions with other vendors?
Yes. They are written around real solar operations, so they work for any vendor you evaluate.
What matters most?
Usually the delivery checklist, roles and permissions, and how the vendor implements your business, because they decide whether your team actually adopts the system.
Do you compare with named competitors?
We publish a comparison only when every claim can be verified. Today we compare by approach, such as spreadsheets and chat groups.
Bring your own list of questions.
In the demo we answer them on your jobs, not on sample data.