Leads, accounts and opportunities sync both ways; a closed-won deal opens a ReDesk project automatically.
Deal stages mirror project milestones, so marketing sees what actually got installed.
Contacts, quotes and site details flow into the project record without re-keying.
Pipeline stays in Pipedrive; the design, proposal and schedule live in ReDesk.
Enquiries land as ReDesk projects with the source and campaign attached.
Purchase orders, invoices and payment status post to Tally with GST fields already mapped.
Bills, receipts and project cost centres reconcile without a monthly export.
Invoices raised in ReDesk appear in Books, and payment status flows back.
GST e-invoicing and e-way bill generation from the purchase order, filed automatically.
Project procurement posts to SAP with cost centres, GRNs and supplier terms intact.
Inverter and optimiser telemetry at 15-minute resolution, normalised into the ReDesk schema.
Generation, fault codes and battery state pulled from the ShinePhano cloud.
iSolarCloud plant data mapped to assets by serial, with per-string readings.
Plant, device and alarm data with optimiser-level detail where available.
Hybrid inverter and battery telemetry including depth of discharge and cycle count.
For inverters with no cloud API — a local gateway reads Modbus TCP or RTU and pushes to ReDesk.
Net-meter and import-export readings aligned to generation for true savings maths.
Proposals and contracts sent for signature; the executed copy files itself against the project.
Aadhaar e-sign, KYC and document verification for subsidy and loan packets.
Signature workflows with the project record as the source of truth for who signed what.
Mirror project documents to a Drive folder your team already has access to.
Customers share verified identity and property documents without uploading scans.
Milestone collections, AutoPay mandates and refunds, reconciled against the project ledger.
Bharat BillPay collections for AMC and instalment payments, with instant confirmation.
Recurring mandates for financed systems, created and managed inside the customer app.
Payouts to partners and subcontractors triggered by verified milestone completion.
Consented bank and consumption data for faster underwriting, under the RBI AA framework.
Job assignments to crews and progress updates to customers on the channel they read.
Transactional SMS for dispatch, OTP and milestone confirmations with delivery receipts.
Escalations, failed gates and payment events posted to the channel that owns them.
Project alerts and approval requests routed into Teams with an action button.
Threaded customer email attached to the project so nothing lives only in an inbox.