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Stop losing EPC leads to disconnected sales workflows

ZEP Sales helps you centralize lead capture, documentation, site visits and proposals to win more projects.

ZEP Sales
Sales StatusJune 2026

Leads Created

25

4.3%from last period

Leads Converted

13

4.3%from last period

Order Value

₹10 Cr

4.3%from last period

Monthly Revenue
12
8
4
0
Jan
Feb
Mar
Apr
May
Jun

Why EPC sales stall between enquiry and execution

When handoffs between site visits, quote revisions, and approvals are disconnected, deals slow down, details get lost, and reps spend more time coordinating than selling.

Scattered leads result in missed follow ups

Enquiries land in personal WhatsApps, emails, or paper pads, sitting for days before anyone follows up.

Every sales person has their own quote format

Reps build quotes in Word or Excel, leaving conflicting versions floating around with zero audit trail.

Important site details get lost after the visit

Surveys rely on quick phone calls or incomplete notes, forcing quotes to be built on guesswork instead of accurate site data.

Only the lead owner knows what's happening

Reps on the road are the sole source of truth, forcing managers to call repeatedly just to get a routine update.

Managers can't see which deals need attention

Without automated signals for deal age, stage delays, or expected value, leadership cannot see which revenue is actually at risk.

Missing key details in sales to operations handover

Crucial customer requirements and site specifications get dropped when passing a won deal to the execution team.

How ZEP turns fragmented sales into a growth engine

ZEP gives your sales team one structured workflow to capture enquiries, schedule site surveys, build quotations, and manage follow-ups, so every deal moves toward closure without anything falling through the cracks.

Every deal tracked in real-time

From signed deal to project kickoff, zero data re-entry with ZEP Projects

ZEP360 connects Sales and Projects in one platform. When an EPC deal is won, all customer details, site data, approved scope, and signed quotes automatically become an execution-ready project.

ZEP Sales

Approved scope/BOQSite surveySigned documentsClient details

ZEP Projects

Client updatesProject planningBudgetingResource allocation

Scaling sales with ZEP from first contact to closed deal

A lead on ZEP Sales moves through a configurable pipeline built around how EPC sales actually happens, not a generic funnel with your industry's name stuck on top.

Stage 1

Enquiry captured

Capture enquiries from WhatsApp, website forms, calls, referrals and other channels into one pipeline automatically.

Stage 2

Opportunity qualified and assigned

Classify the opportunity, assign ownership and prioritize the right enquiries.

Stage 3

Site visit is scheduled and captured

The team visits the site and fills a mobile form with photos and measurements, synced back the moment it's submitted.

Stage 4

Quotation built and shared

A quote is generated based on the survey data and shared over WhatsApp with a secure link.

Stage 5

Keep follow-ups moving at every stage

Manage follow-ups, reminders, tasks and activities throughout the sales journey so leads are not forgotten.

Stage 6

Deal is tracked to close

The pipeline shows exactly which stage the deal is in, win or lose, without a phone call to the rep.

Stage 7

Performance visible without asking

Every rep's numbers, and conversion rates show up on one dashboard.

Everything your sales team needs, in one system

Each stage of that workflow is backed by a specific set of tools below, not a bucket of generic CRM features that only sort of apply.

Enquiry Management

Every enquiry from WhatsApp, web, IndiaMart, Justdial, or a missed call lands in one pipeline automatically.

Lead Management

Leads get scored hot, warm, or cold based on rules you set, so your team knows who to call first.

Opportunity/Pipeline Management

A visual pipeline shows every deal's stage, value, and time, so a stuck deal gets noticed before it goes cold.

Quotations & Estimates

Create, review, revise, and track quotations from one place, with quotation status and version history

Checklist and Forms

Standardize information with configurable forms and checklists, so every required field & document is captured consistently.

Built by people who've run this business, not just coded for it

Built by EPC sales veterans, ZEP Sales maps and configures your exact process stage by stage eliminating the need for internal working process changes

Process DiscoveryWe map your organization'sprocessesZEP CustomizationWe configure ZEP to mirror yourorganization's operating model.Process EngineeringWe architect your operationalworkflows.Team TrainingIn-depth training for your team.Go LiveStart using the unified platform foryour business.

Built for your industry

The sales stages stay the same across all of this. What changes is how each vertical actually moves from enquiry to signed deal.

Solar EPC

Configured for the solar sales journey, from site survey through subsidy tracking.

Construction and MEP

Handles multi discipline BOQs and long, multi stage sales cycles.

Real Estate

Tracks enquiries from listing sites through to booking and possession.

Field Services

Supports every field service business with in depth SLA management workflows.

EV Charging

Manages site assessment and load sanction as part of the sales process.

Facility Management

Tracks recurring service enquiries and AMC renewals as sales opportunities.

Operations Upgrade in Action

See how leading EPC, utility and infrastructure enterprises eliminate chaos, trace material flows, and execute with operational visibility.

42%

Faster PO Cycle

18%

Cost Reduction

Cutting procurement delays across 40+ active sites

“We know every order's status without a single follow-up call.”

Guy Hawkins

VG - Van Group

29%

Utilization Gain

$1.2M

Recovered Per Year

Optimizing material flow and machinery allocations

“ZEP360 gave us the site-level visibility we were flying blind without.”

Darrell Steward

Kappa - Kappa Corporation

3.5x

Faster Billing Cycle

99.4%

Budget Accuracy

Streamlining client billing and tender margin limits

“The tool discouraged itself. Company margin logic went systemic.”

Jacob Jones

Ome - Omega Corporation

Your business data. Guarded like fortknox

ZEP360 runs on encrypted cloud infrastructure, gives you full control over who on your team sees what, and you retain ownership & export rights to your own data at all times.

Encryption and Data Protection

Enterprise data is encrypted in transit and at rest using industry-standard security protocols, with strong controls for handling sensitive and confidential information.

Identity and Access Management

Role-based access, least-privilege permissions, secure authentication, and access reviews ensure only authorised users access customer data.

Continuous Monitoring and Auditability

Security events and critical user activities are logged and monitored to support threat detection, investigation, and enterprise audit requirements.

Business Continuity and Resilience

Regular backups, recovery procedures, and incident-response processes help maintain service availability and protect customer data during unexpected events.

Scale your business stress free.

Run every solar project from lead to subsidy to handover on one system.

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Frequently Asked Questions

Everything you need to know about onboarding, customization, security, and support for your EPC operations.

Most EPC businesses run leads in a spreadsheet or a generic CRM built for simple, one-call sales. ZEP Sales is built around the actual EPC sales sequence, lead, site survey, quotation, follow up, close, so the pipeline stages and quote logic already match how a solar, construction, or interior deal moves, instead of forcing it into stages built for software sales.

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Office

Greater Noida, UP | Kochi, Kerala

94003 19775

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