Solar lead management

Solar lead management software that captures every enquiry

Capture every solar enquiry from Facebook, WhatsApp, OLX and walk-ins. Record kW, electricity bill, city and system type, import from Excel and stop duplicate leads.

What is solar lead management in SolarSales?

SolarSales is solar lead management software for Pakistani installers. It stores every enquiry with the details a solar sale depends on — required kW, monthly electricity bill, city, budget and on-grid, hybrid or off-grid preference — assigns it to a salesperson and creates the first follow-up task automatically.

Available on: All plans. Compare plans

Benefits

Why solar installers choose SolarSales for solar lead management

Solar-specific lead fields

Required kW, monthly bill, budget, roof/site notes, residential, commercial, industrial or agricultural (tube well) category, and on-grid, hybrid or off-grid preference.

Every lead source tracked

Facebook, Instagram, WhatsApp, Google, OLX, referrals, walk-ins, phone calls and exhibitions — so you know which marketing actually brings installations.

Excel & CSV import

Bring your existing lead sheets across in minutes. Duplicates are detected by phone number and skipped automatically.

Customer profile & history

Every call, site visit, note, quotation and stage change on one timeline — nothing lives only in a salesperson's phone.

Assignment & reassignment

Route leads to the right salesperson or branch, and reassign instantly when someone is on leave or leaves the company.

Search, filter & export

Filter by stage, source, city, system type, salesperson or date and export to CSV whenever you need it.

How it works

How solar lead management works

  1. 01

    Capture

    Add a lead manually in under a minute or import a whole Excel sheet.

  2. 02

    Qualify

    Record kW requirement, bill amount and system preference so the salesperson calls prepared.

  3. 03

    Assign

    Assign to a salesperson — they get an initial contact task immediately.

  4. 04

    Convert

    Move the lead through survey, quotation and negotiation until it is won or lost.

FAQ

Solar lead management: common questions

What is solar lead management?

Solar lead management is the process of capturing every solar enquiry, recording its system requirements, assigning it to a salesperson and following it up until the customer decides. A solar CRM like SolarSales does this in one place instead of across Excel, WhatsApp and notebooks.

Can I import solar leads from Excel?

Yes. Upload a CSV or Excel file and SolarSales imports your leads, skipping duplicates based on phone number. A downloadable template is provided.

How many leads can I manage?

Starter includes 150 active leads, Growth 750 and Business 3,000.

Which lead sources can I track?

Facebook, Instagram, WhatsApp, Google/website, referral, walk-in, phone call, OLX, exhibitions/events and other. Source analytics show which channel converts best.

Related features & guides

Try solar lead management free for 14 days

No credit card. Import your leads from Excel and send your first branded quotation today.

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