Stages built for solar
Site survey and quotation stages are built in, matching the real sales cycle of a rooftop or C&I solar project.
Solar sales pipeline
A solar sales pipeline your whole team can see
See every solar deal from New to Site Survey, Quotation Sent, Negotiation and Won on one kanban board. Separate residential and commercial pipelines and custom stages.
What is solar sales pipeline in SolarSales?
The SolarSales pipeline is a drag-and-drop kanban board built around how solar is actually sold: New → Contacted → Site Survey → Quotation Sent → Negotiation → Won or Lost. Every stage change is logged, lost deals record a reason, and managers can see the value sitting in each stage.
Available on: All plans · segment pipelines on Growth · custom stage names on Business. Compare plans
Benefits
Why solar installers choose SolarSales for solar sales pipeline
Drag-and-drop kanban
Move a deal forward by dragging its card. Every change is time-stamped on the lead's history.
Residential & commercial pipelines
Filter the board by category so your home-solar and commercial/industrial teams work their own deals (Growth).
Lost reasons
Capture why deals are lost — price, competitor, financing, roof not suitable — and fix the real problem (Growth).
Cold-lead detection
Leads with no response for 7 days are flagged so they can be recovered before they go to a competitor (Growth).
Custom stage names
Rename stages to match your own process, e.g. 'Net metering file' or 'Advance received' (Business).
How it works
How solar sales pipeline works
- 01
New
Fresh enquiry, waiting for first contact.
- 02
Contacted & site survey
Requirement confirmed and roof or site visited.
- 03
Quotation sent & negotiation
Proposal with the customer; follow-ups run automatically.
- 04
Won or lost
Closed — pending tasks are cancelled and the result feeds your reports.
FAQ
Solar sales pipeline: common questions
What are the stages of a solar sales pipeline?
A typical solar sales pipeline is New, Contacted, Site Survey, Quotation Sent, Negotiation, then Won or Lost. SolarSales uses these stages by default and Business plans can rename them.
Can I have separate pipelines for residential and commercial solar?
Yes. On the Growth and Business plans you can segment the pipeline by residential, commercial, industrial and agricultural leads.
Is every stage change recorded?
Yes. Every stage change is recorded on the lead timeline with the time and the team member who made it.
Related features & guides
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