Can I track which lead source generates the most revenue?

Yes. Every lead has a source tag (web, referral, walk-in, social, etc.). The pipeline report breaks down close rate, deal value and revenue by lead source so you know exactly where to invest your marketing budget.

Can I migrate existing leads from Salesforce or a spreadsheet?

Yes. SolarCrm includes a free data migration service. Our onboarding team will help you import leads, deals and contacts from Salesforce, HubSpot, JobNimbus or any CSV spreadsheet. Most migrations complete within 1–2 business days.

How does the deal connect to site surveys and BOQs?

From within a deal, you can schedule a site survey directly. Once the survey is complete and the assessment is submitted, the system size and site data flow into BOQ generation. There is no re-entry - the data moves with the deal through the entire workflow.

🎯 Lead & Deal CRM Module

Capture every lead. Close more deals.

From the first enquiry to the signed contract - manage your entire solar sales pipeline in one place. Track lead sources, deal stages, agent activity, tasks and follow-ups. No more leads lost in WhatsApp or spreadsheets.

Start Free Trial Get Price Quote

No credit card required · Free onboarding included

Deal Pipeline - June 2025 · All Agents

Active leads

↑ 12%

$1.8M

Pipeline value

This month

34%

Close rate

↑ 6pts

Lead / Company	Source	Deal value	Stage
Nexgen Facilities	Web form	$106,870	Proposal sent
Clearview Solar Park	Referral	$84,200	Deal Won
Bright Sun Systems	Walk-in	$52,000	Site survey
GreenHaven Corp	LinkedIn	$38,500	BOQ review
SkyRoof Ltd	Door-to-door	$29,000	Proposal sent

Key capabilities

A CRM built around the solar sales cycle

Not a generic CRM adapted for solar - a pipeline built around how solar deals actually move.

📥

Multi-source lead capture

Capture leads from web forms, referrals, walk-ins, door-to-door, social media and direct calls. All leads land in one pipeline with source tracking for attribution reporting.

📊

Solar-specific deal stages

Custom deal stages mapped to your solar sales process: New Lead → Site Survey Scheduled → BOQ Sent → Proposal Sent → Negotiation → Deal Won / Lost. Move deals with one click.

👤

Agent assignment & watchers

Assign deals to sales agents, add watchers for visibility, track individual agent performance. Managers see the full team pipeline; agents see only their assigned deals.

📋

Deal tasks & follow-ups

Create tasks on deals with due dates and reminders. Log calls, meetings and site visits. Never miss a follow-up. Deal activity timeline shows everything that's happened.

📈

Pipeline reporting by source & agent

Close rate by lead source, deal velocity per agent, pipeline value by stage and region - all live. Know exactly where your revenue is coming from and where deals are stalling.

🔗

Flows into site survey & BOQ

When a deal reaches the right stage, trigger a site survey directly from the deal. Site assessment data auto-fills into the BOQ generation - zero re-entry between sales and ops.

The workflow

Lead to won deal - 5 stages

Lead Captured

Source tracked, agent assigned

Qualified

System size, roof type, budget confirmed

Site Survey

Inspection scheduled from deal

Proposal Sent

BOQ & proposal auto-generated

Deal Won

Project auto-created, client onboarded

FAQ

Lead & Deal CRM questions

Yes. Deal stages are fully customisable. You can rename, add, remove or reorder stages to match your exact sales workflow - whether you have 4 stages or 10.

Related modules

What connects to Lead & Deal CRM

📋

Stop losing solar leads to spreadsheets

A sales pipeline built around the solar deal cycle. Close more, track everything, scale faster.