How solar dealers close more deals and manage stock effortlessly
From lead enquiry to paid invoice - CrmLeaf gives solar dealers and traders a structured pipeline, instant BOQ generation from your product catalogue, real-time stock visibility and milestone billing. Move faster than your competition.
No credit card required · Free onboarding · Setup in 30 minutes
- Leads coming from WhatsApp, phone and email - no single view
- Quotes built manually per product - slow and error-prone
- Stock levels unknown until a project starts - overstocking or shortages
- Invoices raised manually, payments tracked in Excel
- No visibility on which products or reps drive the most margin
How Solar Dealers use CrmLeaf
Every stage of your workflow mapped - no gaps, no tool switching.
Lead Capture
Capture enquiries from web forms, WhatsApp, referrals and walk-ins. All leads in one pipeline. Source tracked for ROI analysis.
Deal Qualification
Qualify the deal - system size, product preference, budget, timeline. Move through deal stages with one click. Watcher added for manager visibility.
BOQ from Product Catalogue
Select products from your catalogue - panels, inverters, cables, accessories. Quantities calculated automatically. Pricing pulled from your cost + margin settings.
Internal Approval & Proposal
BOQ routed for internal approval. Once approved, branded proposal generated and sent to client. Revision management keeps versions clean.
Deal Won & Client Onboard
Client accepts proposal digitally. Deal marked Won. Client record created automatically. Payment schedule set from deal value.
Inventory Reservation
Approved BOQ items reserved from warehouse stock. Availability confirmed before committing to client. Shortfalls trigger vendor PO automatically.
Delivery & Dispatch
Material dispatched to client or site. Delivery tracked against order. Partial deliveries managed. Client notified on dispatch.
Invoice & Payment Collection
Invoice raised on delivery or per payment schedule. Partial payment tracking. Overdue alerts. Full payment history per client.
What CrmLeaf fixes for Solar Dealers
“We lose track of leads coming from multiple channels”
Single pipeline captures all lead sources. Every enquiry assigned, tracked and followed up - nothing falls through.
“Creating a product quote takes too long and has pricing errors”
BOQ from product catalogue with auto-pricing. Quote in minutes, not hours. Margin settings ensure every quote is profitable.
“We oversell stock we do not actually have in the warehouse”
Real-time stock visibility before committing to any client. Available quantity reserved per deal instantly.
“Clients ask for invoices we forgot to raise”
Payment schedule set at deal stage. Invoices triggered automatically at delivery. No manual reminder needed.
“No idea which products or salespeople drive the most revenue”
Revenue by product, by agent and by lead source on the dashboard. Know exactly what is selling and who is selling it.
“Vendor payments scattered - do not know what we owe”
Vendor POs, deliveries and payments tracked in CrmLeaf. Outstanding payables visible at a glance every month end.
CrmLeaf modules for Solar Dealers
Lead & Deal CRM
Pipeline from enquiry to signed deal.
BOQ & Proposals
Product catalogue BOQ, approval and proposal.
Inventory Management
Live stock across warehouses, BOQ reservation.
Vendor Management
Supplier PO, delivery, payment and credit.
Invoicing & Payments
Invoice on delivery, payment tracking, revenue view.
Dashboards
Revenue by product, agent and lead source.
What Solar Dealers say
“As a dealer we do not run installations - we sell and supply. CrmLeaf finally gave us a platform that fits that model. The BOQ from our product catalogue is the single biggest time-saver. What used to take a day of back-and-forth on WhatsApp now takes 15 minutes. Our close rate went up just from responding to clients faster.”
Questions from Solar Dealers
Yes. CrmLeaf has a dealer-specific workflow - leads, product BOQ proposals, inventory management and client invoicing - without requiring you to use project milestone or crew management features. You only use the modules relevant to your business.
Yes. Your product catalogue can include panels, inverters, cables, mounting, BOS, accessories and services. Each product has its own SKU, specs, cost price and selling price. BOQ generation pulls from the catalogue and calculates the proposal value automatically.
When a deal is won and the BOQ is approved, CrmLeaf reserves the required stock quantities from your warehouse. The reserved stock shows as unavailable to other deals. If stock is insufficient, an alert triggers a vendor PO for the shortfall.
Yes. The sales dashboard shows revenue, cost and margin by product category, SKU and sales agent. You can identify your most profitable product lines and which agents are selling on margin vs discounting.
CrmLeaf works for every solar business model
Solar EPC Contractor
Full EPC workflow - lead, survey, BOQ, milestones, vendors, invoicing.
Residential Installer
Homeowner leads to handover - fast cycle, high volume.
C&I Solar Developer
Complex multi-phase commercial projects, multi-stakeholder approvals.
Solar O&M Company
Tickets, technician dispatch, AMC contracts and maintenance billing.
Franchise / Multi-branch
Central HQ visibility across all branches with regional reporting.
Sell solar faster with a platform built for dealers
Leads, product BOQs, inventory and invoicing - in one platform designed for how solar dealers actually operate.
Free 14-day trial · Free onboarding · Free data migration · Cancel anytime