Leads CRM: Organizing Solar Funnels & Kanban Pipeline Boards

Eliminate Scattered Spreadsheet Lists: Consolidating Your Solar Sales Funnel

Running a successful solar installation business requires tracking dozens of active enquiries at different stages. If your customer details are scattered across WhatsApp chats and notepad lists, you are losing money. Our **Leads CRM** gives you complete visual control over your sales pipeline.

Visualizing Your Pipeline via Kanban:

The platform arranges all active projects into an elegant Kanban board showing project progress: New Enquiry ? Contacted ? Proposal Sent ? Material Delivered ? Installation ? Net Metering ? Won. You can review the total kW capacity and active financial pipeline value of every stage in real-time.

How to Use Leads CRM:

1. Go to Leads ? Dashboard.
2. Click on any lead card to see their active profile, roof location, and contact parameters.
3. Drag-and-drop cards as the project advances in real-life.
4. Use the expanded full-screen stage tracker with instant text filters to find any consumer records within seconds.