Leads & outreach
Solar & Operations moduleManage the solar sales funnel: cold/warm leads, field-call sessions and call outcomes. A won lead converts into a customer.
Product preview
Leads & outreach
Lead status
Cold
Warm
Proposal
Won
Calls
46
Reached
31
Converted
4
Example scenario
Example scenario
Call sessions got disciplined
When the field team ran call sessions in the app, it became clear which channel actually converted.
- 67%
- reach rate
- 4
- new customers
- 1
- channel report
FAQ
Questions about this feature
Leads & outreach
What is a field-call session?
A flow where you call leads/customers in sequence and log the outcome (reached, proposal, won) in one session.
What happens when a lead is won?
The lead status updates and, optionally, a customer record is created.
Can I track lead source?
Yes; every lead is captured with its source and reported by channel.
Other features
Customer ledger
Plant card, receivables/payables, collections.
Washing tracking
Plan → start → daily log → finish → outgoing invoice.
Panel inventory
Site-level panel records and unit price.
Cash & suppliers
Bank, cash, cheques, transfers; supplier ledger.
Staff & payroll
Salary, leave, bonuses, payment plans.
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