Live

Lead Management

Every inquiry in one pipeline.

Capture, assign and follow up every lead, from first call to site survey, without losing anyone in a chat.

Start free trialBook a demo

What you get

Leads, in practice

1

No lead gets lost

Every inquiry has an owner and a next follow-up, so nothing sits unanswered.

2

See every deal at a glance

A pipeline board shows who is new, contacted, at survey or won.

3

A planned day for your team

Reminders tell each person who to call next.

How it works

Leads, step by step

  1. 01

    Capture

    Add leads by hand or import an Excel sheet.

  2. 02

    Assign

    Distribute to your team and reassign when plans change.

  3. 03

    Follow up

    Log calls and notes and set the next reminder.

  4. 04

    Survey

    Move the lead to survey and mark it completed.

  5. 05

    Win

    A won lead becomes a customer record automatically.

Capabilities

What is included

  • Pipeline board with solar stages
  • Calls, notes and follow-up reminders
  • Excel import and lead distribution
  • Own-versus-all lead visibility

What you will see

  • A pipeline board: new lead, contacted, survey, won
  • Calls and notes kept on every lead
  • Follow-up reminders and a daily list
  • Own leads or all leads, set by role

Questions

About Leads

Can I import my existing leads?

Yes. Import them from an Excel sheet and assign them to your team.

Can salespeople see only their own leads?

Yes. Lead visibility can be set to own leads or all leads for each role.

What happens to lost leads?

A lead can be marked lost with a reason, and reopened later if the customer comes back.

Keep exploring

Other modules

Start your free trial

Set up your workspace, switch on the modules you need and invite your team.

Start free trialBook a demo