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The Leading Solar Lead (SoLead)

Management Software

Without SoLead
Worrying more about leads and spending less time converting them
Allowing your competition to eat your business as you’re busy working in your business and not on your business
Getting messed up in tracking the stages of your leads using multiple excel sheets and using different applications for quotations and management deals
Lacking clarity on your current solar project or referrals
With SoLead
SoLead will take care of the tedious, constant lead management tasks so you can focus on closing deals and increasing your pipeline.
SoLead is designed to help you get sales with less manpower investment.
SoLead is the best way to outsource your admin without sacrificing customers or company information security.
SoLead is a system that allows you to go out there and help people realise the importance of solar – not the one that forces you into administrative work, chasing leads, and filling out paperwork.

SoLead LMS

SoLead LMS will help you manage leads from the start to the finish! By automating sales processes and tracking all stages of your solar projects in one place, it gives you back hours each week to focus on what matters most – closing deals.

With SoLead, it’s easy for your team to stay organized even with a large pipeline or multiple locations. Your sales team can track their own performance while also seeing how they measure up against other members of the team. It’s never been easier to keep everyone aligned around major aims and benchmarks!

We are not in business to sell to you, we’re in business to help you sell.

You don’t have to worry about managing your leads because SoLead takes care of it
Leave data entry worries behind by automating repetitive tasks and stay focused on what matters most – closing more sales.
It’s time for SoLead with a fresh attitude. We are not in the business of selling you, we’re in the business of helping you sell
  • Easily Editable
  • Simple and Easy
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SoLead LMS is a Lead Management System that will help grow your solar business. It’s perfect for the solar industry, because it was made specifically with you in mind!

Modules

Let SoLead LMS handle all your backend and support tasks while you do critical tasks – talking to customers in person!

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Business Growth

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Increase Sales

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Track Every Activities

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Inspection of your Business

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Less Physical Interaction with Customer

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Project Control and Analysis

leads

SoLead LMS Modules

We offer various modules to boost your business and make the process seamlessly smooth.

Calendar Module
Calendar

Set customer’s appointment with the sales rep and installer, set reminders, and manage other team members’ schedules

Sales Module
Sales

Manage sales of the customers, their documentation and the finances

Email Module
Email Communication

Send the notifications to the sales rep assigned for the appointment in the particular state

Appointment Module
Appointment Notification

Notification to know the status of the appointments and take the next step like reassigning, reopening and closing the appointments

Complaint Module
Complaint

Manage customers’ requests or complaints about the installed solar system

Lead Module
Lead

Insert, manage and follow up to convert leads into appointments and follow up status by the sales team

Vendor Module
Vendor

Add and manage the vendors to sell or purchase the leads, separate logins to manage leads from their admin panels

Report Module
Report

Run reports on all aspects of getting the data like vendor details, sales rep details, income expenses, statements, permissions, and more

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SoLead LMS Features

1

Email reminders never miss any opportunities

2

Custom Quote creation with Auto PDF email along with brochures to client, sales person and business owner (Fully customisable)

3

Classify and prioritise leads into Hot, Warm and Cold leads

4

Schedule appointments with leads and customers.

5

Job management and installation management

6

Nearmap mapping image for Quote

7

Job pack and job allocation to the installer

8

Auto STC calculation and management

9

Contract creation and Electronic signature

10

Roof mapping and option to integrate nearmap image in your quote

11

Send Handover, warranties and other documents from CRM

12

ROI calculation graph with the option to insert in the quote

13

Auto email notifications based on your workflows

14

Smart reporting and many more

What makes SoLead LMS right for you?

We know that your needs are constantly changing. That’s why SoLead LMS is always evolving to help you need it most!

Online Quotation
STC Calculations
Email Proposals
Web Link Proposals
Accurate Calculations
GST
Finance Calculations
E-Signing
CEC Approved Templates
Powerful Agreements Generation
Rocket-Speed Proposals
Ready-made templates
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Manage your account from any device

Enjoy the convenience of managing your account no matter what device you are on.

Packages

Not sure what all modules you need? Don’t worry. We have different packages for different businesses and needs. Choose the one that suits yours.

Silver
Monthly Subscription
N
Sales Module
N
Lead Module
N
Calendar Module
M
Email Communication Module
M
Appointment Notification Module
M
Complaint Module
M
Vendor Module
M
Report Module
Gold
Monthly Subscription
N
Sales Module
N
Lead Module
N
Calendar Module
N
Email Communication Module
N
Appointment Notification Module
M
Complaint Module
M
Vendor Module
M
Report Module
Platinum
Monthly Subscription
N
Sales Module
N
Lead Module
N
Calendar Module
N
Email Communication Module
N
Appointment Notification Module
N
Complaint Module
N
Vendor Module
N
Report Module
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