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Core Feature

See your entire sales pipeline at a glance

Stop guessing where your deals stand. Quickest Solar CRM's pipeline is built for solar, from first enquiry to commissioning, so you can see exactly where every deal stands.

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Sales Pipeline · sample data
New Lead 12
R. Patel
5kW · Surat
S. Sharma
3kW · Ahmedabad
Survey 5
V. Mehta
8kW · Vadodara
Proposal 8
A. Joshi
10kW · Pune
Won 6
K. Desai
4kW · Rajkot
The Problem

Your "pipeline" is a whiteboard and a prayer

Solar EPCs run on instinct. Say you think you have 20 deals closing this month, but 8 of them haven't returned your calls, 3 went with a competitor, and 2 asked for a quote you never sent.

Before Quickest Solar CRM

  • Deals tracked in the owner's head
  • No visibility into rep activity
  • Month-end surprises (revenue shortfall)
  • No clear view of which leads need a follow-up
  • Stuck deals sit for weeks unnoticed

With Quickest Solar CRM

  • Visual Kanban for every deal stage
  • Activities logged by each team member
  • Dashboard and team report
  • Customisable lead stages and labels
  • Follow-up reminders so no lead sits idle
How It Works

Built for the solar sales journey

STEP 1

Define your stages

Set stages that fit solar, for example New Lead → Site Survey → Proposal Sent → Negotiation → Subsidy Filed → Installation → Commissioned. Lead stages are customisable.

STEP 2

Move deals as they progress

Move each lead to the next stage as it progresses. Log activities, share the proposal PDF, and set the next follow-up reminder.

STEP 3

Review the dashboard

See where your leads stand by stage and what your team has been doing in the dashboard and team report. Spot the leads that need a follow-up before they go cold.

Capabilities

Pipeline management that fits solar

Customisable Stages

Set lead stages that fit solar, not generic sales jargon: Lead → Survey → Proposal → Subsidy → Install → Commissioned. Rename them to match your team.

Team Report

See what each team member has been working on in the dashboard and team report.

Labels & Filters

Add labels to leads and filter by stage or label to see what to chase first.

Follow-Up Reminders

Set a reminder on a lead so a hot lead doesn't go cold because nobody noticed.

Activity Log

Log activities on a lead, or on several leads at once, so the history stays with the lead.

Mobile Pipeline

Update lead stages from your phone on a site visit and log your notes. Available on Android, iOS and the web.

About

Built and supported in Surat

1,000+ EPCs onboarded. Start on the free plan: 1 user, 10 proposals a month, no card.

FAQ

Common questions

Can I customize the pipeline stages?
Yes. Lead stages are customisable, so you can set up stages such as Lead → Survey → Proposal → Subsidy → Install → Commissioned to match your workflow.
Can I see where my leads stand?
Yes. The dashboard and team report show your leads by stage and your team's activity. You can also filter leads by stage and label.
Can my team use the pipeline together?
Yes. Add team members with permissions on the Pro plan. Everyone can log activities on a lead, and the team report shows the activity.
What happens when a deal is won?
Move the lead to your "Won" stage, or whatever you call it, since stages are customisable. The dashboard and team report then show where your leads stand.
Can I filter leads by stage?
Yes. Filter leads by stage and label, and open any lead to see the activities logged on it.
Is the pipeline available on mobile?
Yes. Quickest Solar CRM runs on Android, iOS and the web, so you can update a lead's stage on a site visit.

See your pipeline clearly for the first time

Free plan: 1 user, 10 proposals a month, no card.

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