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Core Feature

See your entire sales pipeline at a glance

Stop guessing where your deals stand. QuickEstimate's pipeline is built for solar, from first enquiry to commissioning, so you know exactly which deals will close this month.

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Sales Pipeline
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. 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 QuickEstimate

  • Deals tracked in the owner's head
  • No visibility into rep activity
  • Month-end surprises (revenue shortfall)
  • No idea which lead source converts best
  • Stuck deals sit for weeks unnoticed

With QuickEstimate

  • Visual Kanban for every deal stage
  • Per-rep activity and conversion rates
  • Revenue forecast based on real pipeline
  • Source-level conversion analytics
  • Auto-alerts for deals idle >7 days
How It Works

Built for the solar sales journey

STEP 1

Define your stages

Use our solar-optimized defaults: New Lead → Site Survey → Proposal Sent → Negotiation → Subsidy Filed → Installation → Commissioned. Or customize your own.

STEP 2

Move deals as they progress

Drag and drop deals from one stage to the next. Add notes, attach proposals, log site visit photos, and set next actions, all in one click.

STEP 3

Forecast and optimize

See projected revenue by month, conversion rate by stage, and average deal velocity. Identify bottlenecks and fix them before they cost you.

Capabilities

Pipeline management that fits solar

Solar-Optimized Stages

Pre-built pipeline stages designed for Indian solar EPCs, not generic sales jargon. Lead → Survey → Proposal → Subsidy → Install → Commissioned.

Per-Rep Performance

See conversion rates, activity counts, and revenue per sales rep. Know who's crushing it and who needs coaching.

Revenue Forecasting

Weighted pipeline forecasting based on deal stage probability. Plan cash flow, inventory, and hiring with confidence.

Stuck Deal Alerts

Auto-alerts when a deal sits in one stage too long. Never let a hot lead go cold because nobody noticed.

Source Attribution

Track which lead sources (Facebook, IndiaMART, referral, walk-in) convert best. Optimize your marketing spend.

Mobile Pipeline

Update deal stages from your phone on a site visit. Take photos, log notes, and move deals forward from anywhere.

Proof

Owners finally see what's happening

MP

"I used to ask my sales team 'how many deals this month?' and get 3 different answers. Now I open QuickEstimate and see the exact pipeline, forecast, and which rep is lagging. It's changed how I run my business."

Manish Patel
Founder, Patel Solar Solutions, Surat
Pipeline visibility: 0% → 100%
FAQ

Common questions

Can I customize the pipeline stages?
Absolutely. While we provide solar-optimized defaults (Lead → Survey → Proposal → Subsidy → Install → Commissioned), you can rename, add, remove, or reorder stages to match your exact workflow.
How does revenue forecasting work?
QuickEstimate applies stage-based probability weights to each deal's value. A deal in "Proposal Sent" might be 40% likely to close, while "Subsidy Filed" is 80%. The weighted sum gives you a realistic monthly revenue forecast.
Can multiple reps work on the same deal?
Yes. Assign a primary owner plus collaborators (e.g., sales rep + site surveyor + designer). Everyone sees updates, and activity is attributed correctly for commission tracking.
What happens when a deal is won?
The deal moves to "Won" and triggers optional automations: generate installation task, notify operations team, send welcome message to customer, and update the revenue dashboard.
Can I see historical pipeline data?
Yes. View pipeline snapshots for any past month, track conversion rate trends over time, and compare rep performance quarter-over-quarter. Historical data is kept for the lifetime of your account.
Is the pipeline available on mobile?
Fully. The iOS and Android apps show your complete pipeline, allow drag-and-drop stage changes, and support offline updates that sync when you're back online.

See your pipeline clearly for the first time

Free plan: full pipeline, unlimited deals, no credit card.

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