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Core Feature

Know your numbers. Grow with data.

Stop running your solar business on gut feel. Quickest Solar CRM's dashboard and team report show you where your leads stand and what your team has been doing.

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Dashboard · sample data
Leads
142
sample data
Proposals
38
sample data
Won
14
sample data
Leads by stage
New lead42
Site survey28
Proposal sent18
Won14
The Problem

Flying blind is expensive

Say you have four sales reps but can't tell who is following up and who isn't. You think you're growing, but you can't see where your leads are getting stuck.

Before Quickest Solar CRM

  • No clear view of where leads get stuck
  • Team activity is a guessing game
  • Month-end revenue surprises (bad ones)
  • No single view of the pipeline
  • Decisions made on gut feel

With Quickest Solar CRM

  • Leads by stage in one dashboard
  • A team report of each member's activity
  • Customisable stages that match your process
  • Leads by stage, from enquiry to won
  • Activity logged on every lead
How It Works

Insights that drive decisions

STEP 1

Log as you work

Add leads, log calls and follow-ups as activities on the lead, and move leads through your stages. Keeping it up to date is what keeps the numbers right.

STEP 2

Open the dashboard

See your leads by stage and your team's activity in the dashboard and team report.

STEP 3

Act on what you see

Follow up on stalled leads, check in with team members who need support, and set the next reminder.

Capabilities

Reports built for solar sales leaders

Dashboard

See your leads and where they stand in one view, built around a solar sales process.

Leads by Stage

Track leads through your stages, for example enquiry → survey → proposal → negotiation → won/lost. See where leads stall.

Team Report

See what each team member has been working on.

Filters

Filter leads by stage and label to build the list you need.

Follow-Up Reminders

Set reminders on leads, so you can see what is due and who to contact.

Works on Mobile

Check the dashboard on Android, iOS or 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

What reports are available?
The dashboard and the team report. The dashboard shows where your leads stand, and the team report shows what your team has been doing.
Can I see my team's activity?
Yes. The team report shows what each team member has been working on, based on the activities they log on leads.
Does the report need my team to log their work?
Yes. The dashboard and team report reflect what is in the app, so add leads, update stages and log activities as you work. You can log an activity on several leads at once to save time.
Can I track individual team members?
Yes. Add team members with permissions on the Pro plan, and the team report shows each member's activity.
Can I filter my leads?
Yes. Filter leads by stage and label, then open any lead to see the activities logged on it.
What does the free plan include?
Free: 1 user, 10 proposals a month, no card. Pro: ₹6,999 per user per year, minimum 3 users, billed yearly with a GST invoice. See pricing.

Run your solar business with data

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

Start free Book WhatsApp demo