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Core Feature

Follow up on WhatsApp, on time

Your customers live on WhatsApp. So should your follow-ups. Set a follow-up reminder on every lead, reuse saved message templates, and share the proposal PDF on WhatsApp, so no enquiry goes cold.

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WhatsApp Follow-Up
Proposal Reminder
Hi Rajesh, your 5kW solar proposal is ready! Net cost after PM Surya Ghar subsidy: ₹2,45,000. Proposal PDF attached.
Thanks, I'll review and call you tomorrow
Follow-up Reminder
Perfect! I'll call you tomorrow. Here's the subsidy breakdown PDF too.
Next follow-up reminder: Tomorrow 11:00 AM Reminder
The Problem

Solar deals go cold when follow-ups slip

But your sales team forgets. They get busy with new leads and old prospects go cold. Meanwhile, a customer who asked for a quote days ago may already be talking to a competitor.

Before Quickest Solar CRM

  • Sales rep writes "call Rajesh" on a sticky note
  • Follow-up happens 3 days late (or never)
  • Same message typed manually every time
  • No record of what was said
  • Customer says "I never got your message"

With Quickest Solar CRM

  • A follow-up reminder set on every lead
  • Saved message templates you reuse instead of retyping
  • The proposal PDF shared on WhatsApp in one tap
  • Activities logged on the lead, also on several leads at once
  • Dashboard and team report for the owner
How It Works

Set a reminder, follow up on time

STEP 1

Save message templates

Save the messages you send most: proposal sent, follow-up reminder, subsidy update, site survey booked, installation scheduled. Reuse them instead of retyping.

STEP 2

Set follow-up reminders

Set a follow-up reminder on each lead and move it through your lead stages. When the reminder is due, you see it and send the message. Stages and labels are customisable.

STEP 3

Log and review

Log each call or message as an activity on the lead, also on several leads at once. Use the dashboard and team report to see where your leads stand.

Capabilities

WhatsApp follow-up that keeps leads moving

Share on WhatsApp

Share the proposal PDF to the customer's WhatsApp straight from the app, without switching tools.

Saved Message Templates

Save the messages you send most and reuse them. Edit a template any time.

Follow-Up Reminders

Set a reminder on a lead, then filter your leads by stage and label to see who needs a message today.

Activity Log

Log activities on a lead, or on several leads at once, so the history is there when anyone picks the lead up.

Team Visibility

Managers see the activities logged on each lead, and the dashboard and team report. Team members have permissions.

Customisable Lead Stages

Rename stages and add labels to match how your team works.

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

Do I need WhatsApp Business API?
No. There is nothing extra to set up. You share the proposal PDF on WhatsApp from the app and send your follow-up messages yourself.
Can I customize the message templates?
Yes. Save your own message templates and edit them any time.
Do messages come from my own number?
Yes. Messages come from your team's own WhatsApp number. A follow-up reminder tells you who to contact, and your rep sends the message.
Can I send proposals on WhatsApp?
Yes. Generate the proposal PDF and share it on WhatsApp from the app. Set a follow-up reminder on the lead so you check in while the proposal is fresh.
What happens when a customer replies?
Replies come back to your WhatsApp as normal. Log the reply as an activity on the lead and set the next follow-up reminder.
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.

Keep every follow-up on time

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

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