Lead Management

Never lose a lead. Never miss a follow-up.

SolarOps360's lead pipeline keeps your sales team organized from first contact to signed contract — with automated reminders and full interaction history.

What's Included

Everything in Lead Management

Kanban Pipeline

Drag-and-drop leads across stages: New → Quoted → Negotiation → Won.

Site Visit Scheduler

Book, assign, and track customer site visits with one tap.

Call History Log

Every customer interaction automatically logged with timestamps.

Follow-up Reminders

Set automated reminders so no lead ever goes cold.

Lead Calendar

Monthly calendar view of all scheduled visits and follow-up tasks.

Lead Source Tracking

Track which channels — referral, cold call, or website — bring the best leads.

See It in Action

Visual Kanban pipeline — drag leads from first contact to signed contract in one view.

SolarOps360 lead management Kanban board showing pipeline stages from new to won
Business Impact

What Changes for Your Business

30% more conversions

Close More Deals

Organized pipeline and timely follow-ups ensure every lead gets the attention it deserves.

Zero leads forgotten

Never Miss a Follow-up

Automated reminders and calendar views keep your sales team proactive, not reactive.

Full interaction history

Complete Lead Intelligence

Every call, visit, and note logged in one place so any team member can pick up where someone left off.

Ready to manage your Leads smarter?

Join 50+ Solar EPC companies already using SolarOps360.