Pre-Sales & CRM
Capture leads, assess site feasibility, and auto-generate branded solar quotations with GST calculations and discount management.
100%
Digital Lead Tracking
Auto
Quotation Generation
GST
Compliant Billing
GPS
Site Capture
What's Included
Pre-Sales & CRM Capabilities
Lead Capture
Records potential customer details, including current power consumption (units consumed) and monthly electricity bills, to tailor accurate solar solutions.
Site Feasibility Details
Captures crucial site information early on — building category, roof/shed type, and precise GPS coordinates — for accurate system sizing and layout planning.
Quotation Generation
Automatically generates professional, branded quotations (customer_enquiry_quote) complete with product catalogs, quantities, unit rates, and GST calculations.
Discount Management
Apply flexible discounts at line-item or order level during quotation creation, with a full audit trail for manager review and approval.
Role-Based Lead Access
Sales Executives see only their assigned leads; Branch Managers get full branch visibility — all enforced by granular RBAC permissions.
One-Click Order Conversion
Approved quotations convert to formal work orders in a single action, carrying all product, pricing, and customer details forward automatically.
Technologies Powering This Module
Built on a modern, scalable stack designed for enterprise-grade solar operations.
How It Works
The Workflow
Lead Entry
Sales executive records customer name, contact details, current power consumption, and monthly electricity bill to size the right solution.
Site Feasibility
Building category, roof/shed type, and GPS coordinates are captured to determine system size, panel layout, and installation complexity.
Auto Quotation
Platform generates a branded quotation with product catalog, quantities, unit rates, GST, and discount fields pre-filled based on the lead data.
Review & Deliver
Sales executive reviews the quotation, applies any discounts, and delivers it to the customer via WhatsApp or SMS for instant receipt.
Approval & Conversion
Upon customer sign-off, the quotation is converted to a formal work order with a single click, kicking off the project workflow.
Use Cases & Applications
Explore Other Platform Modules
Order & Project Management
Convert approved quotations into tracked work orders with stage-by-stage workflows, subsidy tracking, and mobile field operations.
Learn moreFinancial Tracking & Receipts
Track project payments in real-time, generate professional receipts for every transaction, and manage SaaS billing via Razorpay.
Learn morePost-Sales & Support
Automatically track warranty lifecycles and manage customer complaints through a dedicated ticketing system with SLA resolution tracking.
Learn moreOmnichannel Notifications
Automatically notify customers via WhatsApp and SMS at every key milestone — order stages, payment receipts, and quotation delivery.
Learn moreAnalytics & Daily Reports
PowerBI-integrated dashboards providing management with daily summaries of sales, installations, and revenue collection performance.
Learn moreReady to Implement Pre-Sales & CRM?
Let's talk about how this module can transform your solar business operations from day one.
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