CRM & Lead Management
“Streamlining customer relationships and sales.” In the Solar Industry CRM , leads are everything, It is necessary to manage them effectively to convert the lead into sales. It’s Centralizing customer relationships and optimizing sales processes for enhanced efficiency and conversions.”
PVSoft Solar EPC ERP software is integrated with all your major lead generation platforms like Facebook, Instagram, Website, etc. so it will capture and Auto-create all the leads as well as Auto-assign each lead to the concerned person, so you can manage all your leads from a single platform with ease.
CRM (Customer Relationship Management) and Lead Management: These systems are designed to streamline customer interactions, optimize sales processes, and enhance customer satisfaction. They centralize customer data, track interactions across multiple channels, and automate tasks such as follow-ups and lead nurturing. By prioritizing leads based on criteria like readiness to buy and potential value, CRM and lead management systems help businesses convert prospects into loyal customers while maintaining personalized communication and improving overall sales efficiency.
You can classify these leads into various stages as per your pre-sales process for better management. Solar CRM can help to track and convert each lead into sales with minimum effort.


Auto Capture Leads
Fetch all leads from all lead generation sources like websites, Facebook, etc. to manage it from a single screen.

Auto-assign leads
Auto Assign Leads to Appropriate Team and Salesperson based on product/location etc.

Proposal Maker
Classify your leads in multiple stages for better clarity and tracking, so you can manage them easily.

Activity Notification
Personalized activity reminders for each planned task so you do not miss any follow-ups.

Pending Activity Report
Each salesperson can track and manage his pending activity from a single dashboard.

Activity tracking dashboard
Get your Salesperson’s daily activity and sales reports to Analyze their performance.