CRM Built for Solar Teams & Growing Businesses
Tired of switching tools to manage leads, projects, and people? CRMLeaf brings it all together—designed for solar and service-focused teams.
Trusted by 500+ growing businesses to manage their operations
Solar CRM Software
Accelerate your solar business with a powerful CRM solution tailored to manage leads, projects, sales, and teams
Dashboard
Real-Time Overview
Get a live snapshot of leads, projects, revenue, and team activity—all in one place. Make faster, data-driven decisions.
Customizable Widgets
Track solar KPIs like kW sold, install timelines, and site visits. Personalize your view to fit your goals.
Visual Insights
Access intuitive charts and graphs that highlight trends, bottlenecks, and achievements. Easily analyze team performance and project health with color-coded visuals.
Quick Actions
Create leads, assign tasks, or raise tickets in just one click. Spend less time navigating and more time taking action.
Mobile Access
Stay connected with your solar business from anywhere using the mobile dashboard. Respond to tasks and updates on the go, even during site visits.
Lead Generation
Capture Across Channels
Collect leads from your website, WhatsApp, Facebook Ads, and solar marketplaces instantly.
Auto-Assign Leads
Distribute leads based on geography, product type, or agent availability.
Lead Scoring
Prioritize hot solar leads using AI-powered scoring based on interest and capacity.
Instant Follow-Ups
Trigger SMS/Email/WhatsApp replies and reminders automatically. Maintain high engagement rates without manual effort.
Campaign Performance Tracking
Analyze lead source performance, cost-per-lead, and conversion rates. Make smarter decisions on where to invest your marketing budget.
Projects
End-to-End Project Tracking
Monitor every solar project from site survey to grid sync. View progress timelines and quickly address delays before they impact delivery.
Drag-and-Drop Scheduling
Plan survey dates, panel installations, inspections, and follow-ups visually.
Document Storage
Keep all files—proposals, permits, NOCs—organized in one place. Say goodbye to scattered paperwork and hello to easy compliance and retrieval.
Task Collaboration
Assign tasks, set deadlines, and communicate with field teams in real time.
Installation Milestones
Get alerts for key stages like material delivery, inverter setup, and commissioning.
Sales Pipeline
Visual Deal Stages
Track leads through custom stages: Qualified > Quoted > Follow-Up > Won. See where each deal stands and which ones need immediate attention.
Drag & Drop Pipeline
Move deals with a single click to reflect progress. Save time and keep your team focused on converting high-value opportunities.
Sales Forecasting
Predict monthly closures, KW installs, and revenue targets. Set realistic goals and track your pipeline health at a glance.
Automated Reminders
Never miss a follow-up with auto-scheduled notifications. Improve response time and reduce lead drop-offs.
Win/Loss Insights
Understand why deals are won or lost for better strategy planning. Adjust your approach using real-time feedback and data-driven insights.
Tickets
Central Ticket Hub
Manage service, maintenance, and warranty requests from one place. Avoid confusion with a clear view of all active and resolved tickets.
Auto Ticket Routing
Assign issues to the right team—tech, site, or customer care—instantly. Ensure the right expertise is applied to solve problems quickly.
Response SLAs
Track time taken to resolve queries and stay compliant. Ensure your service standards remain high and your clients stay satisfied.
Multi-Channel Support
Convert WhatsApp, email, and call queries into actionable tickets. Handle support requests efficiently regardless of where they come from.
Service Analytics
Measure ticket trends, resolution time, and repeat complaints. Identify areas of improvement in your service delivery process.
Settings
User Roles & Permissions
Control access by role—admin, sales agent, installer, or finance. Ensure everyone has the right access to stay productive and secure.
Workflow Automation
Set triggers for lead assignment, project updates, or customer alerts. Automate repetitive tasks and boost your team's efficiency.
Custom Fields
Track additional details like panel type, installer name, or subsidy eligibility. Make your CRM truly solar-specific with fields that matter to your business.
Regional Settings
Use your time zone, language, and currency. Operate seamlessly no matter where your teams or customers are located.
Notification Preferences
Enable or mute updates per user or department. Stay informed without being overwhelmed by irrelevant alerts.
Manage Teams
Team Hierarchies
Organize by branch, region, or vertical (Rooftop, Commercial, EPC). View performance and reporting by organizational layer.
Performance Dashboards
Monitor quotas, site visit completion, and install success rates. Identify top performers and areas that need support.
Attendance & Check-ins
Track installer check-ins on-site via mobile GPS. Ensure field teams are where they need to be without micromanaging.
In-App Chat
Enable seamless communication between field and back-office teams. Cut down on delays and miscommunication with real-time messaging.
Training & SOP Links
Store SOP videos, product documents, and guides for quick access. Ensure your team is always trained and ready to deliver.
Geo Enable
Lead Mapping
View all leads on a map and filter by state, city, or pincode. Quickly identify hot zones and focus your marketing efforts.
Field Staff Tracking
Track on-ground sales agents and technicians live. Improve safety, transparency, and productivity in the field.
Nearby Lead Assignment
Assign hot leads based on proximity to active reps. Minimize travel time and boost lead response rates.
Geo-Tagged Reports
Capture geo-tagged images during surveys or installations. Add authenticity and proof of work to your documentation.
Territory Planning
Define zones and sales territories with performance benchmarks. Maximize coverage and streamline your team’s efforts.
Built for Solar Sales and Operations Teams
Smart tools to connect solar consultants, installers, and customer support on one cloud platform.
Lead Management
Site Survey & Proposal Tools
Installation Timeline Tracking
Centralized Communication Hub
Custom Solar Reports & Dashboards
Mobile-Ready CRM
