Problems we solve · Sales
Stop losing solar leads between phones, chats and spreadsheets.
An enquiry arrives on a call, a walk-in, a campaign sheet or a partner message. A week later nobody remembers who spoke to the customer, and a competitor has already quoted. Lead leakage is the quiet reason many solar companies convert fewer enquiries than they should.
What is lead leakage? Enquiries that are never followed up, are followed up twice by different people, or are lost when a salesperson leaves. It happens when leads live in personal phones, chat groups and spreadsheets instead of one shared record.
How HelioLattice fixes it
One pipeline, an owner for every lead.
Capture every source
Add enquiries by hand, import a campaign or expo sheet with a preview, or receive them from partners, all into one pipeline.
Stop duplicates
Phone numbers are matched on entry and on import, so one customer is one enquiry.
Assign and follow up
Each enquiry has an owner, a priority and a next follow-up date, and every call is logged with its outcome.
Measure sources
Reports on source performance, lead ageing and the sales funnel show where leads come from and where they stall.
What changes
Leads that belong to the company.
Shared record
Calls, notes and status stay on the enquiry, whoever handled it, so a colleague can pick up where someone left off.
- Full activity history
- Collaborators on an enquiry
Clean imports
A preview shows ready, invalid and duplicate rows before anything is saved.
- Lists by source
- Default manager per list
Call logging
Call or message from a shared phonebook and record the outcome, such as connected, busy or call back later.
- Next follow-up date
- Status before and after
Source reports
See which campaigns, partners and walk-ins produce won jobs, and cut what does not.
- Source performance
- Lost and cold analysis
Signs you have it
Does any of this sound familiar?
Same customer called twice
Two salespeople ring one customer because nobody could see the other's call.
A leaver takes the leads
Customer details left with the person, not the company.
Expo sheets never worked
Hundreds of names collected and never followed up.
No idea which source works
Marketing spend with no link to won jobs.
Questions
Common questions.
How does HelioLattice stop two people calling the same customer?
What happens to leads when a salesperson leaves?
Can we import leads from an event or a campaign?
How do we know which source brings jobs?
See how your leads would look in one pipeline.
Bring a recent campaign or expo sheet and we will import it in the demo.