Enquiries and pipeline

A solar CRM that follows the enquiry all the way to the job.

Capture every enquiry with the details a solar sale depends on, assign it, log every call, and know exactly who follows up next. When the customer says yes, the enquiry carries its history straight into survey, quotation and delivery.

Book a demo See what it does

What does the enquiries module do? It holds every solar enquiry in one pipeline with roof, bill and project details, an owner, a next follow-up date and a full call and activity history, so no lead depends on one person’s phone or memory.

Enquiry
Residential · 5 kW on-grid
Enquiry source: Expo · Owner: Meera · Priority: High
Follow-up due today
  1. First call
    Connected · monthly bill and roof type noted
    Sales
  2. Site survey booked
    Site engineer assigned
    Surveyor
  3. Proposal discussion
    Customer asked for a call back
    Sales head
  4. Won and converted
    History moves to the customer and project
    Projects
Next follow-up: todayNext owner: Sales

From first call to won job

Four steps, one record.

The same enquiry record is used by sales, the site engineer and the project team. Nothing is re-entered when it moves on.

Capture

Record the customer, city, monthly electricity bill, roof area and type, property type and whether the job is on-grid, off-grid, hybrid or micro-inverter. Note if subsidy or a bank loan is needed.

Enquiry→Roof and bill→Project type

Qualify and follow up

Move the enquiry through solar-specific statuses, set priority, and schedule the next follow-up. Every call and note stays on the record.

Contacted→Survey→Proposal

Survey and quote

Assign a site engineer from the enquiry. The survey and the priced quotation attach to the same record.

Enquiry→Survey→Quotation

Convert

When the customer commits, the enquiry converts to a customer and a project. Calls, notes, documents and the survey carry across.

Won→Customer→Project

What it does

Built for how solar enquiries are actually worked.

A pipeline made for solar

Eighteen built-in statuses cover the real journey, from contacted and site survey to feasibility, proposal, committed and won, plus cold, on hold, not feasible and existing solar.

  • Priority and lead score
  • Residential and commercial types

Duplicate protection

Phone numbers are normalised and matched on entry and on import. A user with permission can override a match, and the reason is saved on the enquiry.

  • Alternate phone numbers
  • Override reason recorded

Bulk import with preview

Upload a sheet from a campaign, an expo or a partner. Review every row before saving, then group the result as a list by source.

  • Ready, invalid and duplicate rows flagged
  • Lists by source and default manager

Assignment and collaboration

Give each enquiry an owner, a manager and a site engineer. Add colleagues as collaborators with view, work or manage access.

  • Bulk assignment
  • Managed by a person or a role

Call and WhatsApp logging

Call or message from a shared phonebook and record the outcome. The log keeps the status before and after, and the next follow-up date.

  • Connected, busy, wrong number, call back later
  • Recordings attached to the enquiry

Internal follow-up requests

Ask a colleague to act on an enquiry with a reason, a priority and a note. They respond on the same record, so nothing is lost in chat.

  • Request, response and clarification
  • Notes, email and meeting history

Clean data from day one

Import a whole campaign without importing the duplicates.

Expo sheets, campaign lists and partner files arrive messy. HelioLattice shows what will happen to each row before anything is saved, so your pipeline stays clean and your team does not call the same customer twice.

  • Preview every row before the import runs
  • Duplicates inside the file and against existing enquiries are flagged
  • Each import becomes a list tagged by source
  • A default manager can be set for the whole list
Import preview · expo list
Ready to importNew phone numbers, complete detailsReady
Duplicate in the fileSame number appears twice in the sheetReview
Already in the systemMatches an existing enquiryReview
Needs correctionPhone number missing or invalidFix

Example preview with illustrative rows.

Referrals

Every referral reviewed before it reaches the pipeline.

Channel partners and your own staff can submit referrals. Your team reviews each one, checks it for duplicates, declines it with a reason or converts it into an enquiry. A partner can see where each of their referrals stands.

  • Referral numbers and a clear review status
  • Duplicate check before conversion
  • Decline reason and manager notes saved
  • Commission status tracked for each referral

See the partner portal →

Referral review
Submitted by a partnerName, phone, city and notesSubmitted
Checked for duplicatesExisting enquiry and customer lookupIn review
Converted to enquiryAppears in your pipeline with its sourceConverted

Example flow with illustrative entries.

Who uses it

Each person sees the enquiries that are theirs.

Permissions and data scopes decide who can create, assign, view or convert an enquiry. A sales executive can be limited to their own enquiries while a sales head sees the whole team. See how access control works.

Sales executive

Works assigned enquiries, logs calls and sets follow-ups.

Sales head

Assigns in bulk and keeps every enquiry moving.

Site engineer

Sees booked surveys and records them against the enquiry.

Owner

Reads pipeline and source reports across the whole team.

Questions

About enquiries and the pipeline.

What is a solar CRM?
A solar CRM tracks every enquiry from first contact to a signed job. HelioLattice does this with pipeline stages made for solar, roof and bill details on the enquiry, call and follow-up history, and a direct hand-off into survey, quotation and the delivery checklist.
How does HelioLattice stop duplicate enquiries?
Each phone number is normalised and checked when an enquiry is created or imported. If the number already exists, the team sees the match. A user with the right permission can override it, and the reason for the override is recorded on the enquiry.
Can we import enquiries from a campaign, an expo or a spreadsheet?
Yes. A bulk import shows a preview before anything is saved, marking each row as ready, invalid, a duplicate within the file or a duplicate of an existing enquiry. Imported enquiries are grouped into a list by source, such as a campaign, an expo or a partner.
How are enquiries assigned to the sales team?
Each enquiry has an owner, an optional manager (a person or a role) and a site engineer. Enquiries can be assigned in bulk, and colleagues can be added as collaborators with view, work or manage access.
Does it log calls and WhatsApp conversations?
Yes. Users call or message from a shared phonebook and record the outcome, such as connected, not answered, busy, wrong number or call back later. The call log keeps the status before and after, the next follow-up date and any recording attached to the enquiry.
Can channel partners send us enquiries?
Yes. Partners submit enquiries through their own login, and team members can submit referrals too. Your team reviews each one, checks for duplicates, and converts it into an enquiry in your pipeline. The partner can follow its progress.

See your own enquiries in the pipeline.

Bring a recent expo sheet or a list of open enquiries and we will show how they are imported, assigned and followed up.

Book a demo Next: survey and quotation