Lead Management & Pipeline

Never Lose a Lead Again

Smart pipeline management built specifically for solar sales. Track every prospect from first contact to closed deal with our visual Kanban board.

Visual Sales Pipeline

Drag-and-drop Kanban board shows every deal at a glance. Move leads through stages effortlessly.

Intelligent Lead Scoring

Automatically prioritize your hottest leads so your sales team focuses on the right prospects.

Bulk Lead Import

Upload CSV files from marketing campaigns instantly. Get leads into your pipeline in seconds.

Duplicate Detection

Automatically catches duplicate leads before they waste your time or create confusion.

Lost Lead Analysis

Track why deals are lost to improve your close rate and refine your sales process.

One-Click Conversion

Convert qualified leads to customers instantly without re-entering information.

Smart Lead Scoring

Our intelligent lead scoring system helps you focus on the leads most likely to convert, saving your team time and increasing close rates.

Lead Scoring Factors:
  • Property type (residential, commercial, industrial)
  • System interest (solar-only, battery, EV charging bundles)
  • Lead source quality
  • Geographic proximity to your service area
  • Response time tracking
  • Engagement level
Kanban Pipeline Board
Lead Scoring Breakdown

Powerful Pipeline Features

Everything you need to manage your solar sales pipeline effectively and close more deals.

  • Customizable sales stages with win probability
  • Quick notes on any lead from the pipeline view
  • Stage-by-stage filtering for focused work
  • Date range filtering for accurate forecasting
  • Complete activity history per lead

Explore More Features

Discover how Installa helps you manage every aspect of your solar business.

Transform Your Solar Installation Business

Join the growing community of solar installers who are closing more deals, reducing paperwork, and completing installations faster with Installa. Get your entire team on the same page - from sales to design to installation.

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