solar

ENERGIZE THE FUTURE

Lead Management

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Authorised access only

solar

Dashboard Leads Quotations Deals Finance Maintenance Messenger Bot Website

SA

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Dashboard

Notifications

New lead

Lead type

Full name Phone Email House address required

Area / City State Property Supply phase Avg monthly bill (RM) Avg monthly usage (kWh) optional Service needed Details Source Assign to

Auto quotation

Enter a property address to generate the roof & panel layout.

Customer Property address

Supply phase

State sets the solar generation estimate Average monthly TNB bill

RM 350

Price per kWp (RM) Total rounds up to the next RM500 Quotation type

Fine-tune the system overrides the selected package

Solar module

Module wattage (W) No. of panels

Inverter Roof / mounting type Solar Pro insurance 5-yr all-risk line on the Warranty page

Savings calculator De Solar residential model — TNB RP4, self-consumption

Monthly consumption

kWh

Peak sun hours

PSH

Tariff plan System cost

RM

Battery

Battery model Exported to grid

%

Schedule a visit

Customer Type

Date Amount (RM) Assigned to Notes

Mark as lost

Why did not go ahead? The reason shows on the scorecard so the team can see what kills deals.

Tell us more

Monthly ad spend

Facebook / Google spend for the month. The scorecard divides it by deals won to show cost per installation sold.

Month Spend (RM)

Record payment

Customer Amount received (RM) Date paid Payment type Method Reference / RRN optional Proof of payment receipt photo

Notes optional

Recording the first payment marks this deal Confirmed and moves the lead to Won.

Backup & restore

Download a backup

A full copy of everything — leads, quotations, payments (with receipt images), scheduled jobs, website content and settings. Save it somewhere safe before any redeploy.

Restore from a backup

⚠ This replaces all current data with the file's contents, exactly as it was. Use it on a freshly deployed / empty CRM. This can't be undone.

Leads as spreadsheet (CSV)

Export just the leads as a CSV for Excel / Google Sheets, or import a leads CSV back in. (The JSON backup above is the complete, exact copy — quotes, payments & images included.)

Google Sheet mirror

New leads, quotations and payments push to your Google Sheet automatically. Use this to sync everything right now.

WhatsApp notifications

Equipment catalogue

Generate invoice

Discount

Discount value

Maintenance service quotation

Customer Quotation title

Add a service tap to add or remove

ServiceQtyUnit (RM)

Scope & notes optional

Edit