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Sales & CRM

A lead that never goes quiet.

From the first enquiry to a signed quotation, on one record. It chases the ones going cold — and it knows to stop the moment somebody answers.

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app.solset.ai/sales/leads/L-100238
Greenfield Foods — Unit 2
L-100238
Lead ad form submittedL-100238

Name

Greenfield Foods

Phone

+91 98••• ••210

Roof

Factory shed, Unit 2

Interest

About 30 kW

The campaign, the ad and the form answers come across with it, so the source is on the record before anybody opens it.

Free
plan leads, quotations and the team inbox start on
Professional
plan WhatsApp follow-up sequences start on
5
quotation layouts — or your own letterhead
8
call outcomes a rep chooses from
Capture and ownership

Four ways in. Every one with a name against it.

However a lead reaches you, it lands in the same shape — owner, source, conversation and follow-up dates — and it is assigned at the moment it appears, by rules you set once.

Where a lead comes from

Four doors, one record

Facebook & Instagram lead adsNeeds setup on MetaA form submission becomes a lead with the campaign, the ad and the answers already on it — and an owner, a follow-up plan and a notification to that owner.
A WhatsApp messageSomebody messaging your business number can open a lead by itself, with the conversation attached to it from the first line.
A spreadsheet you already haveImport a CSV and the whole list is distributed across the team by your assignment rules in one pass, rather than one row at a time.
A rep typing it inThe ordinary case, and the one most products get wrong: a lead you record yourself stays yours unless you hand it over.
Lead ads are not a switch you flip from here alone. Meta has to approve the permissions for our app, and you have to accept Meta's own Lead Ads terms for your Page. We will say when that is done for your account rather than let you find out from an empty pipeline.

Whose it is

Not a queue everyone can see and nobody owns

Yours by defaultA lead you record on the form is owned by you, with the rules offered as a choice on that same form — not applied behind your back.
Round-robin or by workloadFor leads that arrive on their own, the next rep in turn takes it — or the one carrying the least, with ties still rotating so one person cannot become the default.
Never unownedAn ad lead, an import and a WhatsApp enquiry all pick up an owner on arrival, and that person is told. An unassigned lead is the one nobody chases.
And who may see itReps can be scoped to the leads they own; managers see the pipeline. The same rules decide the numbers on the analytics page, so a count can never show what a row would not.
The conversation

The thread survives the rep. The follow-up knows when to stop.

Messages sit on the customer's record rather than in an individual's app, and a sequence keeps the conversation alive on WhatsApp — inside rules you would set yourself. Most solar deals are lost to silence rather than to a competitor.

One timeline, every channel

WhatsApp, Facebook, Instagram and email on the lead

Greenfield Foods — Unit 2

L-100238 · owner Priya S.

Saturday morning works. Can you bring a layout?
Done — I'll bring the roof layout and two options on panel count.
Email replyPlease also send the payment schedule.
  • WhatsAppChat on the lead, not on a phone in somebody’s pocket.
  • Facebook DMsPage messages reach the same inbox.
  • Instagram DMsSame, for the account your ads run from.
  • Email repliesA customer’s reply lands on the lead’s own timeline.
A sent email carries a reply address unique to that customer, which is how the reply finds its way back to the record. Connecting your own WhatsApp number goes through Meta's approval — until it does, you can send from ours.

It chases them. Then it stops.

WhatsApp sequences, started by a trigger you choose

A new lead arrives

Introduce yourself the same day, every time.

A lead goes quiet

Nudge it after the number of days you choose.

Approved templates onlyAutomated messages use templates WhatsApp has approved. No free text goes out unattended.
A reply stops the sequenceThe moment a customer answers, the automation steps back and the owner is told.
Sending hours and a daily capNothing at 2 am, never twice in a day, and “STOP” is honoured for good.
Or approve each onePrefer a human in the loop? Every step can wait for a tap from the lead’s owner.
Quotations

Five looks, your name on all of them. A link they can open and sign.

Pick the look that suits the customer — a formal industrial tender and a residential rooftop do not want the same document. It goes out as a PDF and as a web page; the customer accepts in their browser, and acceptance is what starts everything downstream.

Editorial. Clean white pages, numbered chapter headings, navy figure panels. Photos on the cover and back cover.

A theme, or your letterheadOne or the other, never both. Choose your printed letterhead and the document adds no branding of its own — not a quieter version of it, none — so it never prints a second logo and a second colour across stationery that already has its own.
Saved as a templateStandard scope, terms and payment stages, kept as a template so the next quotation starts where the last one finished. Saved templates come in from the Professional plan up — below it you still pick a theme and upload a letterhead on each quotation.
Q-004230.42 kWp rooftop · Greenfield Foods — Unit 2

52 × 585 W modules

$28,600

Description, HSN and unit sit under the name — not instead of it.

Inverter, 30 kW

$7,900

Description, HSN and unit sit under the name — not instead of it.

Structure, cabling & BOS

$14,400

Description, HSN and unit sit under the name — not instead of it.

Installation & commissioning

$11,500

Description, HSN and unit sit under the name — not instead of it.

Total$62,400
solset.ai/q/…/4c18Accept
Line items that read like a quotationThe item's name is the heading, with description, SKU and HSN tucked underneath — so a customer reads what they are buying rather than a spreadsheet row.
Or a comparison linkWhere a customer is weighing you against other bids, send a page that puts the offers side by side on price, scope and warranty. Accepting from there works the same way.
Sending on WhatsApp uses a message template WhatsApp has approved. A link template is live today; the one that carries the PDF itself is still going through Meta's approval, so a quotation reaches the customer as a link until that lands.
Calls

“I called them” is not an outcome.

Logging a call asks what actually happened, from a fixed list. That one change turns a pile of activity into a connect rate you can manage against.

Connected — InterestedConnected — Not InterestedConnected — Call Back LaterNo AnswerBusyDisconnectedWrong NumberSwitched Off

The list above is the product's own, not an example — every call is filed under one of these.

Flagged for review

Patterns a manager should look at

  • An outcome logged at three in the morning
  • A “connected” call that lasted four seconds
  • Nine calls logged inside two minutes
  • The same note pasted onto different leads
These are statistical tells, not proof, and the page says so where you read them. Nobody is scored or penalised by it — it hands a manager a short list worth a conversation.
Closing

Won means something actually happens.

The gap between a signed quotation and a job on the board is where deals quietly stall. Acceptance closes it without anybody retyping the customer.

  1. The quotation is acceptedOn the link you sent, in the customer’s own browser.
  2. A customer and a won deal openAt the quotation’s own total, pointing back at the lead — in one step, so a half-converted lead cannot exist.
  3. A project is one click awayPre-filled from the signed quotation, and linked both ways afterwards.

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Common questions

What people ask before moving their pipeline

Including the two answers that are “it depends on Meta”, because finding that out later is worse.

Stop losing leads

The follow-up that never gets forgotten.

Most solar deals are lost to silence rather than to a competitor. Put the next one on a record that chases it for you.

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