Solar lead management software

Capture every solar lead and keep the next action visible.

ArcSolar gives solar retailers one place to receive new enquiries, assign ownership and move opportunities through a visible sales pipeline. The lead becomes the customer record used by quoting and operations, so the team does not have to recreate it after the sale.

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New enquiry, owner, pipeline stage and downstream quote stay attached to the same customer record.

ArcSolar / Solar lead management
ArcSolar solar lead management pipeline showing customer ownership, opportunity stages and lead-source details

What changes

Replace a broken handoff with a connected workflow.

01

Every enquiry enters one queue

Bring website and connected lead-source enquiries into a shared pipeline where new opportunities are visible to the team responsible for responding.

02

Ownership and stage stay clear

Show who owns the lead, where it sits in the sales process and which opportunities need contact, assessment, quoting or follow-up.

03

Won leads continue as live jobs

Carry the customer, property and sales context into quoting, payment and operational work instead of entering the same information again.

How it works

One record through the work that matters.

The workflow is configured around the retailer rather than forcing the team into a generic software template.

  1. 1

    Capture the enquiry

    Create the customer and opportunity from a connected lead source or a new enquiry entered by the team.

  2. 2

    Assign and progress the lead

    Give the opportunity an owner, record contact and move it through the visible solar sales stages.

  3. 3

    Convert without rebuilding

    Start the quote and eventual job from the same customer record once the opportunity is ready to proceed.

Questions

What solar teams ask about solar lead management.

Can ArcSolar capture Meta Lead Ads enquiries?

Yes. Connected Meta Lead Ads submissions can create the customer and opportunity record automatically so the enquiry appears in the sales workflow without manual re-entry.

Which stages can solar leads move through?

The ArcSolar pipeline makes stages such as new, contacted, site assessed, quoted, won and follow-up visible so the team can see the current state and next action.

Does the lead record connect to quoting?

Yes. The customer and property context used during lead management can carry into the quote, payment and operational records that follow.

See it with your workflow

See how ArcSolar connects solar lead management to the rest of the job.

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