Get more solar leads. Close them faster.
Find more customers and close deals faster. Integrated with Facebook and Instagram to bring leads directly to your team — with AI-assisted follow-ups and a visual sales pipeline built specifically for solar EPCs.
Connects with the channels your customers already use
Every lead, followed up automatically.
From the first click to the signed deal, nothing falls through the cracks. Here's everything the Marketing & Sales module covers.
Facebook & Instagram Ads
Leads from your Facebook and Instagram lead ads are automatically synced to your CRM the moment someone submits a form — no manual entry, no missed leads sitting in Ads Manager.
AI Copywriter
Let AI draft your ad headlines, descriptions, and follow-up messages so your team spends less time writing and more time selling.
Bulk WhatsApp & Email
Send quotations, updates, and offers to hundreds of prospects via WhatsApp and Email in a single click, fully logged against each lead.
Lead Scoring & Assignment
Automatically route new leads to the right salesperson based on territory or workload, and flag hot leads that need immediate attention.
Visual Sales Pipeline
A drag-and-drop kanban board shows exactly where every lead stands — from first contact to site survey to signed contract.
Conversion & Source Reports
See which ad campaigns, channels, and sales reps actually convert, so you can spend your marketing budget where it works.
From ad click to signed deal in four steps.
No spreadsheets, no manual copy-paste between Meta Ads Manager and your sales team.
Capture
A Facebook or Instagram ad form is submitted and the lead lands in Solset CRM instantly, with source and campaign tagged automatically.
Qualify
Sales reps see new leads immediately and can score, assign, or route them based on location, budget, or urgency.
Nurture
Automated WhatsApp and email follow-ups keep the conversation going, with reminders so no lead goes cold.
Close
Send quotations, track objections, and move the deal through your visual pipeline until it is Won — all in one system.
See exactly where every deal stands.
Drag and drop leads as they move from first contact to a signed deal — with reminders so nothing gets forgotten.
Frequently asked questions
Everything solar EPCs ask before switching their lead generation and sales process to Solset.
How does Solset CRM capture solar leads from Facebook and Instagram?
Solset connects directly to your Facebook Lead Ads and Instagram forms via the Meta API. Every time someone submits an ad form, the lead is created in your CRM within seconds — with their name, phone number, and ad details already filled in, so no one on your sales team has to copy details from Meta Ads Manager by hand.
Can I send WhatsApp messages to leads in bulk?
Yes. You can segment leads by stage, source, or location and send a bulk WhatsApp broadcast — quotations, offers, or follow-up nudges — from inside the CRM. Every message and reply is logged against the lead record automatically.
Does the AI copywriter work for Hindi or regional-language ads?
Solset's AI copywriter can draft headlines and descriptions in English and common Indian regional languages, and you can always edit the output before publishing. It's meant to give your team a fast first draft, not replace human review.
What happens to a lead after it enters the CRM?
Every lead moves through a visible pipeline — New, Contacted, Site Survey, Proposal Sent, Won or Lost — with reminders set automatically at each stage so no follow-up is missed. Sales reps can see exactly which leads need attention today.
Do I need a separate tool for lead tracking and quotations?
No — lead capture, pipeline tracking, proposal generation, and payment collection all live in the same platform, so a lead can go from first click to a signed, paid deal without switching between apps.
Is my leads data secure and exportable?
Yes. Your lead data is stored on Firebase infrastructure with role-based access control, and you can export your full lead list to CSV/Excel at any time — there is no lock-in.
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Turn more clicks into closed deals.
Every day without automated follow-up is another lead going cold. Get started free in 30 minutes.