Solar CRM that turns enquiries into confirmed orders
Every rooftop enquiry reaches a caller fast, site surveys are booked and checked in on location, and proposals are followed up until the customer orders.
What gets in the way today
Enquiries cool off fast
Homeowners ask several installers for a quote at once; the first to call and book a survey usually wins the job.
Leads arrive from everywhere
Ads, the website, flyers, referrals and walk-ins land in different inboxes and phones.
Proposals go quiet
The customer has the quote, then the decision waits on a loan, a subsidy or the family, and nobody calls back on time.
Surveys are hard to see
Managers cannot tell which surveys happened, how long they took or which surveyor turns them into orders.
How LumaKol fits the day
From the first enquiry to the closed deal, on the phone your team already carries.
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Enquiries are assigned as they arrive
Google Ads lead forms, your website, hosted forms behind QR codes on flyers and imported lists feed one workspace. A rule shares them out in turn or by source and sets the first call.
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The first call books the survey
Callers record the property, roof type and monthly bill in ready-made fields, pick Site survey booked, and the lead moves to Site survey.
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Surveys are checked in on site
The surveyor checks in and out at the property, with the distance from the customer’s address and a visit note, and the day’s surveys open as a route in Google Maps.
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Proposals are followed up to the order
The proposal goes out from a WhatsApp or email template, the follow-up is set for when the customer decides, and finance and paperwork are tracked until the order is confirmed.
On Android, calls from the work SIM are logged automatically. On iPhone, agents call from the app and log the outcome straight after.
The pipeline you start with
Built in and ready on day one. Rename, add or remove stages whenever your process changes.
- New enquiry
- Contacted
- Site survey
- Proposal sent
- Finance & paperwork
- Order confirmed (Won)
What matters most for your team
Every call logged on its own
Calls from the work SIM attach to the customer automatically on Android, so every conversation about a roof or a quote is on the lead.
Custom fields
Property, roof type, monthly bill, system size and subsidy status come ready as custom fields, shown on the lead and in exports.
Field visits and day routes
Check-in and check-out at the customer’s address for site surveys, with the distance, a visit note and a day route for surveyors.
Quotes with UPI payment
Send a quote for the system from the lead; in India, add a UPI link so the customer can pay the advance.
Drip sequences
Customers who are still deciding get timed emails from your own mailbox and WhatsApp steps your caller sends, so no proposal is forgotten.
Reports, funnels and coaching
The stage funnel, speed to lead and caller scorecards show where enquiries stall: before the survey, after the proposal or in finance.
Where your leads come from
Connect the channels you already use; new leads reach the calling queue as they arrive.
- Google Ads lead forms
Lead-form extensions post straight into your workspace.
- Hosted forms
Put the QR code on flyers, vans and site boards.
- Website webhook
For solar marketplaces or website tools that can send a webhook.
- JustDial
Enquiries from your listing land in the queue.
- IndiaMART
Useful for commercial and industrial buyers.
- CSV / Excel import
Bring existing lists in and map the columns once.
Questions teams ask
Does LumaKol come with a solar pipeline?+
Yes. Choose Solar & renewable energy when you sign up and the workspace starts with a solar pipeline, call outcomes such as Site survey booked, fields for property, roof, monthly bill, system size and subsidy, and an opening script. Rename or change any of it later.
Can surveyors use it in the field?+
Yes. In the app, field visits check in and out at the customer’s address, record the distance and a note, and plan the day as a route in Google Maps.
Can we track subsidy and loan paperwork?+
Use the Finance & paperwork stage and the Subsidy or incentive field, and set a dated follow-up for each step so nothing waits on memory. LumaKol does not file subsidy or loan applications.
Can leads from solar marketplaces come in?+
If a marketplace can send a webhook, point it at a Website or other app source; otherwise import its export as a CSV or Excel file. Google Ads lead forms, IndiaMART and JustDial connect directly.
Learn more
A how-to article for your industry, the setup guides and every feature.
Look LumaKol up on the sites software buyers check
Independent directories. Each link opens LumaKol’s own page there.
Start calling with a pipeline built for you
Pick your industry when you sign up and its pipeline, call outcomes and fields are ready. Or book a 30-minute walkthrough with our team.
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