Solar
Track every solar enquiry from first call to site visit
Solar sales frequently combine inside sales and field activity.
CallTrackly helps connect enquiry calls, salesperson activity, notes and next steps. Managers can understand which enquiries are moving and where follow-up is slowing down.
Typical workflow
- Lead
- Qualification call
- Electricity requirement
- Site survey
- Proposal
- Follow-up
- Installation decision
Inside sales and field teams, one record
Whether the call happens at the desk or on the road, it syncs to the same customer record, with offline queuing for weak rooftop signal.
FAQ
Frequently asked questions
Does it work for field surveyors?
Yes. The Android app works offline and syncs automatically when the connection returns.