Lead management
Solar Lead Management With Every Source Connected
Solar leads arrive from ads, marketplaces, your website and WhatsApp. SunFlow CRM pulls them into one inbox within seconds, assigns them and reminds your team to follow up.
Connected sources
Set up each connection once from Integrations.
- Meta (Facebook & Instagram) Lead Ads with campaign and form answers
- Google Ads lead form webhook
- IndiaMART CRM key pull (and push API)
- Website and WordPress forms with an embed code
- WhatsApp via the official Business API or AiSensy
- CSV / Excel import with automatic column matching
No duplicates, no lost leads
A repeat enquiry from the same mobile number is added to the existing lead's timeline instead of creating a duplicate, and every inbound event is logged.
Follow-ups that happen
Set the next follow-up date and time on any lead; it shows in the follow-up list, the dashboard and the owner's task list until it's done.
Frequently asked questions
Can I import my old leads from Excel?
Yes — upload a CSV or paste from Excel. Columns like Name, Mobile, Source, Remarks and Date are matched automatically and bad rows are listed for fixing.