Enquiries slip through the cracks
A lead from an ad or a walk-in sits in someone's phone, and nobody calls back.
With Lead Management
Every enquiry lands in one pipeline with an owner, and is flagged if nobody calls in time.
For solar, software and trading companies
From the first enquiry to the last service visit — in one place.
Lead Management brings your leads, quotes, payments, deliveries, stock, service and team together. The office works on the web; sales, field teams, customers and partners work on their phones.
Already a customer? Sign in with your Invexbook account — one sign-in for every Invexbook product.
- Web console for the office
- Android app for the field
- Rupees in lakh, April–March years
3ready workflows — solar EPC, software and trading — that you can reshape
5phone apps in one: sales, field team, owner and office, customer, partner
23business reports, each one click away from an Excel file
12permissions across 8 roles, so everyone sees only their part
Why companies switch
Stop running your sales from WhatsApp groups, notebooks and spreadsheets.
With Lead Management
Deals stall between departments
Paperwork, approvals and hand-overs wait, and nobody can say where or for how long.
With Lead Management
Each step has an owner, a time limit and a checklist, and late steps show up on everyone's list.
Money owed, and nobody chasing it
The work is done, but the last payment is still out and nobody noticed.
With Lead Management
Payments are tied to the steps of the work, so what is due — and overdue — is always in view.
Built for how you sell
Start from a ready workflow. Then make it yours.
Pick the template for your trade, then rename stages, change owners, time limits, checklists and forms — no programmer needed.
Rooftop solar, from survey to net metering
- New Lead
- Registered
- Assigned
- Verified
- Docs Verified
- Quote & Payment Mode
- Final Verification
- Utility Application
- Subsidy & Loan
- Ready for Installation
- Installation Started
- Installation Complete
- Net Metering
- Service & Maintenance
- Closed
- Subsidy and bank-loan status for every customer, and the utility paperwork tracked to the day
- Site checklist with photos, serial numbers scanned on the phone, and a commissioning report that starts the warranty
- AMC contracts with visits due, and a homeowner app for project updates and payments
B2B software, from campaign lead to renewal
- Captured
- Qualified
- Demo Scheduled
- Proposal Sent
- Negotiation
- Contract Signed
- Onboarding
- Go-live
- Support & Renewal
- Closed
- Each step owned by the right person — SDR, account executive, customer success — with a time limit
- Proposals with versions, accepted or turned down with the reason kept, and payments against milestones
- Onboarding and go-live run like a project, and support tickets after it
Traders, contractors and dealers, from enquiry to delivery
- Enquiry
- Qualified
- Quotation
- Order Confirmed
- Advance Received
- Procurement
- Dispatched
- Delivered & Installed
- Follow-up & Service
- Closed
- Stock in the godown: set aside for an order, issued, returned — and what it is worth
- Advance and balance payments by UPI, bank, cash or cheque, each with its reference
- Dispatch and delivery tracked per order, with service follow-up afterwards
How it works
Every customer moves through four phases.
Whatever you sell, each record is always somewhere on this line — with someone responsible for the next step.
PHASE 1
Lead
Capture enquiries from the field, the office or a CSV file. Call fast, qualify, collect what you need.
PHASE 2
Deal
Send the quote, agree how it is paid, and take the first payment against the order.
PHASE 3
Delivery
Plan the work, issue stock, tick the checklist on site and hand over with proof.
PHASE 4
After-sales
Service tickets, maintenance visits and warranty claims — and the next sale.
Leads and pipeline
See every lead, and what it needs next.
- A board of every stage, with time limits that turn red when they slip
- Each customer's documents, checklist, quote and history on one page
- A score that says which leads are hot, and why
Quotes and money
Quote, collect and keep track of every rupee.
- Quote versions the customer accepts or turns down, with the reason kept
- Payments by UPI, bank, cash or cheque, each with its reference
- Bank loans and subsidies followed for every customer who needs them
Delivery and stock
Every job, from the godown to hand-over.
- Book the team, set stock aside and issue it to the job
- Site checklist with photos and serial numbers from the phone
- What each job cost — material, labour, transport, fees — beside what it earned
Reports
Know your numbers — and send them to Excel.
- 23 reports, from the lead register to the margin on each job
- A monthly MIS pack: the month against last month, last year and the year so far
- Indian number format and April–March financial years, ready to print
And everything around it
Everything around the sale, in the same place.
Documents
Ask for a file, check it, and send it back with a reason.
Service and AMC
Complaints, maintenance visits and warranty claims, on time.
Inventory
What you have, what is promised, what to buy, and its value.
Attendance and salary
Start Day on the phone; the month's salary worked out from it.
Channel partners
Partners bring leads, follow them, and see their commission.
Customer app
Customers follow their project and payments, and raise a ticket.
Tasks and alerts
Everyone's list of what is late or due, and screens that update live.
Your workflow
Stages, owners, time limits, checklists and forms — all yours to change.
One product, every person
Each person sees exactly their part of the work.
For the owner
- Start the day with what needs attention, ranked
- Approve, reassign and chase from your phone
- Close the month with the MIS pack in Excel
For the office
- Check documents and send back what is wrong, with a reason
- Record payments, book installations and issue stock
- See every late step across the company in one list
For sales
- Capture a lead at the door and call or WhatsApp in one tap
- Everything about a customer on one page
- Follow-up drafts written for you to check and send
For the field team
- Today's jobs and the checklist for each site
- Photos and serial numbers straight from the phone
- Start Day and End Day for attendance
For your customers
- Their project step by step, without calling the office
- Their quote, payments and documents in one place
- A ticket for service, answered by your team
For channel partners
- Bring in a customer and follow where it has got to
- See what they earned, what was paid, and what is on the way
- Nothing of your other customers — ever
On the phone
Built for the road, the site and the customer's front door.
One Android app that shows each person their own screens — from capturing a lead to reading the month's figures.
To get the app, ask your company administrator.
AI that assists
An assistant that suggests. You decide.
It never moves a lead or messages a customer on its own.
Scores every lead — and shows why
From its source, its size, how fast you answered and which documents are in.
Suggests the next step and the right person
Collections due, quotes waiting, deliveries at risk, leads going cold.
Drafts the follow-up — a person sends it
Copy it, change it, and send it from your own phone.
Trust and security
Your company's data stays your company's.
One sign-in
Your Invexbook account opens this and every other Invexbook product.
Walled off from other companies
Separated in the application and in the database itself.
Roles and permissions
Sales see their own leads; partners see only their customers.
Every change recorded
An audit log of who did what and when, Excel downloads included.
Customer numbers protected
Reports hide mobile numbers from everyone but the owner.
Payout details protected
Partners' bank and UPI details are stored encrypted.
Before switching to this lead management application, our sales team at Sunshine Solar was juggling spreadsheets, sticky notes, and missed follow-ups. Within the first month, we had every inquiry tracked in one place, automated reminders kept our reps on schedule, and our lead-to-site-visit conversion improved noticeably. The pipeline view alone has saved us hours every week. It's simple, reliable, and built for how a solar business actually sells.
FAQ
Questions people ask
Do we need to install anything?
The office uses it in a web browser. Sales, field teams, customers and partners use the Android app.
How do we get the Android app?
Ask your company administrator. They share the app with your team.
Can we change the stages to match how we work?
Yes. Your administrator edits the stages, owners, time limits, checklists and forms, or starts from the solar, software or trading template.
Can our channel partners use it?
Yes. They bring in leads, follow them and see their earnings — and nothing else.
Can we get our data into Excel?
Every report downloads as an Excel workbook, and existing leads can be brought in from a CSV file.
Does the AI contact our customers by itself?
No. It drafts follow-ups; a person reads and sends them.
How is our data kept apart from other companies?
Each company's records are separated in the application and in the database itself.
Book a demo
See it with your own kind of business.
Tell us a little about your company and we will show you Lead Management set up for how you sell.
- We call you to fix a time that suits you.
- We walk you through it with a workflow like yours — solar, software or trading.
- You decide. There is nothing to install for the office.