A residential and small-commercial solar installer in Surat runs three tele-callers, four surveyors and two installation crews under the owner. Enquiries come from Facebook and Google campaigns, subsidy-scheme interest, a dealer network in nearby towns and referrals from installed customers, about 60 a day in season.
Before Telecalling Software, ad leads were downloaded weekly and called from a spreadsheet, surveys were booked over WhatsApp with the surveyors, and quotes sat in each caller's email. A quote sent in week one was rarely followed up in week three, which is when most homeowners decide. With the ad forms connected as lead sources and the follow-up presets set to two and four weeks, every quote now has a call scheduled before the caller hangs up.
Each call ends with a stage and the fields a solar quote needs: roof type, monthly bill, system size, subsidy eligibility and DISCOM. The quote PDF and the subsidy checklist go out on WhatsApp from the same screen and are logged on the record. Surveyors are users with their own queue, so a survey booked by a caller appears on the surveyor's phone with the address and the customer's notes.
The owner watches bookings per source and per district, which showed one district converting surveys to bookings at twice the rate of the city, and moved the next campaign there.