CRM FOR SOLAR INSTALLERS
Less chasing details. More clarity from enquiry to installation.
Keep electricity bill details, rooftop surveys, proposals and customer follow-ups connected in one solar sales workflow.
Opens WhatsApp with a message about your business. Send it when you’re ready.
SOUND FAMILIAR?
The work is real.
The chasing can be simpler.
Your sales team has the enquiry, your survey team has the roof details, and the quotation sits in another folder. The customer needs an update, but nobody has the complete picture.
When everything is scattered
- Salespeople collect the same basic details repeatedly.
- Survey handoffs rely on calls and forwarded messages.
- Proposals wait without a scheduled follow-up.
With a connected CRM workflow
- One enquiry with location, bill range and site requirements.
- Survey appointments and findings visible to sales.
- Every open proposal has an owner and a next action.
SEE THE WORKFLOW
From the first enquiry
to a useful next action.
Choose a stage to see what your team does and what gets easier. This is an example we can adapt to your process.
Capture the requirement
Record location, property type, bill range and rooftop ownership from your enquiry channels.
Read the complete workflow
Capture the requirement
Record location, property type, bill range and rooftop ownership from your enquiry channels.
Start the discussion with useful site context.
Qualify and assign
Route residential and commercial enquiries to the appropriate team and confirm service coverage.
The right team handles the opportunity.
Schedule a survey
Assign a survey visit, record attendance and attach the agreed site findings.
Sales can see when the site is ready for a proposal.
Track the quotation
Record proposal versions, customer questions and a follow-up date.
Open quotations stay on the team’s agenda.
Hand over the sale
Move accepted proposals into the agreed installation handoff with responsibilities and milestones.
The installation team receives the sales context.
Would this make your team’s day easier?
Tell us how you handle enquiries today. We can map the steps around your business.
THE OWNER’S VIEW
Know what needs attention.
Without asking everyone.
A useful CRM turns daily updates into a shared view. Agree the fields and outcomes that matter, then give your team a consistent way to record them.
Explore CRM capabilitiesYour working-day overview
Enquiries by service area
Surveys due and completed
Quotations awaiting a decision
Accepted projects awaiting handoff
HOW WE MAKE IT FIT
Start with your process.
Build a practical first version.
Your existing tools, staff responsibilities and customer journey shape the setup.
- 01
Map your working day
Show us where enquiries arrive, who responds and where follow-ups slow down.
- 02
Connect and configure
Agree the pipeline, fields, owners and reminders. Connect the supported sources and tools you need.
- 03
Review and hand over
Walk through example enquiries, confirm the handoffs and get guidance for the team using the workflow.
We confirm integrations, account permissions, messaging consent and provider charges during scoping. Automated messages use supported channels and the required templates where applicable.
QUESTIONS BEFORE YOU START
A little more clarity.
Can we separate residential and commercial leads?
Yes. We can scope different qualification questions, owners and sales stages for each.
Will the CRM generate technical solar designs?
The proposed workflow manages sales and handoffs. Engineering calculations or design-tool integrations would need a separate scope.
Does this include running our Meta ads?
This workflow captures and manages enquiries from connected sources. Ad campaign management is a separate service and can be discussed if you need it.
MAKE YOUR NEXT STEP EASIER
Your process.
With less chasing.
Tell us about your solar installers business and the tools you use today. Let’s work out where a CRM can help first.
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