You've Become the Bottleneck in Your Own Solar Business
Stop losing solar prospects to forgotten follow-ups and disorganized lead tracking. Our CRM automates the busywork so you focus on installations.
Solar Sales Challenges Most Installers Face
Here's the truth about running a small solar installation business:
You started installing solar to help families save money and build something for yourself. But now you're drowning in follow-up chaos - sticky notes with phone numbers, forgotten callbacks, and prospects who go cold while you're on rooftops.
- The Real Problem: You're doing everything manually. Interested homeowners slip through the cracks because you can't remember who needs what when. You spend evenings trying to organize leads instead of growing your business.
- The Manual Trap: Every solar prospect requires multiple touchpoints before they're ready to sign. Without a system, qualified leads choose competitors who stay in touch better.
Complete Solar CRM Benefits
- Automated Follow-Up Sequences Set up once, works forever. Every solar prospect gets systematic nurturing messages even when you're busy with installations. No more forgetting to call back interested homeowners.
- Lead Pipeline Organization See exactly where every prospect stands in your sales process. Know who needs proposals, who's ready to sign, and who needs follow-up - all in one place.
- Automated Review Requests Happy customers automatically get prompted to leave reviews at the perfect time - after successful installation and their first energy bill savings.
- Calendar Booking Without Phone Tag Prospects can book consultations directly on your calendar. No more back-and-forth scheduling calls eating up your time.
- SMS and Email Automation Stay in touch with prospects through automated messages that provide value and keep your solar company top-of-mind throughout their decision process.
- Customer Database That Actually Works All prospect information, conversation history, and project details stored in one place. Never lose track of a potential customer again.
Why This Works for Small Solar Installers
- Built for Solo Operators: Designed for installers who wear every hat in their business. Simple enough to set up yourself, powerful enough to grow with you.
- Solar-Appropriate Templates: Pre-built message sequences that speak to solar prospects' concerns about ROI, installation process, and energy savings.
- No Technical Skills Required: If you can send a text message, you can run this system. Set up in hours, not weeks.
- Grows With Your Business: Start with basic automation and add features as you scale. No contracts or complicated upgrades.
- Direct Support: Work with people who understand small business challenges, not corporate support scripts.
Who This ISN'T For
Be honest - this isn't right for you if:
- You already have staff handling all customer communication
- You're doing over $500K annually (you need enterprise systems)
- You prefer tracking everything in spreadsheets or notebooks
- You're not willing to spend time setting up better systems
This IS perfect for you if:
- You personally handle prospect follow-ups and customer communication
- You lose track of potential customers when you get busy
- You want organized systems without hiring administrative staff
- You're ready to stop doing everything manually
Get Started With Solar CRM
Ready to Stop Losing
Solar Prospects?
Book a 15-minute assessment to see how our software fits your operation.
Qualify your specific needs - We'll review your current systems and identify where you're losing jobs to poor communication
See live software demo - Watch exactly how automation, scheduling, and follow-ups work for businesses like yours
Get custom implementation plan - Learn how to set up automated systems that work with your existing workflow
No pressure sales pitch - Just 15 minutes to see if this solves your actual business problems
Stop Paying for Multiple Business Tools
Save $520/month
SolarPowerWorld CRM: $350+/month
Salesforce (solar edition): $150+/month
PandaDoc (proposals): $65+/month
Calendly Pro: $12+/month
Mailchimp: $35+/month
CallRail (call tracking): $45+/month
Review management: $60+/month
Total: $717+/month
Modern Media Digital: $197/month
Choose Your
Growth Plan
SOLAR STARTER
$97/month
Perfect for:
1-2 person Solar operations
Up to 1,000 contacts
Email/SMS automation sequences
Basic pipeline with custom stages
Appointment scheduling calendar
Mobile app for field access
Contact forms for lead capture
Email support (business hours)
No contracts - cancel anytime
30-day money-back guarantee
🔥Most Popular
SOLAR PRO
$197/month
Perfect for:
Built for 3-10 technician teams
Up to 10,000 contacts
Advanced workflow automation
Two-way SMS messaging
Team calendar coordination
Review automation (Google/Facebook)
Growing solar installation teams
Payment processing integration
Phone + priority email support
No contracts - cancel anytime
30-day money-back guarantee
SOLAR ENTERPRISE
$297/month
Perfect for:
Growing Solar companies
Unlimited contacts
Multi-user team management
Advanced reporting dashboard
Custom fields for project data
Membership area for customer education
Dedicated account manager
Priority phone support
Third-party integrations via Zapier
No contracts - cancel anytime
30-day money-back guarantee
Need Expert
Business Automation?
Don't want to figure this out yourself?
Our business automation specialist handles complete setup and optimization for busy service business owners who want results without the learning curve.
FOR STARTER PLAN SUBSCRIBERS
Monthly Business Consulting - $297/month
- Monthly 30-minute strategy call
- System optimization guidance
- Workflow improvement recommendations
- Growth planning and upgrade path consultation
- Email support between calls
- Cancel anytime with 30-day notice
FOR PRO & ENTERPRISE SUBSCRIBERS
Professional Setup Package - $1,497 one-time
- Complete system configuration and data migration
- Industry-specific workflow development
- Custom automation sequences for your business type
- Automated onboarding sequence enrollment
- One 30-minute strategy consultation
- 14 days of priority email support
Monthly Optimization Support - $297/month (optional)
- Monthly 30-minute strategy call
- Advanced system performance analysis
- Priority email support between calls
- Workflow scaling as your business grows
- Cancel anytime with 30-day notice
🗣️ See How Businesses Like Yours Succeed
See How Businesses Like Yours Succeed
Solo Operations
Small service businesses that implement automated communication systems typically see improved response consistency and reduced administrative workload.
Result: More systematic follow-up and streamlined customer communication processes.
Growing Team
Service companies with 3-10 team members who centralize their customer management often experience better coordination and reduced scheduling conflicts.
Result: Improved team coordination and consistent customer experience across all interactions.
Multi-Location Business
Businesses operating from multiple locations that standardize their communication workflows typically achieve more consistent customer service delivery.
Result: Unified customer experience and centralized management across all business locations.
STILL NOT SURE?
Solar CRM
Questions and Answers
Solar Software Questions and Answers
Question 1: Will this actually work for a small solar installer?
This system is designed specifically for solo installers and small teams who handle their own customer communication. It organizes what you're already doing manually.
Question 2: How quickly can I see results?
Most installers notice better prospect organization immediately and start seeing improved follow-up consistency within the first week.
Question 3: Can I track which marketing channels bring the best solar leads?
Yes, the reporting dashboard shows lead sources and conversion rates so you can see which marketing efforts generate the most qualified prospects and installations.
Question 4: Will this help me get more solar referrals?
Yes, automated review requests and customer follow-up systems help turn satisfied customers into referral sources.
Question 5: What if I only do a few solar jobs per month?
Perfect. The system helps you convert more of your current prospects and stay organized as you grow.
Question 6: Does this work for both residential and commercial solar projects?
The system handles both residential and commercial projects. You can create custom pipeline stages and workflows that match your specific sales process for each market type.
Question 7: What happens to my data if I need to cancel?
You can export all contact information, project history, and communication records at any time. Data is provided in standard formats for easy import into other systems.