CRM for solar sales, from first enquiry to switch-on
Leads cost real money, too many of them rent or have a shaded roof, and the ones who fit go quiet between the proposal and the signature. A solar sales CRM that qualifies every enquiry in minutes, books site surveys people turn up to, follows up for as long as the decision takes and keeps the customer informed all the way to switch-on.
For solar companies with 10 to 250 staff- Enquiry from an ad formReply sent in under a minute
- Homeowner, roof and bill checkedScored as a good fit
- Site survey bookedBoth decision makers attending
- Proposal and finance sentFollowed up until a decision
- SignedStatus texts through install and connection
- Ad lead forms
- Website savings forms
- Purchased leads
- Door-to-door canvassing
- Customer referrals
- Roofing partners
- Home shows
- Battery enquiries from past customers
- Electrician partners
- Business owners
Expensive leads, long decisions and silence after the proposal
Solar is a considered purchase. A homeowner may take weeks or months between the first enquiry and the signature, talking to two or three installers, waiting on a partner, checking finance and reading about incentives that keep changing. Every lead costs money, whether it comes from ads, a lead seller or a canvassing team, and many do not fit: renters, roofs facing the wrong way, bills too small to matter.
The same leaks turn up in most solar sales teams. Replies come too late on purchased leads. Site surveys booked by phone are missed because nobody sent a reminder. Proposals die in an inbox after one email. After the sale, customers ring the office to ask where their installation is, and nobody asks for the review or the referral at switch-on. Meanwhile customer details are typed again into the design tool, the proposal tool and the project tracker.
Paying for poor-fit leads
Closers drive to consultations with renters, shaded roofs and people who only wanted a number.
Surveys nobody attends
A consultation booked by phone a week ago, no reminder, and nobody home when the surveyor arrives.
Proposals that die after one email
The proposal goes out, the homeowner says they will talk it over, and the next contact is never scheduled.
Status calls to the office
After signing, customers hear nothing for weeks during permits and grid paperwork, and phone in to ask.
Every enquiry qualified.
Every survey attended.
Every proposal followed up.
Every enquiry qualified before a closer gets in the car
The platform asks the questions that decide fit, scores the answers and books the consultation with the right closer, with everyone who signs in the room.
Qualification and routing
- Trigger
Starts when
A solar enquiry arrives from an ad form, the website, a purchased lead, a referral or a canvasser
Homeowner, roof and bill checked
The AI agent asks whether they own the home, roughly what the electricity bill is, which way the roof faces and whether trees shade it, in plain conversation.
MinutesFit and system size scored
Answers are scored for fit and likely system size, including interest in a battery, and written to the customer record.
SecondsRouted to residential or commercial
Homeowners go to the residential closer for that area, business roofs to whoever handles commercial, by rules you set.
Instant- High valueScore above your threshold
Senior owner assigned
Unassigned deals only
Consultation booked with all decision makers
The closer gets the answers and a booked consultation, with a prompt to confirm that everyone who signs will be there.
InstantCall-back booked
Within 5 minutes, on the owner's calendar
- Done
- StandardGood fit, normal value
Round robin across the team
Shared evenly, unassigned only
Team member notified
With the answers attached
- End
- Poor fitOutside what you sell
Poor fits answered well
Renters and unsuitable roofs get a useful, honest reply and join a nurture list in case their circumstances change.
Same day- End
- High valueScore above your threshold
- New lead from a lead seller: homeowner, wants a quotenew
- Text sent from your local number with the company namesent
- Owns the home, south-west roof, no shade, high winter bills
- Asks for a recent bill photo; received
- Scored as a strong fit, interested in a battery, routed to the area closer
- Consultation booked Saturday 10:00, both owners attendingbooked
- Deal opened at consultation booked, source: lead sellerdone
Illustration of a typical lead handled while the closers are out on appointments.
What missed consultations and site surveys cost an installer
Put in your own figures. The result is your arithmetic, not a promise.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
missed = appointments × no-show share
monthly cost = missed × your close rate × first-year value
recovered = monthly cost × relative fall in no-shows (low and high)
The reminder effect comes from two systematic reviews of clinic appointments (B-05, B-06). Sales and advice appointments may behave differently. The cost line is your own arithmetic.
Sources for the defaults. B-05: Robotham et al., "Using digital notifications to improve attendance in clinic", BMJ Open 6(10):e012116, healthcare appointments, published 24 October 2016 (source, checked 2026-10-16); B-06: Hasvold and Wootton, "Use of telephone and SMS reminders to improve attendance at hospital appointments", Journal of Telemedicine and Telecare 17(7), healthcare appointments, published October 2011 (source, checked 2026-10-16).
Worked example. 60 appointments a month, 20% missed, 25% of attended meetings close at 5,000: 12 missed appointments and about 15,000 of first-year revenue missed each month, of which reminders would typically recover around 3,750 to 4,340.
What a CRM for solar sales needs to do
Keep your design and proposal software for system layouts and yield. The platform runs the conversation around it: from the first reply, through a long decision, to the review at switch-on.
A pipeline that matches a solar sale
Stages for new, qualified, consultation booked, survey done, proposal sent, finance applied, signed, then installation, grid connection and switched on. Commercial jobs get their own pipeline with more decision makers and longer gaps. A deal that sits too long in one stage raises a task for its owner.
Follow-up for as long as the decision takes
After the proposal, a text the next day, a call task on day three, an email answering the usual questions on finance and payback in the first week, then a slower rhythm for those still thinking. It stops when they sign, say no or opt out.
Long-term nurture for not-yet buyers
People who are moving, waiting for finance or watching incentives get an update every few weeks. Past customers without a battery get a separate track. When someone clicks or replies, the closer is told.
Texting that respects the rules
Texting is the fastest channel and the most regulated. Collect consent on every form, keep it on the record and honour every stop reply. In some countries business texting needs number registration, and carriers filter energy messages closely. Check the rules where you sell before the first campaign.
Savings and finance claims you have approved
Proposals and follow-ups carry the wording you approve. What an installer may say about savings, incentives and finance differs by country and region and changes often, so have it checked and keep it in your templates rather than in each rep's head.
Contracts, deposits and documents
Send the contract from a template with the customer's details filled in, collect the e-signature and take the deposit by payment link. If contracts are signed in the home, check the cooling-off rules that apply and include them.
- When a solar enquiry is scored
- If owns the home, roof suitable and bill above your threshold
- Then offer the area closer's consultation slots
- Else send an honest reply and add to nurture
- Always log the answers and the source
What a solar company sets up in the first month
Each part works on the same customer record, so the enquiry, the bill photo, the survey, the proposal and the switch-on date sit together.
An AI agent that qualifies before anyone drives
The AI agent answers ad forms, web chat, text, Facebook and Instagram, asks about ownership, the bill, the roof and shade, and books a consultation only for the people who fit. It can ask for a photo of a recent bill. Start it in suggestion mode so your team approves replies for the first weeks.
Surveys people turn up to
Booking pages by area and closer, with confirmation and reminders by text and email, and an easy reschedule link instead of a no-show.
Status texts after signing
A short text at each project stage, from survey approved to installation booked to switched on, so customers stop phoning to ask.
Reviews and referrals at switch-on
The day a system is switched on, ask for the review. A few weeks later, ask for the referral.
Cost per signed system by source
Every lead keeps its source, so you can compare lead sellers, ads and canvassing on signed contracts, not on leads delivered.
From a lead app, a spreadsheet and a phone to one solar sales CRM
A typical installer runs sales across lead-seller portals, a spreadsheet of consultations, personal phones, a proposal tool and an email tool, and runs projects in yet another tracker. Customer details are typed again at every step.
The usual solar stack
- Leads worked from several portals, one by one
- Consultations booked by phone with no reminder
- Proposals sent once and never followed up
- Customers phoning the office for project status
One platform
- Every lead on one record with its source and cost
- Surveys confirmed and reminded by text and email
- Proposal follow-up for as long as the decision takes
- Status texts at every project stage
One licence with unlimited users, so setters, closers, surveyors and the office all work in one place without a seat fee. Design, proposal and installation tools stay where they are.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
Lead qualification: how it works and how to set it up
Pick a short set of lead qualification questions, ask them the same way on forms, chat or the first call, and route each enquiry to the right person or outcome.
AI appointment setter: how it works and how to set it up
Build an AI appointment setter whose only goal is a qualified booking, write an opening message leads answer, and stop it filling calendars with poor fits.
Lead nurturing: how it works and how to set it up
Keep in touch with leads who are not ready yet. Build lead nurturing as one workflow with a clear entry rule, paced helpful emails and an exit when they reply.
The same platform, written for other trades that sell big-ticket work to homeowners: roofing contractors, HVAC companies and kitchen and bathroom remodelers. Or see every industry.
Questions buyers ask
What is the best CRM for solar sales?
One that wins and keeps the deal through a long cycle: fast replies on every channel, qualification before anyone drives, consultations people attend, follow-up that runs for weeks, and source tracked to signed systems. Keep a dedicated design and proposal tool for layouts and yield; the CRM sits around it.
Do I need a solar-specific CRM or a general one?
Solar-specific tools are strong on design, proposals and permits. The common leaks sit around them: slow replies, missed surveys, proposals never followed up and customers left without updates. The platform covers those and passes data to your design or project tool through webhooks or the API, scoped during onboarding.
How do solar companies reduce site survey no-shows?
Let the customer choose the slot from a booking link instead of a phone call, confirm at once, remind the day before and on the morning, and offer a reschedule link in every message. Ask up front that everyone who signs will be present.
How long is the solar sales cycle?
From weeks to several months for a home, longer for a business roof. That is why follow-up must run on its own: a fast rhythm in the first week after the proposal, then a slower one with useful updates until the customer decides.
Can we text solar leads?
With consent, yes, and the rules differ by country. Capture consent on every form, keep it on the record and honour stop replies. Where number registration is required, it is done before the first send. Check the texting and calling rules where you sell.
What does it cost for a solar company?
The licence is €7,512 a year with unlimited users and contacts. It includes 30 hours of onboarding; implementation beyond that is €85 an hour, agreed before any hours are billed. Email, SMS and call usage is billed as used at the published rates.
Find where your solar sales leak
Bring last quarter's leads, consultations and proposals. On the call we trace where they stalled and tell you plainly which fix pays first.
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Sell more of the systems you already pay leads for
One solar sales CRM for qualification, surveys, proposal follow-up and switch-on, with unlimited users.