A CRM built for solar and energy installers
that tracks a lead from first message to installed system
A solar installer's leads usually arrive through ads, a website form and WhatsApp, and most installers track them well up to the site visit and lose the thread after that, when a quoted homeowner needs a follow-up that nobody ends up sending. We build one pipeline that follows a lead from first message through the site visit and quote to an installed system, with an alert when a deal goes quiet.
Why solar and energy installers lose money today
A solar installer’s leads typically arrive through several channels at once, Meta or Google ads, a website quote form, a WhatsApp message from a referral, and most installers track them well right up to the site visit, then lose consistency afterward. A homeowner who got a quote and said they would think about it often simply falls off everyone’s radar unless a rep happens to remember to follow up, and industry data on residential solar sales consistently shows that a meaningful share of quoted deals are lost to silence, not to a competitor’s better price.
A second cost is visibility across lead sources. Without one pipeline, an owner cannot easily see which ad campaign or referral source actually produces installed systems versus which one just produces cheap leads that never convert, so marketing budget keeps flowing toward volume instead of toward what actually closes.
A third is scheduling friction. A site visit booked through a form, then confirmed by a separate phone call, then entered into a calendar by hand, has three places to lose a lead or double-book a slot, especially once volume increases after a marketing push.
A fourth is the disconnect between quoting and installing. A quoted deal that becomes an install often loses its connection to the original lead source somewhere in the handoff to the installation team, which makes it hard to calculate a true cost-per-install by channel.
What we build
One pipeline that pulls leads from every channel you actually use, Meta and Google ad leads, your website form, WhatsApp inquiries, into a single record per homeowner, with site-visit scheduling tied directly to your installer team’s real calendar. A stalled quote, one with no follow-up logged for a set number of days, triggers an alert to the rep and, if it keeps stalling, to a manager.
Dashboards show pipeline value, win rate and average cycle time by rep and lead source, so you can see which ad campaign or referral channel is actually producing installed systems, not just leads. The pipeline carries a lead’s source data all the way through to the install stage, so a true cost-per-install by channel becomes a real, visible number instead of a guess.
Typical integrations: HubSpot, Pipedrive or a self-hosted CRM as the pipeline layer, Meta and Google Ads for source-level lead data, your website form, WhatsApp Business API, and your team’s calendar for scheduling.
What stays with humans
Every quote, every negotiation and every decision about which leads to prioritize stays entirely with your sales team and managers. The system’s job is to make sure no lead or quoted deal gets lost between channels and nobody forgets to follow up, not to make the sales decision itself. A rep’s judgment about a homeowner’s real readiness to move forward is never something the pipeline decides on its own.
Price and timeline
| Model | Price | What you get |
|---|---|---|
| Agency runs it | from $1,800 | We build, launch and maintain the pipeline, scheduling and dashboards; you flag changes to routing logic as your team grows |
| Full control, handover-ready | from $3,060 | Same build, full configuration access and documentation transferred to your team, paid changes available as an option |
Both run on the same 3 to 5 week build for a standard multi-source setup.
Related
Pair this with Meta Ads for solar and energy installers so lead-source data flows directly into this same pipeline, or the fuller AI agent for solar and energy installers so leads arrive already qualified before they hit the pipeline. See the full package breakdown on the analytics service page. A round-robin lead-routing build with stall alerts for a real estate developer is detailed in the Bali lead routing case study, and the warehouse and AI-analyst work behind tracking real conversion data across sources is in the analytics hub case study. Get a written plan with a fixed price for your pipeline.
FAQ
What does it cost to start?
A CRM and pipeline build starts at $1,800 and takes 3 to 5 weeks, depending on how many lead sources need connecting. A lighter stall-alert layer on top of a CRM you already use starts at $1,200.
Do we need to switch CRM platforms?
Not usually. We build on HubSpot, Pipedrive or a self-hosted option if you already have a preference, and connect your ad accounts, website and WhatsApp into it rather than asking your team to start over.
How does site-visit scheduling work?
Tied directly to your installer team's real calendar availability, so a lead books a slot that is genuinely open, and a rep sees the lead's qualification details before arriving instead of walking in blind.
What triggers a stall alert?
A quoted homeowner with no logged follow-up for a number of days you choose, usually 5 to 10 given how solar sales cycles typically run, sent to the rep and, if it keeps stalling, to a manager.
Can it show which ad campaigns actually produce installs, not just leads?
Yes, by joining ad-platform lead data through to the install stage in the same pipeline, so you can see which campaigns and sources actually convert, not just which generate the most form fills.