CRM data entry for solar installers.

Long sales cycles tracked without manual upkeep.

Solar enquiries are high value, heavily researched and almost never exclusive. The person enquiring has usually read for weeks and is getting three quotes the same day, so response speed and the quality of the first answer decide most of it. Manual entry is the first thing dropped on a busy day, and busy days are when the most enquiries arrive. The result is a pipeline that looks thinnest exactly when it is fullest.

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What it covers for
residential and commercial solar installers

Software that puts every enquiry into your CRM properly, so your pipeline reflects reality instead of whoever remembered to type it in.

Enquiries logged automatically from every channel
Calls, emails and messages attached to the right record
Duplicates merged rather than stacked
Fields filled from the conversation itself
Nothing depends on anybody typing it up later
A pipeline that matches what actually came in

Built around how residential and commercial solar installers work

Most CRMs are half empty, and the half that is missing is the half nobody had time to enter. That makes every report from it wrong, which is why people stop trusting it, which is why they stop filling it in.

Enquiries answered before the other two quotes
Roof, usage and property details captured early
Renters and unsuitable roofs identified before a visit
Long research cycles followed up without nagging

Alongside the systems you already use, or instead of them.

We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.

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*Every engagement is scoped and quoted up front. Results vary by workflow and business.

More for residential and commercial solar installers

Good questions, answered

Which CRMs can you work with?

Most of them, one way or another. Where there is no clean integration we build to the data rather than asking you to change systems.

Will it overwrite what our team enters?

No. Human entries win, and anything automatic that conflicts is flagged rather than applied silently.

Can it qualify the property before a site visit?

Yes, and this is usually where the money is. Ownership, roof type, age, shading and current power usage can all be gathered before anybody drives anywhere.

Can it give a price?

It can give a range where you have one, which is often what stops somebody enquiring elsewhere. Anything firm waits for a proper assessment.

What about the long decision cycle?

That is what the follow up is for. A solar decision can take months, and the installer still in contact at the end of it is usually the one who gets the job.

Lets find the leak

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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.