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CRM for solar installers

Solar inquiries that do not get lost in a wave of demand

A CRM for solar installers is one place where inquiries from your savings calculator, Facebook and Instagram ads and lead portals land, and where you see who is just curious and who wants panels on the roof. LeedFox replies to the customer right away, offers a consultation time and hands the site survey to a technician.

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Where leads get lost

When a new subsidy round opens, inquiries pile up faster than you can call them back.

A wave of inquiries, then silence

A new subsidy round or rising power prices bring lots of people at once. If nobody calls them back that same week, they no longer remember who you are.

Half the calculator inquiries are just curiosity

One person wants to know how much they could save, another owns the house and has made up their mind about the roof. Without an overview you call everyone the same way, and there is no time left for the serious ones.

Sales promised, the technician does not know

The salesperson books a site survey, the technician is on an install and hears about it in an afternoon phone call. Then the customer waits for someone who never shows up.

How it runs in LeedFox

From calculator to signed quote

  1. Inquiry from your calculator or ads

    Your website calculator or form sends the data through a webhook, and Facebook and Instagram ad leads come in on their own. Usage, roof type and notes stay on the card.

  2. SMS and a consultation booking link

    The customer gets an SMS and an e-mail right away with a link to book a short consultation by phone or over Google Meet. When they reply, the message goes back to their card.

  3. Site survey for the technician

    Move serious prospects forward and assign the site survey to a technician as a task. Each technician sees their own leads and appointments.

  4. Quote and decision

    Send the quote for panels, inverter and battery as a PDF. The job waits in its stage until the customer decides or sorts out financing.

Deal stages

The stages a solar job really goes through

  1. 1New inquiry
  2. 2Consultation
  3. 3Site survey
  4. 4Quote sent
  5. 5Sorting out financing
  6. 6Contract signed

You name the stages your way. This is how businesses in this field set them up most often.

All your leads in one place

From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.

SMS and e-mail go out on their own

A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.

SMS from your own number

Messages come from your own number, Czech and Slovak numbers today, and replies come back to the lead.

Your own booking page

Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.

Tasks for your team

Assign a task to a teammate, and everyone sees their own leads. Nothing falls between people.

Quotes as PDF

Put a quote together in the editor and send it by e-mail as a PDF. It stays saved with the customer.

Questions

What people ask

What is a CRM for solar installers?

Software where solar installation companies keep all inquiries, consultations, site surveys and quotes in one place, with the message history for each customer. LeedFox also replies to every new inquiry right away with an SMS and an e-mail and offers a consultation time.

Will LeedFox handle the customer's subsidy application?

No. LeedFox does not file subsidy applications or track their status. It helps with what comes before: making sure every prospect gets an answer and an appointment, even when lots of them arrive at once.

Can I connect my website calculator to LeedFox?

Yes, as long as it can send data through a webhook. The calculator data is saved with the inquiry, so you have it at hand during the consultation.

How do we split work between sales and technicians?

You assign an inquiry or task to a specific person, and each sees their own leads. The owner sees every job in the pipeline by stage.

Do texts go out from our own number?

Yes, from your own number, Czech and Slovak numbers today, and customer replies go back to their card. We go through the exact setup on the demo.

Other industries

Heat pump installersBoiler replacement inquiries in one place, the home survey booked and every customer question on their card. ElectriciansInspection, rewiring and EV charger inquiries in one place, site visits booked without phone tag. RoofersRepair and new roof inquiries in one place, with the inspection booked before the customer calls someone else. Windows and doorsWindow and door inquiries, measuring visits booked, and both the estimate and the final quote on one card. Construction companiesInquiries for renovations and builds, site visits and estimates that do not get stuck between people.

We will show you on your own leads

On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.

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