Solar · CRM and automation

Solar CRM and Lead Follow-Up Automation

Missed-call text-back, instant follow-up on every quote request, site visit reminders, proposal follow-up sequences, and review requests, running automatically for solar installers. Included with every HelixEdge ad or SEO plan, or set up on its own.

Response time

Minutes, 24/7

Channels

SMS, email, missed-call text-back

Pipeline

Site visit reminders and proposal follow-up

What you get

What Our Solar CRM and Automation Service Includes

Missed-Call Text-Back

When your reps are on a roof or in a kitchen and cannot pick up, the caller gets a text within seconds so they do not move on to the next installer.

Instant Lead Follow-Up

Every form and ad lead gets an SMS and email reply within minutes, then a follow-up sequence that runs for as long as the decision takes.

One Inbox for Every Lead

Calls, texts, forms, and Facebook messages in one place, so nothing gets lost between the field, the office, and the design team.

Site Visit and Proposal Follow-Up

Appointment reminders cut no-shows, and every proposal that goes quiet gets a scheduled nudge, so the homeowner comparing quotes keeps hearing from you.

Review Requests

After every completed install, the customer gets a request to leave a Google review. More reviews, better map-pack rankings, and more referrals.

Pipeline and Reporting

See every lead from first contact to site visit to signed proposal, and which ad or page produced it.

Ready to see what this looks like for your company?

How it works

What the First 30 Days Look Like With Solar CRM and Automation

Map Your Lead Flow

We walk through how calls, forms, and messages reach you today, how proposals get followed up, and where leads fall through.

Build and Connect

The CRM is set up, connected to your phone, forms, ads, and Google Business Profile, and the messages are written in your voice.

Test Every Path

We submit test leads through every channel and confirm the text-back, the email, the reminders, and the inbox all fire.

Run and Refine

Follow-up runs on its own. We review response times, no-show rates, and proposal reply rates monthly and tighten the sequences.

Keep reading

From the HelixEdge Blog

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Other Solar services

Pair CRM and Automation With the Rest of the Solar Marketing System

Solar Google Ads

Catch homeowners the moment they search for solar after a high bill. High intent, site visits that book the same week.

Solar Meta Ads

Bill review and battery backup offers in front of local homeowners before they search, with forms that screen out renters.

Solar SEO

Rank for solar installer searches in your area and pull in quote requests month after month without paying per click.

Solar Website Design

A fast, editable site built to turn a skeptical homeowner into a quote request, with a page for every system and every town you install in.

Solar AEO

Get named when a a homeowner who just opened a painful summer electric bill asks ChatGPT or Google AI Overviews who to call, not just ranked in the blue links.

Straight answers

Solar CRM and Automation FAQ

Short, honest answers. If yours is not here, ask us directly.

Still Have a Question?

Book a 20-minute call. You will talk to Brady, not a sales rep, and leave with a straight answer.

Why do solar leads go cold so fast?

Because the homeowner requested three quotes in one sitting, and the installer who replies first and keeps following up is the one still in the conversation a month later. An automated text within minutes and a proposal sequence that does not quit beat a rep who calls back when they get a chance.

Do I need a CRM if I already use a solar design or proposal tool?

Your design tool builds the system and the proposal. The CRM manages the lead before and after: the missed calls, the form fills, the site visit reminders, and the follow-up. The two work together.

Is the CRM included with your ad management?

Yes. Every installer that runs ads or SEO with HelixEdge gets the CRM and follow-up automation included. It can also be set up on its own.

Will the automated texts sound like a robot?

No. The messages are written in your voice, and a real person can jump into any conversation from the inbox at any time.

Ready when you are

Let's Plan Your CRM and Automation Launch

Tell us your city and your average ticket. We will show you what CRM and automation can realistically do for a solar company your size, then build it.

We reply within one business day. Your info is never sold or shared.

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