CRM and lead management for Solar Panel Installers
Solar panel installations aren’t a quick decision. A homeowner who enquires today has probably been thinking about it for months. They’re comparing quotes, researching payback periods, checking government schemes, and talking to multiple installers before they commit. The sales cycle is long — and in that window, most solar companies either go quiet or follow up once and give up.
The installers winning the most work aren’t necessarily the ones with the best panels or the most competitive prices. They’re the ones who stay visible throughout the entire decision making process. Who follow up at the right time. Who make the customer feel like the most important enquiry they’ve had all week — every single week until they’re ready to sign.
That’s what our CRM does. One simple system that keeps every lead warm, every follow up on track, and every high value opportunity moving forward — all from your phone, all pay monthly, no big upfront fees.
How Our CRM Works for Solar Panel Installers
From the first enquiry to the final payment, everything lives in one place. Every lead captured, every follow up tracked, every opportunity visible.
Every enquiry that comes through your website feeds automatically into your pipeline. No manually copying contact details from emails, no logging web forms at the end of the day — it’s all captured instantly and sitting in your dashboard ready to action the moment it arrives.
Manage everything from the One Base Media app on your phone or from a full desktop dashboard. Out on a survey or installation? Check the pipeline from your phone. Back at the office? Pull up the full dashboard and see every lead, every live job, and every outstanding quote across the entire business at once.
Your team gets their own accounts at no extra cost. Office staff handling enquiries, surveyors out in the field, sales staff following up quotes — everyone works from the same pipeline, everyone sees the same information, and nothing falls through the gap between people.
Phone calls feed into the pipeline automatically. When a potential customer rings, it logs alongside your web and chatbot enquiries so every lead, however it comes in, ends up in the same place.
Got an existing list of prospects or past customers in a spreadsheet? Upload a CSV and they’re all in the system within minutes. No manual data entry, no starting from scratch.
We install a chatbot on your website that works around the clock. A homeowner researching solar panels at 11pm gets engaged, qualified, and fed into your pipeline — so you start every morning with warm leads ready to follow up rather than enquiries that have already gone cold overnight.
Your Pipeline, Built Around How You Work
Solar installations have a detailed and often lengthy sales process — so the pipeline is fully customisable to reflect every stage of it.
Set your stages up exactly how your business works. Initial Enquiry, Survey Booked, Survey Complete, Design and Quote Sent, Follow Up, Finance Options Discussed, Won, Installation Booked, Complete — whatever labels match your process. Move leads through as they progress and always know exactly where every opportunity stands.
Add the job value to each lead and the dashboard calculates everything automatically. Total pipeline value, won revenue, jobs in progress, outstanding invoices — all visible in real time. For a solar installation business where individual jobs can range from £5,000 to £20,000 or more, having that financial clarity at a glance changes how you manage the business.
When the installation is complete, send the invoice directly from the system. No switching between tools, no chasing payments through email — everything from first enquiry to final payment in one place.
No Big Upfront Fees — Just a Simple Monthly Plan
Solar panel companies already invest heavily in marketing, surveys, and equipment. A CRM platform that charges thousands upfront before you’ve seen a single result is the last thing you need on top of that.
Everything is pay monthly. No setup fees, no onboarding charges, no long contracts. A simple monthly investment that pays for itself the moment it helps you win a job you would otherwise have lost to a competitor who followed up and you didn’t.
No big upfront cost. No risk. Just a system that works from your phone and pays for itself every single month.
Streamline Your Operations
Running a solar installation business means managing surveyors, installation teams, grid connections, MCS certification, and customer sign offs — all at the same time. The last thing you need is your lead management adding to that workload.
Go completely paperless. Every lead, every survey note, every customer detail stored digitally and accessible from anywhere — on site, in the van, or at the office.
Respond fast to new enquiries. Homeowners looking for solar quotes are often getting three or four at the same time. The company that responds first and stays in contact throughout the decision process wins the job. The moment a new lead lands in your pipeline you get notified immediately so you can act on it while the customer is still warm.
With your whole team on the same system there’s no confusion between whoever handles the initial enquiry and whoever goes out to do the survey. Everyone works from the same information and no detail gets lost between people.
Win More Work
Solar is a considered purchase — and considered purchases are won or lost in the follow up stage. A customer who got three quotes and heard back from two of them is going to choose from those two. Not because the third company wasn’t good enough, but because they went quiet.
The pipeline makes sure you’re never the company that went quiet. Every lead is visible. Every quote has a follow up date. Every opportunity that’s gone cold gets flagged before it’s too late. You work through the list consistently and you win the jobs that less organised competitors are leaving on the table.
The revenue dashboard shows what’s in the pipeline and what it’s worth so you always know whether the month is on track and where to focus your energy.
Invoice directly from the system when installations are complete. Get paid faster, look more professional, and keep cash flow healthy without the end of month chase.
What’s Included
- Full CRM pipeline setup tailored to your solar installation business
- One Base Media phone app
- Full desktop dashboard
- Staff accounts at no extra cost
- Call tracking
- CSV upload
- Chatbot installation on your website
- Customisable pipeline stages
- Revenue tracking dashboard
- Invoice sending from the system
- Ongoing support
- Pay monthly — no big upfront fees
FAQ
No. If you can use WhatsApp you can use this. We set everything up and you’re ready from day one.
Yes — the One Base Media app works on any smartphone. Manage your pipeline, check revenue, and send invoices from wherever you are.
We install a chatbot on your website that engages every visitor, qualifies their enquiry, and feeds their details into your pipeline automatically — around the clock, even outside working hours.
Yes — staff accounts at no extra cost. Surveyors, sales staff, and office teams all on the same pipeline with the same visibility.
Yes — upload a CSV and your full database is in the system within minutes.
Everything is pay monthly — no upfront fees. Get in touch for a full breakdown of what’s included.
Indirectly yes — winning more jobs and collecting reviews consistently both improve your Google Business Profile ranking and Local Service Ads performance over time.
Ready to Stop Letting Solar Leads Go Cold?
Stop losing high value jobs to competitors who followed up and you didn’t. Our CRM gives solar panel installers one simple system to manage every enquiry, track every project, and see exactly what the business is worth — all from your phone.
No big upfront fees. No long contracts. Just a system that pays for itself every single month.
Get in touch today and let’s get your leads under control.