CRM Solar Installers
A CRM for solar installers that keeps every homeowner in one place
Calls, texts, emails, web chats and social DMs from homeowners all land in one conversation view. Every consultation, quote and payment is tracked in a pipeline built around how solar installers actually work, from first inquiry to repeat business.
Serving solar installers anywhere in the US. No contracts.
Why choose Ideally for CRM for solar installers
What gets in the way
- Expensive leads go cold during long decision cycles
- Homeowners need education before they commit
- Referral programs are not tracked
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-visit reminders go out automatically after every job or visit.
What’s included in CRM for solar installers
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from homeowners in one thread.
A pipeline for consultations
Stages designed for solar installers, from new inquiry to consultation booked to won.
Calendars and reminders
Online booking for consultations with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for solar installers
- 1
A homeowner messages you about battery storage
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book a consultation from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for solar installers
CRM works best alongside the rest of Ideally, on one platform.
Everything for solar installersDo you work with solar installers anywhere in the US?
Yes. Ideally works with solar installers nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for solar installers different from a generic setup?
We build around how solar installers win business: the consultations you book, the homeowners you serve, and services like residential solar and battery storage.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how homeowners reach you today and show you what we would set up first.
No contracts. Cancel anytime.