Rooftop Solar, EPC & Renewable Energy Companies
CRM for solar companies: from enquiry to site survey
SalesCord is a CRM for solar companies, EPC firms and installers. Meta leads arrive with their answers, site surveys get booked and WhatsApp explains savings to buyers who take weeks to decide.
- Qualifying questions on forms
- Site survey reminders
- WhatsApp education series
New enquiry
ExampleRooftop solar enquiry · Home
Meena's monthly bill is around ₹4,500, flat roof
Next step
Site survey · Thursday, 10:00 AM
Solar buyers take weeks to decide. The installer who keeps explaining, politely and on time, is usually the one they call back.
Sound familiar?
Where good enquiries slip away.
The same few gaps cost businesses in this industry sales every week.
- 01
Site surveys are hard to schedule
Leads agree to a survey, then the date slips. Your surveyor's day is planned on phone calls and memory.
- 02
Long decisions, short attention
Buyers compare quotes for weeks. Without regular follow-up, they forget why they enquired.
- 03
Many enquiries never qualify
Renters, small bills and far-off cities take up your team's time before anyone checks the basics.
Features that matter
Built for Solar & Renewables
From enquiry to site survey, without the chasing
Meta lead forms with answers
Monthly bill, roof type and city arrive with each lead, and you can filter Customers by any form answer.
Site visit reminders
One-tap “Site visit” reminders with a due time, plus Overdue and Today views for each surveyor.
Scheduled follow-ups
A timed WhatsApp series of up to 20 steps that keeps explaining solar while your team installs. Contacts leave if they reply STOP.
Automatic replies
Answer common questions such as price per kW, timeline and warranty with keyword bots and buttons.
Conversion signals
Tell Meta which leads became qualified and converted, so it gets better signals about real solar buyers.
Google reviews
Ask converted customers for a review on WhatsApp and reply to every review from SalesCord.
Solar & Renewables
How SalesCord helps
Your playbook, step by step.
From the first ad to the Google review, this is how businesses like yours use SalesCord.
- 1
Ask the right questions up front
Create lead-form ads in Run ads with qualifying questions such as monthly bill, roof type and city. Every answer is saved on the customer.
- 2
Reply on WhatsApp straight away
A message sequence sends your brochure and a simple savings explanation as soon as the enquiry arrives.
- 3
Book the site survey
The salesperson records the call result and sets a “Site visit” reminder for the surveyor, with a date and time.
- 4
Educate over two to three weeks
Scheduled follow-ups send a short series: how solar works, savings, the subsidy process and photos of real installations.
- 5
Ask for reviews and referrals
When a customer is marked Converted, the “Feedback & Google review” journey asks for a review. A referral offer goes to past customers.
Your workflow
Keep enquiries and follow-ups together.
Connect your lead sources, set assignment rules and adapt your WhatsApp follow-up to the way your business works.
Where your enquiries come from
- Meta lead forms
- Instagram lead forms
- Website enquiry form
- Click-to-WhatsApp ads
- Phone calls added manually
Workflows for your business
- “New lead welcome” journey
- “Site visit” reminder
- “Price List” bot
- “Lead Qualification” bot
- “Feedback & Google review” journey
FAQ
Questions we often hear.
Straight answers, including what SalesCord does not do.
Does SalesCord track subsidy applications?
No. SalesCord manages enquiries, site surveys, follow-up and WhatsApp messaging. Keep tracking subsidy paperwork in your usual process. You can still send subsidy updates and document reminders on WhatsApp.
Can SalesCord design the system or make the proposal?
No. Use your existing design and proposal tools. SalesCord keeps the enquiry, the survey reminder, the quotation follow-up and the chat history together.
How do we filter out leads that will not qualify?
Add qualifying questions to your Meta lead form, such as monthly bill and roof type. Filter Customers by any answer, and the “Lead Qualification” bot can ask more questions on WhatsApp.
Can AI create our solar ads?
Yes. Describe your offer by chat, by voice or in one simple form, and AI builds a single-image Meta ad or a Google Search campaign. Ads save paused and go live only after you choose and Meta or Google approve them.
