Solar & Renewable Energy (EPC)
Turn every rooftop enquiry into an installation.
SalesCord helps solar EPC companies and installers respond to every enquiry, schedule site surveys and move each proposal through to commissioning.
- Leads answered fast
- Site surveys scheduled
- Proposals followed up
New enquiry
Example10 kW rooftop · Residential
Homeowner comparing on-grid options
Next step
Survey visit · Sat, 10:00 AM
Solar buyers compare several installers within days. The company that calls first and follows up best wins, and SalesCord makes that your team.
The challenge
Where good deals slip away.
The same few gaps cost sales teams in this industry every week.
- 01
Ad leads go cold fast
People who fill in an ad form expect a call within minutes, and slow responses lose them to competitors.
- 02
Surveys and proposals scattered
Site survey notes, load details and proposals live across phones and spreadsheets.
- 03
Long decisions, little follow-up
Financing, approvals and family decisions take weeks, and buyers drift without regular follow-up.
How SalesCord helps
Built for Solar & EPC
Site surveys, proposals and installations on track
Instant lead response
Give every new lead an owner the moment it arrives in SalesCord, with an alert to call right away.
Site survey scheduling
Book surveys as tasks with owners, dates and reminders, and record the findings on the lead.
Proposal tracking
Log every proposal and revision, with a follow-up date for each one.
Residential and commercial pipelines
Run separate stages for rooftop, commercial and utility-scale projects.
WhatsApp follow-ups
Keep conversations with buyers on the lead record, visible to the team.
Campaign return
See which campaigns and regions bring installations, not just form fills.
Solar & EPC
Your sales journey
From first enquiry to final order.
Every stage has an owner, a next step and a reminder, so nothing waits on memory.
- 1
Enquiry
A homeowner or business fills in a form or calls.
- 2
Site survey
Visit the site, check the roof and load, and log the details.
- 3
Proposal
Share the system size, pricing and expected savings.
- 4
Approval
Track financing, paperwork and the final decision.
- 5
Installation
Mark the deal won and hand over to installation.
Lead sources
Every enquiry, from every channel.
However buyers reach you, they land in one SalesCord pipeline with their source, so nobody is missed.
- Meta lead forms
- Google Ads
- Website forms
- Referrals
- Channel partners
FAQ
Questions we often hear.
Straight answers for teams in your industry.
Can SalesCord help us respond to ad leads quickly?
Yes. As soon as a lead is in SalesCord, assignment rules give it an owner and send an alert, so your team can call while interest is high.
Can we schedule and track site surveys?
Yes. Surveys become tasks with owners, dates and reminders, and the findings are recorded on the lead for the proposal team.
Can we separate residential and commercial projects?
Yes. Use separate pipelines with their own stages, so each team follows the process that fits its customers.
