Survey backlog
Site visits book too slowly after lead capture.
Industry · Solar Companies
AI automation for solar companies.
Leads arrive via website calculators, Google leads, and dealer referrals. Most teams lose them to site-survey scheduling delays and slow proposal turnaround. We wire chatbot → qualification → CRM → proposal → meeting so your people sell and deliver—not chase.
- Mumbai-based agency
- CRM + WhatsApp ready
- Human approval gates
- Ships in weeks, not quarters
Problems
Where solar company ops break.
These are the leaks that kill response time and revenue—before any model is involved.
Proposal lag
System designs wait on someone free to quote.
Subsidy FAQs
Sales repeats the same policy answers.
Dealer leakage
Partner leads lack status loops.
Install coordination
Customers chase updates across phones.
Finance follow-up
Approved quotes stall before payment.
Solutions
How AI closes the gaps.
Each card maps to a real handoff—not a feature checklist for its own sake.
Survey booking
Qualify then book site assessments fast.
Proposal drafts
Generate system quotes from intake data.
Subsidy FAQs
Answer common policy questions 24/7.
Install pipeline
Track lead → survey → proposal → install.
Milestone updates
Keep homeowners informed.
Finance nudges
Move approved quotes to booking.
Workflow
Lead to conversion.
One pipeline. Clear owners. Automation where repetition lives.
- 01
Lead
Inquiry hits your site, WhatsApp, Instagram, or referral form.
- 02
Website Chatbot
AI greets, answers FAQs, and captures intent without waiting for staff.
- 03
Qualification
Budget, timeline, location, and fit scored before a human touches it.
- 04
CRM
Contact, source, and notes land in your CRM with owners assigned.
- 05
Proposal
Draft quote or scope pulled from templates and project data.
- 06
Follow-up
Timed WhatsApp, email, and SMS nudges keep warm leads moving.
- 07
Meeting
Qualified prospects book on your calendar with prep notes attached.
- 08
Conversion
Deal status updates; your team closes with context, not guesswork.
Benefits
What changes in the business.
Save time
Cut hours spent on site-survey scheduling delays and slow proposal turnaround so your team closes work, not admin.
Increase revenue
Respond while intent is hot—more qualified conversations convert.
24/7 coverage
Capture and qualify after hours without a night desk.
Lower ops cost
Automate the repetitive layer; keep humans on judgment calls.
Faster response
First reply in seconds, not the next business day.
Better qualification
Your calendar fills with deals that match your ICP.
Features
Building blocks we wire.
Pick the stack that matches your channels. We do not force a chatbot where WhatsApp wins.
AI Chatbot
Answers solar installation and clean energy sales FAQs and captures intent on your site.
WhatsApp Automation
Qualify and follow up where customers already message you.
CRM Automation
Create and update deals with owners, source, and notes.
Proposal Generator
Draft quotes and scopes from templates—humans approve.
Meeting Scheduler
Only qualified leads reach the right calendar.
Lead Scoring
Rank intent so your team works hot opportunities first.
Email Automation
Nurture, proposals, and status updates on brand.
Analytics Dashboard
Track response time, booked meetings, and conversion by source.
Voice AI
Optional inbound call handling for FAQs and routing.
Related
Industries we help.
Same automation spine. Different intake rules. Explore nearby verticals or the matching service page.
Construction Firms
Real Estate Teams
Manufacturers
Ecommerce Brands
Marketing Agencies
Logistics Companies
Case study
How it plays out.
Composite example based on patterns from real engagements. Ask for references that match your stack.
Challenge
A solar installer generated plenty of Google leads but lost them waiting for surveys and proposals while dealers got no status.
Solution
We automated qualification, survey booking, proposal drafts with engineer approval, CRM stages, and customer milestone updates.
Results
Time-to-survey fell. Proposals shipped faster. Dealers saw closed-loop status.
Faster
Lead-to-survey
Down
Proposal cycle
Up
Dealer satisfaction
Testimonials
From the floor.
Representative feedback from operators in this lane. Request named references after we understand your use case.
“Leads stop aging in the WhatsApp group.”
“Homeowners get milestones without calling the office.”
FAQ
Questions we get.
Straight answers for solar company teams evaluating AI automation.
We quote after a discovery call and audit sprint. You get a workflow map and implementation plan before any long-term retainer. See /pricing for engagement shapes.
Next step
Map the workflow. Then automate.
Tell us how solar companies win work today. We return a workflow map, architecture recommendation, and risk log—before any long retainer.