Close more solar systems by staying in front of slow decisions
HelloGrowthCRM captures every solar and battery enquiry, scores it, and keeps following up by email, SMS and WhatsApp through a buying cycle that often takes weeks.
Quick answer
Is this a replacement for my installation software?
Residential rooftop enquiries qualified before the site assessment
Proposals chased through a three-week household decision
Battery storage follow-ups after an earlier solar install
Comparison-site leads worked before competing installers call
Commercial rooftop enquiries tracked across several meetings
Lead source reporting from enquiry to signed deposit
Why this page exists
Rooftop solar is a considered purchase. A household requests three or four quotes, compares panels, inverters and warranties, works out what the small-scale technology certificate discount does to the price, and then goes quiet for a fortnight while they talk it over. The installer who stays politely in touch through that gap is usually the one who gets the deposit. HelloGrowthCRM captures leads from your website, phone and messaging channels, scores them so your sales team calls the serious ones first, and runs automated email, SMS and WhatsApp follow-up through the whole decision. Everything lives in one pipeline with stages that match how solar actually sells: enquiry, site assessment, proposal, finance, deposit. It works from native iOS and Android apps as well as the desk.
HelloGrowthCRM is a sales and follow-up CRM. It sits alongside job-management and installation software rather than replacing it, so keep ServiceM8, Tradify, Simpro, AroFlo or whatever runs your install crews, timesheets, stock and job costing. HelloGrowthCRM is also not a compliance system. Accreditation with Solar Accreditation Australia, the unrestricted electrical licence held by the installer, use of Clean Energy Council approved modules and inverters, and the compliance statements and installation photos the Clean Energy Regulator expects all stay in the systems built for them. What HelloGrowthCRM does is the sales side: capture the lead, rank it, quote it, chase it, and report on where the deposits came from. Connect the rest through native connectors, Zapier or the API, and keep GST and BAS in Xero or MYOB.
Common search intent
Why teams evaluating CRM for solar installers Australia want a simpler system
A household requests four quotes in one evening. Whoever books the site assessment first shapes the comparison, and the installer who replies the next afternoon is already behind.
Proposals go out and then nothing happens for three weeks. Nobody follows up, the customer forgets which quote was which, and the deposit goes to the company that kept calling.
Leads from the website, the phone, comparison sites and referrals sit in different places, so nobody has one list of who has been contacted and who has not.
Sales reps keep their own notes. When someone leaves, the history of every half-finished conversation about panel brands and battery sizing walks out the door with them.
Battery interest changes the conversation and lengthens it again. Without a pipeline stage for it, those enquiries stall between the solar quote and a second decision.
You cannot tell what a booked installation actually costs to acquire, because lead source, quote value and won work are not tracked in the same place.
Common Solar Installers problems — and how this CRM solves them
Map your workflow to the CRM instead of rebuilding it in spreadsheets
Web, phone and messaging leads in one solar pipeline
Solar leads come from a lot of directions: your own website form, phone calls from a search ad, comparison and quote-matching sites, social messages, and referrals from a neighbour who liked their bill. HelloGrowthCRM captures web forms, phone and messaging into a single pipeline, and connects the rest through native connectors, Zapier or the API. Every lead carries its source, so you can see which channels produce site assessments rather than just clicks. Reply by email, SMS or WhatsApp from the same record, and the full thread stays visible when the lead is handed from a phone rep to a field consultant.
Why Australia teams choose this
See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.
How it works
Capture leads from every source
Website forms, phone calls, messaging and connected lead sources all land in one pipeline with their source attached. No separate spreadsheet for comparison-site leads and no lead sitting unclaimed in a shared inbox.
Call the best ones first
AI lead scoring ranks enquiries so reps work the households most likely to book a site assessment. The built-in dialer rings from the app, records the call and writes a summary the next person can read before they follow up.
Follow up through the long decision
Send the proposal from the quote builder, then let automated email, SMS and WhatsApp sequences keep in touch while the household compares quotes, checks finance and talks about adding a battery later.
Report on what produces deposits
Reporting dashboards tie lead source to site assessments, proposals and signed deposits, so you can see which campaigns and referral partners are actually paying for themselves rather than just generating enquiries.
Pricing
Simple Australian pricing
A$20 per user per month, roughly US$12, or about US$10 per user per month on annual billing. There is a free forever plan, which is a reasonable way for a small installer to run their pipeline before committing. Setup takes about fifteen minutes: connect the website enquiry form, import contacts, set pipeline stages for enquiry, site assessment, proposal and deposit, and switch on follow-up sequences. For larger sales teams, the optional Growth Engine managed RevOps service can build the sequences, scoring and reporting and keep them maintained.
What a solar sales CRM needs versus a generic CRM
Useful next steps
CRM for solar companies
The wider solar overview, including sales team workflows.
ExploreCRM for rooftop solar
Residential rooftop pipelines from enquiry to deposit.
ExploreCRM for tradies in Australia
How Australian trade businesses capture and chase enquiries.
ExploreBuilt-in CRM dialer
Call recording and AI call summaries for fast first contact.
ExploreBest CRM in Australia
How HelloGrowthCRM compares for Australian small businesses.
ExploreAustralian pricing
Per user pricing in Australian dollars, monthly and annual.
ExploreFrequently asked questions
AI Features Built for Solar Installers
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Quote Follow-Up
AI calls Solar Installers prospects a day after the quote goes out, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Client Messages
AI writing assist for enquiry replies, quote covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open quote gets chased until it is won or closed out.
AI Lead Scoring
Rank incoming solar installers enquiries by value, location, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.