AI calls that qualify solar leads before the site survey
A homeowner runs your solar calculator at 8:15 pm. At 8:17 our AI calls back, checks the monthly utility bill, asks about roof type and shading, answers the subsidy question, and books a site survey. Your survey team only drives to roofs that can host panels.
Converse AI / Calls
Solar enquiries need a callback within minutes
The Lead Response Management study by MIT and InsideSales.com puts qualification odds 21x higher when someone calls a lead within 5 minutes rather than 30. A later audit of 2,241 companies, published in Harvard Business Review, found that firms which responded within an hour were nearly seven times more likely to qualify the lead. A homeowner who runs your calculator runs two competitors' calculators in the same sitting, and books a survey with whoever calls first. Our AI calls inside 2 minutes, at 8:17 pm on a Tuesday or 9 am on a Sunday, and qualifies the roof before your team commits a truck.
Converse AI / Reports
Solar calls the AI handles: roof checks, quotes, referrals
2-minute enquiry callback
The homeowner fills your calculator, marketplace listing or website form. The AI calls, confirms the utility bill band, asks about roof type, shading and monthly load, gauges financing appetite, and books a site survey only if the roof is viable.
Call flow: greet in the form's language → confirm address and bill band → roof type and shading → financing appetite → offer two survey slots → WhatsApp confirmation.
Post-quote follow-up
Surveyor visited and quoted? The AI calls 48 hours later, handles the objections that stall solar deals (financing, installation downtime, panel placement), walks through the subsidy paperwork, and books a commitment call with your closer.
Net-metering updates and referral calls
After commissioning, the AI walks the customer through the net-metering activation timeline, captures satisfaction scores, and asks the happiest customers for the referral that becomes your cheapest lead.
Solar CRM stages: survey, quote, contract, install
Generic CRMs make solar teams fake their pipeline with renamed stages. MicroCRM ships a solar CRM out of the box: enquiry → survey → quote → contract → install → commissioning, with every AI call, quote and subsidy document attached to the record. Survey outcomes and promise dates land on the record automatically. No installer types a call note again.
- Stages that match the job: survey booked, quote sent, contract signed, installed, commissioned.
- Every AI call written back: recording, transcript, disposition and next step on the record.
- Already on Salesforce, HubSpot or Zoho? Keep it. Dispositions sync there instead.
MicroCRM / Opportunities
| Lead | System | Source | Stage |
|---|---|---|---|
| LOLena Okafor+44 20 ••• 8841 | 3.2 kW | Calculator | Survey booked |
| MDMarco Deluca+1 619 ••• 2274 | 5.6 kW | Marketplace | Quote sent |
| ADAnaya Deshpande+91 98 ••• 5510 | 4.1 kW | Referral | Contract signed |
| TNTomas Novak+420 6 ••• 3319 | 7.4 kW | Website form | New enquiry |
Bill and subsidy questions in the homeowner's language
The agent detects the caller's language on the first greeting and stays in it, switching mid-sentence when the caller does. Homeowners answer bill and roof questions at higher rates in their own language, and a subsidy explained in that language gets claimed.
Converse AI / Live calls
Boa noite, falo com o Mateus? Ligo sobre o seu orçamento solar de há dois minutos.
Sim, sou eu. Actually, English works better.
Of course. Your estimate came out at 4.8 kW. Could you tell me roughly what your monthly electricity bill is?
Rooftop solar case study: cost per closed lead down 62%
Deployment: rooftop solar installer · 28 cities · ~60 MW installed · residential and small-commercial.
"The site-survey team used to drive 40km to a shaded roof. Now they only see roofs that can actually host panels."
Head of Growth, rooftop solar installer
From solar enquiry to commissioning in four steps
The enquiry becomes a MicroCRM record (Capture). The AI calls and qualifies the roof (Converse). Nudge runs the post-quote follow-up and the fence-sitter cadence (Close). After commissioning, the same record runs referral and storage-upgrade conversations (Retain).
Questions solar installers ask about AI calling
Which lead sources and CRMs does this work with?
Can the AI answer subsidy and financing questions?
What does it cost?
Will homeowners know it is an AI?
How fast can we go live?
Hear a 2-minute callback on your own solar lead
Book a demo
Put the AI on it. Book a demo and we will call your own test lead back in 2 minutes: bill checked, roof qualified, survey booked, synced to your CRM.
Book a demoTry the app yourself
Describe your offer in one sentence, upload your price sheet and incentive docs, and take a test call the same day. Most installers run their first campaign inside a week.
Start freeTell us where your enquiries come from. We'll show you the 2-minute callback on your own number.