CRM · Proposal management · FSM · Project tracking
Solar sales needs
the full pipeline.
Solar companies face a long sales cycle, complex proposal process, and a full installation operation that needs to run cleanly. Most CRMs fail at the proposal stage. We bridge the gap between selling a system and delivering one.
Stack scan — solarpros.com · Solar installation · 22 staff
Analysing
CRMHubSpot — underused
Proposal managementNone ✕
Installation managementSpreadsheet ✕
InvoicingQuickBooks ✓
CRM to FSM handoverManual ✕
The Solar & Energy stack
The categories every
solar & energy business needs.
These are the operational categories that make or break a solar & energy business. Each one matters — and each one has specific requirements that generic tools often get wrong. This is what we look at in every solar & energy audit.
CRM & Sales Pipeline
Manages every solar lead from first enquiry through site survey, proposal, customer decision, and contract signing. The solar sales cycle is long and consultative — a CRM not built around that reality loses deals to poor timing and inconsistent follow-up.
What to look for
Stage-by-stage pipeline matched to the solar sales process
Automated follow-up sequences for each stage
Site visit scheduling integrated into the lead record
Visibility on close rate by lead source and sales rep
Common mistake
Using a CRM configured for short transactional sales. Solar deals take weeks and involve multiple touchpoints — energy assessments, proposals, financing conversations, installation planning. A basic CRM doesn't reflect this complexity and creates a pipeline that no one trusts.
Proposal & Design Management
Generates professional solar proposals with system design, energy output estimates, financial projections, and financing options — delivered to the customer digitally with tracking to show when they've been opened and reviewed.
What to look for
Integrated system design and energy output modelling
Financial projection tools including savings estimates and payback period
Digital delivery with open and view tracking
E-signature for proposal acceptance
Common mistake
Building proposals manually in PowerPoint or PDF without tracking. When you can't see that a customer has opened the proposal, you can't time your follow-up correctly. A proposal that goes untracked is a deal that goes cold without you knowing why.
Installation & Project Management
Manages the full installation process once a contract is signed — crew scheduling, equipment ordering, installation phases, safety documentation, and grid connection paperwork. The bridge between selling a solar system and delivering one.
What to look for
Phase-based installation tracking with milestone sign-offs
Crew and equipment scheduling
Safety documentation management
Grid connection and compliance workflow
Customer communication at each installation milestone
Common mistake
Managing installations via email and phone without a project system. When installation information lives in inboxes and call logs, handover between the sales and operations teams is always a manual process — and manual handovers always lose information.
Customer Communication
Automated communication throughout the customer journey — from proposal sent to installation complete. Customers buying solar are making a significant financial decision. Consistent, proactive communication builds the confidence that turns a signed contract into a satisfied referral.
What to look for
Milestone-triggered messages at each stage of installation
Proactive delay notifications rather than reactive apologies
Post-installation check-in sequences
Review and referral request automation
Common mistake
Leaving customer communication to the sales rep's discretion. When communication depends on individual effort, it's inconsistent — some customers get daily updates, others hear nothing for a week. Inconsistency at this stage damages the trust that took months to build.
Invoicing & Finance
Manages deposits, milestone payments, completion invoicing, and finance applications — connected to the project management system so payment stages trigger automatically as installation milestones are completed.
What to look for
Multi-stage invoicing tied to installation milestones
Finance application integration for funded installs
Automatic payment reminders
Integration with accounting software for clean financial reporting
Common mistake
Single-invoice billing at project completion. Solar installations involve significant upfront costs and extended timelines. Milestone-based billing connected to installation progress improves cash flow significantly — and is standard practice in businesses that have optimised their operations.
How we work
From audit to live stack
in under 30 days.
01 —
Free audit (48 hrs)
We map your current solar & energy stack across all five categories, score every tool for fit, and surface every gap. Free. 48 hours. Specific to your business.
02 —
Recommendation
A specific recommendation for your solar & energy operation — what to keep, cut, and add. With a clear savings estimate and prioritised implementation timeline.
03 —
Implementation
We configure, integrate, and train your team. You go live on the right solar & energy stack without disruption, data loss, or a 6-month rollout.
04 —
Growth mode
Monthly check-ins, automated workflows, and dashboards built for solar & energy operations — showing every job, client, and revenue stream clearly.
How GrowPipe helps solar & energy businesses
Services built around
your industry.
Every service we offer has been applied specifically to solar & energy operations. Here are the three that matter most for businesses at your stage.
Sales-to-delivery integration
Consulting
We connect your solar sales pipeline to your installation operation — proposal management, CRM, FSM, and invoicing all in one integrated system. No more manual handovers between sales and ops.
Learn more →
Solar lead generation
Lead Gen & Advertising
Targeted outbound campaigns for solar businesses — reaching homeowners and commercial property owners at the right stage of their decision. Qualified enquiries, not cold volume.
Learn more →
Free — 48-hour delivery
Full Stack Audit
A free 48-hour audit that maps your current proposal, CRM, and installation stack — showing you exactly where deals are being lost and where installation margin is leaking.
Learn more →
Free Solar & Energy audit · 48 hours · No commitment
Ready to connect your solar
sales to delivery?
Start with a free audit. We'll map your proposal and installation stack and show you exactly where the gaps are costing you deals and margin.
Industry-specific report48-hour deliveryNo obligation