Solar CRM
Homeowners collect several quotes and book the installer who answers first. MapleConnect replies to every inquiry in seconds, books the consultation, and keeps the deal moving through proposal, financing, and the install queue - the CRM, the AI voice line, texting, email, and self-serve booking under one roof.
Every front-office job lands in one place: homeowners and deals live in the CRM, an AI voice agent picks up when nobody else can, SMS and email carry the long middle of the sale, and self-serve booking keeps the survey calendar full.
A solar CRM is software that organizes homeowners, purchased leads, and canvass appointments into pipelines, then automates the follow-up between stages so a long sale keeps moving. Solar needs this more than most trades: homeowners collect quotes from several installers at once, the deal runs weeks or months through consultation, proposal, financing, and permitting, and every quiet gap is a chance for the customer to stall, shop again, or cancel.
MapleConnect is an AI-native solar CRM. When an inquiry arrives from your website, an aggregator, an ad, or a missed call, it replies by text and email in seconds, asks the qualifying basics - homeowner or renter, roof, average bill, timeline - and books the site survey or virtual consultation on the right calendar. Between milestones it runs proposal check-ins, financing nudges, and status notes through the install queue, and after PTO it asks for the review and the referral.
It is front office only. MapleConnect captures the lead, answers first, nurtures the deal, books the calendar, and logs every touch to one record. System sizing, production modeling, savings and offset estimates, financing eligibility, and permitting paperwork stay with your consultants, your design tools, and your lenders - the CRM makes sure every homeowner reaches those people before a competitor gets the appointment.
The problem
Nothing on this list looks like an emergency on any single day. But a solar sale spends weeks exposed, and every unanswered evening or forgotten check-in is an opening for whichever competitor kept showing up.
A homeowner requesting quotes fills out several forms in one sitting. The installer who responds in seconds gets the consultation; the one who calls back tomorrow gets voicemail. Most solar leads are decided before anyone at the company has opened the inquiry.
Bills arrive, couples talk it over, and the quote request goes in at 9 PM or on a Saturday. If the line is unstaffed, the inquiry sits until Monday - long after a competitor with an answering system booked the appointment.
Between proposal and signature sit financing decisions, spouse conversations, HOA questions, and second thoughts. Manual follow-up is the first thing a busy closer drops, and solar deals rarely die from a no - they die from silence.
Permitting, interconnection, and scheduling can take weeks. Customers who hear nothing start to doubt the decision, and a competitor at the doorstep only needs one conversation to flip them. The quiet wait is where cancellations happen.
A working day
A representative working day with MapleConnect running the follow-up. AI moments happen without you; your moment is the consultation only a solar consultant can run.
Last night’s website quote requests and an aggregator batch were handled while you slept: replies went out by text and email within seconds, and ownership, roof type, average bill, and timeline are already captured on each new deal.
A homeowner self-booked Thursday’s survey overnight. Reminders will fire on their own between now and then, and her roof and bill answers are waiting in the Consultation stage before anyone has spoken to her.
The roof walk, the bill review, the design conversation, and the trust that carries a decision this size - that is your craft. The system hands you the full history so you start warm.
Every proposal past its check-in date receives a plain-language follow-up text. One homeowner replies with a financing question; it routes straight to your desk with the context attached.
Signed customers whose permits moved forward get a status note automatically. Nobody calls the office wondering whether the project is still happening.
A homeowner calls after seeing a neighbor’s panels go up. The AI voice agent answers, captures the basics, books a virtual consultation for tomorrow evening, and logs the call to a new contact record.
What you get
Each capability is mapped to a job on a solar sales floor - not a generic feature list with panels pasted onto it.
A web form, an aggregator delivery, an ad click, or a missed call - within seconds the homeowner hears back by text and email, gets asked about ownership, roof, and bill, and the deal lands on the right consultant’s desk while the rest of the quote list sits unread.
An AI voice agent answers 24/7, confirms the caller owns the home, captures roof, bill, and timeline, and books the site survey or virtual consultation. Savings, credits, and financing questions route to your consultant.
Visual stages for new leads, consultations, proposals, financing, and installs - with every call, text, and email on the contact timeline, so a setter, closer, or coordinator can pick up any deal cold.
Automated SMS and email sequences keyed to the stage: a fast cadence for fresh inquiries, patient check-ins after the proposal, financing-decision nudges, and respectful re-engagement for deals that went quiet.
From contract to permit to inspection to PTO, customers get plain-language updates as the project moves - the communication that keeps signed deals signed while the paperwork grinds.
When the system is on and producing, an automated request asks for the review and invites the referral - at the moment the homeowner is happiest and the neighbors are curious.
Hear it work
A representative evening call handled by the AI voice agent (illustrative, not a recording). Savings figures, tax credits, and financing always route to a human consultant.
You’ve reached Meridian Solar. I’m the automated assistant covering the line after hours - I can answer questions about getting started and set up a consultation. What can I do for you?
Hi - our electric bill jumped again and we want to find out if solar actually makes sense for our house.
That is exactly what a free consultation is for - a consultant reviews your roof and your bill and walks you through it. May I ask who’s calling?
Priya Raman.
Thanks, Priya. Should I send the confirmation by text to the number you’re calling from? An email address for the details helps too.
Texting this number works, and the email is priya.raman@email.com.
Perfect. So the consultant shows up prepared - do you own the home, and about where has that monthly bill been landing?
We own it, and the bill has been around 260 a month lately. Do we still qualify for the federal tax credit?
Credits and savings numbers are the consultant’s side of the table, and tax questions belong with your tax professional - I don’t quote either. What I can do is book the consultation. Would you prefer an in-home visit or a virtual one?
In-home. My husband wants to be there for it.
I can book Saturday at 10:00 AM or Tuesday at 5:30 PM for an in-home visit. Which works better? Either way you will get a text confirmation with a note to have a recent utility bill handy.
Saturday at 10 - and that was easier than I expected. Thanks.
The shift
Playbooks
Automations configured for how solar deals actually move - each one a trigger, a sequence, and an outcome you can check.
Trigger A homeowner submits a quote form, a purchased lead lands, or a call goes unanswered
The homeowner’s first real conversation about solar is with your consultant, not a competitor’s.
Trigger A proposal is sent and the homeowner goes quiet
You learn what stalled the deal instead of guessing.
Trigger A contract is signed and the project enters the queue
Fewer cancellations in the queue, and every install feeds the next one.
Honest scope
Solar sits next to regulated territory - financing, tax credits, utility programs. MapleConnect is deliberate about which side of that line it works on.
MapleConnect captures leads, responds first, nurtures, books, and logs every touch. System sizing, production modeling, and savings or offset estimates live in your design tools and with your consultants - the CRM feeds them appointments, it never produces the numbers.
The software never determines loan eligibility, quotes financing terms, or gives tax advice on credits and incentives. It keeps those conversations moving and routes every such question to your consultant, the lender, or the homeowner’s tax professional.
Contact consent can be captured and recorded, opt-outs are honored across SMS and email, and every touch is logged to the record. That supports disciplined outreach on purchased and canvassed leads; your TCPA and state obligations remain defined by your own counsel.
Pricing
Per-seat pricing punishes a solar company for staffing setters, closers, and coordinators. MapleConnect is flat: the whole team works the same pipeline at one monthly price.
$199/mo flat
The full CRM plus automation - priced flat, not per seat.
$299/mo flat
The most popular plan: deeper automation and campaigns.
$399/mo flat
Everything, including native AI voice agents on your line.
Start on the free plan and upgrade when the pipeline pays for it. See full pricing
Keep exploring
MapleConnect for neighboring industries
Make that you. Start on the free plan, keep flat pricing as the team grows, and bring your book across with free guided migration.