SOLUTIONS / SOLAR CRM
Move solar enquiries from first call to installation without losing the next step.
Capture solar leads, assign salespeople, schedule site surveys, manage quotations and keep installation-related work connected from one workspace.
Leads
Follow-ups
Tasks
Team management
FP FollowUpPro
SOLAR CRM
TODAY
WORKSPACE
Connected
SOLAR CRM
01
SOLAR LEADS
Website, ads & referrals
02
SITE SURVEYS
Track appointments & actions
03
INSTALLATION
Connect sales to delivery
NEXT ACTIONS
Follow-up due
Today
Assigned work
On track
Customer context
Connected
Next follow-upAlways visible
FollowUpPro
CRM + Work Management
01 / THE PROBLEM
WHY TEAMS LOSE OPPORTUNITIES
More enquiries are not enough.
The next action has to happen.
Most growing teams do not lose every opportunity because of poor demand. They lose opportunities when ownership, context or the next follow-up becomes unclear.
Site survey follow-ups are difficult to track
Quotations need repeated callbacks
Sales and installation teams work in separate lists
02 / HOW FOLLOWUPPRO HELPS
BUILT AROUND YOUR WORKFLOW
One place for the relationship
and the work behind it.
FollowUpPro connects leads, follow-ups, customers, projects, tasks and team ownership so your team knows what needs to happen next.
01
Solar lead management
Capture enquiry source, location, system interest, owner and stage in one record.
02
Site survey follow-ups
Track survey appointments, customer callbacks and required actions.
03
Solar sales pipeline
Move opportunities through new lead, qualified, survey, quotation, negotiation and won stages.
04
Sales ownership
Assign leads to sales representatives and make responsibility clear.
05
Installation tasks
After a sale, turn delivery commitments into projects and assigned tasks.
06
Sales visibility
See active solar opportunities, follow-ups, tasks and progress across the team.
03 / WORKFLOW
FROM ENQUIRY TO RESULT
Give every opportunity
a visible next step.
Your exact process can differ, but the principle stays the same: capture the opportunity, assign ownership, follow up, convert and keep the work moving.
01
Solar enquiry
02
Qualification
03
Site survey
04
Quotation
05
Follow up
06
Installation
CONNECTED CONTEXT
When the lead becomes a customer, the history does not disappear.
Lead history
Follow-up timeline
Customer record
Tasks & projects
04 / USE CASES
FOR GROWING TEAMS
Designed for the way your industry actually works.
Start with the process you already understand and use FollowUpPro to make ownership, follow-up and work more visible.
01
Solar installers
02
Rooftop solar companies
03
Solar EPC companies
04
Renewable energy sales teams
05
Solar dealers
05 / FAQ
COMMON QUESTIONS
Before you start, know what to expect.
Can FollowUpPro manage solar leads?
Yes. You can organize solar enquiries, assign salespeople, track pipeline stages and schedule follow-ups.
Can site surveys be tracked?
Yes. Site survey appointments and related actions can be managed through follow-ups and tasks.
Can installation work be connected to sales?
Yes. FollowUpPro connects customers and projects with tasks so post-sale work can remain connected to the original relationship.
TALK TO FOLLOWUPPRO
Build a solar sales process where every lead has an owner and every opportunity has a next step.
Tell us a little about your business. Our team can show you how FollowUpPro can fit your current lead and follow-up process.
Free product walkthrough
Industry-focused setup discussion
No obligation to purchase
REQUEST A DEMO
Usually takes less than 60 seconds