From first enquiry to install day, keep every solar lead moving without the spreadsheet chaos.
Solar is a high-volume, paperwork-heavy sale, and leads go cold fast when quotes and documents are scattered across inboxes. CRMandGo captures solar enquiries around the clock, scores each one so your reps chase the serious buyers first, and gives every customer a branded portal to upload the bills, site photos and paperwork you need. One pipeline takes the deal from enquiry to quote to install.
An AI front desk handles web chat and SMS enquiries and texts back missed calls, so an enquiry sparked by a power bill at 9pm is captured and triaged, not lost overnight.
Stages built for solar, from enquiry to site assessment to quote to deposit to install, so every job has a clear next step and nothing stalls between sale and install.
Send each customer a deal room to upload power bills, roof photos and ID, with a checklist of exactly what you still need, so you stop chasing paperwork over email.
Every enquiry gets a score and a short brief, so your sales team rings the high-intent buyers first instead of working the list top to bottom.
See which campaigns and channels send your best-converting solar leads, and on the partner side describe your ideal referrers so AI suggests who to approach, sign a tiered referral agreement electronically or as a PDF, and record the agreed fee automatically when a referred install is won.
Route incoming enquiries to the right rep automatically by round-robin, claim-first or priority rules, so leads are worked fast and fairly, never left sitting.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. Each customer gets a branded deal room with a checklist of exactly what you need, where they upload power bills, roof photos and ID securely. You can see at a glance which documents are in and which are still outstanding.
It captures and triages enquiries over web chat and SMS and automatically texts back every missed call, so no enquiry goes unanswered. It does not pick up the live phone call itself, so you stay in control of when to speak with the customer.
Yes. CRMandGo is Australian-owned and hosts your data onshore in Sydney, built to the Australian Privacy Principles. Your customer and quote data stays in Australia.
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