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For retailers · CRM development

CRM development for solar companies

Every lead from Facebook, Google, your website and Solar Retailers Australia lands in your CRM in seconds, goes to the right person and gets a reply while the homeowner is still keen. Synced with Pylon.

Register your interestAdvertising and leads
Sales consultant with a headset talking to a customer at her laptop
Example

New lead · 9:41 am

HubSpot

Solar and battery quote

Homeowner in Ballarat Central VIC 3350

Solar Retailers Australia Solar Retailers AustraliaBill $600 - $900 a quarterReady to go ahead
  1. Added to the CRM and de-duplicated2s
  2. Assigned to the Ballarat sales rep3s
  3. SMS and email sent to the homeowner12s
  4. Pylon project created15s

Lead intake automation

From ad click to CRM in seconds

We connect every place your leads come from, so nothing sits in an inbox or a spreadsheet.

  • Lead sources
  • MetaFacebook and InstagramLead ads and Messenger
  • Google AdsGoogle AdsLead forms and calls
  • Solar Retailers AustraliaSolar Retailers AustraliaQuote requests in your areas
  • Your websiteContact and quote forms
  • Calls and emailsLogged, never lost

Your CRM

Every lead in one place, in seconds

Created automatically, duplicates merged, tagged with the source, campaign and ad that produced it.

  • Zoho CRM
  • HubSpot
  • Salesforce
  • Automations
  • Assigned to the right repBy postcode, product and workload
  • SMS and email in under a minuteWhile the homeowner is still keen
  • Pylon design startedCustomer and address carried across
  • Webhooks to your other toolsAccounting, calendars, team chat
  • Reporting by sourceCost per lead and close rate

Works with your CRM

Zoho, HubSpot or Salesforce

We build on the CRM you already use, or help you choose the right one.

  • Zoho CRM

    Good value and flexible, with strong automation. A popular choice for growing solar businesses.

  • HubSpot

    Easy to use, with marketing and sales in one place. Great for nurturing leads that are not ready yet.

  • Salesforce

    For larger teams with several branches, complex approvals or detailed reporting.

No CRM yet? Tell us in the form and we will recommend one that fits your team and budget.

Pylon integration

Your CRM and Pylon, working as one

Pylon is where many Australian solar businesses design systems and send proposals. We connect it to your CRM so nobody types a customer in twice.

  • A qualified lead becomes a Pylon project with the customer and site address
  • Proposal sent, viewed and signed updates the deal stage automatically
  • Signed proposals create the job and hand over to installation
  • Reports show proposals sent and won by rep and by lead source

Your CRM

Zoho CRMHubSpotSalesforce

Contact, deal and stage

Design and proposals

Pylon

Project, design and proposal

  • Customer details copied once, never retyped
  • Proposal status flows back to the deal

Workflows, webhooks and automations

The busywork, done for you

Rules that run in the background, so your team spends its time on calls and site visits.

  • Lead routing

    Send each lead to the right person by postcode, product, team or round robin.

  • Speed to lead

    Instant SMS and email to the homeowner, and an alert to the rep, the moment a lead arrives.

  • Follow-up sequences

    Reminders and nurture messages for quotes that go quiet, stopped automatically when they reply.

  • Duplicates and spam

    Repeat enquiries merged into one contact; junk and test leads filtered out.

  • Webhooks and integrations

    Connect accounting, calendars, team chat and job management, in and out.

  • Site visits and bookings

    Booking links and calendar sync so homeowners can lock in a time themselves.

Want more leads to feed it? See advertising and lead generation.

Expression of interest

Tell us about your sales process

A few questions about your business, your CRM and where your leads come from. We will come back with a plan.

  1. 1We call you within one business dayTo understand your business and goals.
  2. 2Free discovery chatAbout 30 minutes, no obligation.
  3. 3A clear plan and priceWhat we would do, how long it takes and what it costs.
Step 1 of 3 · Your business No obligation
About your business

What kind of business is it?

How big is the team?

Which states do you work in?Choose all that apply.

How many leads do you get a month now?

Questions

Which CRM should we use?

It depends on your team size, budget and how you sell. Zoho CRM suits many small to mid-sized solar businesses, HubSpot is strong when marketing and follow-up matter most, and Salesforce fits larger teams with complex processes. We recommend one after the discovery chat.

Can you work with the CRM we already have?

Yes. Most projects improve an existing CRM: connecting lead sources, cleaning up the pipeline and adding automations.

Do you integrate with Pylon?

Yes. We connect Pylon with your CRM using Pylon’s integration options, so new leads become Pylon projects without retyping and proposal progress shows on the deal.

How quickly do leads reach the CRM?

Within seconds of the form being submitted, for Facebook and Instagram lead ads, Google Ads lead forms, your website and Solar Retailers Australia.

Can you move our existing customers and leads across?

Yes. We map and import data from spreadsheets or your old CRM, and check it with you before going live.

Who owns the CRM and the data?

You do. Everything is set up in your own accounts, and you keep full access if you stop working with us.