A sales CRM built for solar installers
Rooftop solar is a big decision. Homeowners and businesses compare installers, ask about subsidies and need time. OakDeal replies to every enquiry on WhatsApp in seconds, asks for the monthly electricity bill, roof type and location, estimates the system size from your rules and books a free site survey. It then keeps following up on the quote and subsidy questions until the customer decides.
Where solar installers leads come from
OakDeal keeps every lead in one place, tagged with its source, so you can see which channel brings buyers.
- Facebook and Instagram ads
- Google search
- Click-to-WhatsApp ads
- Government subsidy portal enquiries
- Website forms
- Referrals
What goes wrong without a system
Subsidy questions slow sales
Every lead asks about subsidies, and answers vary by salesperson.
Surveys that never happen
Leads agree to a survey and then do not pick up the phone.
Long decision cycle
Quotes sit for weeks while families discuss.
Ad spend without tracking
You cannot tell which campaign brings installations.
How OakDeal works for solar installers
- 1
Every lead lands in one inbox
WhatsApp chats, website enquiries and direct leads such as calls and walk-ins, each tagged with its source.
- 2
AI replies in seconds
From your own facts only, in the languages you choose, at any hour.
- 3
Leads are scored with a reason
Hot, Warm or Cold from what actually happened, so your team calls the right people first.
- 4
A person takes over at the right time
When the lead asks for a human, wants to book, or the AI is not sure. One tap to take over.
Facts to give the AI
Write these once. The AI answers only from them and hands anything else to your team.
- System sizes and price ranges
- Subsidy rules and how you help
- Panel and inverter brands
- Warranty and maintenance
- Survey and installation timelines
- Never promise exact savings or subsidy amounts
A follow-up plan that runs itself
Follow-ups go out within business hours and stop when the lead replies, buys or opts out.
- Same daySurvey slot if not booked
- After surveyQuote with system size
- Every 5 daysAnswer subsidy and finance questions
- After installationAsk for a review and referrals
Questions from solar installers
Can OakDeal estimate the system size?
Yes, from a simple rule you give it, such as kW per bill amount. It is clearly an estimate, and your survey team confirms the final size.
Does it work for commercial solar too?
Yes. Keep separate boards for residential and commercial with different stages and facts.
Can we see which ads bring installations?
Every lead keeps its source, and team numbers show leads and wins by source.
Also built for
Real estate
Answer property enquiries from portals, ads and WhatsApp in seconds. OakDeal qualifies buyers by budget and location, books site visits and follows up.
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OakDeal answers interior design, modular kitchen and renovation enquiries on WhatsApp in seconds, collects scope and budget, books site visits and follows up on quotes.
Property and homeHome services and contractors
OakDeal replies to AC repair, pest control, cleaning, plumbing and contractor enquiries on WhatsApp in seconds, shares rates, books visits and follows up on quotes.
See all industries · Read our guides on WhatsApp sales and lead follow-up