The CRM for solar installers that wins the proposal after the financing approval.
A residential solar proposal is $25k–$45k. The homeowner takes 30-60 days, gets two more quotes, calls their CPA, then disappears. FollowUpDesk reminds you to nudge at the right moment with the right pitch — and closes the system.
Cancel anytime · Works on your phone · One job won pays for the year
Features
Proposal-to-PTO pipeline
Site assessment, proposal, financing, permit, install, PTO — every stage tracked in one screen.
Long-cycle follow-up
Solar closes over 30-60 days. Automated touches at day 3, 7, 14, 30 keep $30k proposals warm without daily phone calls.
AI drafts the message
Financing recap, tax-credit reminder, install scheduling, soft close — one tap, in your voice, ready to send.
Reviews after PTO
First-bill drop is the magic moment. Auto-request goes out the week after PTO when the customer is happiest — 5-stars + referrals follow.
"I was working a 40-deal pipeline in spreadsheets and dropping 5+ deals a month to silence. Switched to FollowUpDesk, closed 3 extra systems in 60 days — one tool paid for itself in a single signed PTO."
Anya P., solar sales rep, TX
Frequently asked questions
What is the best CRM for a solar installer?
Enterprise installers use Aurora or SolarNexus. Solo reps, small installers, and 2-5 person sales teams fit FollowUpDesk at $29/month flat — proposal tracking, long-cycle follow-up, and review automation without the per-seat cost.
Can it handle the 30-60 day solar sales cycle?
Yes — that's exactly what the day 3/7/14/30 cadence is built for. Long-cycle, high-ticket sales are where automated follow-up returns the most.
Pricing
One plan. $29/month. Cancel anytime.
One job won pays for the entire year.
- Unlimited leads, quotes and jobs
- AI follow-up generator
- AI review request generator
- Pipeline dashboard with KPIs
- CSV import & export
- Email & priority support