For Solar Installers

Solar CRM that turns leads into booked consultations and signed contracts

Solar leads go cold in hours, so answer in seconds. Instant lead response, qualification, consultation booking, proposal follow-up and e-signature for solar companies.

The short answer

How solar installers automate with Oceanic Funnels

Solar installers use Oceanic Funnels OS to reply to every lead in seconds, qualify homeowners on roof, ownership and bill size, and book consultations automatically. Proposals get long follow-up sequences, contracts are signed online, and installed customers are asked for reviews and referrals.

  • Leads fromFunnels, ads, social DMs, calls and your website
  • RepliesWithin seconds, by SMS, email, WhatsApp and AI agent
  • BookingCalendars with automatic reminders
  • Starts at$67/month, unlimited contacts and users
Where customers slip away

Three leaks in most solar installers

  • Leak 1Expensive leads going coldPaid solar leads lose interest fast if nobody replies straight away.
  • Leak 2Unqualified appointmentsReps drive to homes that rent or have shaded roofs.
  • Leak 3Long decision cyclesHomeowners take weeks to decide and the follow-up stops after two calls.
Your net, step by step

How the system runs without you

  1. 0 sec1Lead from an ad or calculator

    A savings calculator or ad form captures the homeowner's details.

  2. 30 sec2Instant reply and qualification

    The AI agent asks about home ownership, roof and monthly bill.

  3. Same day3Consultation booked

    Qualified homeowners book a call or home visit.

  4. After the consultation4Proposal follow-up

    A follow-up sequence answers common questions over several weeks.

  5. Decision5Contract signed online

    Contracts and financing documents sent for e-signature.

  6. After install6Reviews and referrals

    A review request and a referral reward offer.

Automations we set up

Built for solar installers

  • AI qualificationAsks ownership, roof and bill questions before booking.
  • Speed-to-lead repliesEvery lead gets a reply within seconds.
  • Savings calculator funnelsInteractive quiz-style funnels that capture leads.
  • Proposal follow-upLong-term nurture for homeowners who aren't ready yet.
  • Documents and e-signatureSend contracts for online signature.
  • Referral campaignsReward customers who refer neighbours.

Funnels you can launch

  • Solar savings calculator
  • Free consultation funnel
  • Battery storage offer
  • Referral reward page

Never lose a lead again

Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.

FAQ

Questions from solar installers

How do solar installers automate their sales with Oceanic Funnels?

Solar installers use Oceanic Funnels OS to reply to every lead in seconds, qualify homeowners on roof, ownership and bill size, and book consultations automatically. Proposals get long follow-up sequences, contracts are signed online, and installed customers are asked for reviews and referrals.

Can the AI agent qualify solar leads?

Yes. The AI agent can ask your qualifying questions, such as home ownership, roof type and monthly bill, and only book qualified homeowners.

Can we nurture leads who aren't ready?

Yes. Leads who don't book go into a long-term SMS and email sequence that keeps you in front of them.

Do you set it up for me?

On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.

How much does it cost?

Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.