Solar Industry Hero Background

Capture, Convert and Retain Customers with AI Powered Solar CRM

LEADSORBIT replies in under a minute, books site surveys, tracks proposals and e signature, manages financing follow up, and reengages past prospects so your pipeline stays full. It is modern solar software for growth minded teams.

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Automation. Bookings. Loyalty.

LEADSORBIT turns inquiries into scheduled surveys and surveys into signed installs.

AI reply time
<1 min
AI reply time
Fewer missed appointments
20–30%
Fewer missed appointments
Faster follow up
2–3×
Faster follow up
More repeat service
10–15%
More repeat service

The Solar Pipeline Leaks at Five Points

Most teams do not lack leads. Revenue slips when discovery is weak, calls go unanswered, replies are slow, proposals stall, and follow up is not systemized.

Visibility

Visibility

Homeowners compare reviews, installs near them, and financing options. Thin profiles and few recent ratings push you off the short list.

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Meet Your 24/7
AI Employee for Solar

It greets every inquiry, answers pricing and availability, books site surveys, and follows up so more projects close. One simple flow from first message to five star review.

Always on. Always Helpful. Always Booking.

AI Employee answers instantly, qualifies, books, reminds, and re engages so your grooming calendar fills itself.

AI Employee

Answers instantly, qualifies by roof type and usage, books the window, sends reminders, and nudges reviews and referrals.

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Ask AI how LEADSORBIT can help you Grow your business

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Built for Solars. Not Just "Any CRM"

Point tools cover quoting or scheduling. LEADSORBIT runs the full journey in one place for faster follow up, clearer proposals, fewer cancellations, and stronger retention with modern solar CRM.

Features
LEADSORBITAll-in-One CRM
HubSpotMarketing CRM
ClickFunnelsFunnel Builder
PodiumReview Management
BirdEyeReview Management
ChiroTouchChiropractic EHR
Jane AppPractice Management
PetDeskVeterinary Practice
Unified PraPractice Management
DentrixDental Practice
SimplePradPractice Management
MindbodyWellness Business
BrightwheChildcare Management
Crystal PMPractice Management
NextechMedical Practice
VagaroSalon & Spa
BookerSalon & Spa
AestheticsAesthetic Practice
HoneyBooPractice Management
JobberField Service
All-in-one platform (CRM + marketing + funnels)
Tick
Partial (modular)
Partial
Partial
Partial
Partial (EHR-specific)
Partial
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Unlimited contacts & tagging
Tick
Tick
Wrong
Wrong
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Multi channel messaging (email, SMS, WhatsApp, calls)
Tick
✔Yes (add-ons)
Email-only
Messaging
Messaging
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Unified inbox / missed-call text-back
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Funnel / landing page / website builder
Tick
Add-on
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Memberships / course / community builder
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Wrong
Wrong
Tick
Tick
Wrong
Wrong
Wrong
Marketing automation / workflows
Tick
✔(email workflows)
Basic
Review
Review
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
AI-powered tools (content, workflows, conversations)
Tick
Growing
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Reputation management / review requests
Tick
Wrong
Wrong
Tick
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Appointment scheduling / online booking
Tick
via integrations
Wrong
Wrong
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Wrong
Wrong
Wrong
Tick
Wrong
Tick
Wrong
Tick
Billing / payments / proposals / invoicing
Tick
via integrations
Basic
Wrong
Wrong
✔(insurance & cash)
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Tick
Wrong
EHR / chiropractic-specific features (SOAP notes, claims)
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
SOAP notes with templates / macros
Wrong
Wrong
Wrong
Wrong
Wrong
✔(15-sec)
✔(custom)
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Claims & insurance processing (clearinghouse, ERA posting)
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Digital intake / patient intake forms
Tick
via integrations
Wrong
Wrong
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Self check-in / kiosks
Tick
via integrations
Wrong
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Exercise prescription / patient engagement tools
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Telehealth / video visit support
Wrong
via integrations
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Practice analytics & reporting dashboards
Tick
Tick
Basic
Basic
Basic
Tick
Limited
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Cloud-based / web access
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
White-label / reseller SaaS capability
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Pricing: flat vs modular
Flat all-in-one
Modular (expensive)
Simplified
N/A
N/A
Custom tiered
Subscription
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Templates for documentation
✔(automation)
via workflows
Wrong
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Reminders (email / SMS)
Tick
Add-on
Wrong
Tick
Tick
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Online payment processing (cards, subscriptions)
Tick
via integrations
Basic
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Reporting on financials, operations, no-shows
Tick
via add-ons
Limited
Limited
Limited
Tick
Limited
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Role-based provider dashboards
Tick
Tick
Basic
Basic
Basic
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Intake automation (forms feeding into charts)
Tick
via integrations
Wrong
Wrong
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Workflow automation (task reminders, cut admin friction)
Tick
via workflows
Wrong
Limited
Limited
Tick
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Practice marketing tools (review, SEO, referrals)
Tick
via integrations
Wrong
Tick
Tick
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Training / onboarding support
✔(webinars)
Tick
Tick
Tick
Tick
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
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AI Driven Growth, Human Driven Success

Discover What LEADSORBIT Can Do For You & Your Business

Pricing

Starter

$97

USD Per Month
All the tools to capture more leads
Nurture & close leads into customers
Full online booking, pipelines, social cal, website builder, and more!
Unlimited contacts & users, add as many contacts & users as you need!
Setup up to three subaccounts

Professional

$197

USD Per Month
+
Everything in the starter plan
+
Advanced analytics and reporting
+
Priority customer support
+
Custom integrations and API access
+
Setup up to ten subaccounts
+
Advanced automation workflows

Business

$247

USD Per Month
+
Everything in the professional plan
+
White-label branding options
+
Dedicated account manager
+
Custom domain support
+
Unlimited subaccounts
+
Advanced security features
+
Team collaboration tools

Unlimited

$297

USD Per Month
Everything in the business plan
Branded desktop app
Complete control over the look and feel of the platform
Enterprise-level security
24/7 premium support
Custom development support

Capture more booked surveys

Meet every inquiry instantly. Turn calls and chats into confirmed windows.

AI Employee answers fast and books the next open slot.

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AI Web Chat explains incentives and books on the page with friendly solar sales CRM flow.

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AI Receptionist texts back missed calls and logs them in your crm for solar companies.

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Listing AI keeps hours, zones, and offers accurate across search.

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Social AI promotes credit and rebate campaigns that drive clicks.

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Convert more proposals

Automate scheduling and keep every message in one place so customers say yes faster.

AI Appointment manages surveyors, crews, zones, caps, and buffers in simple solar proposal software handoff.

Explore more →

Conversation AI unifies all messages with quick replies for savings math and timelines.

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Workflow AI moves people from survey to proposal to e signature with recovery for stalled quotes.

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Content AI sends proposal follow ups, prep notes, and storage upgrade options in seconds.

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Mobile App captures photos, notes, signatures, and payments in the field.

Explore more →
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Retain more customers

Build loyalty with reminders, referrals, and clear communication.

Reviews AI requests feedback after installs and protects reputation.

Explore more →

Workflow AI post install check ins, referral asks, and win backs for stalled prospects.

Explore more →

Content AI emails for storage add ons and maintenance that bring people back.

Explore more →

Reporting and Analytics shows referral rate, average ticket, lifetime value, and channel ROI in one view.

Explore more →

Conversation AI keeps history and preferences in your solar company CRM.

Explore more →
Retain more customers Image
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Leads Up 62%

Leads Up 62%

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No Shows Down 28%

No Shows Down 28%

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+190 New Reviews

+190 New Reviews

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Repeat Visits +18%

Repeat Visits +18%

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Revenue Up 31%

Revenue Up 31%

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Trusted By Solar Experts, Vets, and Groomers

Reply time is under one minute. Missed appointments fell twenty one percent and weekly surveys rose sixteen percent.

SunPeak Renewables
 Maya Thompson, Owner

Deposits and reminders raised show rate by eighteen percent. Close rate improved twelve percent.

Harbor Solar and Storage
 Daniel Brooks, Manager

One inbox made follow up two times faster. Average ticket climbed eleven percent with storage add ons.

CityGrid Solar
 Alina Petrov, Sales Lead

Referral asks and review prompts lifted repeat and referral work. Month over month revenue grew twelve percent.

Riverside Energy
 Priyanka Nair, Ops Lead

Reviews doubled in three months and local rank improved. New customers now ask for us by name.

Summit Sun Systems
 Liam O'Connor, Field Supervisor

Integrates With Your Favorite Tools

  • LinkedIn
  • Shippo
  • Shopify
  • Slack
  • Stripe
  • TikTok
  • Clio
  • Facebook
  • Google
  • Instagram
  • LinkedIn
  • Shippo
  • WooCommerce
  • WordPress
  • Google Docs
  • Google
  • Instagram
  • Clio
  • Zoom
  • YouTube
  • Yext
  • WhatsApp
  • Trello
  • Shippo
  • Printful
  • PayPal
  • Meta
  • Mailchimp
  • Google Meet
  • LinkedIn
  • Google Drive
  • Google My Business
  • Clio
  • Dropbox
  • Clio
  • Aircall
  • LinkedIn
  • Shippo
  • Shopify
  • Slack
  • Stripe
  • TikTok
  • Clio
  • Facebook
  • Google
  • Instagram
  • LinkedIn
  • Shippo
  • WooCommerce
  • WordPress
  • Google Docs
  • Google
  • Instagram
  • Clio
  • Zoom
  • YouTube
  • Yext
  • WhatsApp
  • Trello
  • Shippo
  • Printful
  • PayPal
  • Meta
  • Mailchimp
  • Google Meet
  • LinkedIn
  • Google Drive
  • Google My Business
  • Clio
  • Dropbox
  • Clio
  • Aircall

Frequently Asked Questions

Get answers to the most common questions about Solar businesses

Most companies launch in three to five business days. We collect services and pricing, zones and crew calendars, deposit rules, message templates, and your current lead sources.

Yes. Build proposals, send for e signature, convert to invoices in one tap, and accept cards and bank payments on site or online with solar proposal software tools.

LEADSORBIT provides scheduling, routing, and crew assignments so everyone sees who is where and when inside your solar CRM.

Yes. Use built in solar lead management software capabilities or connect the tools you already use for sales dashboards.

An all in one platform keeps things simple. LEADSORBIT combines booking, messaging, reviews, proposals, invoices, and reporting and works well as the best solar CRM for teams that want speed and clarity.

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Do you have more questions?

Our team is here to help you implement Solar businesses successfully. Get personalized guidance and support.

24/7 AI Support
Instant answers anytime

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All-in-One. Designed for You.

Why pay more for multiple platforms? LEADSORBIT gives you everything: AI automation, lead capture, reviews, messaging, and scheduling in one powerful CRM built for growing businesses like yours.

LEADSORBIT is more than just a CRM it's your 24/7 growth partner. Capture leads, convert customers, and retain clients effortlessly, all in one place.