This is what operating blind looks like
Long sales cycles mean leads go cold if follow-up isn't automated
Proposal tools are separate from CRM - data gets duplicated or lost
Per-rep pricing makes scaling your sales team expensive
No way to track which marketing channels actually produce installed deals
What changes when your tools think for themselves
Pipeline built for 30-90 day sales cycles
Stages for initial contact, site survey, proposal sent, financing approval, permit, install scheduled, and PTO. Track every deal across months.
Auto-dialer for lead follow-up campaigns
Power dial through aged leads, no-shows, and proposal follow-ups. Stay in front of prospects throughout the long sales cycle.
Multi-option proposals with financing
Build cash vs. loan vs. lease proposals. Include system size options, savings projections, and financing terms. Digital signature approval.
Full attribution from ad click to install
Track which Google Ads campaign, Facebook ad set, or referral source generated each deal - all the way to installed revenue.
Crew dispatch for installation days
Schedule install crews, track progress, and manage multi-day projects from the dispatch board.
Automated follow-up sequences
If a proposal isn't signed in 48 hours, an automatic text fires. At 7 days, an email with updated savings data. At 14 days, a call task for the closer.
Up and running in one afternoon
Capture and Qualify Leads
Leads from Facebook, Google, referrals, and door-to-door flow into the CRM with source attribution. AI scoring prioritizes the hottest prospects.
Call Fast, Survey Quick
Auto-dialer connects your team with leads within minutes. Book site surveys directly from the call screen.
Propose and Follow Up
Build multi-option proposals with financing. Automated sequences keep the deal warm through the 30-90 day cycle.
Install and Attribute
Dispatch install crews, track progress, and see full attribution from the original ad click to the completed installation.
Why Solar Sales Demand a Connected CRM and Dialer
A solar lead fills out a form after seeing your Facebook ad. They're interested but not ready to commit. Over the next 60 days, they need multiple touchpoints: an initial call, a site survey, a proposal, financing options, maybe a second proposal with different panel options, and finally a signature.
If any of those touchpoints drops, the deal dies. And with solar leads costing $50-150 each from paid channels, every lost deal is expensive.
Chillead connects every touchpoint. The lead enters the CRM from your Facebook ad (with attribution tracked). The auto-dialer helps your team call within 5 minutes. The site survey is scheduled from the CRM. The proposal is built and sent from the CRM. Follow-up sequences fire automatically. When the deal closes, the attribution shows exactly which ad campaign paid for it.
Simplifying the Proposal and Financing Workflow
Solar proposals are complex. Customers need to understand system size, panel count, inverter type, estimated production, utility savings, tax credits, financing terms, and monthly payment.
Most solar companies use a separate proposal tool (Aurora, OpenSolar) and then manually copy deal data into their CRM. This creates data duplication, version control issues, and lost context.
Chillead's estimating tool handles multi-option proposals with tiered pricing. Build a cash option, a loan option, and a lease option - each with different system sizes. Customers review on their phone, compare options, and approve with a digital signature. The approved proposal automatically updates the pipeline stage and triggers the permit workflow.
What the competition is missing
Salesforce is $150+/user/mo and requires custom configuration. HubSpot lacks dispatch and field tools. Enerflo is solar-specific but has no dialer. Chillead gives solar companies CRM + dialer + dispatch + proposals + attribution for 49/mo flat.
Questions from solar installation
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