Appointment setting & client portal
Solar Appointment CRM
Book, qualify and hand off homeowner solar appointments — with a portal your clients love.
Built for solar lead-generation and appointment-setting teams. Setters book and qualify homeowner appointments, managers track every appointment through the sales journey, and each installer client logs in to their own portal to see and update the appointments you booked for them.
6 days free · cancel anytime · we set it up for you
Any feature you need, added and customized for you.
Illustration · sample data
- Clients say “the appointments you sent were bad” and you have no record to prove otherwise
- Follow-ups on booked appointments slip through the cracks
- Setters and managers work from spreadsheets that are always out of date
- Clients want updates and you spend hours on status calls
- Solar appointment-setting agencies
- Solar lead-gen companies
- Installers with in-house setters
Solar Appointment CRM replaces the spreadsheets, sticky notes and disconnected tools with one system.
Take Solar Appointment CRM for a spin.
This is a working mini-version with sample data. Go ahead and click things.
Maria Johnson · Oct 2, 4:00 PM
SunPeak SolarTick what the setter confirmed on the call:
Not qualified
Only appointments scoring 60 or more can be sent to a client.
The whole journey, in one place
- 01Booked
- 02Confirmed
- 03Sat
- 04Proposal
- 05Closed / Not closed
Everything you need, nothing you don't.
Qualification checklist with live score
Every appointment is qualified against your checklist (roof, bill, credit, ownership…) with a live score, so only good appointments go out.
Client portal
Each installer client gets their own login, sees only their appointments, updates the outcome and leaves comments — no more status calls.
Follow-up tracker
Appointments waiting 3, 5 and 7 days without an update light up automatically so nothing goes stale.
Roles that match your team
Admin, Manager, Setter and Client roles — each person sees exactly what they need, and case access is controlled per role.
Pop-up reminders
Setters get reminders for callbacks and confirmations right inside the app.
Reports
Weekly, monthly and campaign reports show appointments booked, sat, and closed per client and per setter.
Need a feature that isn't listed? We'll build it.
Solar Appointment CRM isn't a fixed, one-size-fits-all package. Tell us how your business works and we'll add any feature you need, customized to fit your team.
- New features built on request
- Your own fields, stages and reports
- Your branding, roles and permissions
- Connections to the tools you already use
Questions, answered.
Yes. You create a login for each client company. They only ever see their own appointments.
See Solar Appointment CRM working for your business.
Try any of our CRMs free for 6 days and cancel anytime. We'll set it up for your business so your team can use it for real.
Need a feature that isn't listed? Tell us and we'll build it into your CRM or app, customized to the way you work.