The Ultimate CRM for Solar Installers

Manage lead qualification, site assessments, and installation pipelines all in one place. Scale your solar business with automated follow-ups, seamless quoting, and centralised communication.

Generate and send professional solar proposals in minutes.

• Digital Signatures: Allow homeowners to approve quotes and sign contracts directly from their phone.
• Automated Follow-ups: Trigger automatic emails and SMS when a quote is viewed but not signed.
• Customisable Templates: Create branded proposals that highlight system specs, savings, and ROI.

Track every solar installation from initial inquiry to final inspection.

• Drag-and-Drop Management: Instantly see which projects are in the design phase, awaiting council approval, or ready for install.
• Automated Status Updates: Keep customers informed automatically as their project moves through the pipeline.
• Document Storage: Securely centralise site photos, roof plans, and compliance certificates.

Never lose a potential lead because you were up on a roof.

• Instant SMS Reply: Automatically text back missed calls immediately: 'Hi, sorry we missed you! How can we help with your solar needs?'
• Capture More Leads: Turn missed calls into active text conversations before they dial your competitor.
• AI Booking Assistant: Let our AI bot schedule a site assessment directly via text while you finish your current job.

Centralise all your homeowner communications in one easy-to-use dashboard.

• All Channels, One Place: Read and reply to Emails, SMS, Facebook Messages, and Web Chats from a single screen.
• Team Collaboration: Assign specific conversations to your sales reps or admin team.
• Conversation History: Never ask a customer to repeat themselves—view their entire communication history instantly.

Build local trust and dominate search results on autopilot.

• Post-Install Review Requests: Automatically text or email clients asking for a review the day after their system is switched on.
• Google Integration: Direct happy customers straight to your Google Business Profile to leave their feedback.
• Reputation Management: Monitor and respond to all your business reviews directly from the OmniSAM dashboard.

Maximise customer lifetime value with automated nurture sequences.

• Annual Service Reminders: Automatically remind past customers when it is time for a panel clean or system check.
• Referral Programmes: Set up automated campaigns incentivising happy customers to refer their neighbours.
• Battery Upgrade Upsells: Target existing solar-only customers with educational campaigns about battery storage.