Turn more installer leadsinto signed customers.

Capture every lead, follow up in minutes with calling, SMS and an AI Copilot, send branded proposals built from Google Solar roof data, and track every deal in one CRM.

Proposal TeamSupport TeamSolar InstallerAccount Team
US★
Built for installers in every state
~60 secAddress to Branded A4 Proposal

Enter a homeowner’s address and monthly bill — SolarGeek pulls Google Solar roof data and drafts a branded A4 proposal in about a minute.

One platform for solar, roofing and EV installers

  • SolarProposals + CRM
  • Battery StorageProposals + CRM
  • RoofingLeads + CRM
  • EV ChargingLeads + CRM

AI-Powered Solar Proposals & CRM Built for Installers Nationwide.

Roof analysis, built-in calling & SMS, financing options and one pipeline for your whole team.

How it works

From lead to sale, in one place

Every opportunity moves through the same flow, so nothing gets lost between spreadsheets, phones and inboxes.

  1. Step 1
    In flow
    FLOW-01

    Lead comes in

    Meta, Google and website leads land in your CRM with an instant alert.

  2. Step 2
    In flow
    FLOW-02

    Fast follow-up

    Call and text from the CRM with AI Copilot talking points.

  3. Step 3
    In flow
    FLOW-03

    Appointment set

    Book the site visit and keep the task on your team’s calendar.

  4. Step 4
    In flow
    FLOW-04

    Proposal sent

    Roof imagery, system size, pricing and financing on one A4 page.

  5. Step 5
    In flow
    FLOW-05

    Keep it warm

    AI Studio drafts follow-ups; your rep reviews and sends.

  6. Step 6
    Won
    FLOW-06

    Deal closed

    Move the deal to won and track deposits by milestone.

See the product

This is what a SolarGeek proposal looks like

Every proposal is a branded A4 document built from the home's address: Google's roof imagery and modeled panel layout, system size, estimated production and a cost estimate. This sample uses a real Phoenix roof; try it with any US address.

Sample SolarGeek A4 proposal with Google's modeled solar panels on a real Phoenix roof
Installer Platform

Everything installers need to quote, close & track deals

Nine connected tools covering lead capture, calling and SMS, proposals, scheduling and a complete sales pipeline for your crews.

Leads
Available
CRM-01

Homeowner Lead CRM

Every homeowner lead in one place: stages, notes, tags and follow-up tasks from first contact to signed deal.

Lead capture
Available
ADS-02

Meta & Website Lead Capture

Capture leads from Meta lead ads and your website quote and demo forms, delivered straight into your CRM.

Proposals
Available
PROP-03

Instant Solar Proposals

Size a system from the roof’s segments, apply your pricing and current incentive rules, and send a branded A4 proposal the same day.

Calling
Available
VOICE-04

Click-to-Call & AI Copilot

Call from the lead record on any phone, log every call to the timeline, and get AI Copilot talking points.

Messaging
Available
SMS-05

SMS & AI Studio

Two-way SMS through Twilio, Vonage or Telnyx, with AI Studio drafting follow-ups your reps review and send.

Roof data
Available
CAD-06

Google Solar Roof Analysis

Automated roof segment, pitch and azimuth analysis from Google Solar aerial imagery, sized to available panel layouts.

Pipeline
Available
PIPE-07

Deal Pipeline & Forecast

Move deals through stages, mark won or lost with a reason, and see open pipeline and a weighted forecast.

Scheduling
Available
TASK-08

Tasks & Site Visits

Schedule site visits and follow-up tasks on the team calendar so no appointment or callback slips.

Integrations
Available
INT-09

Integrations & Tool Sync

Connect Meta lead ads, Gmail, Twilio, Vonage, Telnyx and SendGrid, and sync leads to GoHighLevel.

The real problem

Stop losing the leads you already paid for

Solar leads go cold fast. When nobody follows up in time, the ad spend is wasted. SolarGeek puts every lead in front of your team the moment it arrives.

  • Know the moment a lead lands

    New and completed leads trigger an email alert and appear in the CRM right away.

  • Respond while they’re still interested

    Call or text from the lead record, with AI Copilot suggestions for what to say next.

  • Never lose track of a follow-up

    Tasks, stages and notes keep every opportunity moving until it’s won or closed.

AI Agents

Three AI agents that keep every lead moving

Proposal Generation

A4 solar proposals from Google Solar roof data

Pipeline Management

Drag-and-drop deals with forecast totals

Follow Up Automation

Tasks, tags and Copilot-drafted follow-ups

Data Secure

Your Data Stays in Your Workspace, Access by Role.

BUILT-IN INTEGRATIONS

Integrations built in

Capture leads from Meta and Google, sync with GoHighLevel, call and text through Twilio or Vonage, and keep your inbox connected.

Meta Lead Ads
Google Lead Forms
Twilio Calling
GoHighLevel
Gmail
Website Webhooks
Meta Pixel
Vonage Calling
Outlook
Twilio SMS
Vonage SMS
Google Lead Forms
Meta Lead Ads
Google Lead Forms
Twilio Calling
GoHighLevel
Gmail
Website Webhooks
Meta Pixel
Vonage Calling
Outlook
Twilio SMS
Vonage SMS
Google Lead Forms
Meta Lead Ads
Google Lead Forms
Twilio Calling
GoHighLevel
Gmail
Website Webhooks
Meta Pixel
Vonage Calling
Outlook
Twilio SMS
Vonage SMS
Google Lead Forms
Vonage Calling
Gmail
Meta Pixel
Google Lead Forms
Outlook
Twilio Calling
Website Webhooks
GoHighLevel
Meta Lead Ads
Vonage SMS
Twilio SMS
Meta Lead Ads
Vonage Calling
Gmail
Meta Pixel
Google Lead Forms
Outlook
Twilio Calling
Website Webhooks
GoHighLevel
Meta Lead Ads
Vonage SMS
Twilio SMS
Meta Lead Ads
Vonage Calling
Gmail
Meta Pixel
Google Lead Forms
Outlook
Twilio Calling
Website Webhooks
GoHighLevel
Meta Lead Ads
Vonage SMS
Twilio SMS
Meta Lead Ads
Illustrative example

A typical home follows a predictable pattern: solar output peaks at midday, while demand often peaks in the evening, which is why storage and rates matter.

Challenge
$

Electric bills add up fast for homes without solar.

Rising utility rates

Opportunity
A4PDF

SolarGeek turns an address into a branded A4 PDF proposal.

Sized to your roof

Sustainability
24h

Solar produces by day; homes use power around the clock.

Storage helps bridge the gap

A4
PDF proposalbranded withroof imagery
US
installers inevery statenationwide
~ 60s
address to draftsolar proposalgeneration time
1
CRM forleads anddeals
Installer
Homeowner