Solar & energy
Coming soonQualify leads, book surveys, close installs
Solar is a high-value, long-cycle sale. 1 CRM qualifies inbound leads, books site surveys, and keeps every prospect warm through a considered decision — all over the channels they message you on.
The challenge
The everyday challenges
- High-value leads lost to slow follow-up
- Long decision cycles with no structured nurture
- Survey scheduling handled manually over calls
How we help
How 1 CRM helps
Qualify before you quote
A chatbot flow captures property type, energy use and location up front, so your team spends time only on leads worth surveying.
Nurture the long cycle
Automations keep prospects engaged with timely, relevant follow-ups across a decision that can take weeks.
AI answers the technical questions
Let AI handle common questions about savings, panels and financing, and escalate to a specialist when the prospect is ready.
Under the hood
The features that make it work
Automations & chatbot flows
From simple triggers to full visual chatbots
Automate replies and workflows with trigger-and-step automations, or build full interactive chatbots on a visual flow canvas.
Learn moreDeal pipelines
Kanban sales tracking that speaks your language
Track opportunities on visual Kanban pipelines with custom stages, values, assignees and your own currency.
Learn moreAI copilot & assistant
Assistive today, autonomous when you're ready
Draft replies, summarise threads, chat with your CRM data, and — when you're ready — let a configurable AI Assistant handle conversations with guardrails.
Learn moreShared team inbox
Realtime, collaborative, presence-aware
A collaborative inbox with live updates, teammate presence, per-conversation assignment and unread tracking — no message slips through.
Learn moreReady to answer every customer in one place?
Bring WhatsApp, Messenger and Instagram together with AI that actually helps. Talk to us and we'll get you set up.