CRM Software for Solar Companies
Solar sales are a marathon, not a sprint. Your follow-up system should be too.
TraxionLab is the client management platform built for solar companies where leads go cold long before the proposal is signed. Your account includes a multi-touch follow-up system that keeps long-cycle prospects warm through every stage of the decision process, a referral program that runs automatically after each installation, and a pipeline that tracks every deal from first inquiry through permit approval.
5 things ready before you log in
Five service-specific booking pages for solar consultations and follow-up appointments. Customers inquiring about battery storage book a different calendar than those interested in financing, so your team comes to every call prepared.
Pre-written follow-up sequences for installation, battery storage, financing, and system maintenance. Each sequence is built around what a solar prospect needs to hear during their 60–120 day decision window.
A Solar website and an offer page, both pre-built and ready to customize with your service area, incentive details, and financing options. The structure is done, you fill in the specifics.
A marketing form that captures homeowner details before they book a consultation. You see their energy situation and contact info in your pipeline before the first conversation.
A pre-built pipeline for tracking solar leads through your full sales cycle. Long-cycle deals no longer disappear in the gap between consultation and contract.
The Cost of Doing Nothing
A solar installation averages $15,000–$25,000. One deal lost to slow follow-up costs more than a year of TraxionLab.
Average job/lead value: $15,000
What Solar Owners Actually Deal With
Your 90-day sales cycle has zero automated follow-up
Solar isn't an impulse buy. The homeowner fills out a form, you schedule a consultation, they think about it, talk to their spouse, get another quote, check the incentives, then decide. That's 60–120 days. If you're manually following up with every lead, you're either spending all your time on the phone or you're losing deals because you stopped calling after attempt #3.
Bought leads are expensive and the speed-to-contact is killing your conversion
You're paying $50–$150 per solar lead from providers. But if you don't call within minutes, those leads go cold. You're buying leads at 10am while you're on a roof install, and by the time you call at 5pm, they've already talked to two other companies. Your cost per acquisition climbs every hour you wait.
Referral programs exist in your head but not in a system
Solar referrals are gold, highest close rate, lowest cost. But your referral program is "hey, tell your friends about us." There's no tracking, no automated ask, no referral reward follow-up. You're leaving your best lead source completely unmanaged.
Tools Built for Solar Companies
Solves pain point #1
Long-Cycle Nurture Workflows
Build a 90-day drip sequence: educational emails about solar savings, utility rate increase alerts, ITC/incentive deadline reminders, and ROI calculators. Keep your company top-of-mind throughout the entire decision process, automatically.
Solves pain point #2
Instant Lead Response
When a lead comes in from your website, a lead provider, or Facebook ad, TraxionLab responds instantly via text. Within seconds, not hours. Automated booking links get the consultation scheduled before you even see the notification.
Solves pain point #3
Referral Campaign Automation
After every installation, trigger a referral request sequence: "Know someone who'd benefit from solar? Refer a friend and get $500 when they install." Track referral sources, automate reward notifications, and build your best lead channel on autopilot.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month