Automatic tasks
Follow-ups are created by the system, not remembered by people — the #1 reason installers switch from Excel.
Follow-up automation
Automatic follow-ups so no solar quotation goes cold
Never forget to call a solar customer back. SolarSales creates follow-up tasks when leads arrive and quotations are sent, sends reminders and flags cold leads after 7 days.
What is follow-up automation in SolarSales?
SolarSales automates solar sales follow-ups. A contact task is created the moment a lead arrives, a follow-up is scheduled the day after a quotation is sent, another follows after 3 days without a response, and the lead is flagged cold after 7 days. When a deal is won or lost, pending tasks are cancelled automatically.
Available on: All plans · email reminders and configurable sequences on Growth. Compare plans
Benefits
Why solar installers choose SolarSales for follow-up automation
Today & overdue lists
Each salesperson logs in to exactly the calls they need to make today, and what's overdue.
Calendar view
Calls, site visits and meetings on one team calendar.
In-app & email reminders
Notifications in the app on every plan; email reminders and overdue alerts on Growth and Business.
Configurable sequences
Change the intervals to suit your sales cycle — faster for homes, slower for large commercial projects (Growth).
Manager visibility
Managers see who is falling behind on follow-ups before it costs a sale.
How it works
How follow-up automation works
- 01
New lead
Initial contact task assigned to the salesperson.
- 02
Quotation sent
Follow-up task created for the next day.
- 03
3 days without response
Another follow-up task is created.
- 04
7 days without response
Lead is flagged as potentially cold for recovery.
- 05
Won or lost
All pending tasks are cancelled automatically.
FAQ
Follow-up automation: common questions
How often should you follow up on a solar quotation?
A proven cadence is a call the day after the quotation is sent, a second follow-up after 3 days, and a recovery attempt at 7 days if there is no response. SolarSales schedules these automatically and the intervals can be adjusted.
Does SolarSales send WhatsApp reminders?
Reminders are delivered in the app on all plans and by email on Growth and Business. WhatsApp integration is available as a paid setup add-on.
What happens to follow-ups when a deal closes?
When a lead is marked won or lost, all of its pending follow-up tasks are cancelled automatically so nobody calls a customer who has already decided.
Related features & guides
Try follow-up automation free for 14 days
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