Solar
Solar CRM, from the ad to the installation
Solar is a long sale: the customer writes in from an ad, goes quiet to think, asks for another quote and comes back weeks later. atendIA keeps every step of that conversation, the AI sorts out who is a fit and the site visit goes on the calendar with no double booking.
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The short answer
A CRM for a solar company receives the ad leads on WhatsApp, qualifies them by usage and property type, books the site visit and follows the proposal in a pipeline with your company's stages. atendIA does that with your whole team on the same number and an AI that replies to the lead the moment they write.
Qualify before you send the technician
A site visit costs travel and half a day of someone's time. The AI asks the questions that decide whether it is worth going, using the rules you wrote, and passes to your consultant only the people who are a fit.
- How much the monthly electric bill is
- Home, business, industrial or rural property
- Roof type and whether they own the property
- City or ZIP code, to see whether it is in your service area
- Whether they plan to pay cash or finance
The long pipeline, with no forgotten lead
| Pipeline stage | What happens | Who handles it |
|---|---|---|
| Ad lead | Chat tagged with the ad that brought it | The AI replies right away |
| Qualified | Usage, property and city answered | The AI, with your questions |
| Site visit | On the technician's calendar, with a length and no double booking | The consultant or the AI |
| Proposal sent | System size and price discussed | The consultant |
| Financing | Documents and approval followed up | The consultant |
| Installation | Build and interconnection at the right stage | The technical team |
Each campaign with its own result
Every chat that comes from a click-to-WhatsApp ad on Facebook or Instagram is tagged with the source ad. With the pipeline and the report of incoming chats, closings and conversion, you can see which ad brings leads that turn into visits and which only brings the curious.
Sales and technical in the same history
The consultant closes, the technician visits and the after-sales team handles the installation. With departments and transfers that keep the history, whoever picks up the chat sees what was promised, the photo of the roof and the bill the customer sent. Each technician's calendar shows on their phone through Google Calendar, Apple or Outlook.
How to get started
- 1Create your accountSign up with your company details. 7 days free, no credit card.
- 2Connect WhatsAppScan the QR code, just like WhatsApp Web. Your number and conversations stay the same.
- 3Write the qualifying questionsIn the AI form: what you sell, your service area and what it asks before handing over.
Plans and pricing
The pipeline, the site visit calendar and the ad source are included from the Basic plan, at $49 a month. The AI that qualifies the lead at any hour is the Essential plan, at $99, and the one that books the site visit is the Professional plan, at $199.
See all plansFrequently asked questions
How is the AI set up?
You fill in a form about your business: what you sell, prices, opening hours and what it must never promise. The AI starts answering from that, and its instructions stay editable in the dashboard.
Can the AI make up prices or promise things we do not do?
It answers within the rules you set, including what it must never promise and when to hand over to a person. On the Professional plan, price and duration come from your service catalog, not from a guess.
Do I have to pay for OpenAI or another AI separately?
No. On the Essential and Professional plans the AI cost is already in the plan price. You do not create an OpenAI account, paste an API key or get a usage bill, not even in the month it answers the most. The Basic plan has no AI.
Can I change plans later?
At any time, from the dashboard. Moving to a bigger plan takes effect right away; to a smaller one, on the next billing cycle.
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