Sales
From the first contact to the signed contract.
- Lead
- Electric bill received
- Site visit
- Proposal / system sizing
- Financing
- Contract signed
- Lost
Cockpit CRM · Solar energy companies
CRM for solar energy company with WhatsApp
The CRM with WhatsApp built for how a solar installer works: electric bill, system sizing on the record, financing, utility approval and after-sales.
7 days free, no card required. Plans from R$ 99 per month.
In the solar energy business, everything starts with a photo of the electricity bill sent on WhatsApp. Whoever replies first, with the bill already analyzed, gets ahead. Then come the site visit, the proposal, the questions about financing and a long installation process that goes through design, grid access approval and meter replacement with the utility. At every step the customer can be left without an answer.
Cockpit CRM follows the installer from the electricity bill to the connected system. The deal record includes a calculator: the average bill and the tariff become consumption in kWh and the suggested system size, and you can adjust the tariff and the site's solar irradiation. The signed contract moves on its own into the Project and installation pipeline, and afterward the customer goes on to After-sales, with cleaning, maintenance and expansion.
The problem
Where your solar company loses customers today
Electric bills stuck on a phone
The customer sends a photo of the bill on WhatsApp and, by the time the consultant replies, he has already asked someone else for a quote.
Proposals nobody follows up on
The system sizing goes out, the customer says he will think about financing and nobody calls back.
Projects stalled at the utility
Design, interconnection approval and the meter swap get lost in spreadsheets, and the customer keeps asking with no answer.
After-sales forgotten
Cleaning, maintenance and system expansion: the customer only comes back if he remembers on his own.
With Cockpit, every customer has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from the electric bill to after-sales
The stages below come set up when you create your account, and you can adjust them to how your team works.
Design and installation
Utility, installation and a connected system.
- Project submitted to the utility
- Interconnection approval
- Installation scheduled
- Installed
- Inspection and meter swap
- Connected
- Canceled
After-sales
Maintenance, expansion and referrals.
- Monitoring
- Cleaning / maintenance
- Expansion or referral
- Bought again
- Not interested
A day at work
What the routine looks like with the CRM.
Morning queue
Overnight conversations are already in the CRM, with the customer and where the contact came from.
Electric bill received
The customer sends the bill on WhatsApp and the card moves to Electric bill received.
System sized
The solar calculator on the record shows consumption, capacity and the suggested system.
Contract signed
Once the deal closes, it moves on its own to Design and installation with the utility.
Nobody forgotten
Anyone who asked for time to think gets a reminder, and anyone already switched on moves to After-sales.
Features
What comes ready for your solar company
Solar calculator
Average electric bill and rate become kWh consumption and the suggested capacity, adjusted for the site's solar irradiation.
System record
Utility, roof type, residential, commercial or rural and payment method on every deal.
From contract to installation
A signed contract enters Design and installation on its own, from interconnection approval to a connected system.
Kits and equipment
Add kits, panels, inverters and services with prices, in categories that come ready to use.
Loss reasons
Price, financing denied, roof not suitable: find out why each proposal did not close.
Consultant queue
Contacts are distributed across the team, and the manager sees who is online to take them.
WhatsApp and AI Agent
Your solar company's WhatsApp, inside the CRM
Every conversation becomes a deal
Whoever messages you on WhatsApp enters the CRM with an open deal, with no duplicates for existing customers.
Team inbox
Consultants and technicians on the same number, with a queue, transfers and internal notes the customer never sees.
Quick replies
How it works, required documents, utility timelines: one click and a standardized answer goes out.
Photos and documents
Electric bill, roof photos and proposals stay in the conversation and in the customer's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your company's voice, asks for the electric bill, books the site visit and hands off to the consultant when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, I want to know how much solar energy would cost for my house.
Hi! Send me a photo of your electric bill and I will get a head start on the size of your system.
Sent it. Can I finance it?
Yes you can! Can I book the site visit? I have Thursday at 9 AM or 2 PM.
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from solar energy companies.
How does the solar calculator work?
On the deal record, the average electricity bill and the tariff become consumption in kWh and the suggested system size in kWp. You can adjust the tariff and the site's solar irradiation, and the calculation stays in view on the deal itself.
Can I track the work with the utility?
Yes. A signed contract moves on its own into the Project and installation pipeline, which has stages such as utility design submission, access approval, installation scheduled, inspection and meter replacement, through to the connected system.
Does the CRM store kits and equipment?
Yes. You can add kits, modules, inverters and services with prices, in categories that come ready, and record the sale on the deal. The catalog starts empty, so the company adds what it sells.
And after the system is running?
The customer moves to the After-sales pipeline: monitoring, cleaning and maintenance, expansion or referral. That way the company reaches out again at the right moment, instead of depending on the customer remembering.
I already do everything on WhatsApp and spreadsheets.
Cockpit brings both together: the conversation, the electric bill, the proposal and the installation live in the same deal, with no hunting for messages.
We have no time to learn another system.
The CRM comes with solar pipelines and WhatsApp on the same screen. Your team keeps working where they already work, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR code.
What about my customers' data?
Each company has its own separate workspace, and each team member only sees what their profile allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your company already organized.
In minutes your CRM is ready with solar pipelines, the calculator and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
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