CRM for solar sales teams
Your solar reps set their own appointments. You see every one.
Solar reps run their own Facebook, Google, and TikTok ads. EchoClose connects each account via OAuth, captures every lead the moment a form is submitted, and rolls the full pipeline up to management in real time.
3 tiers
Rep → Admin → Corporate, automatic visibility
<60s
Auto-response after Facebook or Google form submit
100×
More likely to book if you respond within 5 minutes
0
IT tickets required to connect a new rep's ad accounts
A day with EchoClose
What a solar team's Tuesday looks like
7am
RepSolar rep checks their pipeline before hitting the field
A rep logs in and sees 3 new leads from their own TikTok campaign, all auto-responded to overnight with a personalized SMS. Two already replied asking for a quote.
7:02
EchoCloseInstant auto-response on every new lead
When a homeowner submits a TikTok lead form, EchoClose fires the rep's SMS template in under 60 seconds: name, phone, and a calendar link to book a site visit. No rep action needed.
9am
RepRep books a site assessment from the field
Between doors, the rep opens EchoClose on their phone, replies to two leads, and books a site assessment for Thursday, all from the same inbox. No app switching.
10am
AdminTeam manager checks appointment density
The regional manager pulls up EchoClose and sees every rep's calendar and pipeline: who's booked solid, who has capacity, and which leads are sitting cold for 48+ hours.
1pm
EchoCloseBlast campaign goes out to stale leads
The admin sends a seasonal offer SMS blast to all leads that went cold in Q1. Four reply within an hour. EchoClose routes each reply back to the original rep.
5pm
CorporateCorporate reviews pipeline across all regions
The VP of Sales opens EchoClose and sees every rep's close rate, lead volume, and appointment count across all admins and all regions, without a single spreadsheet.
Built for teams where every rep owns their own leads
- Reps connect their own Facebook, Google, and TikTok ad accounts
- The first text goes out in under a minute, from the rep's own number
- Leads flow up to managers and corporate automatically
- SMS, email, and Messenger replies land in one inbox
FAQ
Common questions from solar teams
Can solar reps connect their own Facebook and TikTok ad accounts?
Yes. Each rep authenticates their own Facebook Business Manager, Google Ads account, and TikTok Business Center via OAuth. Their leads are captured automatically and flow up to their team admin and corporate, with no shared credentials.
Does EchoClose work for solar canvassers, not just digital ad leads?
Yes. Reps can manually enter leads from canvassing as well as capture them from online ads. Any lead entered in EchoClose is visible to the rep's admin and corporate account automatically.
How does EchoClose handle multi-region solar companies?
Through the three-tier hierarchy, which runs from rep to admin to corporate. Each region can have its own Admin who sees their team's pipeline. The Corporate account sees across all regions simultaneously, with no manual roll-up.
What messaging channels does EchoClose support for solar follow-up?
SMS via Twilio (platform-level, each rep's number), email via AWS SES (custom domain), and Facebook Messenger, all from one inbox. Auto-responses fire on new leads, and blast campaigns reach cold leads in bulk.
How is EchoClose different from CRMs like Salesforce or HubSpot for solar?
Salesforce and HubSpot are built for leads distributed from the top down: a manager assigns a lead to a rep. Solar doesn't work that way. Reps run their own ads and own their own leads. EchoClose is built for that model: leads flow up from Rep to Admin to Corporate, not down.
Get started
You just watched it work
Start the 15-day trial, connect a lead source, and let the first text go out today. If you booked a meeting above, we will walk you through it live instead.
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