AI calling + CRM for solar sales teams
Last updated 2026-05-24
Solar is the canonical speed-to-lead vertical — and the canonical TCPA risk vertical. Lead Friendly bundles an AI voice agent, full CRM, and calendar booking so leads get answered in seconds, surveys get scheduled, and install follow-ups stay on track — with TCPA gates enforced at the platform layer.
Use cases for solar teams
Web-lead intake
When a homeowner submits an interest form, the AI calls within minutes, confirms ownership + roof condition + average bill, and books a virtual or in-person site survey.
Site-survey scheduling + confirmations
AI handles the back-and-forth to book the survey, day-before confirmations, and rebooks no-shows. Survey teams stop driving to empty appointments.
Proposal follow-up
After a proposal goes out, AI follows up at the cadence you set, captures objections, and routes ready-to-sign leads back to the closer.
Install + activation check-ins
Post-install, AI proactively confirms PTO (permission-to-operate) milestones and surfaces issues for the operations team.
Compliance posture
Solar is one of the most TCPA-litigated verticals. Every outbound call passes through a single compliance guard that enforces: artificial-voice disclosure, TCPA quiet hours resolved from the destination timezone, internal DNC + STOP/opt-out ledger, per-state two-party recording-consent decision, and per-destination velocity caps. Federal/state DNC list scrubbing of contacts you upload is your obligation under the platform's DNC attestation — see /compliance for the full posture.
Frequently asked questions
Is AI calling legal for solar lead outreach?
Marketing calls to U.S. consumers using AI/artificial voice generally require prior express written consent under the TCPA and an artificial-voice disclosure under FCC rules. Solar is a frequently-litigated vertical for TCPA — the consent paper trail matters. Lead Friendly enforces the platform-side gates — disclosure, DNC + STOP/opt-out, quiet hours — so the consent posture is on the solar team, not the platform. Full breakdown at /guides/is-ai-cold-calling-legal.
Does Lead Friendly integrate with Aurora / OpenSolar / Enerflo?
Two-way sync with solar-specific tools is on the roadmap. Today, leads can be imported via CSV; call outcomes write to Lead Friendly's built-in pipeline and can be pushed back via Zapier or a custom export.
Can the agent quote system size or price?
No — quoting requires site-specific data. The agent captures qualifying info (home ownership, roof, bill range), books the survey, and disqualifies leads outside your service area.
How much does it cost for a small solar team?
Solo is free for 7 days with 30 AI voice minutes included. Starter is $49/month and Pro is $99/month for 750 included AI voice minutes plus the bundled CRM. Annual billing is discounted.
Can my agency white-label this for installers?
Yes. The Agency tier ($159/month) ships your brand on the dashboard, transactional emails, AI call disclosure, and customer touchpoints. Custom domain or subdomain.
Try it on your leads
Start free for 7 days. 30 AI voice minutes included. No card required.
Start free trial