Solar Installer Software

Your Reps Can't Prove the Savings.
So Homeowners Say "Let Me Think About It."

Homeowners hear the same 6 objections — and your reps wing it every time. Clozo is the AI sales & marketing platform that arms every rep with AI solar sales scripts: instant 25-year savings calculations, ITC tax credit breakdowns, lease vs. buy comparisons, net metering projections, and panel efficiency data — so they close solar installations with math, not pressure. Then it works the pipeline you don't close today: automated email cadences with task reminders for the call and text touches, a Co-Pilot script and objection cards on screen before every dial, and one AI that answers questions across your pipeline in plain English and re-scores each deal the moment a call finishes transcribing. Your CRM, cloud phone, dialer, and marketing — in one platform, one login, one bill.

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Clozo for solar sales in action with AI solar sales scripts, utility bill analysis, and ITC tax credit calculators
The Problem
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Solar Lead Management Is Broken at Every Stage

From door-knock to signed PPA, your solar sales process has three gaps bleeding revenue.

Your Reps Can't Calculate ROI on the Spot

Homeowners ask "how much will I actually save?" and your reps fumble. They can't pull up utility bill comparisons, kWh production estimates, or 25-year savings projections in real time — so the homeowner says "let me think about it" and never calls back. Without instant ROI math, solar installation deals die on the doorstep.

Door-to-Door Teams Have Zero Coaching

Door-to-door solar teams learn by failing for 3 months. No structured roof assessment scripts, no inverter comparison talk tracks, no PPA vs. lease vs. buy framework. New reps knock 200 doors, get rejected on the same objections, and quit before they ever close a solar installation. Your canvassing cost-per-acquisition keeps climbing.

Homeowners Hear the Same 6 Objections — Reps Wing It

"It's too expensive." "I'm moving." "My roof is too old." "I don't trust solar companies." "Net metering is going away." "I'll wait for better panels." Your reps hear these every single day and have no structured response for any of them. They improvise, fumble the ITC tax credit explanation, and lose deals that should close.

Utility Bill First
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The Utility Bill First Approach

Clozo's AI solar sales scripts don't open with a pitch. They open with the homeowner's utility bill — turning every conversation into a kWh production and savings analysis where solar installation is the obvious conclusion.

  • Utility bill analysis opener: Start every call by pulling their current monthly electric spend, then calculate annual kWh consumption and cost-of-doing-nothing over 25 years — the number that makes homeowners lean in
  • 25-year savings with panel efficiency data: AI calculates lifetime grid costs at 3-5% annual rate increases vs. locked-in solar payments, factoring in panel efficiency degradation (0.5%/year) and inverter replacement — showing $40K-$80K in real savings
  • Lease vs. buy vs. PPA comparison: Instant side-by-side scripts for $0-down lease, PPA with escalator, and cash/loan purchase — so reps match the right financing to every homeowner's situation instead of pushing one option
  • ITC tax credit and net metering scripts: Auto-reference the current 30% federal ITC tax credit, state rebates, and net metering policies by zip code — with talk tracks that explain exactly how credits reduce the homeowner's out-of-pocket cost
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Clozo dialer showing solar-specific AI scripts with energy bill analysis and savings calculations
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Objection Handling

AI Solar Sales Scripts That Save Dying Deals

Every solar objection has a math-based answer. Clozo's objection cards give your reps the exact kWh production numbers, ITC tax credit breakdowns, and roof assessment data to keep homeowners in the conversation.

  • Lease vs. buy math that closes: "$140/mo PPA payment vs. $180/mo utility bill — you save $40/mo from day one with zero upfront cost. Or buy the system, claim the 30% ITC tax credit, and your solar pays for itself in 7 years. Either way, your utility bill never stops going up — your solar payment does."
  • "My roof is too old" — roof assessment reframe: "Great question. We do a free roof assessment before any solar installation. If your roof needs work, we coordinate with roofers — and some homeowners bundle the roof into their solar financing. The panels actually protect your new roof and extend its life."
  • "Net metering is going away" response: "That's exactly why acting now matters. Current net metering policies grandfather existing solar installations for 20 years. Every month you wait, you risk losing the best rate. Let me show you what your kWh production credits look like under today's policy."
  • "I'll wait for better panels" reframe: "Current panel efficiency is 20-22%, and improvements are incremental — maybe 1% over 3 years. But utility rates go up 3-5% every year. Waiting 2 years costs you $[X] in savings you'll never recover, plus the ITC tax credit steps down. The best time to install was yesterday."
See Objection Engine →
Full Platform

Beyond the Dialer: Your Whole Sales & Marketing Stack, Together

The dialer is just the start. Every call is recorded, transcribed, PCI-redacted, and AI-summarized by conversation intelligence — free on every plan, including Free; every call, text, WhatsApp message, live chat, social comment and email you send with a homeowner lands in one Unified Engagement timeline; run email & social media marketing to nurture the homeowners who aren't ready yet; and ask one AI anything across all of it in plain English. Here are four more solar installer capabilities built for solar lead management.

Solar Lead Management by System Size

Add, rename and reorder as many stages as your install motion needs — per team, per crew, per rep — and tag every deal with its system size, financing method and survey status. Deal risk signals then surface the homeowners going dark, single-threaded or stalled in stage, and headline pipeline value is computed as a true SQL aggregate across your whole workspace.

Learn more →

Revenue Forecasting You Can Defend

Commit, best-case and weighted-pipeline forecasts side by side, broken out by stage and by rep, computed in SQL from your real stage probabilities and deal values — auditable, identical every time you load it, FX-normalized across every currency you sell in, with accuracy tracked period over period. Available from Scaler.

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Per-Team Pipelines for Door-to-Door Crews

Give each canvassing team and each rep their own stages, playbook and scripts, cascading from one company default — and tag leads by zip code, utility provider or financing type so ownership is never ambiguous. Smart Queue then ranks the whole pipeline on expected value, engagement, momentum, staleness and overdue follow-ups and builds each rep's dial list, up to 200 prospects a day in true priority order. Transparent scoring, and it costs no AI credits.

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Roof Assessment & Site Survey Scheduling

Book roof assessments and site surveys directly from the built-in calendar — or send homeowners a public booking page and let them self-schedule into real availability, with atomic slot claiming so two people can never take the same slot. Free on every plan, including Free. Then enroll them in a confirmation cadence that emails the pre-visit checklist (utility bill, roof access) on schedule and drops the reminder call on the right rep's task list.

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Sample Playbook

See the Scripts Before You Sign Up

Here's a taste of the AI solar sales scripts your team gets on every call and door knock.

Utility Bill Opener

Cold Call / Door-to-Door Opening Script

"Hi [First Name], this is [Your Name] with [Company]. I'm working with homeowners in [their neighborhood] who are paying [utility company] $200+ a month — and locking in a fixed rate with solar installation that's 40-60% lower. Quick question — what are you currently paying per month for electricity?"

[If they share their bill amount]

"So at $[amount]/month, that's roughly $[annual] per year in utility bills. Over 25 years — with rates going up 3-5% annually — you'll pay over $[lifetime] to [utility company]. With a solar installation producing [X] kWh per month on your roof, plus the 30% ITC tax credit and net metering credits, you could lock in a rate that never increases. Would it be worth 10 minutes to see the actual numbers for your home?"

Roof Assessment & Qualification

Discovery & Qualification Questions

Q1: "What's your average monthly electric bill? Even a ballpark helps me estimate your annual kWh consumption and calculate the system size you'd need for your roof."

Q2: "Do you own your home? And roughly how old is your roof? I ask because roof condition and orientation are the two things that determine panel efficiency and whether a solar installation makes financial sense."

Q3: "Have you looked into solar before — maybe gotten a quote on a PPA or lease? I want to make sure I'm showing you something better, whether that's a different financing option, higher panel efficiency, or a clearer breakdown of your ITC tax credit savings."

$0
To Start — Free Forever, Up to 3 Seats
200
Prospects a Day in True Priority Order
100%
Of Recorded Calls Auto-Transcribed & Analyzed
∞
Leads, Contacts & Deals on Every Plan
Clozo

Start Closing More Solar Installations

Give every solar rep AI solar sales scripts with ITC tax credit calculators, lease vs. buy comparisons, and net metering projections — so they close solar installations with data, not guesswork. No credit card required; you are not charged for your plan during the 30-day free trial — cancel anytime, and if you don't continue your workspace simply moves to the permanent Free plan.

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Frequently Asked Questions

The best CRM for solar sales teams combines pipeline management with the way you actually sell — calls, texts, email, and follow-ups — in one place. Clozo is built for that: a full CRM plus a built-in dialer, business phone, and the full AI assistant. The CRM, the AI and a working inbound phone system are free forever for up to 3 seats; paid plans start at $79/user/month and add the outbound power dialer, SMS, WhatsApp, and email sending — with a playbook tailored to solar sales teams.
Yes. Clozo is used across solar sales teams and ships with a configurable playbook for it — pipeline stages, scripts, and automated email cadences tuned to how solar sales teams sell — so you're not forcing a generic CRM to fit your process.
Clozo is $0 forever for up to 3 seats, and $79–$999/user/month on paid plans with the CRM, power dialer, business phone, email, and social all included and no setup fee, so solar sales teams get a complete stack for one predictable price instead of paying for several separate tools.
Yes. Your company's own business phone number is free with every paid plan — pick a country and area code and it's live in about a minute, and extra numbers for more reps or markets are $4.99/mo each. Call recording, transcription, AI call analysis, and IVR are included on every plan, including Free; the outbound power dialer, SMS, and WhatsApp unlock on Launcher — so solar sales teams reps can call and text leads directly from the CRM. One honest note: to text US numbers, US carriers require a one-time A2P 10DLC brand and campaign registration — bring your own registered Twilio or Telnyx messaging profile and connect it in Settings.
Yes. You can import contacts, companies, and activity history from Salesforce, HubSpot, Pipedrive, a spreadsheet, or a CSV in minutes — AI maps your columns and de-duplicates as it loads, and one-click migration is free on every plan, including Free — so your solar sales teams pipeline moves over intact and your team starts selling right away.
Yes — start free for 30 days on any paid plan, no credit card required. You get every feature of the plan you choose, on starter allowances (200 AI credits, 15 outbound actions, 1 roleplay session) across 3 seats. Subscribe any time to unlock your plan's full monthly allowances. If you don't, your workspace simply moves to the permanent Free plan when the trial ends — you're never locked out, and everything you've built is preserved.
Yes. Clozo runs both — CRM, pipeline, and calling for sales, plus email marketing and social publishing for marketing — so solar sales teams manage the whole customer journey in one platform on one bill.
Every recorded call is automatically transcribed and re-scores the deal — probability, risk, momentum, champion strength, and competitive position, with the reasoning shown. Before a rep dials, the AI Co-Pilot is already on screen with a script written for that exact prospect and the objections they're most likely to raise. It drafts follow-ups for you to approve, and deal risk signals — going dark, no next meeting booked, single-threaded, stalled in stage — flag at-risk deals early, so solar sales teams reps focus on the right opportunities and never let a warm lead go cold.
Your data stays. An expired subscription drops you to the permanent Free plan instead of locking you out, and nothing is deleted. You can export your leads as CSV on any plan, including Free — and every solar sales teams lead, note, and record to CSV, JSON, or the read-only REST API on Scaler and above, anytime — so you're never locked in.
Yes. Because Clozo bundles CRM, dialer, phone, email, and social into one platform, most solar sales teams replace their CRM, calling tool, and outreach apps with Clozo — cutting cost and the busywork of switching between them.
30 days free — cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
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