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Every solar lead qualified, followed up and closed

Gather leads from referral pages, the homeowner app, your eShop and your own staff and follow up with them automatically.

  • Every lead in one place: referral page, app form, eShop or added by your team

  • Conversion status updates automatically when the contract is signed

  • Lead automations alert your team to new referral leads and message the customer who sent them

See if you qualify
Tony LostraccoJoe BennettConor DarbyJohn GaffiganLloyd LeeMichael GibsonKeith GibsonMark DicksonFortunat Mueller

Sunvoy is rated 5/5 stars by hundreds of solar installers like you

app.example.com/settings/acquisition/leads
The installer's Leads list in Sunvoy with the source filter open: Landing Page (customer), Landing Page (employee), User Suggestion, eShop, Manual (customer) and Manual (employee)
One list

Every door leads to the same list

A customer sends a neighbour's details, a technician hears about a friend, a homeowner asks about a battery in your shop. Each of these becomes a lead in one list, labelled with where it came from.

  • Personalized Referral pageA homeowner's neighbor or friend asks for a free estimate through a personalized referral page.Landingpages
  • Homeowner appA customer sends a friend's details from the Referrals tab of your app.User suggestion
  • eShopAn existing customer asks for a battery or panel upgrade or to install an EV charger.eShop
  • Your teamA technician or salesperson shares their own referral link.Employees
  • Your websiteWaitlistA visitor fills in a Sunvoy lead form on your own website.Website
  • Solar installer directoryWaitlistA homeowner finds your company in a directory of solar installers and asks you for a free estimate.Directory
Leads6 new this week
NameTypeStatus
Priya ShahUser suggestionNew
Sam PatelLandingpageIn Progress
Linh NguyeneShopNew
Eddie RamirezEmployeesCompleted
Rosa DelgadoWebsiteWaitlistNew
Marcus BellDirectoryWaitlistNew
Every lead gets
  • Where they came from
  • Their current status
  • Any notes
  • A detailed activity log
  • Automation triggers
  • Referral payouts
  • Automatic follow ups
  • A pre-sales login
Referral programseShop & upsells
Why it matters

Your best leads already know you

69new leads in just 30 days

A Sunvoy installer asked every employee to submit referrals through their own app.

29.2%of referral leads become sales

Against 15% of Google leads, in the lead numbers our founders published from their own solar company.

Read the numbers
About halfof referrals are submitted directly

The rest come through personalized referral links. Both land in the same list.

When you buy a bulk solar lead it's a race to the bottom.
Joe MarhamatiCo-founder of Sunvoy
Homeowner app

Customers refer from your app

Your homeowners can submit leads within the Referrals tab of your branded app. The lead lands in your list as a User suggestion, with the homeowner already marked as the referrer.

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The Help spread the word form in the homeowner app, filled in with a friend's name, email, phone and a note about batteries

A personalized referral page per customer

Each customer's link opens a page with your brand, social proof and conversion optimized opt-in forms to request a free estimate.

Employees can refer too

Installers, project managers and sales reps can share their own link. Their leads show up in the same list and get the same treatment.

eShop upsells

Sell battery, panel and other upgrades to your existing customer base right where they look for it.

Customer portal & app
Conversion

Referral Leads close themselves out

Nobody has to mark a referral lead as won. When you create a new deal for a customer with the same email address as a lead, Sunvoy links the lead to that customer. Set a Referral Conversion Step, and the lead completes when the project reaches that milestone.

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  1. 1New

    A new lead arrives

    From a referral page, the homeowner app or your team.

  2. 2In Progress

    Your CRM creates the customer

    Same email address: Sunvoy links the lead to the new customer.

  3. 3Completed

    The project reaches your step

    The Referral Conversion Step you picked in your milestones.

  4. 4Ready

    The payout is ready

    With a payout provider connected and a payout amount set, Sunvoy prepares the referral payout at the step you choose.

  5. 5Send Money

    Your team sends it

    One click on Send Money pays the customer through your payout provider.

CRMProject management
Lead automations

Automations that follow up for you

Start an automation when a new lead is created, converted, updated or deleted, branch on its source or status, and send emails, texts or push messages downstream.

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« Go back to AutomationsNew lead notification - InternalActiveStepsGoal
Lead is created
Make a decisionLead source is none of Shop
Yes
Send an emailNew lead, to custom recipients
No
Workflows & automations
Where it is going

Every lead you earn, from every channel you own

Today Sunvoy collects the leads your customers, your team and your eShop bring in. Next, it adds your website and shows which channel closes best.

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Lead capture on your website

Waitlist

Add a conversion optimized opt-in form to your own website, so website leads land in the same list and benefit from the same process as referrals.

aurelia.example
Aurelia Solar
Is your roof ready for solar?Your Street Address1474 Mesa Verde LnYour avg. Utility Bill$160Get your FREE estimate
New lead: Website

Close rate by lead source

Waitlist

See how many leads from each source became customers, so you know which channel to continue to invest in.

Close rate by sourceExample data
SourceLeadsClose rate
Referral page4829%
User suggestion3126%
Manual (employee)1921%
Manual (customer)1217%
  • Waitlist

    Pre-sale area

    New leads get your branded app to read about going solar, book a meeting and see their proposal.

  • Waitlist

    Leads funneled into your CRM

    Each new lead goes directly into your CRM with no Zapier or other piping in between.

  • Waitlist

    Follow-up until the meeting is booked

    A smart AI automation that keeps sending personalized sequences to keep in touch with leads until they book a meeting.

  • Waitlist

    Revive old leads by text

    An AI assistant texts leads that went quiet and answers their replies to set up a new meeting.

  • Missing something?

    Tell us which lead tools your sales team needs next.

    Talk to us

Frequently Asked Questions

Get answers to the most common questions and objections about Sunvoy's platform and capabilities.

No. Sunvoy does not sell or share leads. Your leads come from your own customers, your team, your eShop and website and they stay in your account and are never shared with other installers.

Explore more

Where leads come from and go next

Referral programsTurn your installed customers into your biggest lead source.eShopOffer batteries, chargers and upgrades to the customers you already have.Sunvoy CRMRun your projects and customers in Sunvoy itself.For sales teamsFollow up on every lead and close more of them.

Keep every lead you already earned

See how Sunvoy collects the leads from your customers, your team and your shop in one list, and follows up for you.

See if you qualify