Long-cycle CRM pipeline with automated nurture sequences that keep prospects engaged over months. AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more.
If any of these sound familiar, you are not alone. Most solar businesses deal with these every day.
Sales cycles of 2-6 months from initial inquiry to signed contract that require persistent follow-up
Permit and interconnection applications that differ by utility company and municipality with unique requirements
Roof condition assessments that uncover issues requiring repair before panels can be installed
Financing paperwork coordination between the homeowner, lender, and your install team that stalls projects
Post-installation PTO (permission to operate) delays from the utility that leave the system idle for weeks
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Long-cycle CRM pipeline with automated nurture sequences that keep prospects engaged over months
Permit and interconnection checklists per utility territory with status tracking and deadline alerts
Pre-install roof assessment reports with findings shared digitally so repairs happen before install day
Financing milestone tracking that coordinates lender approvals with your installation timeline
PTO status tracking per installation with utility follow-up reminders that prevent systems sitting idle
AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more. An integrated AI assistant has full context of your team's customers, deals, jobs, and finances — so it can take real action across your entire business stack instead of just answering questions.
See how Deelo stacks up against popular ai business assistant tools for solar businesses.
| Feature | Deelo | ChatGPT (OpenAI) | Claude (Anthropic) | Microsoft 365 Copilot |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $200/seat/mo | $0 - $100/seat/mo | $30/user/mo (plus M365 license) |
| All-in-one platform | ||||
| AI Business Assistant features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Automated nurture campaigns improve solar lead-to-contract conversion by 20%
Permit tracking reduces interconnection delays by 3 weeks on average
Get started with ai business assistant software built for solar businesses. Free to start — no credit card required.
Learn more about ai business assistant solutions for solar businesses.
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