A solar CRM tracks every lead, quote and job in one place.
LYD Solar Suite is built for how solar installers and electricians sell. We set it up and run it for you.
Most solar installers and electricians do not have a lead problem. They have a reply problem. Enquiries arrive while the team is on a roof, quotes go out and nobody follows up, and the details of each job end up spread across a phone, an inbox and a notebook in the ute.
A solar CRM fixes that by giving every enquiry one record and one next step. LYD Solar Suite adds the parts a solar business needs on top: instant replies, site-visit booking, quote follow-up, a Pylon connection and a place for job photos and paperwork.
What is a solar CRM?
A solar CRM is software that stores every enquiry and chases it to a sale.
A general CRM was not built for site visits, STCs or Pylon proposals. A solar CRM is.
CRM stands for customer relationship management. In practice it is the list of everyone who has asked you for a quote, what they asked for, what you have sent them and what should happen next. Without one, that list lives in people's heads.
A solar CRM organises that list around the way solar is sold in Australia. The stages match your process: new enquiry, contacted, site visit booked, quote sent, proposal accepted, install booked, job complete. The questions it asks match the job: suburb, roof type, power bill, battery interest, timing.
How It Works
How does a solar job
move through it?
Seven stages, from first enquiry to the review request.
- 01
Enquiry comes in. AI replies in under 30 seconds.
A web form, call, Facebook lead or chat message creates a contact and gets an answer straight away, even at 9pm on a Sunday. The reply asks the questions your team would ask first: suburb, roof, power bill, battery interest.
- 02
Site visit booked into your calendar.
The homeowner picks a time that suits your diary. Confirmations and reminders go out by SMS and email, so fewer visits are missed.
- 03
Quote sent and followed up.
The opportunity moves to the quote stage. If the homeowner goes quiet, follow-up messages go out on a schedule you approve, until they say yes or no.
- 04
Proposal accepted in Pylon.
When the homeowner accepts the Pylon proposal, the job moves forward in your pipeline. Nobody re-types the details or forgets a signed job.
- 05
Install booked. Photos and checklists saved.
The job carries its install date, crew notes, photos and checklists, so the office and the field team see the same record.
- 06
STC paperwork tracked.
The paperwork trail sits on the job, so you can see what has been collected and what is still missing.
- 07
Review requested when the job is done.
Once the job is marked complete, the homeowner gets a review request. Happy customers are pointed to your Google profile.
Who It's For
Who is it for?
Sole traders
Stop missing calls on the roof.
When you are the installer, the salesperson and the office, every hour on a roof is an hour your phone goes unanswered. The CRM replies, books and follows up for you, then hands you the conversation when you are back on the ground.
Growing solar and electrical businesses
Stop leads falling through the cracks.
Once there are a few people answering phones and sending quotes, leads start living in personal inboxes and notebooks. One shared pipeline shows who owns each lead, what stage it is at and what happens next.
Multi-site teams
See every branch's pipeline in one place.
Each branch works its own pipeline, while the owners see enquiries, bookings and quotes across every location. Multi-site and franchise setups are scoped and quoted separately.
Solar installers and electricians in 28 Australian cities run on the same system. See what matters in your city.
Why paperwork matters
Missing photos and paperwork hold up solar jobs.
LYD Solar Suite keeps every job's records together. Ready when you need them.
Install photos, signed documents, checklists and the STC paperwork trail are attached to the job as the work happens, not hunted down weeks later. Reminders go out before a licence or accreditation renewal date, so nothing lapses quietly.
LYD Solar Suite organises your records. It does not issue, approve or guarantee accreditation. Sharktech Global is a marketing and technology business, not a compliance authority, accreditation body or law firm, so please check your obligations with Solar Accreditation Australia or your own adviser.
How is it different from a general CRM?
General CRMs are built for any business, so a solar installer or electrician has to set up the stages, fields, messages and integrations alone. LYD Solar Suite arrives set up for solar and electrical work, and our team runs it.
| LYD Solar Suite | General CRM | |
|---|---|---|
| Built for solar | Yes | No |
| Pylon connection | Yes | Custom build |
| Set up for you | Yes | You do it |
| Australian support | Yes | Varies |
The difference shows up in the first week. Instead of building pipelines and writing follow-up messages yourself, you approve the ones we set up from your products, service areas and sales process. Then the system starts replying.
What does it cost?
From $220 + GST a month on an annual plan. Or $290 + GST month to month.
Try it for $1 for 30 days first. No setup fee on the trial. The 3-month minimum starts after the trial.
Launch
$220 + GST/mo
- $290 + GST month to month
- $750 + GST one-off setup
Elevate
$850 + GST/mo
- $980 + GST month to month
- From $1,500 + GST onboarding
Dominate
$1,450 + GST/mo
- $1,680 + GST month to month
- From $2,500 + GST onboarding
Every plan includes the solar CRM, AI lead response and missed-call text-back. Elevate adds a solar website of up to 15 pages, reviews and social posts. Dominate adds a StoryBrand website, Google and Meta ads management and advanced SEO and AEO. Prices are in AUD and exclude GST.
Common Questions