Solar Energy Services CRM Software

Make your business operations as efficient as the solar panels you install with our solar services CRM software.

The solar industry is expanding rapidly, and in order to stay competitive you'll need the tools necessary to empower your sales team and streamline your operations. With ClientTether, you can stay on top of industry standards, manage installations and increase team productivity. Grow your solar business faster and attract more sales.

  • Sales Productivity - Generating leads and following through is made easy with our marketing automation platform. You can develop unique sales cycles, launch marketing campaigns and track progress. Not only does ClientTether increase productivity, it also tracks the data to prove it to you and your team. Customizable dashboards can track sales, projects, marketing efforts, team productivity and more. Share, edit, and analyze relevant data points on the go.

  • Easy Invoicing - Project management tools make contract signing, installation and invoicing a breeze. Customizable templates for sales sheets and quotes can be sent directly to clients from your business automation software. Our e-signature tool saves both you and your clients time and paperwork. Once a contract has been signed, you can store it securely in the cloud so it’s always accessible.

  • Lead Engagement - ClientTether makes lead engagement easy with automated and customizable tools for calls, email and SMS. Ensure that potential customers never slip through the cracks and nurture them through every step of the sales funnel until you close the deal. With ClientTether, you can create unique sales funnels, develop action plans, assign tasks for each lead, and keep your sales team focused with internal communication tools.

  • Relationship Management - Success in the solar energy industry depends upon a positive reputation. By cultivating relationships with customers, you can build a large portfolio of clients and capture sales via referrals. When you develop strong relationships, re-engagement with former clients comes naturally: you’ll be first in mind for new solar projects or recommendations to friends. Boost your reputation with review response tools, stored client history, proposal follow-up and more.

Whether you're growing your solar business door-to-door or filling up a calendar of client meetings, ClientTether is the business automation software that can take you to the next level. To see what our productivity and client management tools can do for you, schedule a free demo today.

Features Risk Free Trial


Ready to increase your lead conversion rates?

Request a live demo below or request a risk free trial

By submitting the form above, you agree to receive calls, text messages, or emails from ClientTether at the contact information provided. Message rates may apply. Text STOP to cancel text messaging at any time. See Terms of Service for additional details.

Details about Clean Green’s success after implementing ClientTether. Follow-up and lead engagement automation boosted sales and eliminated the need for $8k spend on PPC per month.


“ClientTether allowed us an opportunity to take care of everyone in a very timely fashion. That improved our close rate, that improved our engagement rate, and customers now are responding with a lot more positive responses.”

Ken Doty
VP of Business Intelligence, The Maids International

About ClientTether

We automate lead communication via our client engagement platform (CEP) through fully customizable sales processes and action plans at each stage of a client lifecycle.

Prospect Submits Details via Website Form or Lead Portal


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Instant Automated Engagement Begins


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Complete Deal Life Cycle Management & Communication


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Because Being First Really Does Matter

Your marketing spend is creating great leads. How quickly you connect with and nurture them determines how many convert and eventually become raving fans. You have 5 minutes to connect before your chance of making contact and converting them drops by 10X. Wait 30 minutes and it drops 100X.


Immediate Engagement

Your chance of making contact and converting is 75%

Engagement After 5 Minutes

Your chance of making contact and converting drops by 10X

Engagement After 30 minutes

Chance of making contact and converting drops by 100X

Engagement After 1 hour

Chance of making contact and converting drops out almost entirely


The old approach of relying on manual sales follow-up with some marketing email automation just won’t cut it. That’s where ClientTether steps in—lead engagement with calls, texts, emails, and call reminders to your staff with our easy-to-use client engagement platform.

Clients include

Ready to increase your lead conversion rates?

Request a live demo below or request a risk free trial

By submitting the form above, you agree to receive calls, text messages, or emails from ClientTether at the contact information provided. Message rates may apply. Text STOP to cancel text messaging at any time. See Terms of Service for additional details.