Frequently Asked Questions
Yes! All types of solar companies thrive with Ontraport. That’s because our platform comes with all the core marketing solutions for solar companies to power their businesses: a complete CRM, marketing automation, pages and forms, payments, membership site features and more — all in one place. When you have one home for your entire business, you save time so you can focus on what matters most: your clients and your passion.
Ontraport comes with several done-for-you systems to get you started. Whether you want to send out customer feedback surveys, recapture lost sales or simply stay top of mind with your list, our plug-and-play Setup Wizards make it possible to customize and launch your marketing campaigns in minutes.
We know that learning new software can be daunting, which is why we’ve made it easy to get started with Ontraport’s CRM software for solar companies. When you sign up, we offer you over-the-top helpful support services to make sure you have what you need to grow for the long haul. Our highly rated support team is ready to answer all your questions via chat, email and screen share, and you can quickly learn how to use any feature using our 150+ Ontraport University video courses.
Most solar companies use some other software before they upgrade to Ontraport. It’s a common tale: You start with one tool and, over time, keep adding more and more until you realize you need an all-in-one system that can handle your growth.
Ontraport’s software for solar businesses integrates with almost everything, so you’ll be able to run Ontraport alongside your existing systems for as long as you need.
When shopping for software, you’ll want to take your entire business into account — not just the marketing, just the sales or just the client management side of things.
Whether you choose Ontraport or not, we recommend making sure your CRM and marketing software includes the following features, at the very least:
- A landing page builder so you can create a solar business website and share it with the world online
- A contact management system to keep track of clients and prospects
- A system to handle lead generation for solar companies and send marketing emails
- Sales tools for solar companies to collect service fees and charge credit cards
- A membership site component to launch a solar customer portal
- A solar sales tracker to help you set the right goals and analyze what gets the best results
- A solar CMS platform to manage and publish your content
As your business grows, you’ll probably need more sophisticated tools than standalone email marketing for solar companies. With everything running in Ontraport, you’ll have all you need now and in the future — all under one roof so you won’t have to switch platforms as your business scales.
If you’re looking to get more bookings or improve the overall client experience, here are a few ways you can use Ontraport’s automation software for solar to do just that:
- Keep clients coming back by offering special promotions based on their past service requests.
- Expand your offerings with a customer portal for solar installers to update clients, sell packaged deals and boost sales.
- Reduce appointment no-shows by automatically confirming appointments and sending reminders so your clients have the chance to reschedule or cancel their bookings.
- Create better client experiences by using feedback surveys to see how you can improve your services.
- Keep potential clients from falling through the cracks by streamlining your pipeline with our software for solar sales.
With Ontraport, it’s super easy to create a site that matches your vision without having to hire a solar web designer. Simply use one of our prebuilt solar company website templates or, if you’d rather start from scratch, you can use our drag-and-drop editor to customize your pages to look exactly how you want. You’ll also get access to our web form builder, which lets you create fully customizable forms to capture details about your leads and clients.
The best part? All these features live under the same roof as your payment system, CRM and marketing automation.