How Smart Solar Installers Manage Leads — The CRM Built for the Philippine Solar Market

The average solar installer in the Philippines loses 40-60% of their leads simply because of poor follow-up. A homeowner sends an inquiry on Monday. The installer responds Friday. By then, two competitors have already visited the site.

Speed-to-lead wins solar deals. Here's how to manage it properly.

The Lead Lifecycle in Solar Sales

Stage

Status

Action Needed

Typical Window

Lead received

New

Call within 2 hours

Day 0

Initial contact made

Contacted

Schedule site visit

Day 1-2

Site visit done

Quoted

Send formal proposal within 24 hrs

Day 3-5

Proposal accepted

Converted

Collect downpayment, schedule install

Day 5-14

Proposal rejected

Lost

Note reason, follow up in 90 days

Anytime

The My Leads Dashboard — What It Shows

The My Leads tab in the SolarEnergyPH Installer Dashboard is a full CRM designed for solar businesses:

  • Lead stats at a glance — Total leads, New, Contacted, Converted counts

  • Leads remaining — Your current balance and plan

  • Province coverage display — Which provinces you're currently matched to

  • Filterable lead table — Filter by status (New/Contacted/Converted/Lost), search by name or city

  • Per-lead details — Client name, email, phone, city, system type requested, property type, monthly bill, message

  • Status update — Change lead status directly from the table as you progress the sale

The 2-Hour Rule That Doubles Conversion

Research from solar markets in the US shows contacting a lead within 2 hours makes you 7x more likely to qualify that lead than if you call after 24 hours. Philippine solar buyers are no different — they submit the same inquiry to multiple installers simultaneously.

The SolarEnergyPH system sends you an instant email notification the moment a new lead is matched to you. Your competitive advantage is responding first, with a professional proposal.

Province-Based Lead Matching — How It Works

When a homeowner submits an inquiry, the system:

  1. Identifies their province from their city selection

  2. Searches for installers who cover that province

  3. If match found — assigns lead and notifies installer immediately

  4. If no exact province match — checks same region installers

  5. If still no match — assigns to Elite (Nationwide) installers

The more provinces you cover in your plan, the more leads you're eligible to receive. During the current free promo period (until July 14, 2026), all installers get unlimited leads across any province they select.

Manage your leads at solarenergyph.shop — Installer Dashboard → My Leads.

Engr. Jason Morales — Founder, SolarEnergyPH


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