Client Portal:
Every customers has logins to their own portal where they can keep track of DNO progress, quotes, invoices, designs and all associated paperwork.
Appointment Booking System:
Fill your sales calendar without lifting a finger. Our automated system tracks all sales meetings, calls and tasks. Qualified leads can book appointments instantly and smart reminders are sent via text and email to drastically reduce no-shows.
Reports Dashboard:
A fully customised dashboard to show all aspects of your business, from new leads, sales conversion rates, phone calls made, sales revenue + much more
Document Signing:
Eliminate paperwork with integrated e-signatures. Send contracts directly from Grid Pilot and allow clients to sign digitally on any device.
Invoicing:
Streamline your finances and get paid faster with Grid Pilot's inbuilt invoicing system. Instantly create and send professional invoices directly from the platform.
Customer Payment Gateway:
We integrate directly with Stripe so you can take deposits in person on the app, via email link, on your website or sms 'click to pay'.
Central Comms Channel:
Never miss a message or email again! All communications come through one central channel which connects email, WhatsApp, socials, text messages and web enquiries.
AI Tech Support
Grid Pilot allows you to leverage AI (Artificial Intelligence) and Machine Learning to dramatically increase efficiency and accuracy of all office systems.
+ Much Much More
Grid Pilot has a landing page builder, full integration with the latest AI models, call recording, workflow automations, email marketing, social scheduler, reputation management and on and on..
Grid Pilot will automatically book new leads and prospects into your calendar without anyone lifting a finger.
With our built-in Pipeline Management feature, you can keep track of all communication with leads are and where they are in the sales funnel.
As the pilot of your business you will get a dashboard that gives a comprehensive overview of all sales and marketing activity.
WhatsApp, DMs, Emails, Text Messages are all visible in a central comms channel. Never miss another message again!
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
Grid Pilot has been designed and customised by a team all with over 15 years of solar experience.
"£120M in new project enquiries within 12 months!"
"We booked a discovery call to discuss setting up a sales funnel and CRM system for our solar company. The team at Grid Pilot wrote the sales copy, created the web page and customised Grid Pilot to track and monitor everything. Within a 12 month period we generated over £120M in new project enquiries." CEO, Solfit - Ewen Estill
"The AI element alone has been an unbelievable addition to our business "
"So much of Grid Pilot is automated! It’s like having a full-time office team handling the sales and follow-ups." Owner, Temple Solar - Ed Frost
"New customer enquiries no longer get missed or forgotten about"
"Our sales process was very inefficient, lots of leads were getting forgotten about, calls weren't being made. It was costing us a fortune in lead gen. Grid Pilot tracks everything. I finally feel like we have control over our sales pipeline. Thank you." Owner, Solar X-Press - David Hurst
"Organised, Predictable, Growth"
"The CRM didn’t just help us grow, it helped us grow properly. Every job booked in, every quote followed up, nothing missed. I can't imagine what would have happened if we'd tried to grow using our old systems, if you can call them that lol." Director, David Norman - Deege Solar
"Brilliant, we finally have visibility and order."
"Managing a team of over 30 engineers and delivering multi-million-pound solar projects means I don’t have time for disjointed systems or missed follow-ups. Before Grid Pilot, we were constantly chasing spreadsheets and patching together data from five different platforms. It was workable — but it wasn’t scalable.
Since implementing Grid Pilot, everything changed. I now have full visibility of every quote, every lead, every sales rep — in real time. Our conversion rate has jumped, admin time has dropped, and the team is operating at a level of clarity we’ve never had before.
This system has become the backbone of our operation. If you’re serious about growth and leading from the front, I can’t recommend it enough." Director, Neil Sinclair - Flow & Ebb
£97
Solar Contractor Looking To
Get Organised
Up To 2 Users
CRM System
Social Scheduler
Central Comms Channel
Sales Pipeline
No contracts - cancel anytime
£297
Solar Contractor Looking To
Get Of The Tools
Everything in the starter plan plus:
Up To 5 Users
Phone Line
Calendar Booking
Payment Processor
Reports Dashboards
No contracts - cancel anytime
£497
Solar Company Looking To
Scale & Systemise
Everything in the contractor+ plus:
Unlimited Users
Customer Portal
Customer Journey Analytics
Automated Lead Nurturing
Contracts E-signing
No contracts - cancel anytime
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