Meet the AI Brain that runs
your renewable energy business.
An AI operating system that makes decisions and carries out tasks across 70% of your business. Built for Solar PV and ASHP installers — it runs your leads, CRM, calls, surveys, quotes, and installs.
Good morning, Brett
Cortex AI is managing 12 active tasks
£944K
Pipeline Value
28
New Leads Today
1,847
AI Conversations
98.2%
QC Pass Rate
Born inside Smart Energy Homes — the UK's fastest growing green energy installer. Battle-tested. Now available to you.
Every installer hits the same wall.
Leads go cold overnight
No WhatsApp or AI follow-up
Reps don't know who to call first
No single sales pipeline
Surveys done on paper
Quotes take hours to build
Contracts & grants sent manually
Install scheduling is chaos
No idea what's really happening
We fixed all of it.
From first ad click to
installed system. Fully automated.
Every step below runs automatically — across your Marketing CRM, Sales CRM, Cloud Dialler, Survey tools, and AI Brain.
Solar, Battery & ASHP leads arrive from every channel
Leads come in from Meta ads, Google, referrals, and organic traffic. Every lead is automatically captured, tagged by product type, and instantly handed to the Marketing CRM to begin the nurture sequence.
Incoming Leads
LiveJohn M.
Meta Ad
Sarah T.
Ryan K.
Referral
Priya S.
Meta Ad
New lead auto-tagged Solar PV and pushed to Marketing CRM
96
This Week
47
Solar
49
ASHP + Bat.
Marketing CRM nurtures the lead — fully automated.
Automated WhatsApp sequences fire instantly. AI assistants qualify and educate. Workflows assign tasks, book calendar slots, and push the lead through a structured nurture journey — all built and managed inside the Marketing CRM.
Marketing CRM
Active workflows · Sarah T. — ASHP
💬 WhatsApp Sequence
📅 Calendar — Auto-scheduled
Callback — Sarah T.
Tomorrow · 10:00am
⚡ Active Workflows
Lead is primed. Your rep calls to close and book the survey.
Once the Marketing CRM has warmed the lead, they're pushed to the cloud dialler queue. A human rep makes the call — with the lead's full history and AI insights in front of them. The goal: book the survey. Every call is recorded, transcribed, and AI-scored.
Cloud Dialler
Rep: James · Calling now
Sarah T. — ASHP Lead
Primed · Day 2 · Manchester
Source
Interest
ASHP
Grant
BUS Eligible
🤖 AI Assist — Rep guidance
Queue
Survey booked. Lead enters the Sales CRM pipeline.
Once the survey is booked on the call, the lead is automatically created in the Sales CRM under the correct product — Solar PV, Battery, or ASHP. Staged, assigned to a case manager, and tracked from here to install.
Sales CRM Pipeline
All stages · AI Support
James Keenan
SolarSurvey
Marharyta Bilyk
ASHPQuote
Owen Jones
BatteryPre-Install
Priya Singh
SolarNew Lead
186
Active Jobs
34
Won This Mo.
59
Proposals
Smart digital survey — auto-filed to the Sales CRM
The surveyor arrives with a digital form built for Solar, ASHP, and Battery installs. Damp checks, roof assessments, and system recommendations all captured and instantly filed to the sales pipeline — no paper, no re-entry.
Digital Survey Form
Solar PV · James Keenan · Bristol
AI builds the quote — Solar, Battery or ASHP — in seconds.
The moment the survey is filed, AI pulls the data and auto-generates a fully itemised quote. Panels, inverter, battery, labour — all selected and priced. For ASHP, the BUS grant is auto-deducted. Customer gets a branded PDF within minutes.
AI Quote Builder
James Keenan · Solar + Battery
Deal agreed. CRM moves. Docs triggered automatically.
The moment a deal is agreed, the Sales CRM pipeline moves to won. BUS grant paperwork for ASHP, MCS documentation for Solar, battery compliance docs — all queued and sent without anyone lifting a finger.
James Keenan — Solar 4kW
Bristol · £8,495
Stage
Pre-Install
MCS
Triggered ✓
Contract
Auto-sent ✓
BUS Grant
N/A (Solar)
Install booked, crew assigned, QC signed off.
The AI matches the job to the right install crew and books the date. Customer gets SMS and email confirmation. After install, AI runs a full QC check — photos, compliance docs, and sign-off — then auto-issues the certificate.
Wed 12 Mar · 9:00am — James Keenan
Solar 4kW · Bristol · Team A (3 engineers)
Post-Install QC
The Brain that watches everything and acts on it.
Cortex sits above every step — monitoring your marketing campaigns, nurture sequences, dialler performance, sales pipeline, survey outcomes, and install quality simultaneously. It spots problems before they happen and acts without being asked.
Cortex AI
Executive Layer
The Strategist
Orchestration
The Conductor
Execution
12 Agents
Every one of those jobs is tracked in real-time in your command centre.
→Every one of those jobs lands here.
Real-time. Fully managed.
Every Solar, Battery, and ASHP job that flows through the journey above lands in this command centre — tracked, staged, and acted on automatically.
PIPELINE DASHBOARD
All stages · AI Support
Agreed to proceed. Prepare contract & pre-install docs.
186
Active Jobs
£959K
Pipeline
34
Jobs Won
157
Jobs Lost
Sarah Mitchell
42 Harbour View, Swansea
Survey
Sales
David Thompson
8 Elm Crescent, Bristol
Quote Creation
Case Manager
Rachel Cooper
15 Castle Lane, Newport
Survey
Sales
James Harrison
12 Maple Drive, Cardiff
Pre-Install
Case Manager
Dashboard
Team call performance · Last 30 days
3,540
Total Calls
91
Surveys Booked
64h 45m
Talk Time
682
Answered
560
Outgoing
13.3%
Conversion
91 surveys from 682 answered calls
Every one of those jobs flows through a fully automated journey — from first ad click to completed install.
Launching in 6 weeks. Join the waiting list.
Full Sales CRM + AI Brain + done-for-you setup. Founding members get priority access and exclusive pricing.
A 3-Layer Brain
that never sleeps.
Not a chatbot. Not a dashboard. Cortex is a multi-layered intelligence that sees, thinks, decides, and acts across your entire business.
Executive
The StrategistWatches every metric. Makes strategic decisions before you know there's a problem.
Orchestration
The ConductorThe nervous system connecting every tool and touchpoint in real-time.
Execution
The Workforce12 AI agents. Each trained on your data, your tone, your processes.
Ask Cortex. It just does it.
Cortex AI
Built by operators.
Not software engineers.
We spent 10+ years in the renewable energy sales trenches. We know every pain point, every bottleneck, and every spreadsheet nightmare inside out.
We didn't build a generic SaaS CRM and slap a "renewables" label on it. We built the exact operating system we wished we had — and battle-tested it while scaling Smart Energy Homes to become the UK's fastest growing green company.
How it works
Zero learning curve. Zero heavy lifting. We handle everything.
Tell us about your business. We review every application within 48 hours.
We walk you through the full CRM, dialler, and AI brain — tailored to your business.
Our team builds your entire system — CRM, AI agents, ad campaigns, survey forms.
Sit back. Cortex manages 70% of daily operations while you focus on scaling.
Join the waiting list.
We're building the future of renewable energy sales. Be one of the first 50 companies to get lifetime founding member access.
Full CRM + AI Brain + done-for-you setup. Your competitors are already on the list.