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