For solar sales

The CRM for solar reps who live or die on speed-to-lead

Orbit is a CRM for solar sales with 16 AI agents built in. In solar, leads cool in minutes, so Remy calls new inquiries back in about 90 seconds and books a consult from your real calendar, while Tess drafts the follow-ups that stalled deals need. You approve every touch. Free to start, no credit card.

Why is speed-to-lead the whole game in solar?

Solar is one of the few products where a homeowner fills out three or four forms in a single sitting. They want a price, and the rep who calls first usually gets the appointment. Studies on inbound response consistently show the odds of connecting collapse after the first five minutes. In solar that curve is brutal because your competitors are dialing the same shared lead within seconds. If you want the long version, here is what speed-to-lead actually means.

The second killer is the gap between consult and close. Solar deals do not die at the appointment. They die in the two weeks of silence while the homeowner gets three more quotes, talks to a spouse, and slowly forgets your name. The rep who keeps showing up, with the right detail at the right moment, is the one who signs.

Pick Orbit if this is you

  • You buy or share leads and the connect rate is the difference between a good week and a dead one.
  • You are running appointments all day and cannot drop everything to dial a fresh form.
  • You lose deals in the quiet stretch between the in-home consult and the signed agreement.
  • You want one place that calls leads back, books consults, and drafts the bumps, without paying for a sales-team platform you do not need.

Do not pick Orbit if

  • You manage a floor of reps and need shared dashboards, lead routing, and manager forecasts. That is a per-seat team platform job.
  • Your company forces every rep onto one corporate CRM with locked-down admin. Orbit is solo-first by design.
  • You want the dialer itself to power-dial cold lists at scale. Orbit's voice runs on your Vapi number for callbacks and follow-up, not high-volume cold blasting.

The two agents that matter most

Orbit ships 16 agents. For solar, two carry the day:

  • Remy, the voice agent, calls a new lead back in about 90 seconds, qualifies the basics, books the in-home or virtual consult from your real calendar, and can transfer a hot homeowner straight to your cell. Runs on your own Vapi number inside the hours and caps you set.
  • Tess scans your inbox each morning and drafts bumps for deals that have gone quiet for 3 or more days, carrying the detail that matters: the updated quote, the incentive deadline, the answer to the spouse's objection.

What a hot solar lead looks like in Orbit

A form hits at 7:42pm while you are at a kitchen table closing another deal. Remy calls back in about 90 seconds, confirms the homeowner owns the house and has a real bill, and books a consult for Thursday onto your calendar. You never touched your phone. That is how an AI receptionist handles speed-to-lead without you being the receptionist.

Then the deal moves through your pipeline: Consult booked, Proposal sent, Negotiation, Signed. When it stalls after the proposal, Tess flags it and drafts the bump. You approve, edit, or kill each card. Nothing leaves your account without you saying yes.

In solar, the first call wins the appointment and the steady follow-up wins the deal. Orbit does the first in about 90 seconds and never lets the second slip.

Keep exploring

Frequently asked questions

What is the best CRM for solar sales reps?+

Orbit suits solar reps who win on speed-to-lead and lose deals in the silence after the consult. It calls new leads back in about 90 seconds, books consults from your real calendar, and drafts follow-ups for stalled deals. Free to start, no credit card.

How fast can Orbit call a solar lead back?+

Remy, the voice agent, calls new form leads back in about 90 seconds using your own Vapi account and number. Voice is off by default, only calls inside hours you set, and discloses the recorded line.

Can Orbit help after the consult, not just before it?+

Yes. Tess scans your inbox each morning and drafts bumps for deals that have gone quiet for 3 or more days, with the specific detail the deal needs. You approve every draft before it sends.

Is Orbit a fit if my company runs a big sales floor?+

Not really. Orbit is solo-first. If you need shared dashboards, lead routing across many reps, and manager forecasts, a per-seat team platform fits better. Orbit shines for the individual rep who wants their own AI team.

Beat every other rep to the call

Bring your own AI and Vapi keys and Remy starts calling new solar leads back in about 90 seconds. Free plan, no credit card.

Free forever plan. No credit card. No spam.