CRM for agencies serving solar energy companies

Who decides whether to hire an agency in this market?

The owner of a solar integrator usually evaluates the generation of opportunities along with the cost of service and the ability to install projects. A regional company may request campaigns for homes, while another seeks industries or rural properties. Before offering paid media or creative services, the agency needs to understand the region served, the project profile and the participation of partners in the decision. This information helps to qualify the opportunity without assuming identical demand for all integrators.

How can you approach and schedule a conversation on WhatsApp?

The team can select companies compatible with their offer and present a contextualized message about the integrator's market presence. In ZenitProspect, conversation management and outbound messaging are subject to module access and configuration. When you receive interest, record the context in lead tracking, confirm who will evaluate the proposal and arrange a meeting on the calendar. Respect the decision of those who do not wish to receive new contacts and schedule follow-ups based on the response. When planning this routine, consider that the Zenit OS base brought together 100+ agencies and 28,000+ leads on November 3, 2026; these totals do not represent a forecast for the integrator.

What objections deserve attention in the proposal?

Investment in marketing can compete with inventory, technical staff and installation expenses. The person in charge may also question whether the agency understands the difference between a curious contact and a project with potential. Investigate how the integrator carries out site visits, quotes and follow-up before presenting a scope. CRM supports the recording of conversations and next steps, but sales diagnosis and qualification criteria are defined by people.

How can you go from sale to delivery?

After hiring, the agency can organize onboarding in phases, with tasks and subtasks to receive information about locations, solutions offered, materials and those responsible for approval. The map and views of the operation help to monitor the portfolio according to available access. A routine review with the client allows you to clarify pending issues and adjust priorities; this does not mean that the system executes the energy project or validates the technical budget.

How can you monitor the monthly fee and start the partnership?

For solar integrators, agree whether the monthly fee only covers campaign management or includes other deliveries, such as creating creative assets. Media budget adjustments must be agreed separately from fees. The financial team can monitor the values ​​according to their access. Issuing subscription charges in Asaas depends on configuration. Schedule a demo to discuss the right business journey and delivery for your solar portfolio.

Frequently asked questions

How does the agency qualify an integrator before the meeting?

Ask which regions it serves, what types of projects you want to promote and who participates in the decision. Record the context of the opportunity and agree with the team which criteria indicate adherence to the offer.

How can you handle campaigns for residential customers and companies?

Align the audiences, locations and contracted service for each front with the integrator. The agency can organize the information and next sales steps in tracking leads.

Does Zenit OS scale a photovoltaic system?

No. Zenit OS organizes the agency's work. Dimensioning and technical budget are the responsibility of the integrator and the responsible professionals.

Is the subscription charge already activated?

Automatic issuance in Asaas starts off and needs to be configured. The agency must check access and integration conditions.

Zenit OS in numbers

Recife, Pernambuco, Brazil · since 2025 · November 3, 2026

• 100+ agencies
• 28,000+ leads
• 22,000+ meetings booked
• 270,000+ WhatsApp prospecting conversations
• 2,000+ sales
• 330+ active users
• 1,500+ clients in operations

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