OpenSolar CRM integration

Keep OpenSolar. Add the follow-up engine it doesn't have

OpenSolar is a genuinely good solar design and sales platform, and our clients love it. Where installers hit the wall is multi-channel follow-up, voice and text AI, and keeping every other system in sync. That is exactly Pipereply's lane. We connect OpenSolar to Solar AI-Q so the moment a proposal is sent, viewed or signed, the right follow-up happens on its own.

One proposal integration included in every package

The partner tool

OpenSolar is a great place to design and sell

We are not here to replace it. OpenSolar has earned its place with Australian installers, and its built-in CRM is genuinely useful for managing projects and building proposals.

  • Sydney-founded in 2017, free forever, funded by hardware partners rather than per-seat fees.
  • No per-user pricing, with unlimited users and projects.
  • Used by more than 25,000 solar professionals across 160+ countries.
  • More than 6 million system designs created on the platform.
  • Its own workflow language: projects, stages and milestones, online proposals and mark as sold.
Where installers hit the wall

The gap is what happens after the proposal goes out

  • A proposal gets sent, then the follow-up depends on a rep remembering to chase it.
  • There is no built-in voice and text AI to answer and re-engage leads day or night.
  • Lead sources, job management and accounting all live in separate systems.
  • Someone re-types the same job details into three different tools.

Pipereply doesn't touch how you design or quote. It sits across the top and makes sure nothing goes cold once the proposal is out the door.

What the integration does

Every OpenSolar event becomes an action in your pipeline

The Solar AI-Q Hub listens to OpenSolar through its API and webhooks, then triggers the right follow-up automatically. One entry. Everywhere updated.

Sent, viewed and signed triggers

The moment a proposal is sent, opened, viewed or signed in OpenSolar, Pipereply knows. Its Project History Tracker even sees when a customer opens the email, views the proposal and how long they look. That timing is gold for follow-up.

Two-way field sync

Contact details, project stage, system size and proposal status stay in step across OpenSolar and your CRM. The integration syncs dozens of fields, so you enter data once and every system reflects it.

Andy activation

Proposal activity wakes up Andy, your AI proposal follow-up agent. Working from AI Note Taker call context, Andy chases viewed-but-not-signed quotes with a message that references the real conversation, not a generic template.

Want the detail on how quotes get chased? Read the OpenSolar proposal follow-up deep dive.

How it works

From OpenSolar proposal to booked callback

A quick look at the loop the integration runs, every time, without anyone remembering to.

  1. Design and quote in OpenSolar

    Your team keeps working exactly as they do now, building the design and sending the online proposal.

  2. The Hub catches the event

    Sent, viewed and signed events flow to the Solar AI-Q Hub through OpenSolar's API and webhooks in real time.

  3. Andy follows up

    Viewed but not signed after a set window? Andy reaches out by text with context from the last call, not a cold reminder.

  4. Sale marked, systems synced

    When it's signed and marked as sold, the won job flows on to your job management tool and everything stays in sync.

Speaks your OpenSolar language

Built around the workflow you already use

The integration respects OpenSolar's own terms and stages, so the automation maps onto how your team already works.

Stages and milestones

OpenSolar moves projects through stages and milestones like Presold, Sold and Installed. Pipereply mirrors those moves so your pipeline reflects reality without double handling.

Online proposal and mark as sold

The online proposal is the moment that matters. When it's viewed, Andy engages. When you mark it as sold, the deal moves forward and the job hands off cleanly.

Project History Tracker

OpenSolar logs when a customer opens the email, views the proposal and how long they viewed it. Pipereply turns that signal into perfectly timed, human-sounding follow-up.

Projects, contacts and events

The API exposes Project, Contact and Event models. The Hub keeps these aligned with your CRM so every lead source, quote and job reads from one source of truth.

The agents on the job

The AI team that works your OpenSolar pipeline

The integration is only as good as what it triggers. These are the agents that turn OpenSolar activity into booked appointments and closed quotes.

Andy

Andy

AI proposal follow-up

Watches proposal activity in OpenSolar and chases every open quote until you get a clear yes or no, using context from the last call.

Complete or add-on
Piper

Piper

AI appointment setter

Answers every new enquiry by voice and text, 24/7, qualifies it and books the site visit that leads to an OpenSolar proposal.

Core and Complete
Sarah

Sarah

Outbound AI voice setter

Calls new leads within moments of enquiry and books them over the phone. Included in Core at no monthly fee, valued $1,490.

Core and Complete

Every agent is set up, tuned and managed for you - the difference between SaaS and SWaS.

Explore the full AI team

Case study

What structured follow-up looks like

One client, G-Solar, cut admin work by 40-50% and grew sales 20-30% in about six months - through structured automation and integrated systems, not hype-driven tools.

G-Solar - Australian solar and battery installer

40-50%

less admin work across the office

20-30%

sales growth over the same period

~6 mo

from kickoff to these results

98%

client retention across Pipereply

Results vary by business, but the pattern is consistent - answer faster, follow up harder, and the same lead flow produces more installs.

What it costs

The OpenSolar integration is built in

One proposal integration - OpenSolar or Pylon - is included in every Solar AI-Q package. There is nothing extra to buy to get the sync running.

Included with every package

  • OpenSolar connection with sent, viewed and signed triggers.
  • Field sync between OpenSolar and your CRM.
  • Core includes one proposal integration. Complete does too, plus Andy for proposal follow-up.

Run OpenSolar and Pylon together?

Some installers use both. Adding a second proposal integration is a straightforward add-on.

  • Additional proposal integration: $490 + $99/mo.
  • Not sure which fits? See the honest OpenSolar vs Pylon comparison.

All prices AUD ex GST. Andy is included in Complete, or $990 + $99/mo on Core. See full pricing and inclusions or explore the solar and battery installers page.

FAQ

OpenSolar integration questions

Do I have to leave OpenSolar to use Pipereply?

No. You keep designing and quoting in OpenSolar exactly as you do now. Pipereply sits across the top and adds the multi-channel follow-up, voice and text AI, and cross-system sync that OpenSolar was never built to do. Nothing changes about how your team creates proposals.

What triggers the follow-up?

Proposal events. When a proposal is sent, viewed or signed in OpenSolar, the Solar AI-Q Hub picks it up through the API and webhooks. Because OpenSolar's Project History Tracker records when a customer opens the email and how long they view the proposal, Andy can follow up at exactly the right moment.

How many fields does the integration sync?

It syncs dozens of fields between OpenSolar and your CRM - contact details, project stage, system information and proposal status - so you enter data once and every system reflects it. We map the exact fields to your workflow during onboarding.

Why not just use OpenSolar's built-in tools?

OpenSolar's built-in CRM is a single-tool assistant inside one system. Solar AI-Q is the layer that connects your lead sources, proposals, jobs and payments and works them as one pipeline. Integration first - OpenSolar keeps doing what it does best, and the follow-up engine sits across all of it.

Is the OpenSolar integration an extra cost?

No. One proposal integration - OpenSolar or Pylon - is included in every package. If you run both OpenSolar and Pylon, a second proposal integration is $490 + $99/mo, AUD ex GST. Andy, the AI that chases proposals, is included in Complete or available on Core for $990 + $99/mo.

Can Pipereply also connect my job management software?

Yes. Once a proposal is signed in OpenSolar and marked as sold, the won job can flow into Simpro, AroFlo or ServiceM8 so there is no re-typing between systems. A job management integration is included in Complete, or available as an add-on on Core. See all integrations for the full picture.

Keep OpenSolar. Stop losing quotes

Book a free Strategy Call. We will map how your OpenSolar proposals flow today, show you where quotes go quiet, and set out how the follow-up engine plugs in.

Book a Strategy Call

No pressure. No obligation. Just a straight conversation about your business.