The OpenSolar CRM integration for proposal follow up, automation and lead management.
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
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.
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.
The Solar AI-Q Hub listens to OpenSolar and triggers the right follow-up automatically. One entry. Everywhere updated.
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.
Contact details, project stage, system size and proposal status stay in step across OpenSolar and your CRM, so you enter data once and every system reflects it.
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.
Four stages, one clean handover in each direction - run every time, without anyone remembering to.
Piper and Sarah answer, qualify and book - OpenSolar stays clean, only real prospects become projects.
The moment a site inspection or design appointment is booked, the full customer record pushes into OpenSolar - contact, address, history, notes. No re-typing.
Your team builds the design and sends the online proposal in OpenSolar exactly as today.
Sent, viewed and signed events flow back and wake Andy for follow-up - and when you mark it as sold, full customer context carries on to job management, reviews and repeat work.
The whole flow runs on Pipereply's own orchestration layer with direct API integrations. Custom flows, including Claude-powered workflows, are scoped on your Strategy Call.
The integration respects OpenSolar's own terms and stages, so the automation maps onto how your team already works.
OpenSolar moves projects through stages and milestones like Presold, Sold and Installed. Pipereply mirrors those moves so your pipeline reflects reality without double handling.
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.
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.
OpenSolar's projects, contacts and events stay aligned with your CRM, so every lead source, quote and job reads from one source of truth.
The integration is only as good as what it triggers. These are the agents that turn OpenSolar activity into booked appointments and closed quotes.
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
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
Calls new leads within moments of enquiry and books them over the phone. Included in Core at no monthly fee.
Core and CompleteEvery agent is set up, tuned and managed for you - the difference between SaaS and SWaS.
G-Solar - Australian solar and battery installerOne 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.
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.
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.
Some installers use both. Adding a second proposal integration is a straightforward add-on.
All prices AUD ex GST. Andy is included in Complete, or available on Core for $99 per month plus implementation scoped on your Strategy Call. See full pricing and inclusions or explore the solar and battery installers page.
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.
Proposal events. When a proposal is sent, viewed or signed in OpenSolar, the Solar AI-Q Hub picks it up in real time. 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.
Contact details, project stage, system information and proposal status stay in step between OpenSolar and your CRM, so you enter data once and every system reflects it. The exact scope is mapped to your workflow on your Strategy Call.
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.
No. One proposal integration - OpenSolar or Pylon - is included in every package. If you run both OpenSolar and Pylon, a second proposal integration is $99 per month, AUD ex GST, plus implementation scoped on your Strategy Call. Andy, the AI that chases proposals, is included in Complete or available on Core for $99 per month plus scoped implementation.
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.
Dean Mooney - five-star Google review, Sun Connect Solar, Northern Rivers NSWI particularly love how my sales assistant agent automatically follows up after I send proposals, checking in with customers to answer questions and gently move them toward a soft close.
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 CallNo pressure. No obligation. Just a straight conversation about your business.
