Marketing & automation

The follow-up that never forgets.

Every stage change can update the homeowner by email, text, portal message and push. Campaigns, review requests, referral creative and reminders run from the same customer record — so marketing knows exactly who is a lead, a customer or an ambassador.

Book a demo See the real screens
12 stage automations4 channelsOne customer record
Command Center: Sales pipeline — Every opportunity by stage, owner and value
12

pipeline stages with their own automated update

4

channels — email, text, portal message and push

Auto

review requests after every install

1

record behind every lead, customer and ambassador

What’s included

Marketing that knows your customers.

No exports, no syncing lists between tools.

Turn on in Settings

Power dialer

Build call lists by stage and days since last contact, work the queue, log dispositions and drop a recorded voicemail.

Built in

Cancellation recovery

When a deal cancels, a retention task, a finance task and an alert go out automatically.

Turn on in Settings

Stage automations

From contract to funded, each stage can send its own update by email, text, portal message and push — with templates, merge fields and a delivery log.

Campaigns

Email, text and push campaigns with an audience builder, saved segments and resend to people who didn’t open.

Built in

Review requests

Review requests go out automatically after install, and AI drafts your replies to reviews.

Lead scoring

Every lead scored 0–100 on bill, ownership, roof age, shade and interest, so reps call the best ones first.

Built in

Reminders that run themselves

Stale leads, quiet projects and upcoming appointments trigger reminders automatically.

Referral creative

Branded referral share cards, ambassador emails and postcards with your company’s logo.

Tracked QR codes and business cards

Digital business cards and QR codes that track where every lead came from.

Cost per lead by source

Plan your spend with cost-per-lead and channel ROI by lead source.

Built in

Automations built in

Signing a deal fires commissions, permits and post-sale setup; installs trigger referral rewards; activity awards contest points.

Real screens

See it in the product.

Live app screens from a demo solar company — click any screen to see it full size.

Solar Ambassador: Project tracker — Where the install stands, in plain words
Project trackerWhere the install stands, in plain words
Command Center: Executive Overview — Sales, installs, PTO and cash on one screen
Executive OverviewSales, installs, PTO and cash on one screen
How it works

Three steps, no spreadsheets.

1

Turn on the stages

Choose which pipeline stages update the homeowner, on which channels, with your wording.

2

Build an audience

Segment leads, customers or ambassadors from the same record and send a campaign.

3

Let it run

Reminders, review requests, referral rewards and contest points happen as the work does.

Where you’ll find it

Part of the whole platform.

It runs on the same data as everything else in Hyperis Solar — nothing to connect, nothing to re-key.

Hyperis Solar Command Center
Flagship platform

Sales & installation operations platform

Run the entire solar operation from first lead through design, permitting, installation, funding, PTO, service and customer experience.

  • Sales CRM, pipeline & proposals
  • Design, permitting & utility workflow
  • Dispatch, crews & inspections
  • Equipment, orders & job costing
  • Commissions, invoicing & QuickBooks
  • Dashboards, KPIs & report library
Explore Command Center
Hyperis Solar Pro
Sales organizations

Team expansion & management platform

Built for solar organizations focused on recruiting, managing, coaching and scaling sales teams without carrying installation operations.

  • Team leads, pipeline & customers
  • Manager dashboards & performance
  • Commissions, contests & incentives
  • Calendar, follow-up & sales activity
  • Book visits with your installer partners
  • Upgrade path into Command Center
Explore Solar Pro
Hyperis Solar Ambassador
Companion app

Customer, referral & rewards app

Give homeowners one branded place for project updates, documents, appointments, production and support — and turn customers and community advocates into an organized referral channel.

  • Project status in plain words
  • Paperwork & signed documents
  • Site-survey booking & service requests
  • Solar production tracking
  • Referral links, rewards & leaderboards
  • One app for homeowners and ambassadors
Explore Solar Ambassador
FAQ

Questions, answered.

Do homeowners get updates automatically?

Yes, once you turn on the stages you want. Each stage can send email, text, a portal message and a push notification to the Solar Ambassador app.

Does marketing use a separate contact list?

No. Campaigns build audiences from the same records your sales and install teams use.

Are opt-outs respected?

Yes. Texts and emails respect consent, STOP replies, unsubscribes and Do Not Market settings.

See it with your pipeline.

A 30-minute walkthrough with someone who knows solar. Bring your questions — we’ll show you the real screens, not slides.

Book a demo See the real screens