Ask
See what needs attention, find a customer, or get a clear pipeline summary.
The solar CRM you can talk to.
Email or WhatsApp Conduit to find what needs attention, update deals, and create follow-ups. Your customers, quotes, jobs, and pipeline stay organized in one place.
Built around the work your team already does.
Conduit
Connected to your CRM
What needs my attention today?
Three things: the Rivera quote is awaiting a reply, the Santos site visit is overdue, and Acme’s follow-up is due today.
Move Santos to Site Visit and remind me Friday.
Message
CRM updated
Deal moved
Santos · Site Visit
Follow-up created
Friday · assigned to you
Synced to Conduit
just now
Web dashboard
See the whole operation with full context.
Ask, update, and follow up from your inbox.
Keep work moving while you are on the road.
Work without the busywork
Your CRM should not depend on remembering to open it.
Conduit meets your team in the channels they already use, then keeps one structured record underneath every request and update.
Act
Move a deal, create a follow-up, or log the latest customer context.
Keep the record
Every confirmed action lands in the same CRM and stays visible to the team.
The best CRM is the one your team actually keeps current. Conduit turns a message into organized, visible work.
One reliable system underneath
The agent is the interface. Conduit is the system of record.
Use the dashboard when you want the full picture. Use email or WhatsApp when you need to move quickly. The same customer and operational context stays underneath both.
- One pipeline from first enquiry through installation
- Quotes, jobs, customers, and follow-ups in context
- A solar-specific workflow instead of a generic sales database
Conduit workspace
The operating picture behind every conversation
Deals
Pipeline and next step
Quotes
Draft through approval
Jobs
Delivery and service
Customers
History and context
Needs attention
TodayRivera residence
Quote awaiting reply
Santos residence
Site visit overdue
Acme Foods
Follow-up due today
Ask Conduit about this workspace…
How it works
From message to momentum.
No new ritual for the team to learn. Just a faster way into the CRM you already rely on.
Step 1
Message Conduit
Ask a question or describe the update in email or WhatsApp.
Step 2
Conduit checks and acts
The assistant uses your CRM context and confirms consequential changes.
Step 3
The record stays current
You get a clear receipt and the team sees the same updated workspace.
Control without friction
Useful enough to act. Clear enough to trust.
The assistant should remove administration, not judgment. Conduit keeps important changes explicit and the resulting work visible.
Grounded in your CRM
Answers and actions use the customers, deals, tasks, and permissions in your own workspace.
Changes come with confirmation
State-changing requests are made explicit before they become part of the record.
A visible activity trail
Completed work returns a clear receipt instead of disappearing inside a chat thread.
The CRM that comes to you
Your solar business is already moving. Your CRM should be too.
Keep the dashboard for the full picture. Bring Conduit into email and WhatsApp for everything that should not have to wait.