Zoho Campaignssolar lead nurture and AMC renewal on autopilot.
Stop letting cold leads die in your CRM. Stop forgetting which customers are due for their year-1 AMC visit. Our pre-built solar nurture flows, NEM 3.0 education for CA, ITC explainers for federal, utility-rate trigger sends, keep the funnel warm 24/7. CAN-SPAM compliant. TCPA-aware on SMS.
From cold list to AMC renewal, six automated stages.
Every cold lead becomes a hot survey. Every install becomes a referral source. Every PTO becomes an AMC renewal, without anyone on your team remembering to send the email.
Import your list. Deduplicate. Score by deliverability.
Bring your EnergySage exports, Modernize leads, Google Forms responses, door-knock spreadsheets. We import, deduplicate against CRM, run them through email validation (bounce risk + role accounts removed), and tag every contact by source.
One list becomes 14 segments, by utility, state, ZIP.
PG&E customers get NEM 3.0 content. SRP customers get monsoon-season storage messaging. ConEd customers get summer-peak rate education. FPL customers get hurricane-season backup messaging. The right email to the right ZIP.
5-email drip: NEM 3.0, ITC, storage, referrals, CTA.
Pre-built copy by ETG's solar content team. Email 1: "What NEM 3.0 means for your bill." Email 2: "How the 30% ITC actually works." Email 3: "Should you add a battery?" Email 4: "Real numbers from your ZIP code." Email 5: "Book a free roof check."
Lead clicks the CTA, auto-routes to a rep in 5 minutes.
When a contact hits MQL score (3+ email opens, 1 CTA click, OR direct quote request), Campaigns fires a webhook into CRM. The right rep (by territory) gets the lead with full nurture history, sample emails sent, and pages visited.
System goes live. Referral flow activates 30 days later.
Customer hits PTO + 30 days. Campaigns fires the "Love your solar? Earn $500" referral series, 4 emails over 60 days, with a personal referral link they can share. Each closed referral pays the customer $500 automatically through Books.
Year-1 AMC renewal, auto-sequence 60 days before due.
Customer's 1-year AMC expires next month? Campaigns auto-fires a 3-email + 1-SMS renewal cadence, with a one-click renewal link that pre-populates payment in Books. Renewal rate goes from "we forgot to ask" to 72%+.
Priced by contact count, not by user.
Monthly pricing below. Annual billing saves 25%. Free tier covers 500 contacts forever.
SMS sends extra: ~$0.012 / message (US, TCPA-aware). Annual plans save 25%. Pricing as of January 2026.
Three Campaigns packages.
All fixed-price. Includes pre-built solar templates, CAN-SPAM compliance setup, and Sender Score health check.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- WordPress forms + Meta/Google lead capture
- Zoho CRM · Leads, Accounts, Deals (residential + commercial)
- Zoho Books · COA, invoices, payments, tax
- 2 Analytics dashboards
- Recorded training videos + user manuals
- 15-day hypercare after go-live
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- 20-stage Residential Deal Blueprint
- Quotation workflow + Zoho Sign e-signature
- Zoho Inventory + QR dispatch + serial tracking
- Zoho FSM · site visits, install work orders
- AMC engine + Zoho Desk (basic SLA)
- WhatsApp Business API + Zoho Social
- WordPress site build (5–10 pages)
- 4 Analytics dashboards
- 2 online training sessions (10 hours)
- 30-day hypercare
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- 21-stage C&I Blueprint (>100kW)
- Native iOS + Android field app (your brand)
- Zoho People + Payroll + Expense (HR full stack)
- 8+ Analytics dashboards (executive + ops)
- Data migration from legacy systems
- Custom REST API development
- 3 online training sessions
- 60-day hypercare + 3-month AMC (100 hrs support · not development)
Built for U.S. solar marketing reality.
Solar email templates
12 pre-built templates: NEM 3.0 explainer, ITC walkthrough, storage attach, post-install welcome, AMC renewal, referral ask.
Utility-rate trigger sends
When PG&E raises rates, we auto-blast your CA list. When APS files a new tariff, your AZ list hears about it first. Speed wins.
AMC renewal cadence
3-email + 1-SMS sequence 60 days before each customer's AMC expires. One-click renew via Books. 72%+ renewal rates.
Referral program automation
Personal share links per customer. $500 paid per closed deal, auto-issued via Books once the new system hits PTO.
CAN-SPAM + TCPA compliance
Unsubscribe footer, physical address, double opt-in, TCPA consent for SMS. Configured from day one.
Sender Score management
SPF, DKIM, DMARC, BIMI configured at launch. Monthly deliverability monitoring. IP warm-up plan if you scale fast.
We've launched 280+ solar nurture programs.
Solar copy, written by solar people
Our content team has written NEM 3.0 explainers that closed 11.6% CTR. They know what homeowners actually ask at the kitchen table.
CRM-native handoff
Campaigns lives inside your Zoho. MQLs auto-flow to CRM with full email history. No Zapier middleware. No data drift.
Deliverability obsession
We monitor Google Postmaster + Microsoft SNDS for every customer's sending domain. Spam folder = lost revenue.
Fixed USD pricing
Quick is $2,400. Pro is $6,200. Enterprise is $12,000. Quoted in writing before kickoff. No hourly billing.
Zoho Campaigns FAQ.
Does Campaigns auto-handle CAN-SPAM?
What deliverability tooling do you set up?
How does SMS work with TCPA?
Does it integrate with our website forms?
Can we segment by utility, like only PG&E customers?
What about A/B testing, is it actually useful at our scale?
See your solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.