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Call Desk · customer dialer

A solar CRM that works your customer base, not just stores it.

Call Desk is a scored outbound queue built into SolarProjeX. Your office works it every day — checking in on customers, fixing records that have gone stale, and turning those conversations into service calls and system upgrades. It dials with your own phone and logs every outcome back to the customer record.

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Your installed base is the warmest list you own. Call Desk works it like one.

The customers already on your roofs know you, own equipment you installed, and have systems that age every year. That is the warmest pipeline a solar contractor has, and almost nobody works it systematically — not because it isn't worth money, but because no one has time to decide who to call today out of thousands of households.

Call Desk makes that decision for you. It scores your entire customer base and hands your reps a ranked queue: who is due for a check-in, whose system is aging, whose details have not been confirmed in years. This is not a once-a-quarter campaign. At AllSolar Energy it runs every day, and reps use it to keep customers informed, correct records that have drifted, and turn ordinary check-in calls into service work and system upgrades. Waking up genuinely cold households is one mode it handles, not the whole job.

Calls go out through click-to-call on the number your team already uses, so there is no SolarProjeX calling-minutes charge and no separate dialer subscription to buy. Every call, outcome, and callback is written straight back to the customer record and the job it came from, so the office always knows what was said and what happens next.

  • Scored queue across your whole customer base — surfaces who is worth calling today, not a flat alphabetical list
  • Built for everyday outreach: check-ins, record updates, service work, and system upgrades
  • Click-to-call from any customer, job, or lead record using your own phone line
  • Reps correct addresses, emails, equipment, and contact details live on the call
  • Configurable calling window and retry ladder, with excluded and callback states so no one gets called twice by mistake
  • Call recordings and outcome logging, gated to the roles who should see them
  • Every call ties back to the customer, the job, and the rep who made it — no separate spreadsheet

How Call Desk works

From a ranked queue to booked work, in one board.

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Scored queue

Call Desk ranks your customer base so reps open the board and start working, instead of spending the morning deciding who deserves a call.

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Click to call

Dial straight from the customer or job record with your own phone. No separate app, no per-minute fee from SolarProjeX.

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Records fixed on the call

Reps correct contact details, emails, and equipment while the customer is on the phone, so your data gets better every time you dial.

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Upgrades, not just contact

Check-in calls surface aging equipment and unmet service needs — which is where the service work and system upgrades actually come from.

Frequently asked questions

Is Call Desk only for cold or dead leads?

No — that's one mode. The bigger use is routine outreach to customers you already have: keeping them current, fixing stale records, and finding service work and system upgrades. At AllSolar Energy it runs every day against the live customer base.

Is Call Desk a separate product or add-on?

It's built into SolarProjeX, included from the Crew plan up. Calls go out on your own phone line — there's no SolarProjeX calling-minutes charge.

Does Call Desk replace our CRM's call log?

It reads and writes to the same customer and job records the rest of SolarProjeX uses, so there's one call history, not two systems to check.

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