Generator installer CRM. Clearer follow-up.

Give each generator lead a point person and a clear next step. Keep follow-up clear and steady. We build the CRM to fit how your office and field team work.

Keep the first call back, open estimate and next step in one place. Set up stages for each service in a system your whole business can use.

See If I Qualify

Speed-to-Lead

Prompt, configured follow-up

Texting Ready

A2P 10DLC registered and configured

Pipeline Clarity

Every lead visible, every stage tracked

Appointment Follow-Up

Two-touch reminders + recovery sequences

See the handoff

One enquiry. A clear owner. A useful next action.

Here is an example of the information your office needs when a homeowner asks about standby power. We configure the stages and handoffs around how your team works.

Example enquiry workflowIllustration · sample data

New generator enquiry

Whole-home backup request

Project: Homeowner wants to discuss standby generator options
Details to review: Service area, fuel availability and preferred timing
Source: Original enquiry source retained with the record
Next conversation: Confirm project fit and arrange an estimate

Assigned to your office

A named team member owns the callback. Automation supports the handoff; your team handles the conversation.

1
Capture
Keep the request, source and contact preferences together.
2
Assign
Route the enquiry to the agreed owner and surface the next task.
3
Arrange
Record the estimate time and send the configured appointment messages.
4
Follow through
Keep open questions and the next follow-up date visible after the quote.

SwiftSocial configures the system

The agreed pipeline, forms, routing, tasks and follow-up, with a walkthrough for your team.

Your team runs the sales conversation

Callbacks, estimates, accurate stage updates and the next step with each homeowner.

What's Included

What your CRM setup includes

We set up each CRM to fit how you sell, how your team works and where you work. We test it and show your team how to use it.

Lead stages and who takes each lead

Lead stages that match how you sell
Rules for who gets each lead and what they do next
Fields for where leads came from, equipment type and job details
See where leads came from and which sources work
Tags and rules for which leads need help first

Follow-Up Automations

Rules for quick follow-up with the right consent
Text replies to missed calls to keep the chat going
Appointment confirmation messages
Two reminders: 24 hours and 1 hour before the appointment
Follow-up for missed appointments that respects contact choices
Follow-up to bring old leads back

Messaging Setup & Compliance

A2P 10DLC brand and campaign registration
Your own phone number, bought and set up
Set up texting and check it is ready
Compliant texting setup aligned with carrier requirements
Test messages from start to finish

A clear view your team can use

A dashboard to see where each lead stands
Team notifications for new leads and stage changes
Link the calendar to book appointments
Set up the tools so your team can use them
Show your team how to use the system

A2P 10DLC Setup — Handled for You

Business texting to U.S. recipients from a local 10-digit number requires A2P 10DLC registration. We handle the brand registration, campaign registration, number purchase, and in-CRM configuration and test delivery once registration is approved. Automated texts only go to people with the right consent.

Comparison

Without a System vs. With One

Without

With SwiftSocial CRM

Lead sits unworked for 3+ hours

The setup starts quick follow-up

Missed call — no follow-up happens

A text reply gives eligible callers a next step

Homeowner forgets the appointment

Appointment reminders help homeowners prepare and confirm

No idea where leads stand

Lead stages and tasks show what to do next

Leads lost in spreadsheets or group texts

Keep each lead’s source and sales stage in the CRM

Texting setup delayed by carrier registration

Registration, consent and delivery checked before sending

Included in your Generator Sales System.

We build a CRM for your whole business. Its flows, scripts and training fit your generator work and other key services. Once paid, you keep your data, custom setup and agreed rights to use it. Basic support and monthly checks for the original system go through month 12.

See the full program

You Probably Need This If…

Your office can't tell you where last week's leads stand without digging through texts and call logs
You're spending on ads but leads sit for hours before anyone calls back
No-show rates are eating into your install numbers and your team's time
You tried setting up CRM automations yourself but texting never worked or stopped delivering
Follow-up depends on who's working that day — some reps chase leads, others don't
You want your team on an actual system from day one, not a spreadsheet with good intentions

From enquiry to installation

See each sales stage. Know what comes next.

A new lead, a booked estimate and a paid install are not the same stage. Your office should see which stage each job is at. They should know who owns the next step without searching old messages.

Stage 1
New enquiry
Keep the homeowner’s request, job location, first lead source and contact choices in one place. Give someone the next task.
Stage 2
Estimate arranged
Save the agreed time, who will be there and what you still need to know. Track whether the appointment took place.
Stage 3
Quote sent
Save the quote date, what it covers and open questions. Set who will follow up and when.
Stage 4
Work accepted
Save the agreed work, contract and deposit. Track the work your crew can take on and the key job dates.
Stage 5
Job completed
Keep the job’s completion stage up to date. Your team keeps the job’s financial records in its chosen accounting system.

What a useful lead record needs

Watch the check for the stage, the owner and the next action. A new screen alone does not fix a missed handoff.

Selected section: 7:35–8:15.

This is a clip from SwiftSocial's sales system guide. Sample numbers show the math. They do not predict your results.

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Already using a CRM?

Show us your current system. Walk us through how leads, estimates and payments move through it. We’ll review the new setup with you. We’ll check which tools can connect and who will do each task.

The configured CRM is part of your Generator Sales System. Use the installer growth guide to identify the next opportunity, then review the acquisition economics.

What generator follow-up looks like in practice.

Keep the office and field connected

Dolphin Group’s interview shows who handles leads. It explains why someone needs to be there to reply as work moves between the office and field.

Read Dolphin Group's interview

Keep following up on estimates

Anthony at Permapower explains how his team follows up and gives on-site estimates after a lead comes in.

Read Permapower's interview

Bring the dealer acquisition scorecard to your next pipeline review. Track enquiries, estimates, completed jobs and collected payments for the same customers.

Not Sure If Your Follow-Up System Is Costing You Installs?

We'll review your current lead handling, response time, and CRM setup — and tell you whether a buildout makes sense for your operation.