Comprehensive Solutions for Solar Sales Professionals

What We Offer

Helio provides a complete suite of tools designed to streamline and optimize every aspect of your solar sales process. From automated lead management and intelligent follow-ups to real-time analytics and seamless customer communication, our platform offers everything you need to boost productivity and drive growth. Whether you're an individual professional or managing a large sales team, Helio simplifies complex workflows, enhances customer engagement, and delivers powerful insights to help you succeed in the competitive solar market. Discover how our tailored solutions can transform your solar sales operations and take your business to new heights.

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Automate & Integrate Your Business With

Software Designed For Possibilities

Helio is crafted with the endless possibilities of the solar sales industry in mind. Our platform goes beyond basic CRM functions to offer a powerful, adaptable solution that meets the unique needs of solar sales professionals. From advanced automation workflows that handle routine tasks to comprehensive lead management that ensures no opportunity is missed, Helio empowers you to focus on what you do best—closing deals and growing your business. Our mobile-friendly design ensures you have access to vital tools and information on the go, while real-time analytics provide the insights needed to make data-driven decisions. The possibilities are endless, allowing you to elevate your solar sales operations to new heights.

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537kW+

Installed

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676kW+

Leads

2-Way Text Messaging

Enhance customer engagement with Helio’s 2-way messaging, allowing you to interact with clients via SMS and email seamlessly. Respond to inquiries, send updates, and keep the conversation going, all from within our unified platform. Ensure clear, real-time communication that builds stronger customer relationships.

Reputation Management

With Helio's reputation management tools, effortlessly monitor and enhance your online presence. Manage reviews, respond to customer feedback, and build a positive reputation that drives more business. Helio helps you maintain a strong, trusted brand image in the solar sales industry.

Appointment Automation

Helio's appointment automation streamlines your scheduling process, allowing clients to book appointments effortlessly. Send automated reminders and confirmations to reduce no-shows and keep your calendar organized. Focus on your sales while Helio manages your appointments seamlessly.

Social Media Management

Manage all your social media platforms effortlessly with Helio's social media management tools. Schedule posts, monitor interactions, and analyze performance from a single interface. Enhance your online presence and engage your audience more effectively with Helio.

Unified Messaging

Experience seamless communication with Helio’s unified messaging platform, where all your emails, SMS messages, phone calls, and social media interactions are centralized in one place. Stay organized, maintain consistent communication, and ensure no conversation is ever lost. With everything you need at your fingertips, managing customer interactions has never been easier.

Automated Web Chat

Helio's automated web chat ensures that every visitor to your website receives immediate attention. Provide instant answers to common questions, capture leads, and enhance customer satisfaction with our intelligent chat solutions. Keep your business accessible 24/7 with Helio.

Missed Call Text Back

Never miss an opportunity with Helio's missed call text back feature. Automatically send a follow-up text to any missed calls, ensuring potential leads are engaged even when you can't answer the phone. Keep the conversation going and capture more leads with Helio.

Lead Management

Helio's lead management system ensures that no potential customer falls through the cracks. Automatically capture, organize, and nurture leads with ease. Our intelligent workflows and real-time tracking help you convert more leads into satisfied customers.

Check Out The Options

Our Plans

Business Essentials

$495

MONTHLY

  • Unlimited Users

  • Automated Lead Capture

  • Tailored Follow-Ups

  • Mobile Access

  • More......

Enterprise Custom

$1995

MONTHLY

  • Everything in Business Essentials

  • White-Labeling

  • Advanced Automation

  • Customization Options

  • More.......

Hear From Our Clients

Mark R., Solar Sales Professional, California


"Helio Software has completely transformed the way we manage our solar sales. The automation tools have streamlined our processes, and the real-time analytics have given us insights we never had before. Our team is more productive and our customers are more satisfied than ever. We’ve seen a significant boost in our sales since implementing Helio Software." - Mark R., Solar Sales Professional, California

Jessica T., Sales Manager, Texas


"As a solar sales manager, I needed a solution that could keep up with our fast-growing team. Helio Software’s comprehensive CRM and mobile capabilities have been game-changers for us. The automated follow-ups and communication center ensure that no lead is left unattended. Our efficiency has skyrocketed, and our sales have increased by 30% in just a few months. Helio is a must-have for any solar sales team."

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