Business Scenario
A rooftop solar installer handles enquiries about system sizing, subsidy paperwork and installer-partner onboarding, arriving through WhatsApp from homeowners after seeing an electricity-bill savings ad, Instagram DMs after a before-and-after rooftop install post, and Facebook Messenger from builders asking about bulk residential-project installs. Every quote needs a rooftop survey and subsidy-eligibility check, and without a shared inbox a homeowner's survey request can wait days while the team processes another customer's subsidy paperwork.
How Chronex360 Helps
- Capture and identify the lead: inbound WhatsApp, Instagram and Facebook conversations create or update the customer's record and append the interaction to one communication history.
- Preserve the source: use Lead Sources, tags and channel information to segment homeowner installation enquiries, builder bulk-project leads, subsidy-paperwork requests, installer-partner leads and referral leads and compare performance.
- Assign ownership: manually assign leads or use the configured round-robin lead-assignment strategy so the right site surveyor owns the next action.
- Qualify faster: use WhatsApp Business API Chatflows for supported automated qualification, quick replies, forms, appointment/schedule steps, catalogue blocks and other configured automation; Instagram and Facebook messages remain visible for agent replies in the unified conversation workflow.
- Never lose the follow-up: create tasks and schedules against the lead, use status stages/Kanban views, and let overdue schedules become visible to the team.
- Keep one customer history: notes, calls, SMS, email and supported social messages can be seen in the lead activity timeline/omnichannel inbox.
How This Can Support Revenue Growth & Better Management
For Solar Energy, surveyors can capture rooftop area, electricity bill and subsidy eligibility, route the enquiry to the right surveyor, and schedule the rooftop survey or subsidy-document review, keeping the full history attached.
Managers can separate new enquiries from customers mid-subsidy-paperwork, track how quickly rooftop surveys get scheduled, catch subsidy applications that have stalled, and see which channel drives the most confirmed installations.
The objective is improving project conversion, reducing missed follow-ups on pending subsidy paperwork, growing installer-partner referral volume, and identifying cross-sell opportunities across system sizes and maintenance plans. For Solar Energy, the primary Chronex360 value is the CRM and engagement workflow: lead capture, assignment, social conversations, tasks, schedules and reporting. If the business also has standardized products or packages, its catalogue/order capabilities can be used selectively without forcing every service engagement into an e-commerce flow.
- A homeowner messages on WhatsApp after seeing a savings ad, or a builder DMs Instagram or Facebook about a bulk project.
- Chronex360 records the lead and source, making it visible to the assigned surveyor.
- A Chatflow can capture rooftop area and electricity bill before assignment.
- The surveyor reviews the conversation, schedules the rooftop survey, and books the subsidy review.
- The lead moves through statuses such as New → Contacted → Qualified → Follow-up → Won/Converted, matched to the installation cycle.
- Management reviews source, response time, survey-to-installation progression and revenue trends by project size.
Implementation boundary: Operational grid/control data, safety-critical workflows and regulated customer data should stay in their dedicated operational/compliance systems; use Chronex360 for CRM, engagement and commercial coordination.
KPIs to Track in Chronex360
- Enquiries by social channel
- Response time
- Site-assessment bookings
- Proposal/opportunity progression
- Follow-up adherence
- Won opportunities by source