Workflow preview

Try a sample solar lead workflow

This safe browser-based demo shows how a new homeowner enquiry can be acknowledged, qualified, summarised for the installer and moved into a follow-up workflow before live SMS, email or CRM tools are connected.

This public demo runs entirely in your browser — nothing is sent, stored or emailed. Live client systems connect to approved tools such as Make.com, email, SMS, calendar booking or CRM workflows only after setup and your approval.