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    • Sales Early accessFind accounts, draft openers, sort replies.
    • Design Early accessRoof layouts, strings and a plan set.

    Across every job

    • AssistantAsk anything. Approve what it proposes.

    Run the install

    • Project managementTwelve phases from sold to PTO.
    • Field appPhotos and checklists from the roof.
    • Solar CRMEvery customer, call and job on one record.
    • Storm intelligenceSee which customers a storm hit.
    Sales and Design are in early access.All products

  • By business

    • Residential solarA day at an installer, sale to PTO.
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Join the waitlist Book a demo

Find the accounts worth a call.

Describe the companies you want in your own words. The assistant drafts an opener and shows the evidence behind it. Everything stays in draft.

Request access Book a demo

Early accessfor team owners and admins.

ProspectingSales planning workspace
Admin preview
Overview People Companies Lists Sequences Outbox Tasks Import Leads
Pilot limits: outreach stays in draft; no email or text is sent.

Accounts created from your imports or added by hand.

Find companiesAdd company
Keyword
Name, domain, industry
Industry
Any
State
Any
Employees
Any
CompanyIndustryEmployeesLocationPeople
Ridgeline Facility ServicesFacilities51-200Elmhurst, IL2
Orchard Park CondominiumsProperty management11-50Lombard, IL1

Find companies

Describe the companies you want. Results are only shown; nothing is added until you save one.

Describe the companies
Commercial solar installers in TexasProperty managers and homebuilders in Chicago's west suburbs
Countries
US
Employees min
Employees max
Search
Searching…
  • Fairlane Property Management · fairlanepm.example

    Manages condominium and townhome associations across DuPage County.

    Property management · Wheaton, IL · Employees 38
    SaveIn workspace
  • Kestrel Homes · kestrelhomes.example

    Builds single-family homes and townhomes in Kane and DuPage counties.

    Homebuilding · Geneva, IL · Employees 112
    Save
  • Larkspur Residential · larkspurres.example

    Leases and manages apartment communities in the western suburbs.

    Property management · Downers Grove, IL · Employees 64
    Save
  • Tamarack Builders · tamarackbuilders.example

    Custom home builder and remodeler serving Kane County.

    Homebuilding · St. Charles, IL · Employees 27
    Save
Fairlane Property Management added
Sample data

Product preview: the Find companies dialog in SunrAI Prospecting. Someone at Prairie Solar types "Property managers and homebuilders in Chicago's west suburbs" and searches. Four sample companies come back, and nothing is added until they save one. They save Fairlane Property Management, and its button changes to "In workspace".

An opener with receipts. Check every field it used.

Open a person you saved and ask for a first line. The draft is built from fields already on the record, and the evidence it used is listed underneath.

  • Evidence on every draftEach field it used is listed with its value. The ones that would improve the draft are named.
  • Only what's on the recordThe line comes from the person and company fields you already have, not from guesses.
  • Yours to editReview and change it before it goes into a sequence step.
People
Renata VossResearching

Director of Operations at Fairlane Property Management

Convert to leadAdd to listEnrol in sequence
Contact
Email
renata.voss@fairlanepm.example
Phone
—
Location
—
Seniority
Director
Company
Fairlane Property Management
Source
Added manually
AssistReview required
Reply triageOpener draft

A first line built only from fields on this record. Review and edit before it goes into a sequence step.

Draft opener
SunrAI AI · review required

Hi Renata, I'm reaching out to Fairlane Property Management about solar. Our record lists the company location as Wheaton, IL. Our record lists the industry as Property management. Our record lists your title as Director of Operations. Would your organization be open to a conversation about whether solar is relevant?

Evidence used: First name: “Renata” · Company: “Fairlane Property Management” · Industry: “Property management” · Company location: “Wheaton, IL” · Job title: “Director of Operations”

Would improve with: Contact location

Sample data

The Assist panel on a sample person, Renata Voss, Director of Operations at Fairlane Property Management. A drafted opener is followed by the evidence used: first name, company, industry, company location and job title. It notes the draft would improve with a contact location.

What your sequences would have sent. Every item is a dry run.

as of nowRun due steps (dry run)
Dry run only. No email is sent, and no mailbox is connected.
Processed 2 enrolments1 email drafted to outbox, 0 tasks created, 1 skipped, 0 finished, 0 stopped.
DraftedToSubjectSequenceStatus
Oct 25, 9:41 AMRenata Vossrenata.voss@fairlanepm.exampleQuick question, RenataProperty managers, west suburbsdry run
Quick question, RenataHi Renata,

I'm reaching out to Fairlane Property Management about solar. Would your organization be open to a conversation about whether solar is relevant?

Prairie Solar
Oct 25, 9:41 AMJoanna Pellno addressQuick question, JoannaProperty managers, west suburbsskipped · no email
Sample data

The Outbox after running due steps as a dry run. A note reads "Dry run only. No email is sent, and no mailbox is connected." One drafted email to Renata Voss is marked dry run and its body is open. A second step, for a person with no email address, is marked skipped, no email.

Drafts, not sends. Everything waits in the Outbox.

A sequence stages each email step as a dry-run draft and turns call and task steps into tasks. No mailbox is connected, so no email or text is sent.

  • Dry run on every email stepDrafts land in the Outbox for you to read. Nothing goes out.
  • Calls and to-dos become tasksThose steps show up in My Tasks for the rep.
  • Skips are on the recordA step with no email address is skipped, and the Outbox says why.

Replies, sorted. With the lines that decided it.

Paste a reply and the assistant picks a category and quotes up to three lines from it. Categories run from Interested and Meeting request to Not now, Referral and Unsubscribe request.

  • Quotes checked against the replyEach highlighted line has to appear in what was actually written.
  • Suggestions, not actionsA next step applies only when a person clicks Apply.
  • Unclear stays with a personWhen a reply is ambiguous, the category is “Unclear: needs a human.”
AssistReview required
Reply triageOpener draft
Paste a reply from this person
It's not a good time for us, since next year's budget is set in December. Circle back in January and I'll take another look.
Classify reply
Not nowSunrAI AI · review required

It's not a good time for us, since next year's budget is set in December. Circle back in January and I'll take another look.

AI suggestion based on the highlighted reply. Review the wording before applying any next step.

Suggested next steps · nothing happens until you apply

Stop 1 active sequenceApply
Set stage to RepliedApply
Create to-do task due in 90 days · Re-engage Renata VossApply
Sample data

Reply triage on a sample reply: "It's not a good time for us, since next year's budget is set in December. Circle back in January and I'll take another look." It is sorted as Not now, with three quoted lines highlighted. Three suggested next steps each wait for a click on Apply.

Convert to lead

Existing leads and customers are checked first. Nothing is created until you confirm.

Renata Vossrenata.voss@fairlanepm.exampleFairlane Property Management · Wheaton, IL
Possible matches
Fairlane Property ManagementCustomer
Wheaton, IL
Same company
Creates one lead for this customer.
None of these. Create a new leadCreates one lead for Renata Voss. No customer is created.
CancelCreate lead

Leads

New2
Renata VossFairlane Property Management
Hollis residenceGeneva, IL
Contacted1
Pritchard duplexAurora, IL
Sample data

The Convert to lead dialog for Renata Voss. A possible match is shown first: the existing customer Fairlane Property Management, matched on company, with the note that converting creates one lead for this customer. Beside it, the new lead appears in the New column of the Leads pipeline.

One pipeline. No duplicate leads.

Convert a person and SunrAI first looks for leads and customers with the same email or company. Then the new lead joins the Leads pipeline the install record runs on.

  • Matches come firstEvery possible match is shown before anything is created.
  • You choose, then confirmLink to a match or create one lead. Nothing happens until you confirm.
  • No customers createdConverting never creates a customer, and a prospect never gets a second lead.

After the lead, the rest of the install.

  • Design Early accessLay out the system from the address. A design links to its lead and its project.
  • Solar CRMKeep every customer's calls, emails and texts on one record.
  • AssistantAsk about any project or customer. It proposes the change and, by default, waits for your approval.

Start with one search.

Sales is in early access for team owners and admins. Tell us you want in, or book a demo.

Request access Book a demo
sunrai

The install ops platform for solar teams.
Founded in 2025 in Chicago.

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