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ease
features
design
support

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Description

Stay connected with your customers without the usual complications. Bodhi consolidates all your customer interactions into a single inbox while providing automatic updates throughout the entire project timeline. This approach not only minimizes cancellations but also fosters growth via improved reviews and increased referrals. With a personalized interface for reviews and referrals informed by the latest solar adoption insights, Bodhi empowers you to cultivate organic growth. Monitor your solar fleet seamlessly on one platform, as Bodhi tracks performance across various monitoring systems, ensuring your customers remain engaged and notifying you of any issues promptly. Additionally, Bodhi equips you with the necessary tools to elevate your solar operations and surpass customer expectations. By centralizing communications through text, email, and in-app messages, Bodhi ensures that no customer query goes unanswered. Moreover, with its integration capabilities for your CRM and project management systems, Bodhi provides a customized project tracker that keeps customers informed with automated updates throughout the process. This comprehensive solution not only streamlines communication but also enhances overall operational efficiency.

Description

It is crucial for everyone to categorize leads into various stages such as new, cold, hot, and potential to enhance sales efforts. The sales funnel plays a vital role in transforming leads into actual customers. Effectively managing contacts and quotations is essential for consistent follow-ups and timely reminders, ensuring everything is systematically organized. This system provides insights into how many projects are currently in the installation phase and identifies the site managers who communicate effectively. It is imperative to track all progress and the flow of processes, especially regarding installation and compliance with government regulations. Each project requires the submission and processing of government documents for approval, which can be managed efficiently. Every project kicks off with an initial deposit, while the remaining payment is collected upon project completion and once governmental subsidies are released. Solar panels, inverters, and solar systems have a lifespan of approximately 25 years, necessitating regular monitoring and maintenance to ensure they continue to produce efficient power throughout the year. This ongoing oversight is essential for maximizing the return on investment and ensuring the longevity of the solar infrastructure.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google
Google Drive
Huawei Cloud
HubSpot CRM
HubSpot Customer Platform
Insightly
JobNimbus
Microsoft 365
Microsoft SharePoint
Pipedrive
Podio
Quickbase
Salesforce
Sense
SolarEdge Designer
Teamwork Commerce
Trello
Zendesk
monday work management

Integrations

Google
Google Drive
Huawei Cloud
HubSpot CRM
HubSpot Customer Platform
Insightly
JobNimbus
Microsoft 365
Microsoft SharePoint
Pipedrive
Podio
Quickbase
Salesforce
Sense
SolarEdge Designer
Teamwork Commerce
Trello
Zendesk
monday work management

Pricing Details

$395 per month
Free Trial
Free Version

Pricing Details

$45.99 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bodhi

Country

United States

Website

www.bodhi.solar/

Vendor Details

Company Name

eSolarCRM

Founded

2017

Country

India

Website

esolarcrm.com

Product Features

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Alternatives

Alternatives

SolarLogics Reviews

SolarLogics

Logics CRM