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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Effectively managing your solar business is crucial for success. SMARTBoard offers a cutting-edge and user-friendly solution to streamline the operation of your solar company online. The platform is designed to be intelligent, straightforward, and quick to register for. Within just a few minutes, you can create your SMARTBoard account and begin your journey. Following that, you can complete our simple onboarding process to configure your account with ease. With SMARTBoard, you can relax and oversee your solar enterprise effortlessly, making your daily operations significantly more manageable. Embrace the convenience that SMARTBoard brings to your business management.

Description

Generate stunning custom solar and battery quotes in just minutes using Solar CRM, which features roof and Nearmap mapping capabilities. This all-in-one system facilitates management from initial leads through to quotes, orders, and installation, ensuring seamless end-to-end oversight. Tailor your quotes to your specifications by incorporating your logo, branding elements, payment terms, and additional options. The Solar Quote system is cloud-based and secure, requiring only a web browser or mobile device for access, making it incredibly user-friendly. You can efficiently organize and search for all your quotes in a centralized platform. Getting started is a breeze, allowing you to create and dispatch your first quote within moments. Additionally, you can refine your ideal quote into a template, offering the pinnacle of sales automation. Visualize your data in an appealing and comprehensible format while also delving into detailed analytics to uncover valuable insights regarding your business performance. This comprehensive approach ensures you stay ahead in the competitive solar industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Enerflo Yes 
Xero No 
Zapier Yes 

Integrations

Enerflo No 
Xero Yes 
Zapier No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75 per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SMARTBoard

Website

smartboardcrm.com

Vendor Details

Company Name

Solar Quotation System

Country

Australia

Website

solarquotationsystem.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Solar

2D/3D Drawing No 
Analytics / Reporting Yes 
Bill of Materials No 
CMMS No 
Estimating Yes 
Field Service Management Yes 
PV Animation No 
Permitting No 
Preventive Maintenance No 
Proposal Management Yes 
Solar Design No 
Solar Maintenance Management No 
Solar Monitoring No 
Solar Project Management Yes 
Solar Sales / CRM Yes 

Product Features

Solar

2D/3D Drawing No 
Analytics / Reporting No 
Bill of Materials No 
CMMS No 
Estimating Yes 
Field Service Management No 
PV Animation No 
Permitting No 
Preventive Maintenance No 
Proposal Management Yes 
Solar Design No 
Solar Maintenance Management No 
Solar Monitoring No 
Solar Project Management No 
Solar Sales / CRM Yes 

Alternatives

Alternatives

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