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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

The revised sales presentation, the most recent marketing materials, and the essential sales proposal are all readily accessible in the document cloud for various teams, including marketing, sales, support, business partners, and clients, whether they are nearby or across the world. ShareMethods® offers a centralized and secure approach to document management and sharing that is available 24/7. By utilizing ShareMethods’ on-demand solutions, organizations can significantly reduce time, costs, and stress while simultaneously increasing revenue and profit. Gone are the days of dealing with cumbersome emails cluttered with attachments and navigating through overly complex and expensive software. ShareMethods provides an affordable and user-friendly platform that incorporates many features commonly found in enterprise-level products, but without the burdensome deployment process or high expenses. There exists a gap between intricate, costly document management systems and simpler collaboration tools that lack the necessary functionality, making ShareMethods a valuable solution in today’s business environment. This makes it an ideal choice for organizations seeking efficiency without sacrificing capability.

Description

Solar companies can enhance their sales workflow through a comprehensive CRM solution that encompasses every stage from lead management to financial assessments, proposal creation, e-signing, and invoicing. With Solar Logics, users benefit from an integrated solar panel system sizing and cost estimation tool. Recognizing the diversity in calculation methods among installers, Solar Logics enables customization by allowing users to input their specific technical, geographic, and construction parameters into the calculator. Regardless of the number of lenders involved or the locations of clients, this platform facilitates the entry of loan information and incentive details, which are utilized to project both immediate and long-term savings in the generated proposals. Furthermore, Solar Logics crafts detailed solar energy system proposals that include visual aids such as charts and tables, showcasing the electricity expenses prior to and following solar setup, as well as savings, incentives, the anticipated payback duration, and a thorough breakdown of the loan repayment plan. In this way, the solution not only simplifies the process but also enhances the clarity and professionalism of presentations to clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$15 per month
Free Trial
Free Version

Pricing Details

$45.00/month/user
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

ShareMethods

Founded

2003

Country

United States

Website

www.sharemethods.com

Vendor Details

Company Name

Logics CRM

Founded

2008

Country

United States

Website

solarlogics.com

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

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