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Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$15 per month
Free Trial
No
Free Version
No
Pricing Details
$45.00/month/user
Free Trial
Yes
Free Version
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
No
Calendar Management
Yes
Chat / Messaging
No
Contact Management
No
Content Management
Yes
Document Management
Yes
Project Management
No
Real Time Editing
Yes
Task Management
No
Version Control
Yes
Video Conferencing
Yes
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
Yes
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Solar
2D/3D Drawing
No
Analytics / Reporting
No
Bill of Materials
No
CMMS
No
Estimating
No
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
Yes
Solar Sales / CRM
Yes