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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.
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
Xero
No
Pricing Details
$75 per month
Billed annually
Free Trial
Yes
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
No
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Solar Quotation System
Country
Australia
Website
solarquotationsystem.com
Vendor Details
Company Name
Logics CRM
Founded
2008
Country
United States
Website
solarlogics.com
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
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