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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Screenshots View All

No images available

Integrations

Xero Yes 

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 

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