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Description
Solar eCRM is an all-encompassing Customer Relationship Management (CRM) system tailored specifically for the solar sector. This cloud-based solution facilitates a completely automated workflow, allowing you to concentrate on enhancing growth and profitability. With its straightforward setup, you can easily initiate the automation of your daily solar business operations using this robust and adaptable platform. Gain superior control over your leads, as all necessary information is readily available at your fingertips, ensuring that you never overlook a potential lead. The system enables you to generate precise, detailed quotes and deliver them to clients without delay, in addition to offering solar benefit analyses that account for all associated costs. Orders are processed seamlessly, maintaining oversight of customer details, site specifics, installer information, and product requirements. You can monitor profit margins using standardized pricing for sales orders, while also creating organized job packs for installers to reduce installation challenges. Additionally, it allows you to lodge and track STC claims efficiently, along with providing connection and rebate forms to bridge the gap between installers and clients, ensuring a smooth operational flow throughout the entire process. Ultimately, Solar eCRM empowers your business to maximize efficiency and customer satisfaction in a competitive market.
Description
SolarEdge Designer is a complimentary online tool designed for solar industry professionals to significantly reduce the costs associated with PV design while creating effective proposals for clients. This robust platform allows users to plan, construct, and verify both residential and commercial SolarEdge systems from the initial concept all the way through to installation, providing a crucial advantage in closing sales. It features a streamlined design process that incorporates numerous automated functions, including stringing, rapid design validation, detection of multiple obstacles, and bulk mapping of Power Optimizer barcodes. Additionally, users can effortlessly export their site layouts to the SolarEdge Monitoring Platform. Create persuasive proposals for customers with in-depth reports and precise energy simulations that have been independently assessed by DNV GL. The detailed financial analysis tools enable accurate predictions of savings on electricity bills and return on investment for system owners. To further captivate potential customers, the platform offers a visually engaging 3D simulation of their project site, enhancing the overall presentation and appeal of the proposals. By utilizing this innovative tool, solar professionals can elevate their sales strategies and improve client satisfaction significantly.
API Access
Has API
No
API Access
Has API
No
Integrations
Bodhi
No
DST Connect
No
Pricing Details
$69 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Solar eCRM
Founded
2012
Country
Australia
Website
www.solarecrm.com
Vendor Details
Company Name
SolarEdge
Founded
2006
Country
Israel
Website
www.solaredge.com/us/products/installer-tools/designer#/
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
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
No
Solar Sales / CRM
Yes
Product Features
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
No
Solar Design
No
Solar Maintenance Management
No
Solar Monitoring
No
Solar Project Management
No
Solar Sales / CRM
No
