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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
It is crucial for everyone to categorize leads into various stages such as new, cold, hot, and potential to enhance sales efforts. The sales funnel plays a vital role in transforming leads into actual customers. Effectively managing contacts and quotations is essential for consistent follow-ups and timely reminders, ensuring everything is systematically organized. This system provides insights into how many projects are currently in the installation phase and identifies the site managers who communicate effectively. It is imperative to track all progress and the flow of processes, especially regarding installation and compliance with government regulations. Each project requires the submission and processing of government documents for approval, which can be managed efficiently. Every project kicks off with an initial deposit, while the remaining payment is collected upon project completion and once governmental subsidies are released. Solar panels, inverters, and solar systems have a lifespan of approximately 25 years, necessitating regular monitoring and maintenance to ensure they continue to produce efficient power throughout the year. This ongoing oversight is essential for maximizing the return on investment and ensuring the longevity of the solar infrastructure.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$69 per user per month
Free Trial
No
Free Version
No
Pricing Details
$45.99 per user per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
Solar eCRM
Founded
2012
Country
Australia
Website
www.solarecrm.com
Vendor Details
Company Name
eSolarCRM
Founded
2017
Country
India
Website
esolarcrm.com
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
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor 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
