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Description
Stay connected with your customers without the usual complications. Bodhi consolidates all your customer interactions into a single inbox while providing automatic updates throughout the entire project timeline. This approach not only minimizes cancellations but also fosters growth via improved reviews and increased referrals. With a personalized interface for reviews and referrals informed by the latest solar adoption insights, Bodhi empowers you to cultivate organic growth. Monitor your solar fleet seamlessly on one platform, as Bodhi tracks performance across various monitoring systems, ensuring your customers remain engaged and notifying you of any issues promptly. Additionally, Bodhi equips you with the necessary tools to elevate your solar operations and surpass customer expectations. By centralizing communications through text, email, and in-app messages, Bodhi ensures that no customer query goes unanswered. Moreover, with its integration capabilities for your CRM and project management systems, Bodhi provides a customized project tracker that keeps customers informed with automated updates throughout the process. This comprehensive solution not only streamlines communication but also enhances overall operational efficiency.
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
Amazon S3
Yes
Box
Yes
Google
Yes
Huawei Cloud
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
JobNimbus
Yes
Microsoft 365
Yes
Microsoft SharePoint
Yes
Integrations
Amazon S3
No
Box
No
Google
No
Huawei Cloud
No
HubSpot CRM
No
HubSpot Customer Platform
No
Insightly
No
JobNimbus
No
Microsoft 365
No
Microsoft SharePoint
No
Pricing Details
$395 per month
Free Trial
Yes
Free Version
Yes
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
No
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Bodhi
Country
United States
Website
www.bodhi.solar/
Vendor Details
Company Name
eSolarCRM
Founded
2017
Country
India
Website
esolarcrm.com
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
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
