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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Powerlily serves as an integrated solar operating system that consolidates design, proposals, customer relationship management, permitting, field operations, invoicing, and fleet oversight within a unified platform. This system guides customers from initial engagement through design, sales, installation, and ongoing service without the need to recreate the same project across various tools. Teams have the ability to capture and qualify leads, maintain attribution, oversee solar-specific pipelines, and automate follow-ups based on real-time events. The platform's live 3D design feature accommodates roof, ground, carport, and commercial array configurations, incorporating stringing, setbacks, shading considerations, and an extensive 8,760-hour per-panel production simulation. Moreover, its battery analysis capability links usage patterns, tariffs, incentives, and financing options to detailed hour-by-hour storage behavior and overall long-term value. Powerlily also has the capacity to generate editable single-line diagrams, coordinated permit-ready plan sets, customized proposals, e-signatures, invoices, and field schedules from a singular project record, thereby streamlining the entire workflow. This comprehensive approach enhances efficiency and collaboration across all stages of the solar project lifecycle.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bing
Bing Maps
EagleView
Google Cloud Platform
Google Maps
Google Workspace
Nearmap
Zapier

Integrations

Bing
Bing Maps
EagleView
Google Cloud Platform
Google Maps
Google Workspace
Nearmap
Zapier

Pricing Details

$20.83 per month
Free Trial
Free Version

Pricing Details

$69 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Powerlily

Founded

2024

Country

Canada

Website

powerlily.io

Vendor Details

Company Name

Solar eCRM

Founded

2012

Country

Australia

Website

www.solarecrm.com

Product Features

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Alternatives

Alternatives

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