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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 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
Integrations
Xero
Pricing Details
$75 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
Solar Quotation System
Country
Australia
Website
solarquotationsystem.com
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