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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
Welp CRM is a dynamic platform seamlessly integrated with the applications you utilize daily. It is meticulously crafted to support sales teams of any scale by consolidating information across various domains such as marketing, post-sales, analytics, and business intelligence, all within one comprehensive tool. This adaptable and multifaceted solution ensures that your team can concentrate on sales by bringing together data from all departments onto one accessible platform, usable from both desktop and mobile devices. The features and workflows can be tailored to fit your specific requirements. Geared towards companies and organizations that prioritize innovation, growth, and continuous business improvement, Welp facilitates effective management of sales, relationships, and contacts effortlessly. Additionally, you will have access to a dedicated consultant who is available to address inquiries and provide support through email and phone communication. With Welp CRM, enhancing your sales strategy becomes a streamlined process that empowers your team to achieve their goals.
API Access
Has API
No
API Access
Has API
No
Integrations
ARXivar
No
Amazon QuickSight
No
Amazon S3
No
Amazon Web Services (AWS)
No
Dropbox
No
Epicor CRM
No
Facebook
No
Google Calendar
No
Google Drive
No
Mago ERP
No
Integrations
ARXivar
Yes
Amazon QuickSight
Yes
Amazon S3
Yes
Amazon Web Services (AWS)
Yes
Dropbox
Yes
Epicor CRM
Yes
Facebook
Yes
Google Calendar
Yes
Google Drive
Yes
Mago ERP
Yes
Pricing Details
$69 per user per month
Free Trial
No
Free Version
No
Pricing Details
€35 per user per month
Free Trial
No
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
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Solar eCRM
Founded
2012
Country
Australia
Website
www.solarecrm.com
Vendor Details
Company Name
Welp CRM
Founded
2015
Country
Italy
Website
welpapp.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
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
