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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.
Description
solarVis is a comprehensive platform designed specifically for the solar and renewable energy industry, enabling businesses to oversee every aspect of solar sales and project management within a unified digital framework. The platform integrates features for generating leads, designing projects, conducting feasibility studies, crafting proposals, managing customer relationships, and tracking installation projects, which helps solar companies enhance their processes from the very first customer interaction to the completion of installation. Notable components include a 3D rooftop design feature that allows for precise solar layout creation, a multi-scenario analysis tool that assesses both technical and financial feasibility, and customizable proposal generators that create thorough project proposals for clients. Additionally, solarVis offers a materials database along with bill of materials management, enabling teams to efficiently calculate costs, configure equipment packages, and monitor the components utilized throughout solar installations. This all-in-one solution not only boosts efficiency but also ensures that solar companies can deliver projects that meet customer expectations and sustainability goals effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$45.99 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
€99 per month
Free Trial
Yes
Free Version
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
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
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
eSolarCRM
Founded
2017
Country
India
Website
esolarcrm.com
Vendor Details
Company Name
solarVis
Country
United States
Website
www.solarvis.co
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
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
