Compare the Top Solar Sales Software using the curated list below to find the Best Solar Sales Software for your needs.
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Shape Software
Shape Software
$119 131 RatingsShape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today. -
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Pylon
Pylon
$4 per project 33 RatingsPylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines. -
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CallTools
CallTools
460 RatingsCallTools is an ideal solution for solar sales teams aiming to enhance their outreach, improve contact rates, and increase their sales closures. Our advanced power and predictive dialers enable representatives to engage with more homeowners efficiently, while local presence dialing enhances pickup rates in selected regions. The integrated CRM features allow agents to monitor lead progress, schedule follow-up calls, and take notes—all from a single platform. With MMS-enabled SMS, agents can send image-based follow-ups, perfect for sharing quotes, roof pictures, and appointment reminders. Managers have the capability to oversee live calls, provide real-time coaching to agents, and analyze performance through comprehensive reports. From lead acquisition to final installation coordination, CallTools simplifies the sales workflow and helps your team concentrate on closing deals. Whether you're conducting follow-ups from canvassing, targeting aged leads, or managing inbound requests, CallTools offers the speed, control, and transparency necessary for solar sales teams to thrive. Scalable, compliant, and cloud-based, your solar sales journey begins here. -
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CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.
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Teknovate CRM
Teknovative Solution
$10 1 RatingTeknovate CRM stands out as the premier Sales and Marketing Software for both B2B and B2C sectors in Indian and international markets, facilitating seamless synchronization of customer communications across various business departments. Serving as your personal lead manager, it effectively captures leads from multiple sources, sends introductory emails or SMS to prospects, and keeps you informed about all your ongoing activities. You can oversee various departments within a single organization, including Sales, Marketing, Projects, tasks, Service Tickets, and potentially other teams as well. Our personalized task reminder dashboard ensures you never miss a follow-up, and leads are automatically assigned to the right salesperson based on geographical location or specific product/service needs, allowing for efficient management. By leveraging marketing automation and an auto-follow-up system, you can significantly reduce the time spent on follow-ups. This not only minimizes tedious tasks but also boosts employee performance, enhancing the lead conversion ratio through targeted and consistent follow-ups. Additionally, our advanced BI Reporting dashboard provides real-time insights and comprehensive reports to help you make informed business decisions. With Teknovate CRM, optimizing your sales process has never been easier or more effective. -
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An accurate assessment of solar energy potential is essential during the pre-feasibility stage of a project. In addition to needing reliable results, it is also important for the pre-feasibility analysis to be conducted efficiently. Tools like Solargis's iMaps and pvPlanner enable quick access to dependable solar yield estimates. The latest Prospect tool enhances the precision of these estimates and facilitates smoother collaboration during the solar project development process. Among the various solar databases, Solargis data is recognized for its superior accuracy and reliability, as supported by multiple independent studies. This data has been validated across more than 1000 locations worldwide, with validation statistics for over 180 non-confidential sites available on the validation map. While popular simulation software such as PVsyst offers sophisticated functionalities for system design and energy modeling, it is important to note that the default weather data provided in these tools may lack reliability. Therefore, utilizing validated solar data is key to optimizing project outcomes.
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iGEO is the most specialized software for Pest Control Operators. The PCOs increase the profitability and the automation of all theirs process in a simple way. iGEO is used by almost 1000 Pest Control Operators around the world. We are present in more than 25 countries and is translated to 5 languages. Thank to the feedback of these companies that work with iGEO, we grow continuously with new features every month, totally adapted to this sector. We integrate all new technologies into our software, like smart traps (IoT), augmented reality, Artificial Intelligent (AI), Route Optimization, and much more iGEO is designed to help in all areas of the company: technicians and backoffice. Plus, we offer a Customer Portal, and a Providers Portal with catalog of the main providers. CRM, Routes, GIS, invoicing, warehouse, catalog, technician app, human resources, fleet management, costs and profits, alerts tickets, floor plans, control points... iGEO is in Google's Cloud, so it allows users to work in real time, from anywhere and within any device. iGEO has a "Integration Platform" to help bigger companies for integrate all the necessary data into third party softwares.
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Dynamic proposals, along with integrated document management and next-day turnarounds for CAD and engineering, enhance the sales process, ultimately improving both deal closure rates and overall efficiency. Our solar and roofing software simplifies access to your proposals, enabling quick customization from any location. With features ranging from personalized company branding to integrated lending options directly within the proposals, our software effectively streamlines operations for better deal closure and efficiency. Are your proposals adequately addressing the needs of your sales representatives? In a world that demands rapid responses, consumers expect real-time adjustments. The Solo solar proposal software empowers you to make live changes using our dynamic and interactive features. Our emphasis on speed and precision allows your sales team to request and receive a proposal in mere minutes while engaging with the customer at their home. Additionally, our comprehensive design team collaborates with you to develop a professional proposal template tailored to your specific branding and sales requirements, ensuring that your presentations resonate with potential clients. This level of customization not only enhances the professionalism of your proposals but also increases the likelihood of successful sales outcomes.
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Solar Quotation System
Solar Quotation System
$75 per monthGenerate 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. -
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Ricochet360
Ricochet360
$100.00/month/ user Ricochet360 serves as a comprehensive solution that combines dialer functionality, CRM capabilities, and marketing automation tailored for enterprise-level call centers, as well as sales and customer service teams. By utilizing Ricochet360, teams can expedite the process of contacting leads and securing deals, efficiently oversee all interactions with prospects, manage calls and emails, route inbound phone inquiries, and simplify various marketing and sales activities from a single platform. Additionally, the platform offers extensive customization options, allowing it to align perfectly with a team's unique requirements and financial considerations, enhancing productivity and effectiveness. Ultimately, this versatility makes Ricochet360 a valuable asset for organizations looking to optimize their sales and customer engagement efforts. -
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NOLA AUTOMATION
NOLA AUTOMATION
$30/user The NOLA Automation Software is all-in-one software that allows you to build momentum in your business. You can create schedule campaigns broadcast, in-outbound predictive and SMS 2 WAY voice drop and email. With our software you also have the option to email a link to your prospect that will redirect them to their accounts via an online portal. -
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Solar Labs
The Solar Labs
$39 per monthEnhance customer conversion rates with a sales cycle that utilizes TSL, facilitating the effortless creation of high-performance photovoltaic layouts. By leveraging automation and remote analysis, you can save both time and resources. The platform features an accurate 3D modeling portal that provides detailed shading analysis and automates panel layout design. Users can easily create precise shapes using polygons; the polygon tool allows for straightforward structural design based on models. The dimension tool ensures meticulous measurements, enabling users to click and drag polygons while tapping the tab key to input dimensions. Each sub-array, which is a collection of panels within a designated area, can be individually edited for optimal adaptation to various rooftop configurations, including the ability to adjust the mounting height to meet specific needs. The drag-and-drop functionality simplifies the process further, as users can easily add, delete, or reposition panels within the SolarLabs interface. By simply clicking on the table, panels can be relocated effortlessly to any desired spot on the roof, all while having the 3D view available for a visually guided design experience. This innovative approach streamlines the process of solar system planning and enhances overall design efficiency. -
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HelioScope
Folsom Labs
$79 per monthIntroducing a comprehensive online tool tailored for solar industry professionals that has the capability to transform your proposal creation workflow entirely. With an advanced 3D design engine, reliable energy yield simulations, a thorough financial calculator, and an intuitive drag-and-drop proposal editor, HelioScope enables swift and efficient responses to client inquiries. The platform offers a variety of features including 3D modeling, quick proposal generation, trustworthy simulations, limitless design options, real-time support, single line diagrams, automated CAD exports, one-click sharing, compatibility for systems up to 5 MW, an extensive library of 45,000 components, and global weather coverage along with pan file support. Additionally, HelioScope ensures that solar professionals can efficiently manage their projects while maintaining high standards of accuracy and reliability. -
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OpusFlow
OpusFlow
$89 per user per monthOpusFlow is an all-in-one ERP system for installation companies. OpusFlow is well suited for a wide range of installations such as solar panels, heat pumps, charging stations and more. OpusFlow streamlines operations and captures all business processes so that there is only one system to work in. OpusFlow is a very attractive price point without compromising on performance. The package has the following modules: CRM Customer portal Calculation & Quotation Invoicing Purchase & Stock Planning Dashboarding Project Management Forms Documents Asset management Workflow automations HR PV designer / SolarFlow -
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ARKA 360
ARKA 360
$ 1,699 per yearAfter engaging with hundreds of solar installers, we developed this comprehensive solar platform to seamlessly integrate with your existing workflow, ensuring that you won't need to significantly alter your operations to utilize our software effectively. By transitioning to a digital business model, you can minimize human errors, cut costs, and enhance customer service. Our system encompasses everything from lead generation to site survey data collection, offering much more than a typical CRM. It combines design and CRM capabilities into a single solution tailored for sales professionals to create designs independently. With user-friendly design features and AI assistance, salespeople can efficiently generate stunning proposals that include precise designs, solar and battery energy assessments, and financial details in just minutes. ARKA 360 boasts a robust design studio specifically crafted for technical salespeople and engineers, featuring full 3D design capabilities, precise modeling, and sophisticated analysis tools. This innovative platform not only streamlines processes but also empowers users to elevate their service offerings to clients. -
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PX
PX
PX is the first transparent platform for customer acquisition. It provides a single marketplace where companies can acquire customers from hundreds vetted and sought after sources. The company offers solutions to marketers looking to grow and scale their customer base. It is active in the Home Services and Financial Services industries. PX is an open marketplace for lead exchanges. It connects thousands of publishers and advertisers in an open exchange. We process millions of consumer inquires each month in a variety of industries, including Financial Services, Insurance and Home Security. PX was initially established in ReviMedia as part of ReviMedia's 2010 launch and was launched in 2016. Its headquarters is in New York City. There are also offices in Los Angeles and Odessa in Ukraine. -
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SPOTIO
SPOTIO
You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field. -
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Jigawatt
Jigawatt
$100 per monthJigawatt offers comprehensive sales and management solutions tailored specifically for solar companies, allowing you to generate, oversee, and convert high-quality leads through its integrated solar CRM. With this innovative platform, your prospects will receive an outstanding first impression, while your sales representatives can act quickly to seize opportunities. Cutting-edge web tools are designed to both inform and motivate visitors to consider solar energy, providing you with the means to guide them in their journey. The creators of Jigawatt are seasoned solar industry experts, bringing a wealth of practical knowledge from both fieldwork and corporate environments. The system has proven effective in real-world scenarios, having been implemented within a fully operational and profitable solar enterprise. Additionally, centralized communication enhances your workflow efficiency, eliminating the need to sift through outdated email threads. This streamlined approach not only elevates the customer experience but also empowers your team to perform at their best and drive sales forward. Ultimately, Jigawatt equips you with the necessary tools to transform your solar business into a leading player in the industry. -
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Solargraf
Solargraf
$229 per monthEstablish comprehensive roles and permissions for each member of your team, ranging from account owners to sales representatives and accountants, ensuring that every individual has tailored access to the specific software functionalities they require while restricting access to unnecessary areas. Monitor all of your ongoing projects—be they new, active, or completed—through a user-friendly dashboard that provides an overview of your operations. With a real-time, comprehensive perspective of your account, you can ensure that no detail slips through the cracks. Personalize your proposals by incorporating your company’s branding elements, rearranging or omitting sections as needed, and embedding your logo and cover image to enhance the visual appeal of your quotes. Take advantage of our good, better, best feature to present clients with various product and pricing alternatives within a single proposal, allowing them to easily e-sign the option they prefer. Additionally, streamline the permit application process and engage with homeowners like never before by utilizing our innovative virtual site assessment tool, which enhances remote interactions. This robust suite of features is designed to optimize your workflow and improve client relationships significantly. -
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Sighten
Sighten
$199 per monthSighten is dedicated to empowering those involved in selling, financing, and installing solar energy systems on a daily basis. We take great pride in learning how our clients are experiencing rapid growth and enhanced efficiency thanks to our design, proposal, and sales software. Expand your channel with the only solar software specifically tailored for channel managers and teams operating across multiple states. With our platform, you can effortlessly monitor your entire deal pipeline and maintain clear communication with your partners. Operating without efficient software can result in chaos and significantly restrict your potential for growth and revenue. Without a cohesive platform, you may encounter challenges related to deal transparency, partner interactions, and effectively introducing financing options to your channel, which makes having the right tools essential for success. By leveraging Sighten, you can streamline your operations and maximize your impact in the solar industry. -
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Solar eCRM
Solar eCRM
$69 per user per monthSolar 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. -
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WHSuites
WHSuites
30000It is the best in class in that we can track and manage all our leads from one place. It is open-source and open-source, which means that it can be used by any industry. This includes small businesses, real estate, education, colleges CRM Solutions, Educational Organizations and Pharma CRM. IT companies can also use the LMS lead tracking software. LMS prices are very affordable. Get the customized Lead Management System now! You can stop manually adding leads from different sources. WHSuites comes with an inbuilt feature that allows you to automatically fetch leads from different sources such as Indiamart, PharmaHopers and Leads From Website. WHSuites has an amazing feature that tracks lead activity. This feature allows you to track leads source-wise. You can see which leads are generated from which source. -
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Polis
Polis, Inc.
Enhance your door-to-door initiatives with Polis, an innovative application that transforms D2D outreach by integrating cutting-edge technology, focused data, and premium partnerships. Available on both iOS and Android platforms, Polis offers seven essential features that simplify the management of any D2D campaign. These features encompass automated walk list tracking, the ability to import/export and append prospect lists, efficient data capture and caching, customizable surveys, a directory of canvassers, in-depth canvass analytics, and a poll tracking system. With these capabilities, users can optimize their outreach strategies and improve engagement with potential customers. -
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SolarLogics
Logics CRM
$45.00/month/ user Solar companies can enhance their sales workflow through a comprehensive CRM solution that encompasses every stage from lead management to financial assessments, proposal creation, e-signing, and invoicing. With Solar Logics, users benefit from an integrated solar panel system sizing and cost estimation tool. Recognizing the diversity in calculation methods among installers, Solar Logics enables customization by allowing users to input their specific technical, geographic, and construction parameters into the calculator. Regardless of the number of lenders involved or the locations of clients, this platform facilitates the entry of loan information and incentive details, which are utilized to project both immediate and long-term savings in the generated proposals. Furthermore, Solar Logics crafts detailed solar energy system proposals that include visual aids such as charts and tables, showcasing the electricity expenses prior to and following solar setup, as well as savings, incentives, the anticipated payback duration, and a thorough breakdown of the loan repayment plan. In this way, the solution not only simplifies the process but also enhances the clarity and professionalism of presentations to clients. -
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OpenSolar
OpenSolar
Introducing the most efficient, user-friendly, and precise 3D design software on the market, designed to ensure your proposals are dependable and financially viable, whether in the office or on-site. This tool allows for complete customization of interactive proposals, which can be accessed online or in PDF format. With a proven 24% conversion rate based on extensive sales of tens of thousands of systems through in-person and telephonic interactions, it streamlines the selling process. The seamless integration of your preferred financing options, complete with in-app real-time approvals, simplifies the selling experience significantly. Additionally, the built-in CRM, digital scheduling, instantaneous customer notifications, hardware catalogs, on-demand permitting, and e-signature capabilities enhance your workflow. You can effortlessly link your current CRM and business tools with our industry-leading platform, providing you with the flexibility to operate according to your preferences. Experience a truly customized approach to proposal generation that adapts to your unique business needs while ensuring high efficiency and effectiveness in every sale. -
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SolarNexus
SolarNexus
Time is constantly of the essence in the solar contracting industry. The selection of tools for sales, project design, and execution can significantly determine the success or failure of a business. The SolarNexus software solution enables contractors to work efficiently on a larger scale. Engaging in solar contracting resembles a relay race, where each project involves a rapid succession of tasks. To maintain profitability while expanding, it’s crucial to ensure smooth transitions and effective workflow processes. We offer a comprehensive array of sales and operational tools, complemented by professional services, that empower contractors to enhance their solar enterprises. With our extensive knowledge in solar contracting and enterprise software, we are adept at identifying and addressing inefficiencies that may go unnoticed by others. Additionally, we are committed to helping contractors streamline their operations for sustained growth in this dynamic market. -
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Angaza
Angaza
Angaza offers an extensive array of transformative products and services, boasting more than 50 top-tier pay-as-you-go devices from prominent manufacturers. The platform's flexible architecture adjusts to your interactions, ensuring it remains relevant as you develop your own unique frontend experiences. With a decade of close collaboration with distributors at various growth stages, our solutions and services are meticulously crafted. Our dependable team collaborates with you to discover new possibilities, maximizing the benefits of the Angaza system. You have the flexibility to customize loan criteria and terms, which can include models such as pay-to-own, recurring subscriptions, and pay-to-use options. The Angaza Activator mobile app simplifies the process of creating and approving loan prospects, allowing for efficient management of down payments, direct sales, or installment payments. Secure cash acceptance is facilitated with integrated fraud prevention tools, enabling you to monitor payment histories from a distance while maintaining a high level of security and oversight. This comprehensive approach ensures that you can adapt to changing market demands and customer needs seamlessly. -
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CRMDialer
CRMDialer
$149 per monthUpload your leads and begin making calls using either your own phone numbers or ours via the sales dialer. Our platform includes essential features such as a professional IVR, call recording, and live agent monitoring right from the start, with no need for downloads or additional plugins. Text messages also elicit responses, allowing you to send individual messages or utilize SMS templates for efficient lead follow-ups. You can upload and assign leads to agents, facilitating ongoing calls aligned with specific campaigns and lead sources. Automatically progress through your call lists with sequential dialing to maximize efficiency. By employing call queues, agents receive the most relevant leads and follow-ups effortlessly. We have addressed the challenge of agents not knowing their next call by streamlining the process. Furthermore, agents can swiftly update a lead's status, make notes, schedule follow-ups, and even send tailored emails or text messages during their conversations, enhancing communication and lead management. This comprehensive approach ensures that agents are equipped with all the tools they need to effectively engage with prospects. -
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Enerflo
Enerflo
Enerflo enhances efficiency from lead generation to Permission to Operate (PTO), helping your solar business thrive. As an authentic open platform, we encourage you to integrate your preferred tools and allow Enerflo to unify them all. Rely on our technology, and we will exceed your expectations. Enerflo Sales Core provides your sales representatives with the most cohesive solar sales process available in the market. With one platform and a single login, you can experience a smooth journey throughout the entire solar customer experience. Present us with your toughest contracting challenges, and we will impress you with precise, real-time contract creation, integrated interconnection documents, secure signing, and much more. Designed specifically for the solar sector, our solutions outshine any other signing options. Additionally, with Enerflo’s integrated financing capabilities, sales representatives can avoid the hassle of managing multiple logins for solar finance platforms. Our robust integrations with leading lenders in the industry ensure that quoting, applying, approving, and signing processes are effortlessly streamlined for everyone involved, ultimately simplifying the solar sales experience. -
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SolarPlus
SolarPlus
$2 per prospectSolarPlus is a complete software platform for solar design. It will help you win more solar customers, save time, and maximize your profits. SolarPlus V4 allows you to focus your energy on the most important tasks - such as leading your team, closing deals, and managing all your solar installation admin tasks in one platform. SolarPlus V4 is the future of energy modeling. It allows you to see the entire generation, grid interaction, and demand. SolarPlus helps reduce compliance load by assisting in standard-compliant PV design, and the generation of handover documentation. RoofMap, our innovative panel layout tool, offers unparalleled visualization and layout control. You can choose from a variety of tariff options, or you can create a tariff that suits your customers' billing preferences. You can even compare the current and new tariff recommendations. The tariff structure can include single or time-of use options, as well as block pricing options and maximum demand options. -
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Solar Commission Calculator
Furman Consulting
$10Solar Commission Pro is an effective sales tool that was designed for solar sales professionals. This all-in one platform streamlines commissions management with features such as: Calculate commissions with precision and custom splits. Deal tracking and payment status Monitoring Multiple commission plan management Adder system with flat-rate and per watt additions Complete Customer Information Management Mobile-friendly design for field accessibility Solar sales representatives, contractors and teams that want to manage their deals efficiently and eliminate headaches with commission calculations will love this tool. Securely access your commission data from any device. -
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Aurora Solar
Aurora Solar
Aurora’s cloud-based platform revolutionizes the way solar design, sales, and delivery are approached. By simply providing an address and an electricity bill, Aurora enables users to create comprehensive, precise, and tailored designs for each client, allowing for immediate deal closures. Our mission is to facilitate the implementation of thousands of solar projects weekly, striving to ensure that solar energy is within reach for all individuals. This innovative solution not only streamlines the process but also contributes to a sustainable future for the planet. -
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Eturnity Solar Expert
Eturnity AG
Eturnity software is designed to support installers and salesmen of climate friendly building technologies (photovoltaic/solar, heat pumps, charging stations etc.). We offer excellent support throughout the entire process of customer acquisition and consultation with our products. Eturnity facilitates customer acquisition by offering a first consultation that is highly effective and efficiency in the preparation of offers. Our customer can digitize their entire customer consultation, from initial planning and design of the building system to final compilation of quotes and sales. Eturnity is looking for sales partners! Eturnity has been serving Switzerland since 2015 with its software products. However, it is also inspiring more customers from all over the globe. We rely on highly motivated and competent sales partners to ensure our customers receive the best possible service. Do you see potential in your mar -
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SMARTBoard
SMARTBoard
Effectively managing your solar business is crucial for success. SMARTBoard offers a cutting-edge and user-friendly solution to streamline the operation of your solar company online. The platform is designed to be intelligent, straightforward, and quick to register for. Within just a few minutes, you can create your SMARTBoard account and begin your journey. Following that, you can complete our simple onboarding process to configure your account with ease. With SMARTBoard, you can relax and oversee your solar enterprise effortlessly, making your daily operations significantly more manageable. Embrace the convenience that SMARTBoard brings to your business management. -
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PexaQuote
Pexapark
Solutions Tailored to Different Company Types. Independent Power Producers (IPPs): Discover how we can assist in mitigating your energy-related risks. Funds: Seamlessly oversee cash flow across your comprehensive portfolio. Corporate Offtakers: Learn how we can support you in reaching your sustainability objectives. Developers: Understand the pricing you can expect for your Power Purchase Agreements (PPAs). Utilities: Achieve effective risk management and enhance your energy sales strategy. Banks: Facilitate sound lending choices. Regarding PPAs: Discover how our specialized PPA software and Pexapark professionals can empower you in managing your wind and solar power purchase agreements. Renewable Energy Software also features the PPA Price Reference, which allows you to access pricing and quotes for over 300 PPA products, encompassing onshore wind, offshore wind, and solar, with various commercial structures and tenors available in all significant PPA markets throughout Europe. Additionally, Pexaconnect enables you to forge connections with renewable energy enterprises, allowing for immediate interaction with global buyers and sellers in the renewable sector, as well as legal and commercial advisors, financiers, and other essential industry participants. This platform aims to enhance collaboration and streamline transactions across the renewable energy landscape.
Solar Sales Software Overview
Solar sales software is designed to automate the process of selling solar systems and other solar products. It can be used for applications such as designing and quoting, tracking orders and shipments, managing customer accounts, forecasting sales trends, generating reports, and more.
The core functionality of most solar sales software typically includes customer relationship management (CRM) tools like contact management, lead tracking, appointment scheduling, invoicing and payment processing. These allow users to stay organized when dealing with customers while also helping to increase efficiency and productivity. Many solutions also feature a wide range of analytics tools that show you what’s working best in your business so you can make informed decisions about how to optimize your operations.
Additionally, many solar sales programs include visual design programs that help customers see how their system will look or work before they decide to purchase it. This helps provide an accurate visual representation of the product which can increase customer satisfaction and reduce returns and refunds. Other features may include proposal creation tools that streamline the quote process for both sellers and buyers; automated email marketing capabilities; access to project tracking data across multiple sites; inventory control options; calculator modules for figuring out things like production cost analysis or return on investment (ROI); integrations with third-party platforms such as accounting programs or warehouse management systems; document storage services for storing contract details or product manuals; mobile apps for managing sales from remote locations; custom branding options for creating branded documents or presentations; training modules designed specifically for new employees; search engine optimization (SEO) tools that help boost visibility online; security protections against cyber threats; and much more.
Overall, solar sales software provides businesses with an efficient way to manage all aspects of the solar system sales process — from initial contact through design selection up until installation — in order to maximize profits while providing customers with a better experience overall.
What Are Some Reasons To Use Solar Sales Software?
- Automation of Sales Processes: Solar sales software can automate many aspects of the sales process, including customer data gathering, lead scoring, measuring key performance indicators (KPIs) and producing reports. This makes it easier for solar companies to manage their sales teams and track progress toward desired objectives.
- Cost Savings: Utilizing automated software processes can help solar businesses reduce overhead costs related to labor and resources needed for manual processes such as manually tracking leads or entering customer data into a spreadsheet.
- Enhanced Transparency: With properly implemented solar sales software, all team members can access real-time information on lead conversions and customer trends across the entire organization from any location with an internet connection. This ensures everyone is working with up-to-date accurate data at all times, which helps streamline decision making in terms of product pricing, resource allocation and more.
- Scalability: Solar sales software allows solar companies to easily scale up or down their operations as market conditions change without needing to make major investments in additional personnel or IT infrastructure support services. It also enables geographically dispersed teams to collaborate more effectively when dealing with customers from different regions or countries around the world via cloud computing platforms that are part of most modern automation systems today .
- Improved Analytics Insight: Solar sale software provides valuable insights into how well campaigns are performing by tracking KPIs like conversion rates, revenue per lead (RPL), total sales generated etc., allowing managers to quickly identify opportunities for improvement or areas where additional resources may be required if goals aren’t being reached as expected due to changes in market conditions or other external factors outside of their control that affect demand patterns over time.
The Importance of Solar Sales Software
Solar sales software is an invaluable tool for businesses looking to increase their efficiency, streamline their operations, and maximize their profits. With the rise of renewable energy sources, solar sales software can help companies realize the potential of these new technologies in a way that traditional tools could not.
For starters, solar sales software provides automated tracking and analytics for individual customer interactions. Businesses can gain insights into which promotions are working best for each customer segment as well as overall trends within the industry. This allows them to identify any areas where they may be missing out on potential income and helps them craft more relevant marketing messages that will ultimately drive greater success. Additionally, this kind of data-driven insight also helps them better understand how solar technology works from user feedback, tailoring better solutions based on what’s actually needed in the market.
From a workflow perspective, solar sales software offers faster and more efficient quote generation – something that’s especially important when dealing with customers who have limited time. Automated workflows eliminate manual effort associated with filling out paperwork and calculating installation costs which can save time as well as resources while providing customers with accurate estimates without having to wait around. This lets businesses move quickly when it matters most and make sure they get paid sooner rather than later.
Finally, solar sales software is an important tool for managing customer relationships. Integrations with third-party services and APIs give businesses the ability to monitor customer satisfaction in real-time, allowing them to address any issues or grievances as soon as they arise. This kind of feedback will help businesses quickly identify potential areas of improvement, helping them get closer to their target audience and ultimately leading to greater success with the entire sales process.
In summary, solar sales software is a must-have tool for any organization in this field that wants to stay ahead of the competition and maximize its returns on investment. With its suite of automated tools, enhanced insights into customer data, faster quote generation capabilities, and improved customer relations management capabilities, solar sales software can be a powerful asset for companies looking to keep up with industry trends while providing superior service.
Solar Sales Software Features
- Lead Management: Solar sales software provides tools to help manage leads throughout the sales process, from initial contact to closing the sale. The lead management system stores customer data, tracks contacts and interactions with customers, and automates workflow processes related to leads. This helps maximize efficiency when managing a large number of potential customers.
- Comparison Shopping Analysis: Solar sales software allows users to compare multiple products at once in order to find the best option for their needs. The comparison feature offers insight into pricing, advantages/disadvantages of each product and allows clients to make an educated decision quickly and efficiently.
- Analytics Dashboard: A powerful analytics dashboard is included on most solar sales software solutions that allow users to track key performance metrics like average purchase size, cost per acquired customer, return on investment (ROI) analysis, conversion rates and more over time so as to be able identify trends or areas of improvement in order optimize marketing efforts.
- Quoting Tools: Solar sales software provides powerful quoting tools which enable solar companies quickly generate quotes for their potential customers based on what kind of equipment they’re looking for as well as location specific factors (e.g., local tax incentives). These snippets can be customized based the client’s needs or preferences making them easily tailored regardless of how complex the project or solution may be.
- Automated Email Campaigns: Most solar sales platforms have automated email campaigns built into them where users can create templates that include personalized messages sent out either before or after events such as follow-up emails after receiving a quote request etc ensuring that every prospective customer is being kept up-to-date with information regarding any new projects they are interested in relevant updates with the hope of converting them into loyal paying customers in due time..
- Customer Relationship Management (CRM): Integrated CRM systems allow administrators view all existing contacts within one simple user interface helping them build better relationships by tracking customer activities & interactions over time while providing insights into each prospect's behaviour which can then be employed strategically when planning future marketing strategies or even reaching out with new offers.
Types of Users That Can Benefit From Solar Sales Software
- Solar Installers: Solar installers can benefit from solar sales software by using the program to accurately estimate customer quotes, access cloud storage for data, manage customer accounts and stay organized with project tracking.
- Solar Designers: Solar designers can utilize the features of solar sales software to effectively create detailed designs for roof top or free-standing systems, customize portfolio options for clients, generate templates according to customer preferences and calculate energy production estimates quickly.
- Sales Teams: Solar sales teams will benefit from solar sales software by having a comprehensive CRM system that helps close deals faster, making it easier to track leads and follow up with customers, providing easy access to inventory levels and creating an automated proposal workflow.
- Accounting Professionals: Accounting professionals can leverage the benefits of solar sales software by accessing real time financial reports and analytics on their organization's finances in order to make more informed decisions regarding operations. The programs also help streamline tax credit applications as well as provide insight into cash flow patterns.
- Solar Business Owners: Solar business owners are given total control over their operation when leveraging solar sales software as they have full transparency into every aspect of their company’s performance including employees’ activity logs, task statuses and client communication review reports. This allows owners to gauge the efficiency of projects while managing day-to-day activities more proficiently.
How Much Does Solar Sales Software Cost?
The cost of solar sales software can vary greatly depending on the features and functionality you need. Many solutions offer basic versions that are free or have a low-cost entry point, while more robust applications may require an enterprise license with a much steeper price tag.
For most users, the costs associated with solar sales software will depend on the number of users and features included in their subscription. For example, some systems may offer customer onboarding processes for $10 per user per month, while others offer asset performance analytics at $20-40+ per user per month. These figures can be further modified according to any discounts or promotions offered by the vendor.
Lastly, many vendors allow customers to customize their solutions and provide support services to ensure they get the most out of their purchase. Usually these fees are charged as hourly rates but are sometimes bundled into a package deal including additional features and reporting options. All in all, a good estimate for what one could expect to pay for solar sales software is somewhere between $500-$5000 upfront depending on your specific requirements and needs.
Risks To Be Aware of Regarding Solar Sales Software
- Data Loss or Theft: Sensitive customer data, such as financial information or personal identification, can be exposed and compromised if the software is not properly secured.
- Security Weaknesses: If the software does not have adequate security measures in place such as multi-factor authentication and encryption, an unauthorized individual may gain access to sensitive data.
- Compatibility Issues: If the solar sales software is not compatible with your organization’s existing systems, this could lead to errors or inefficiencies in business processes.
- Poor User Experience: If the user interface of the software is confusing or difficult to navigate, it can hinder productivity and deter customers from using your services.
- Malfunctioning Software: Without regular maintenance and updates, the solar sales software can become unstable and cause a disruption of service.
What Software Can Integrate with Solar Sales Software?
Solar sales software can integrate with many different types of software. Accounting and bookkeeping software such as QuickBooks, Xero, and MYOB are common integrations so you can track customers’ financial transactions more easily. Customer Relationship Management (CRM) systems like Pipedrive, Salesforce, Zoho CRM can be integrated to help build stronger relationships with customers by tracking customer inquiries and visits. Online payment services like Stripe, PayPal, and Square enable secure payments for solar products. Finally, marketing automation tools such as Mailchimp and Hubspot allow automated messaging campaigns or targeted email blasts to reach out to potential customers. This integration ensures that your sales process is streamlined and efficient.
What Are Some Questions To Ask When Considering Solar Sales Software?
- What features does the solar sales software offer?
- How user-friendly is the software, and how quickly can users get up and running?
- Does the software allow customization of data fields, or are they pre-set?
- How secure is the software? What measures are taken to ensure data privacy and security?
- Does the solar sales software support mobile devices such as smartphones or tablets?
- Are there any additional costs associated with using this software, such as maintenance fees or training costs?
- Does the provider offer customer support should any issues arise while using their software? If so, what type of support do they provide (e.g., telephone, email)?
- Is there an option for a free trial period so you can test out the product before committing to purchase it?