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What is Solar eCRM?

Solar eCRM is a comprehensive Customer Relationship Management (CRM) solution designed specifically for the solar industry. This cloud-based platform streamlines workflows through automation, enabling businesses to focus on boosting growth and profitability. Its user-friendly setup allows for quick initiation of automated processes for daily operations within the solar sector. With Solar eCRM, you gain enhanced control over your leads, with all essential information conveniently accessible, ensuring that no potential opportunity is missed. The system streamlines the generation of accurate, detailed quotes for clients promptly, while also offering solar benefit analyses that encompass all related expenses. Orders are managed efficiently, keeping track of customer information, site details, installer data, and product specifications seamlessly. You can easily oversee profit margins using standardized pricing for sales orders and create structured job packs for installers, minimizing installation difficulties. Moreover, it facilitates the efficient lodging and tracking of STC claims, while providing necessary connection and rebate forms to connect installers with clients, fostering a fluid operational process. By implementing Solar eCRM, your business can significantly enhance both efficiency and customer satisfaction, staying competitive in a rapidly evolving market. Ultimately, this platform not only simplifies complex tasks but also empowers businesses to thrive in the solar energy landscape.

What is GeoT*SOL?

GeoT*SOL offers detailed minute-by-minute simulations for heat pump systems, facilitating the evaluation of yearly performance metrics such as the coefficient of performance (COP) and the financial implications tied to their operation. Moreover, these systems can seamlessly integrate with a variety of heat sources, such as gas condensing boilers and solar energy systems. Users have the flexibility to select from multiple operational configurations, including monovalent, monoenergetic, and bivalent modes. The annual performance factor according to VDI 4650 is an important criterion for assessing the effectiveness of different systems. This metric plays a vital role in numerous financial assistance initiatives and regulatory approvals, ensuring compliance with necessary standards. Additionally, GeoT*SOL assesses the financial viability of the system by adhering to the guidelines established by the Federal Association of the Solar Industry (BSW), allowing for a comparison of heat pump expenses against alternative solutions. It also analyzes capital investment and production expenses, including the cost of heating, alongside the modified internal rate of return (MIRR), which factors in both profit margins and reinvestment possibilities. In summary, this tool delivers an exhaustive evaluation that empowers users to make well-informed choices regarding their heating solutions. As a result, it plays a significant role in optimizing both energy efficiency and financial outcomes for users.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per user per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Solar eCRM

Date Founded

2012

Company Location

Australia

Company Website

www.solarecrm.com

Company Facts

Organization Name

Valentin Software

Date Founded

1988

Company Location

Germany

Company Website

valentin-software.com/en/products/geotsol/

Categories and 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

Categories and 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

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