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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 Smart Field CMMS?

Smart Field Forms offers a flexible solution that can be customized to meet the needs of various industries. Businesses looking to manage remote teams or oversee field assets, as well as those aiming to eliminate paper usage, can take significant advantage of this platform's extensive features. With functionalities dedicated to Asset and Work Order management, users can improve the maintenance of solar installations, resulting in enhanced operational efficiency and increased profitability. The platform's capacity to generate real-time maintenance updates ensures that work orders can be assigned to field teams without any hassle. Additionally, it supports the upkeep of wind turbines through an organized Asset registry and structured Work Orders. Preventive maintenance scheduling is made straightforward, allowing teams to quickly address inspection reports by assigning relevant tasks. Moreover, the system is designed to facilitate thorough inspections of locations, vehicles, and equipment, which aids in meticulous tracking of incident reports. Users have the ability to document inspections and incidents with detailed photographs and specific location information, thus improving the management workflow. The seamless integration of preventive maintenance scheduling further guarantees the smooth operation of all processes, ultimately leading to more successful outcomes. As a result, organizations can achieve both efficiency and reliability in their field operations.

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 Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Smart Field CMMS

Date Founded

2017

Company Location

United States

Company Website

www.smartfieldcmms.com

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

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

CMMS

Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor 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

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