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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 Solar Quotation System?

Create impressive custom quotes for solar and battery solutions in mere minutes with Solar CRM, which boasts advanced roof and Nearmap mapping features. This comprehensive platform streamlines the entire process from lead generation to quoting, order management, and installation, providing seamless oversight throughout. Customize your quotes to reflect your unique style by adding your logo, branding, payment options, and other features. The Solar Quote system operates in the cloud, ensuring security and accessibility via any web browser or mobile device, which enhances its user-friendly design. You can easily manage and locate all your quotes on a centralized platform, making organization a simple task. Getting started is straightforward, allowing you to generate and send your first quote in no time at all. Furthermore, you can transform your ideal quote into a reusable template, achieving the ultimate in sales automation. Visualize your data in a clear and engaging manner while exploring in-depth analytics to gain insightful perspectives on your business's performance. This holistic approach not only simplifies your workflow but also positions you to excel in the ever-evolving solar sector. Embrace this innovative system to ensure you remain competitive and drive your business forward.

Media

Media

Integrations Supported

Xero

Integrations Supported

Xero

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$75 per month
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

Solar Quotation System

Company Location

Australia

Company Website

solarquotationsystem.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

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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