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What is SolarLogics?

Solar companies can significantly improve their sales processes by implementing a holistic CRM system that covers all aspects from managing leads to conducting financial evaluations, creating proposals, facilitating e-signatures, and handling invoicing. With Solar Logics, users gain access to an integrated tool designed for sizing solar panel systems and estimating costs effectively. Acknowledging the varied calculation techniques used by different installers, Solar Logics allows for tailored adjustments by enabling users to enter their unique technical, geographic, and construction specifications into the estimation tool. No matter how many lenders are involved or where clients are located, this platform streamlines the process of entering loan information and incentive details, which helps in forecasting both immediate and long-term savings reflected in the proposals. Additionally, Solar Logics produces comprehensive solar energy system proposals enriched with visual elements like charts and tables, illustrating electricity costs before and after solar installation, as well as detailing savings, incentives, expected payback periods, and an in-depth loan repayment breakdown. This comprehensive solution not only simplifies various tasks but also elevates the professionalism and clarity of client presentations, making it easier for companies to communicate the benefits of their offerings. By improving the overall presentation quality, users can foster greater trust and understanding with their clients, ultimately driving more sales.

What is Solo?

Dynamic proposals, paired with a comprehensive document management system and next-day turnarounds for CAD and engineering, significantly enrich the sales process, leading to improved deal closure rates and enhanced overall efficiency. Our solar and roofing software facilitates effortless access to your proposals, allowing for rapid customization regardless of location. With capabilities that include tailored company branding and integrated financing options directly within the proposals, our software effectively optimizes operations for greater deal closure and efficiency. Are your proposals sufficiently catering to the needs of your sales staff? In an era where quick responses are paramount, consumers anticipate real-time adjustments. The Solo solar proposal software empowers you to implement live changes through our dynamic and interactive features. By prioritizing speed and accuracy, your sales team can request and receive a proposal in just a few minutes while engaging directly with the customer in their home. Furthermore, our dedicated design team works alongside you to create a professional proposal template that aligns with your unique branding and sales goals, ensuring your presentations resonate with potential clients. This extensive level of customization not only elevates the professionalism of your proposals but also significantly enhances the chances of achieving successful sales outcomes, ultimately driving growth for your business. Embracing these innovations positions you to stay ahead in a competitive market.

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Integrations Supported

Docusign
Enerflo
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
SmartCallz

Integrations Supported

Docusign
Enerflo
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
SmartCallz

API Availability

Has API

API Availability

Has API

Pricing Information

$45.00/month/user
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

Logics CRM

Date Founded

2008

Company Location

United States

Company Website

solarlogics.com

Company Facts

Organization Name

Solo

Date Founded

2018

Company Location

United States

Company Website

gosolo.io

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order 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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