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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 Solar?

Drawing on its vast knowledge in asset financing, Copernicus has launched Solar, a holistic web-based platform dedicated to asset finance. This cutting-edge solution offers an array of functionalities including CRM, Pricing, Credit Review, Administration, Accounting, Portals, and Reporting, enabling organizations to manage their processes comprehensively from inception to completion. Solar is equipped with sophisticated decision-making and credit scoring features, supported by a powerful calculation engine. The platform excels in managing pricing, income, variable rates, settlement calculations, and other critical components, ensuring accuracy throughout the contract lifecycle. The resilience of Solar is highlighted by its capability to manage various payment structures and multiple drawdowns without hassle. Furthermore, it skillfully tackles intricate cash flow scenarios by integrating factors such as commissions, maintenance fees, and insurance expenses. Beyond serving as an intelligent management tool for financial services, Solar's adaptable features also boost marketing strategies, making it an essential resource for enterprises. With Solar in their arsenal, businesses gain the capability to proficiently navigate the intricate world of asset finance and significantly enhance their operational effectiveness. This positions them to not only succeed in their financial endeavors but also to stay ahead of industry trends and competition.

Media

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Media

Integrations Supported

AutoGrid
FPS GOLD Banking Software

Integrations Supported

AutoGrid
FPS GOLD Banking Software

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

Copernicus

Company Location

United Kingdom

Company Website

www.copernicus.co.uk/ProductsServices.html

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

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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