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What is eSolarCRM?

It's essential for businesses to classify leads into distinct categories like new, cold, hot, and potential to optimize sales strategies. The sales funnel is instrumental in converting these leads into real customers. Properly handling contacts and quotations is vital for maintaining regular follow-ups and sending timely reminders, thereby keeping everything well-organized. This structured approach offers valuable insights into the number of projects in the installation stage and highlights the site managers who maintain effective communication. Tracking progress and the workflow of processes is critical, particularly in terms of installation and adherence to government regulations. Each project necessitates the submission of government documents for approval, which can be navigated efficiently. Typically, a project begins with an initial deposit, while the remaining payment is secured upon completion and after the release of government subsidies. Solar panels, inverters, and solar systems are designed to last around 25 years, making ongoing monitoring and maintenance vital to ensure they continue to deliver optimal energy output throughout their lifespan. This continuous oversight not only maximizes return on investment but also guarantees the durability of the solar infrastructure, allowing for sustainable energy production for many years to come. Therefore, investing in a robust management system can significantly enhance the effectiveness of solar energy projects.

What is Bodhi?

Keep your clients updated without unnecessary hassle. Bodhi integrates all customer communications into a single, user-friendly inbox, guaranteeing that they receive automatic notifications throughout every stage of their project. This efficient system not only reduces the likelihood of cancellations but also encourages natural growth through enhanced reviews and increased referrals. By leveraging the latest insights on solar adoption, Bodhi provides a personalized interface for managing client feedback and suggestions. Moreover, it facilitates easy monitoring of your solar fleet in one centralized location, offering insights from various monitoring platforms that keep clients engaged and promptly alerting you to any performance issues. With Bodhi, you gain essential tools to streamline your solar operations and consistently exceed customer expectations. It also aggregates communications from text, email, and in-app messages, ensuring that no client query is overlooked. In addition, Bodhi integrates smoothly with your CRM and project management software, equipping clients with a customized project tracker and automatic updates to enrich their experience. This holistic approach not only simplifies your workflow but also fortifies customer relationships, laying the groundwork for enduring success while also enhancing team collaboration.

Media

Media

Integrations Supported

Box
Google Drive
HubSpot CRM
HubSpot Customer Platform
Insightly
JobNimbus
Microsoft 365
Microsoft SharePoint
Pipedrive
Podio
Quickbase
Salesforce
Sense
SolarEdge Designer
Teamwork Commerce
Trello
Zendesk
Zoho CRM
monday work management

Integrations Supported

Box
Google Drive
HubSpot CRM
HubSpot Customer Platform
Insightly
JobNimbus
Microsoft 365
Microsoft SharePoint
Pipedrive
Podio
Quickbase
Salesforce
Sense
SolarEdge Designer
Teamwork Commerce
Trello
Zendesk
Zoho CRM
monday work management

API Availability

Has API

API Availability

Has API

Pricing Information

$45.99 per user per month
Free Trial Offered?
Free Version

Pricing Information

$395 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

eSolarCRM

Date Founded

2017

Company Location

India

Company Website

esolarcrm.com

Company Facts

Organization Name

Bodhi

Company Location

United States

Company Website

www.bodhi.solar/

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor 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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