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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 Eturnity Solar Expert?

Eturnity software is tailored to assist installers and sales professionals in the field of eco-friendly building solutions, such as solar panels, heat pumps, and electric vehicle charging stations. We provide exceptional support throughout the whole customer acquisition journey and the consultation process with our offerings. By streamlining the initial consultation, Eturnity enhances customer acquisition through effective and efficient proposal preparation. Our clients have the capability to digitize their complete consultation process, from the initial design and planning of the building systems to the finalization of quotes and sales. We are actively seeking sales partners to join our team! Since 2015, Eturnity has proudly served the Swiss market with our software solutions, and we are also attracting more customers from around the world. Our success hinges on having enthusiastic and skilled sales partners who are committed to delivering outstanding service to our clients. If you recognize opportunities in your market, we would love to hear from you!

Media

Media

Integrations Supported

Airteam Fusion Platform
Microsoft Dynamics 365
Pipedrive
Sage 100 Contractor
Salesforce
bexio

Integrations Supported

Airteam Fusion Platform
Microsoft Dynamics 365
Pipedrive
Sage 100 Contractor
Salesforce
bexio

API Availability

Has API

API Availability

Has API

Pricing Information

$45.99 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

eSolarCRM

Date Founded

2017

Company Location

India

Company Website

esolarcrm.com

Company Facts

Organization Name

Eturnity AG

Company Location

Switzerland

Company Website

eturnity.eu/en/home-eng/

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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