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What is solarVis?

solarVis is an all-encompassing platform tailored for the solar and renewable energy sector, empowering businesses to manage all facets of solar sales and project oversight within a single digital ecosystem. The platform encompasses tools for lead generation, project design, feasibility analysis, proposal development, customer relationship management, and installation tracking, facilitating solar companies to improve their workflows from initial customer engagement to installation completion. Key features include a 3D rooftop design tool that enables accurate solar layout planning, a multi-scenario analysis feature that evaluates technical and financial feasibility, and customizable proposal generators that prepare detailed project proposals for clients. Moreover, solarVis includes a materials database alongside bill of materials management, allowing teams to accurately compute costs, assemble equipment packages, and track the components employed during solar installations. This comprehensive solution not only enhances operational efficiency but also ensures that solar companies can successfully execute projects that align with customer expectations and sustainability objectives. By streamlining these processes, solarVis positions itself as an indispensable ally for businesses aiming to thrive in the competitive renewable energy landscape.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

€99 per month
Free Trial Offered?
Free Version

Pricing Information

$69 per user 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

solarVis

Company Location

United States

Company Website

www.solarvis.co

Company Facts

Organization Name

Solar eCRM

Date Founded

2012

Company Location

Australia

Company Website

www.solarecrm.com

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

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

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