Solar CRM - Turn Every Lead into Sales Efficiently
The Solar CRM is the lead and installation management software that helps solar companies to nurture every lead and convert it into sales. This advanced lead management solution ensures that you do not miss on a single opportunity for profit. The situation awareness about the installation progress on every lead gives the sales representatives and administrators control over every internal and external aspect. The built-in job, inventory, and proposal management, and the reporting features make the Solar CRM the best lead management tool for you. This powerful tool automates the lead management process in a time- and cost-effective way.
Easy Lead Management
One portal works effectively for every user level. The dashboard allows administrators to manage the leads, customers, and jobs. The creation of a job, invoice, task, or ticket is effortless. Every lead can be tracked, managed, and converted into sales. Segregations such as branch-level lead status and proposal overview provide you with a one-stop lead management solution. With such details at your fingertips, lead management is super easy.
Effective Asset Management
The distinguishing features for inventory and cost management provide the capability for capacity assessment. The real-time inventory information contributes to a better resource allocation on the ongoing and upcoming tasks. Cost estimations for the goods and installations allow the administrators to cost-effectively scale the inventory and effectively manage the jobs on the to-do list.
The reporting feature is integrated to streamline your sales process and increase overall productivity:
A practical evaluation report allows the user to make changes in the entire process to attain the sales targets efficiently.
Why CRM is Essential for Solar Industry?
Lead & Customer Management
User and Role Management
Job Installation Allotment
Estimation & Invoicing
Notification/Reminder for Users
3rd Party Payment Integration
To Do List
Complete data privacy and security
Streamlined payment process