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.
Centralized Reporting
The reporting feature is integrated to streamline your sales process and increase overall productivity:
- The job reports give you a complete picture of the installations in progress.
- The sales reports provide an overview of the current sales and their impact on the sales targets.
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?
- Manage all your leads in a centralized system and gain a better control to the management to monitor orders, sales and revenue.
- Better sales and project tracking to evaluate the areas of improvement.
- Transparency, Project Completion Tracking, and Co-ordination between different departments like the company, branches, sales, inspection and installation team.
- Smooth Automation in day-to-day task allocation and tracking will save time and cost.
Features
Lead & Customer Management
User and Role Management
Job Installation Allotment
Estimation & Invoicing
Notification/Reminder for Users
3rd Party Payment Integration
Ticket Management
Calendar Integration
To Do List
Live Dashboard
Extensive Reporting
Why Us?
Quick Deployment
Customized Solution
24/7 Service
Complete data privacy and security
Improved productivity
Streamlined payment process
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