Our Solar CRM Software is designed to enhance customer relationship management for solar energy businesses. It offers comprehensive tools for tracking leads, managing customer interactions, and sales processes. The software provides a centralized platform for storing customer data, scheduling Follow Up, and monitoring sales pipelines.
It includes features like customizable workflows, and detailed analytics to improve sales efficiency and customer satisfaction. With integration capabilities for various solar energy systems , our Solar CRM Software helps businesses streamline operations, enhance customer engagement, and drive growth in the solar energy market.
Losing customers due to forgetting lead follow-up?
Unable to track multiple projects in real-time?
Employees spending too much time on daily administrative tasks?
Unable to get real-time project activity reports?
With the help of lead management feature of our CRM you can save time by assigning the things to sales executive automatically.
Lead capture entails collecting contact info and relevant details from potential customers via websites, social media, events, or campaigns.
Lead tracking involves monitoring and recording lead interactions to gauge their interests, and buying readiness.
Assessing leads based on Authority, Need, Timeline prioritizes efforts on those most likely to convert into customers
The Master Functionality module streamlines solar project management by centralizing critical data. It includes fields for District, Item, Bank details, Terms & condition, sub division etc…... This ensures efficient tracking and management of all project aspects from inquiry to installation and subsidy processing.
The Panel Master is a module within Solar CRM systems designed to centralize and manage all data related to solar panels. It plays a crucial role in streamlining the processes involved in handling solar panels. It includes comprehensive details on panel specifications, Inverter Company,Panel types, Panel watts. This module ensures efficient management of panel-related data.
Personal Information-Name, contact details, role within the organization.
Preferences-User settings, customization options, and interface preferences.
Access Permissions-Levels of access to different features or modules.
Activity History-Record of interactions, tasks
performed, and engagement within the system.
Communication Preferences-Preferred methods of
communication and notifications.
A sales quotation is a formal document from a business to a potential customer, outlining proposed costs, terms, and conditions for products/services. It includes detailed descriptions, pricing breakdown (unit prices, taxes, fees), payment terms, The quotation guides decision-making, clarifies expectations, and provides a basis for negotiation and finalizing sale terms.
Trading Quotation-This type of quotation is used in the context of trading activities where goods sold. It includes details such as item descriptions, quantities, unit prices, terms of sale (like delivery terms and payment conditions), and any applicable taxes or fees.
Residential with Subsidy Quotation-Specifically tailored for residential customers interested in solar installations, this quotation includes costs, terms and conditions related to installing solar rooftop systems with applicable subsidies. It outlines the scope of work, equipment specifications, subsidy details, and payment terms.
Solar Rooftop Quotation-This quotation is focused on providing detailed costs, terms, and conditions for the installation of solar panels on rooftops. It includes descriptions of solar panel types, capacities, installation costs, maintenance agreements, and payment collection. This type of quotation aims to help potential customers understand the full scope and financial implications of adopting solar energy solutions.
sales order in a Solar CRM is a critical tool for managing and documenting the entire sales process, ensuring that all aspects of the transaction are tracked and handled efficiently.
Application-Application refers to the initial submission of a request for products, services, or approvals, which may be in pending status awaiting review or approval before further action is taken.
Access Permissions-Levels of access to different features or modules.
Document verification-Document verification
involves reviewing submitted documents to confirm accuracy, completeness, and compliance with
requirements before proceeding with further steps or approvals. Payment collection -The act of receiving funds
from customers for products or services rendered, ensuring financial transactions are completed
securely. Meter application-After installation, manage meter
application data and process for monitoring devices to ensure operational compliance and functionality.
Our Solar CRM reports functionality provides a comprehensive and user-friendly interface to manage various aspects of your solar business. With features like Total Collection, Payment Pending, Meter Charges, Dispatch List, Installation List, Meter Application, Final Report, and Invoice Report, you can efficiently track and analyse critical data.
These functionalities allow you to monitor key metrics such as kilowatt usage, financial transactions, installation progress, and equipment requirements. By leveraging these detailed and customizable reports, you can make informed decisions, streamline operations, and enhance overall business performance, ensuring a smooth and efficient customer experience.
Fetch all leads from all lead generation sources like websites, Facebook, etc. to manage it from a single screen.
Auto Assign Leads to Appropriate Team and Salesperson based on product/location etc.
Classify your leads in multiple stages for better clarity and tracking, so you can manage them easily.
Personalized activity reminders for each planned task so you do not miss any follow-ups.
Each salesperson can track and manage his pending activity from a single dashboard.
Get your Salesperson’s daily activity and sales reports to Analyze their performance.