Complete control over your business operations
Automated, Integrated
and Dependable
SOLARCRM™, a product tailored to your industry. Designed based on strong domain knowledge, the framework has been built after analysing core business processes. Modules are built to simplify and automate routine tasks and record information in structured format. Features specific to Solar business makes it the right choice for creating robust platform for your business growth. Facility to segment based on types of customers and market new products as per suitability. With increasing competition to acquire qualified leads, the product leaves you with more time to concentrate on your core business - acquire and deliver your solar installation projects on-time.
SOLARCRM™ Features
Facility to ensure higher conversion rate
SOLARCRM has the facility to capture enquiries, maintain database for these contacts and monitor these leads and track progress. Lead management module enables you to exercise the criteria you define, for managing your lead process. robust Lead tracking mechanism help the team members to do follow-ups on time. Prospects can be reached through a call from representative or also through automated messages. escalations for inactivity within the team and delays in reaching back to the customers can be highlighted in the system, to ensure that the business is not affected.
Make your Sales Opportunities Clear. SOLARCRM brings new prospects as well as helps you identify what to to offer to an existing client, additional products or services.Enables you to forge a strong connection with your installer partners
Capture details about certificates and licensing information to be shared with Installer partners.
SOLARCRM facilitates quick and smooth flow of information exchange between installer partners and sales representatives.
Engage installation partners with fast and accurate information to ensure enable them to execute quick and error-free installation. Quick and easy access to your data free of redundancy, ambiguity and inaccuracy.
Easy Invoicing
SOLARCRM enables simplifies, easy process of invoicing.Practice One-Click invoice for your customers. Maintain records of Down payments as well as advance receipts. Monitor weelky and monthly payments. Facilitate split-payments options for your customers based on multiple payment methods like Checks, Bank, EFT.
Track supplier and vendor invoices and settle through ontime payments. Easy payment processing with facility to capture credit card details and processing to accounts.
End to end process visibility
With SOLARCRM, customise your own workflows, determise escalation rules as per customised criteria that is right for your business needs and size of operations. Apply automation processes to routine tasks and followups to ensure ontime completion of projects. Facility to segregate information available and accessible for different rules in company through proper authorisations.
Complete transparency and visibility of every step of installation project to management teams. Macro and micro reporting levels through options of DashBoards, Exceptions and customer reporting. Flexibility of designing reporting structure suitable to your needs.
Quotes, Contracts
Estimate and prepare accurate quotes and elaborate proposals in quick time assisted by pre-defined templates and forms. If required, master data can be modified to suit individual needs. At the back-end SOLARCRM enables storing and generating quick quotes with seamless integration with the core accounting software. The sales support team can prepare winnable proposals and draft contracts by factoring energy consumption, battery capacity and storage parameters.
Business Management Tool tailored for small and large Solar Businesses
