Rapidly expand your solar footprint

The clean tech energy space is buzzing with competition. Retaining customers, earning trust and ensuring business growth necessitates a responsive customer service framework. Your green push gets a boost with a clean tech-oriented CRM solution – Solar CRM. Preparing proposals, winning deals, tracking projects and delighting customers is a breeze. Solar CRM integrates Sales, Project, Implementation, Billing and Service functions, along with third party apps. 

Start Free Trial

Solar CRM Features

Lead Generation to Deals

Generate, target and qualify leads with Solar CRM. Salesmen can fix appointments using in-built calendar and workflow. Sales support can add field data  on-the-go and convert leads into deals quickly. 

Quotes to Contracts

Estimate and prepare accurate quotes by working with user-friendly templates in Solar CRM   Office teams can incorporate sales data and develop effective proposals and close contracts efficiently.

Projects to Satisfaction

Once the contract is approved, the project team can instantly assign installers for the implementation. Client and project mangers can track and monitor the progress of the installation with Solar CRM. Manage projects and keep customers happy.

Data to Reports 

Derive actionable insights on sales performance, project installations, customer feedback to rapidly expand your solar business. Spot issues, track sales and gain project visibility to improve business performance and profitability with Solar CRM .

Solar CRM is built to drive sales and revenues

Generate leads, convert and implement more projects to get higher ROI, while helping to reduce the carbon footprint. Say goodbye to spreadsheets and manual calculations, welcome an automated world. Solar CRM's intellisense, automatically updates deal-specific information for quick access by sales and project teams.  Further, it provides latest data on inventory levels of PV Panels, batteries and inverters, which aid project and customer service teams to update customers or monitor installation progress.

Solar CRM Benefits

Book Deals

Maps all tasks required to close deals on the go. Sales teams technical guides, pricing and sales scripts to make effective sales calls.

Reduce Costs

Automating routine tasks, saves time and costs. Information sharing is fast and easy. Reducing stress and operational follow ups.

Earn Customer Loyalty

Keep customers updated on every stage of the installation and provide useful tips for effective energy savings. 

Project Management

Job orders are generated instantly, enabling project teams to plan and assign implementation teams for quicker and successful outcomes.

Increase Sales

 Sales Managers can draw up sales schedules and plan campaigns based on past interactions, conversion rates and lead status

Insights

Intuitive dashboards, reports, trends update management on status of orders, installations and revenue generation. For quick actions.

Help your team manage and scale the business
Find, Win and Retain Customers   |   Super-charge Project Teams   |   Analytics for Decision-Making                                                 
Call +61 2 8001 6649
 or Email quote@solarcrm.co 

Request A Demo