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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Solar eCRM is an all-encompassing Customer Relationship Management (CRM) system tailored specifically for the solar sector. This cloud-based solution facilitates a completely automated workflow, allowing you to concentrate on enhancing growth and profitability. With its straightforward setup, you can easily initiate the automation of your daily solar business operations using this robust and adaptable platform. Gain superior control over your leads, as all necessary information is readily available at your fingertips, ensuring that you never overlook a potential lead. The system enables you to generate precise, detailed quotes and deliver them to clients without delay, in addition to offering solar benefit analyses that account for all associated costs. Orders are processed seamlessly, maintaining oversight of customer details, site specifics, installer information, and product requirements. You can monitor profit margins using standardized pricing for sales orders, while also creating organized job packs for installers to reduce installation challenges. Additionally, it allows you to lodge and track STC claims efficiently, along with providing connection and rebate forms to bridge the gap between installers and clients, ensuring a smooth operational flow throughout the entire process. Ultimately, Solar eCRM empowers your business to maximize efficiency and customer satisfaction in a competitive market.

Description

Photovoltaic systems can vary widely, ranging from small installations on residential rooftops to expansive utility-scale projects. Concentrating Solar Power (CSP) systems are utilized for generating electricity and come in various forms, such as parabolic troughs, power towers, and linear Fresnel designs. Projects often involve power purchase agreements (PPAs) that connect the system to the grid at a designated interconnection point, allowing revenue generation through the sale of electricity. Ownership of these projects can reside with a single entity or involve partnerships that may include flip or leaseback arrangements. Additionally, there are instances of third-party ownership where the solar system is situated on the property of the customer, but the ownership lies with a separate developer who compensates the host for the electricity produced, typically through a PPA or a lease agreement. This model not only facilitates the adoption of solar energy but also provides financial incentives for property owners to invest in renewable energy solutions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Solcast

Integrations

Solcast

Pricing Details

$69 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Solar eCRM

Founded

2012

Country

Australia

Website

www.solarecrm.com

Vendor Details

Company Name

National Renewable Energy Laboratory

Founded

1977

Country

United States

Website

sam.nrel.gov/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Product Features

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

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