Solar CRM provides specialized management software for solar companies, streamlining the sales lifecycle from lead to order. While some of its advanced customization features can be complex for beginners, its pre-configured solar workflow and responsive support make it a compelling choice for small businesses.
Solar CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Solar CRM?
Solar CRM is a specialized customer relationshiop management (CRM) software designed for small and medium rooftop solar installers seeking to organize their operations on a single platform. It delivers key industry solutions, offering a pre-configured yet customizable sales process, tools for creating custom proposals, and financial forecasting capabilities. By centralizing lead management and sales pipeline tracking, the software enables businesses to minimize lost opportunities, enhance team efficiency, and manage the entire customer journey, from initial contact to project completion.
Solar CRM Pricing
Solar CRM cost offers multiple tiers, including:
- Starter Plan: $45/month
- Pro Plan: $95/month
- Growth Plan: $195/month
Disclaimer: The pricing is subject to change.
Solar CRM Integrations
Who Is Solar CRM For?
Solar CRM is ideal for a wide range of solar sectors, including:
- Rooftop solar installers
- Small to medium-sized solar businesses
- Renewable energy sales teams
Is Solar CRM Right For You?
Solar CRM is a strong fit for small or medium-sized solar businesses seeking a straightforward way to digitize their sales process. Its standout appeal is its pre-configured solar workflow, which eliminates the complexity of generic CRMs and allows for rapid deployment. Its ability to generate fully customized proposals with pricing calculations helps accelerate the sales cycle. The system also sends automated email alerts to keep team members informed of progress and required actions, enhancing overall efficiency.
Is Solar CRM the right fit for you? For further assistance, please get in touch with our customer support team at (661) 384-7070.
Solar CRM Features
This feature provides end-to-end tracking of your solar sales pipeline from a single, centralized dashboard. It helps organize all leads and monitor important sales activities to minimize leakage and ensure that no potential customer is overlooked during the process.
See How It WorksThe software provides a pre-configured sales process tailored for the solar industry, guiding teams from lead capture to final order. This structured workflow, which includes stages like site survey and proposal generation, is fully customizable to align with your company's specific operational methods.
See How It WorksGenerate professional, branded proposals quickly using customizable templates. The system enables you to incorporate pricing calculations, standard terms and conditions, and financial forecasting, streamlining a critical part of the sales cycle and delivering quotes to clients faster.
See How It WorksThe platform features automated workflows to manage key stages, including site surveys and design approvals. It sends regular email alerts to keep team members informed of project progress and required actions, which helps enhance overall team efficiency and reduce delays.
See How It WorksGain real-time visibility into your sales funnel and team performance. This feature enables managers to monitor the entire sales process, track all key activities, identify potential bottlenecks, and assist the team in improving its effectiveness and closing more deals.
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