SOLAR CRM

Our Solar Software is Enterprise standard End to End Customer Relationship Management system that is designed especially for the Solar Business in Australia.
  • JOB
  • LEAD CAPTURE
  • E-QUOTE
  • INVOICE
  • INSTALLATION
  • PAYMENT
  • DOCUMENTATION
Send your solar panel installation proposal to your clients from anywhere and anytime

Our Solar Software  is Enterprise standard End to End Customer Relationship Management system that is designed especially for the Solar Business in Australia.

Never lose track of sales and performance metrics, even while you are away. From Cloud solution , to blended dashboards, our application ensure you are always ahead of the curve.

Unlike any other system we have designed it with Simplicity and high security and more robust solution. From one place you can monitor the operation of business “From Capturing the leads till the completion of Installation” irrespective of the location.

A simplified report on Installation, Financial analysis is generated instantly in the graphical presentation to identify bottlenecks and improve the revenue.

Instant Quotes
Send Custom designed Proposal to your clients with Nearmap integrated Software. The invoice is created with clean breakdown of Prices with payment methods in a matter of minutes.
Any Device
Our Software runs in secured cloud server so you can login from any device at any place. Stay connected to your business and clients in few touches away.
XERO Integration
Integrated with Xero accounting software which saves time and money.
Follow-up
You can manage your leads wisely to follow-up with the pool of quotes to make a conversion! A professional Quote and Regular follow up increase the Conversion rate of your lead to client ratio.
Dynamic Dashboard
Evaluate your business health by analysing your sensible insights in an attractive health Graphical representation which helps you to manage your workflow periodically.
Calendar Booking
Never miss any important event. Smart way to fix a Client meeting and Installation booking is made through the event planner diary format so all stakeholders are notified automatically.
E-Signature
Hassle free your process with digital signature enabled to convert your leads to Clients. Time saver for yourself and your client.
Company Setting
Improve your brand value by adding your logo in your Quotes, Invoices, Receipts, and other documents. Automated Email systems is made in each milestone, so all stakeholders are notified through your Email.

Advantages of our Software

  • Develop stronger customer relationships with your clients
  • Workflow automation helps you to close more quotes
  • Products, Price Books and Quotes
  • Custom Quotes or pre-defined systems based quote
  • Integrate Nearmap mapping easily in the Quote.
  • Add extras, warranties and more
  • Auto STC calculation
  • Automated Email of milestone achieving
  • Automatically convert Quotes to Sales
  • Appointments, tasks, notes and files
  • Role-based access – Define and manage user permission.
  • Know the time taken to close a quote
  • Personalise Quote templates
  • Quote open by customer notifications

Enquiry Form

Interested in Our CRM please submit the form our Team will get back to you shortly to give a live demo