Unlimited users

Company setup

Company setup

Customize your company profile

Your profile details shall show you as a trustworthy company. Unique dynamics within the solar industry cause boom & bust cycles, which make it essential to create trust in a customer’s mind.

All your details which you enter here will be displayed in documents such as quotes, contract documents, invoices, emails, etc., which are sent to your customers from the Solar e-CRM platform.

Key details can add more value to your profile

  • Logo and brand value
    Uploading your company LOGO will project your brand value to your customers. So it is important to attach a logo along with material you send to your customers. This will be part of your quotes, contracts, invoices, receipts, stock delivery notes and most of the other documents which you send to your customers.
  • Show your trust to your customers
    The more information you provide about what your business does, the more confident your customers will be in dealing with you. Details such as your Business Registration Number, website address, email, etc., all add to your credibility as a business. All these details are important and will be sent along with your documents to your customers.
  • Giving finance options to customers
    Let's say your customer is asking for a quote for a solar system to go on their roof but they cannot pay all cash. Best way to impress the customer is by offering them a good payment plan/finance plan. Solar eCRM comes with that option and makes the closing of sales simple. You can add some premium value to your cash price for such payment plans.
  • Don’t make your customer wait, when they are ready to pay
    Once the customer agrees with your final quote, your bank details shown on quotes assist in payment of a deposit as well as any balance after installation. This makes your business accounting easier and reduces delays for payments.
  • Impress your customers with your Quote Templates
    To impress your customers, it is not only the numbers that matter, but also how well you present them. You have to be unique in your presentations and that is the reason Solar eCRM provides you with an option to customise your templates. This requires some basic HTML knowledge to customise your templates from scratch.
  • Let your customers know you have a sale going on
    Marketing is the most key part of any successful business. Let’s say your customers want to know more about what PV Systems you offer. This is where your company brochure comes in handy. You can upload any documents which you want to send it to your customers along with the quotes. Every quote comes with a standard terms and conditions and if you feel that you have your own, feel free to edit it and match your own branding.
Here is what our happy customers want to say

Exceptional reporting in easy, access to latest info at your fingertips.

Imminent Solar Pvt Ltd, Belgaum, Karnataka
Here is what our happy customers want to say

It is a must have software for this new age of solar where it is becoming more and more of a commodity.

Infinergy Power Pvt Ltd, Bangalore, Karnataka
Here is what our happy customers want to say

Adds tremendous value in automation and ease of running a successful solar company.  A fresh entrant in solar business can begin sending professional quotes with all the ROI figures at a push of a button. 

Solar-Apps, Bangalore, Karnataka
Here is what our happy customers want to say

It’s an exclusive software for solar companies which can easily send professional quotations. Only software where in we can customize it as per our process.

MI Solar Pvt Ltd, Baroda, Gujarat
Here is what our happy customers want to say

Suits our requirements, software that we always needed to streamline our process.

Kwatt Solutions Pvt Ltd, IIT Bombay, Mumbai
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