The CRM for Solar Companies Streamline your sales process from lead management and technical and financial assessment to proposal preparation, e-signing, and billing.
- Solar Logics comes with a built-in solar panel system size and cost calculator. We understand that different solar installers use different methods for calculating the system size. That's why Solar Logics allows you to enter your own technical, geographical, and constructional constraints into the calculator.
- Solar Logics calculates the equity of property so you can evaluate financing options for you client. Use our built-in loan calculator to figure out your client's monthly payments. Enter municipal, state, and federal incentives, rebates and tax credits to give your client a clear picture of the costs and savings.
- Solar Logics generates solar energy system proposals based on the results of the calculators. Your proposal includes the charts and tables indicating electricity bill before and after solar installation, savings and incentives, projected payback period, and loan repayment plan breakdown.
- Go paperless with Logics e-sign. Speed up your sales process by getting agreements signed by your clients, either via email or in person. The process is very simple and quick. Upload your agreement and proposal templates in Logics with all the necessary merge fields and place the signature fields in desired positions inside the documents, only one time. Then you can send the esign request to any client or just open the signature page in front of them in person on any device.
- Solar Logics Click-To-Dial works with any soft phone. First, set up your phone account on your desired soft phone installed on your computer. Then you can initiate calls from any case in Solar Logics. Click on dial button next to any number in your case. Solar Logics executes your default soft phone application, passes the phone number to it, and starts the call.
- Import or enter a list of your parts and assemblies along with the cost and price of each item. Select the right items for each project. Auto-populate selected parts list in proposals, and invoice your clients accordingly.
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