FSM App

A software for Solar Business Digitization is used to manage solar installation and other Business Operations. It makes it easier for you to manage the contacts and tasks in your sales pipeline. Because it is simple to use, it can save you time and money by minimizing manual labor, enhancing communication, and simplifying the management of projects and contracts.

For businesses aiming to increase operations, sales, and profitability, solar CRM software is a great option. With CRMs enhancing productivity, customer experience, satisfaction, retention, and service, moving away from traditional systems can significantly benefit the company's operations. To select the CRM solution that best meets their goals, businesses should make it a deliberate plan.

Solar is a rapidly expanding, competitive market with a wide range of solutions for consumers. While some solar CRMs are made for sales and transactions, others are made for contact management and contact collection. The following are the primary characteristics of a solar CRM: -Sales & Installation Process -Service & Complaints Management -Inventory-Procurement & Movement -Lead Management -QR/Barcode tagging with Inventory & Task -Employee Assignment & Tracking -Payment Integration -Website Integration -Reports(Task, Inventory, Employee & other Custom Reports) -Employee Management - Attendance, Leave & Payout

A solar CRM system's purpose is to support your company's growth in revenue, efficiency, and market penetration. Through automation and integration with other applications and technology, it is also to assist in managing the day-to-day operations and ensuring good customer interactions. The project site is inspected by a team member either on-site or remotely during a typical solar system installation process. This involves gathering documentation, taking photos, and manually entering customer information. Solar CRM can assist in preserving positive client relationships and increasing client revenue. It ought to make it possible to follow the progress of design files and submissions. The project manager can then evaluate the proposal, send it to the client, monitor the project's advancement, and oversee the team members. The platform needs to provide integrated team management and project management tools. This will increase output and reduce mistakes. It must have a programmable dashboard view that gives managers an integrated picture of all projects at once. This enables them to keep track of their progress and stay in the loop while they operate without a hitch using desktop or mobile devices.