Price lists, product prices and tier prices, you can easily link them to the CRM. Upload and ready to use; Calculate margins and selling prices in a few clicks. With 2Solar CRM you also have a database of all available solar products. This saves a lot of time for installers, mechanics and buyers.
Moixa Energy Holdings Ltd.
2Solar by Sollit - CRM Module System
From2Solar by Sollit
The 2Solar CRM module is designed to streamline and control sales processes in the solar industry. By consolidating customer, project, and sales data into a single system, it provides a comprehensive overview and insight for all stakeholders involved in the workflow. This enhanced visibility facilitates effortless collaboration and accelerates sales processes, allowing for real-time status updates and easy lead follow-ups. The CRM module offers extensive customization, enabling users to tailor workflows, manage folders, statuses, and functionalities according to their specific needs. Privacy and data security are paramount, with role-based access control ensuring that only authorized personnel can view, edit, or manage information. The system also integrates seamlessly with pricing databases, saving time for installers, mechanics, and buyers by providing quick access to product and tier prices. Additional features include a Kanban-style dashboard for visual process management, calendar integration with Outlook 365 and Google Calendar, marketing automation for lead engagement, and a location scan function for efficient lead capture from web forms.Most popular related searches
CRM: Overview, insight, grip and control
Exactly what you need and can expect from 2Solar: a CRM system that works for you. More overview, speed, grip and results.
All customer data in one place:
Work smarter and better together
Customers, projects, relations, sales: with the 2Solar CRM module all data you have all data in one system. That means optimal overview and insight, for everyone involved in the chain of your workflow. This makes collaboration very easy.
Control your sales process
You can see the status of each phase in your sales processes at a glance. And the next steps of course. Following up on leads and quotations is suddenly very easy and fast, because you and your employees know every status, at any time.
Flexibility in workflow
You have full control on your workflow. The 2Solar CRM module is customized, our software moves with your existing working method. This way, you work as you are used to, just smarter and faster. Folders, statuses, functionalities: remove what is not needed, add what you are missing.
Waterproof system
Privacy and efficiency go hand in hand with our foolproof system. You determine and divide the roles. Salesman, technician or administrator; You easily choose who is allowed to view, read and/or edit which data. Clear for everyone, safe for your data.
Your own pricelists
Every lead is valuable, you know that like no other. Therefore link your lead sources and channels to 2Solar. This way you collect all data in one place and you have a clear picture of your sales opportunities. Following up and seizing opportunities has never been easier!
2Solar software has been developed according to the Kanban model. This model is all about overview, insight and clarity. Our software visualises every phase and status of your process in practical modules and a clear dashboard. You and your team see what needs to be done, always and everywhere.