As the world shifts towards renewable energy sources, most businesses are pivoting to solar solutions. However, operating a solar business isn’t easy.

It requires an integrative approach that unites:

• Customer management,
• Project management and
• Financials

Three into one Streamlined Solution.

Sunbase's Solar Software - Basic Features

Let us start with a comprehensive understanding of the features or tools Sunbase's Solar Software offers. We have already prepared a list of the tasks that can be accomplished using the tools.

• Preparing a Standardized Task List
• Access to Solar Client Portal
• Creating Online Web Forms
• Solar Lead Management
• Using the Integrated Auto-Responder
• Access to Inventory Control System
• Access to Invoice & Billing Management
• Observing Workflow Automation

As the list above indicates, Sunbase furnishes Solar professionals with an integrated solution for the Management of Solar Photovoltaic Systems Activities, Inventory, Finances, Employees, Reporting and Entire Operations.

However, the above listed were merely the features that assist management of the various functions associated with Solar Development in PV projects and Sales management.

Now, We have highlighted down below the Main Features, that make Sunbase the number one choice.

Sunbase Solar Software's - Central Features 

Sunbase Solar provides a comprehensive suite of software solutions to help companies manage their solar energy businesses.

From Solar CRM software and Solar Project management to Employee HR and Financial management, there are countless advantages to using Sunbase’s practical tools.

Hence, here we will explore The Main Features of the Sunbase Solar Software suite. 

Solar CRM Software 

Sunbase Solar CRM application helps you manage customer relationships and requirements by giving you a centralized source for storing customer data.

It allows you to store customer contact information, track sales opportunities and activities, view quotes and invoices, generate custom reports to gain insights into your customer data, and send automated emails based on predefined triggers. 

Read our blog post, "How Does CRM Software Benefit a Business?" to understand the importance of CRM for a company.

Solar Proposal Software 

Sunbase's Solar Proposal Software makes it easy to create professional proposals that contain accurate pricing calculations for the whole process.

Solar engineers can easily customize proposals with images showcasing offerings or quoting processes with its drag-and-drop interface.

On completion, the proposal can be saved as a template for future use or be directly mailed to the customer. 

We have an "Ultimate Guide On Solar Proposal And Proposal Software" this blog post is indeed a guide to the ultimate

Solar Project Management Software 

With the Sunbase Solar Project Management Software, you can keep close track of every step in the entire project workflow.

You can also do the following:

• Assign tasks to individuals (sales reps) or teams
• Set Due dates and Reminders
• Monitor Progress on Projects at any stage (active/inactive/completed)
• View project timelines in Gantt charts or lists
• Keep track of task notes & documents, and much more!

Solar Design Software 

The Sunbase Solar Design Software features are ideal for businesses that want to design their solar systems from scratch or customize existing designs according to their specific needs.

The design tool offers a drag-and-drop interface so that users can quickly create intricate models or detailed designs with precision and save time.

Additionally, it features 3D renderings for design layouts so that solar installers can better understand How their designs will look when completed. 

Solar Financial Management Software

Sunbase Solar Financial Management Software assists companies in closely monitoring their finances with real-time reporting capabilities that allow them to view revenue streams by project, a particular sales process, or customer type on a single dashboard.

They can also set up customized alerts which will notify them when they reach specified thresholds, such as profits or losses over a certain amount of time or revenue generated from specific sources like referrals or campaigns.

Essentially it helps with the comprehensive financial analysis of any utility-scale projects or large-scale projects taken on by a solar power company without them having to employ additional resources for the same.

Solar Asset Management Software

Sunbase Solar Asset Management Software helps you observe and control your solar assets in real time at the project site.

What does Observing and Controlling Solar Assets imply?

• Tracking Performance Data from your Solar panels
• Monitoring inverters
• Tracking system health
• Managing warranties
• Generating service tickets
• Scheduling routine maintenance, and much more.

With this software's diligent dashboards and dynamic reporting capabilities, you can quickly identify any problems in the system integration and fix the problem at its very core before it becomes costly.

Solar Canvassing Software

Sunbase Door To Door Canvassing Software is useful for companies to boost sales efficiency by automating prospecting processes like:

• Lead Generation
• Customer Segmentation
• Territory management
• Appointment scheduling
• Job quoting, and many more.

This feature is extremely beneficial for door-to-door sales reps. It can assist them in finding qualified leads faster and closing deals even faster—all while reducing costs associated with the listed activities. 

Solar Employee & HR Management Software

Sunbase Employee Management Software included in Sunbase’s Product suite furnishes essential tools for managing a team efficiently.

Among other things, it allows the users to

• Track time off requests from every Employee individually
• Set up payroll
• Manage personnel files
• Create Employee Performance Reports
• Track Sales Commissions
• Generate invoices
• Conduct background checks
• Manage job postings
• Access job applicant data; and many other standard features.

It easily integrates with the existing accounting systems of a company and increases its overall productivity to become a long run benefit.

Real-Time, Detailed Reporting 

This feature provides detailed reports on every aspect of your business operations, such as Customer activity, Sales performance, Financials employee productivity and & Performance etc.

With all this, you get a complete insight into your company’s performance at any moment.

It also allows you to customize reports based on your specific needs & requirements, so you know exactly where your business stands in terms of success & growth potential over time.   

Job-Role Level User Access Controls 

Last but not least, the Sunbase Solar Software features job-role level user access controls, allowing the user to control who has access to what parts of the system, ensuring sensitive information is accessible only to authorized personnel to guarantee data security. 

Sunbase is the perfect solution for businesses looking for powerful yet user-friendly digital tools to streamline their solar operations.

And with it on your side, you can rest assured that your solar business will be equipped with everything it needs to thrive in the market.

Still un-convinced??? Don't worry; We have listed below 5 Compelling Reasons to persuade you to believe Sunbase's Solar Software Solution is the ultimate game changer.

Read ahead and let us know what you think in the comments below!

Sunbase's Solar Software- A game changer?

As the Solar industry continues to grow, so does the necessity for quality solar software to manage energy production.

Every player in the industry absolutely must have a reliable and structured system to manage projects and clients.

Sunbase Solar Software, one of the leading solar software systems, is your reliable source.

Here are the Five reasons why every solar business owner should use it. 

1) Automated Business Processes 

Sunbase Solar Software allows you to automate many of your business processes, such as:

• Customer onboarding
• Compliance management, and
• Project tracking

This makes it easier to track all your projects and customers in one place, saving you time and energy. Automation eliminates human error, ensuring accuracy in all business operations. 

2) Deep Rooted Analysis

Sunbase Solar Software has advanced reporting tools that allow you to analyze key performance indicators (KPIs).

With these tools, you can easily track the progress of your projects and identify areas where you can improve efficiency or save money.

This will help you make decisions based on data rather than guesswork, ultimately leading to increased profitability for your business. 

3) Secure Energy Storage Systems 

Sunbase Solar Software provides secure storage solutions for your solar photovoltaic systems design process. You don't have to worry about losing valuable data due to hardware failures or other unexpected events.

Your data is stored securely on the cloud and is accessible anytime, anywhere—even if your computer crashes or is lost or stolen.

Additionally, multiple layers of security are in place to ensure that only authorized personnel have access to sensitive information. 

4) Cost Savings 

Using Sunbase Solar Software can save you money in the long run by eliminating unnecessary costs associated with manual processes such as:

• Printing documents, or
• Hiring additional staff members to manage paperwork

Moreover, its subscription-based pricing model ensures that you only pay for what you use—so if you're not utilizing all its features at any given time, there’s no need to pay extra fees!

You'll be able to control expenses more effectively without sacrificing the quality or functionality of the software itself. 

5) Excellent Customer Service 

The team at Sunbase Solar Software is dedicated to helping their customers get the most out of their products by providing top-notch customer service whenever needed.

From answering questions about specific features or troubleshooting technical problems quickly and efficiently via phone or email support channels, they are always available when needed.

They understand that no two businesses are alike and strive to provide personalized solutions tailored precisely to each company’s needs—allowing them greater flexibility for future growth and success in the long run! 

So, Whether you're a large enterprise or a small startup looking for an efficient way to manage your Projects and Customers together, Sunbase Solar Software has you covered!

With its Powerful capabilities and robust security, you won't regret investing in your business's future success!

Investing in Sunbase Solar Software will give your company an edge over other solar businesses in the industry by providing a streamlined experience for employees and customers alike.

About Sunbase

Sunbase helps solar companies succeed through a suite of Solar CRM tools like Solar Lead Management Software, Solar Proposal Software, etc.! To book your free demo or an appointment, contact us here!