What is Sunbase CRM?

Sunbase CRM is a cloud-based customer relationship management (CRM) software that helps businesses manage their customer data, sales, and marketing.

It offers a suite of features that includes contact management, opportunity tracking, quotes and invoicing, project management, case management, and more that are useful for your sales representatives to execute marketing automation tasks successfully.

With Sunbase CRM, businesses can have a central place to store all their customer information. The software also makes it easy to track sales opportunities and manage marketing campaigns. Additionally, Sunbase CRM provides tools for managing projects and support cases.

How does Sunbase CRM compare to other Solar CRMs?

Sunbase CRM is a cloud-based customer relationship management (CRM) software solution designed specifically for the solar businesses.

Solar companies of all sizes use Sunbase CRM to manage

• leads
• track customers
• projects
• sales

What sets this Solar CRM software apart?

Features

Sunbase CRM includes features such as lead management, customer database, project management, quoting, and invoicing. It also offers integration with QuickBooks Online and Google Apps.

Unique Pricing

Pricing for Sunbase CRM starts at a minimum per month fee for the basic plan and goes up to a little more per month for the premium plan. There is also a free trial available.

Offers the best

Compared to other solar CRMs on the market, Sunbase CRM is one of the most affordable options. It is also one of the few CRMs that offers a free trial.

Overall, Sunbase CRM is a good option for solar companies looking for an affordable and easy-to-use CRM solution.

How to choose the best CRM software?

Solar companies require every assistance they can receive in the face of tough competition. Solar companies are able to track the requirements of their solar product using an appropriate CRM and efficiently manage sales.

Choosing the right CRM is vital for your organization to smoothly function, so here are the things to consider while choosing a CRM:

End-to-end Commission Monitoring

The sales department in Sunbase is able to view all projects in the same place as the initial sales including red lines, adder, and milestone variables to make it easy for all the stakeholders to reference changes in a contract version.

Scalability

It's difficult to recognize problems at an early stage. Using CRM for a solar power company is a requirement and the adaptability of this system should be flexible and consistent with the company's needs and expectations.

Integration

Sunbase's Solar CRM integrates well with your other business software including proposals management and accounting software. This means that there should be an appropriate CRM system that relates to your solar business.

Unified Communications

Sunbase CRM enables the storage of photos, signing documents, and document management by integrating with Google Drive.

Marketing Automation

Using the solar CRM can help eliminate mundane tasks and streamline the sales and operations department and that is what Sunbase does.

What are the benefits of using Sunbase CRM?

There are several benefits of using Sunbase CRM, including:

Improved Customer Service

Sunbase CRM helps businesses improve their customer service by providing a central place to store customer information. With Sunbase CRM, businesses can quickly access customer data, such as contact information, purchase history, and support cases. Additionally, the software includes tools for managing customer interactions, such as phone calls and emails.

Increased Sales

Sunbase CRM can help businesses increase their sales by providing a sales management tool. The sales management tool helps businesses track sales opportunities and manage quotes and invoices. Additionally, the software includes a lead management tool, which helps businesses track and follow up with potential customers.

Improved Organization

Sunbase CRM can help businesses improve their organization by providing a central place to store business data. Additionally, the software includes tools for managing tasks, projects, and documents. Sunbase CRM also includes a contact management tool, which helps businesses keep track of their contacts.

Reduced Costs

Sunbase CRM can help businesses reduce their costs by providing a central place to store business data. Additionally, the software includes tools for managing tasks, projects, and documents. Sunbase CRM also includes a contact management tool, which helps businesses keep track of their contacts. Additionally, Sunbase CRM is offered at a lower cost than other CRM software options.

Improved Productivity

Sunbase CRM can help businesses improve their productivity by providing a central place to store business data. Additionally, the software includes tools for managing tasks, projects, and documents. Sunbase CRM also includes a contact management tool, which helps businesses keep track of their contacts. Additionally, the software is designed to be user-friendly and easy to use for sales and operations team of businesses.

Conclusion

Sunbase CRM is a comprehensive Solar CRM that has everything you need to manage your business and sales process. It’s intuitive and easy to use, making it perfect for small businesses or those just starting out in the solar market.

If you’re looking for a reliable and effective Solar CRM, Sunbase CRM is definitely worth considering. Contact us today to learn more about how we can help you get the most out of this powerful software.

About Sunbase

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