Optimize your solar service operations with our CRM system. From installation to maintenance, witness the efficiency that comes with precise CRM tracking and management, ensuring a thriving solar service portfolio

1. SOLAR SERVICE
MANAGEMENT
CRM
2023

2. What is Solar Service
Management CRM?
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2023
Solar Field Service Software presents a cutting-edge
solution designed to streamline the management of
field services for solar companies. The Service CRM
facilitates the seamless oversight of Annual
Maintenance Contracts (AMC), installations,
maintenance, and repairs through a user-friendly
platform.
Our software empowers you to monitor all
installations, warranties, and maintenance schedules
effortlessly. Additionally, the Field Service
Management Software for Energy enables
comprehensive management of customer interactions,
spanning from initial contact to the completion of
installations. By leveraging Solar Field Service
Software, you can enhance the efficiency, profitability,
and sustainability of your solar business.

3. 3
Solar Service Management CRM
Workflow
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4. 4
Features of Solar CRM
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Mobile App + CRM
Integration
End-to-End Encrypted
Application
Interactive
Dashboards
Admin Panel Sales Management
Invoice Management
Quotation
Management
Customer
Management
Leads Management
Inventory
Management
Project Management Installer Management
Installer Project
Management
Payment
Management
Customized Analytics
& Reports
Automated Alerts &
Notifications
Status Tracking &
Monitoring
Calendar
Management
Secured Admin
Access
Workflow
Management

5. Automate your Entire Service business with Field
Service Management Software
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Field service software offers a remarkable
advantage by providing efficient management for
various business aspects, including Inverter, Battery,
and UPS systems. By actively monitoring the energy
levels and performance of these crucial
components, you can proactively prevent
downtime, ensuring continuous peak efficiency in
your solar systems. Furthermore, the utilization of
solar field service software aids in optimizing
energy consumption, leading to a reduction in
overall energy costs. This not only results in cost
savings but also contributes to an improved bottom
line for your business.
Client calls
Job created
Scheduling
Complete job
Invoice
Payment
Reconciliation

6. Benefits of a custom-designed CRM system for
solar companies
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04
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Streamlined sales processes and
increased efficiency
Reduced manual tasks
and errors
Increased revenue growth and
profitability
Improved customer engagement
and satisfaction

7. Jumpstart Your Company’s Growth & Productivity
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Elevating the company's sales performance can
significantly enhance overall productivity and
effectiveness. As the demand for solar energy
rises, heading towards the next generation,
CRM-Doctor's Solar CRM emerges as a cost-
effective solution empowering businesses. This
solution enables improved control over
installations, deal prospects, and ensures
transparency in payments. With its cloud-based
online system for sales and implementation,
businesses can concentrate on growth and
profitability. Connect with our CRM-Doctor
customer support team for a complimentary
consultation and explore the benefits for your
business.

8. Case Study: Project 1
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Solar CRM Solution with Sales, Projects & Invoice
Management

9. SOLAR MAXX AUSTRALIA
Solar Maxx, powered by MP Solar Pty Ltd, has been established by fully qualified electricians
and CEC accredited installers with over 20 years of experience. Solar Maxx has been advocated
for providing expert services on all Solar needs from its inception in 2017. We highly prioritise
customer satisfaction over our business profit to provide you with your life-long services.
Indeed, it is this dedication that has helped us grow our reputation in the solar market. Solar
Maxx Solutions are accredited installers who have more than 1,000 solar projects completed
and up to 800 KW single site, that guarantee and demonstrate strong performance in the field
of Solar Installation and Servicing & Repairs. With our highly talented and dedicated staff, you
will be assured to have your job completed efficiently, in time, price and manner
THE
COMPANY
MAY’
2023

10. The Need
Development of End-to-End complete sales CRM for Solar Maxx
Solar Maxx required a customized CRM system
that have the ability to create and manage
customized quotation templates. Changes made in
quotations should automatically update the
corresponding invoices and projects. Additionally,
there should be a need for automation, where
invoices and projects are generated upon approval
of quotations. Also, an Installer Module needs to
be implemented to track project details and
maintain a record of installers involved.
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11. The Solution
Our solution addressed the customization needs of the
CRM system by implementing various features. We
enabled the creation and management of customized
quotation templates, ensuring that any changes made in
the quotations are automatically reflected in the
corresponding invoices and projects. To streamline the
workflow, we automated the invoice and project
generation process upon the approval of quotations,
reducing manual efforts and improving efficiency.
Additionally, we introduced an Installer Module that
allows for the tracking of project details and provides a
comprehensive record of the installers involved. With
these enhancements, the CRM system now offers a
tailored and efficient experience, enabling better control
over quotations, invoices, projects, and installer
management.
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12. The Modules: Phase 1
CRM
Integration
End-to-End
Encrypted
Application
Interactive
Dashboards
Admin Panel
for Solar Maxx
Sales
Management
Installer
Invoice
Management
Project
Management
Leads &
Opportunities
Management +
Quotation
Inventory
Management
Customer
Management
Workflow
Management
Download
Centre
Service
Contract
Management
Customized
Analytics &
Reports
Automated
Alerts &
Notifications
Status
Tracking &
Monitoring
Calendar
Management
FAQs
Secured Admin
Access
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13. The Modules: Phase 2
Project Number
Unification
Leads Tab
Visibility
Roof Type,
Phase & DNSP
Selection
Inventory
Control Module
for Inward
Unified Quote,
Invoice, and
Project
Numbers
Maintenance
Module
Installer Stock
Module
Installer Invoice
Status
Tracking
Workmanship
Warranty in
Quote
Mobile Number
Display in
Quotation
Label Change
for Off-peak
Meter
Installer Projects
Heading
Update
Quote to
Project
Transition
Tab Names
Standardization
Dashboard for
Stock and Job
Status
Finance Tab in
Quote
Module
Green Boat API
Integration
for Job Creation
Product Expiry
Management
STC Generation
& Deduction
Calculation in
Quote
Automated Size
Calculation
for Quote and
Project
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14. Client Feedback
“The CRM solution provided by CRM-Doctor has been a game-changer for
our business. The ability to customize quotation templates and automate
the invoice and project process has greatly streamlined our workflow. The
Installer Module has also allowed us to efficiently track project details.
Overall, we are extremely satisfied with the solution's impact on our
operations.”
Manoj Patel
Managing Director
Solar Maxx
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15. Case Study: Project 2
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Solar CRM Solution with
Mobile Application

16. AICA ENERGY KERALA
AICA Energy Kerala is an innovative renewable energy project in Kerala, India. It focuses
on harnessing solar power to provide clean and sustainable energy solutions to the
region. With its advanced technology and commitment to environmental preservation,
AICA Energy Kerala plays a crucial role in promoting a greener and more energy-efficient
future.
THE
COMPANY
MAY’
2023

17. The Need
Development of CRM Solution with Mobile Application for AICA Energy
AICA Energy, a well-established solar energy provider
in Australia, seeks to expand its operations into the
lucrative Indian market, particularly in South India. To
facilitate their entry, they are in need of a
comprehensive software/mobile app solution. The
desired application should enable efficient
management and coordination of their employees and
associates, with administrative control vested in the
hands of designated administrators. This
software/mobile app will empower AICA Energy to
streamline their operations, enhance productivity, and
effectively establish a strong presence in the Indian
solar energy sector.
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18. The Solution
The proposed solution is a comprehensive tool designed to
empower employees and associates of AICA Energy. It
enables them to create leads and convert them into
opportunities, facilitating seamless quotation generation
through a solar calculator based on the customer's wattage
requirement. With a diverse product portfolio, the solar
calculator becomes a persuasive tool for customers,
showcasing potential electricity bill savings and encouraging
them to switch to solar energy.
Additionally, the tool is being enhanced to incorporate
location tracking and calling app features for the associates,
enabling efficient coordination and communication while on
the field. This comprehensive software/mobile app solution
not only streamlines lead management and quotation
processes but also enhances customer engagement and
improves overall operational efficiency for AICA Energy in
the Indian market.
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19. The Modules
Mobile App + CRM
Integration
End-to-End
Encrypted
Application
Interactive
Dashboards
Admin Panel for
AICA Energy
Sales Management
Shipment
Management
Leads & Opportunities
Management +
Quotation
Job Sheet
Management
Material Tracking
Inventory
Management
Customer
Management
Workflow
Management
Download Centre
Service Contract
Management
Customized
Analytics & Reports
Automated Alerts &
Notifications
Status Tracking &
Monitoring
Calendar
Management
FAQs
Secured Admin
Access

20. Client Feedback
“The CRM and mobile app solution provided by CRM-Doctor has
revolutionized our operations. With lead creation, opportunity conversion,
and solar calculator features, we can effectively engage customers and
showcase the benefits of solar energy. The added location tracking and
calling app features have streamlined our field operations. Highly satisfied!”
Shiju Mathews
Managing Director
AICA Energy
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