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Solar CRM Software

True end-to-end job management and back office Cloud CRM system providing demonstrable return on investment for clients in the Solar and Renewables sector.

Job management

Make the most of your workforce.

Effectively manage your assessors, installers and installations with powerful job management at the core of the software.

Warehouse management

Have complete inventory control.

Cut out confusion over assigned and unassigned stock, automatically allocate stock to installation jobs when they are created.

360° customer view

Understand your customers.

View and interact with customers easily with integrated prospecting, marketing, sales and support.

Cost effective

Software that doesn't cost an arm and a leg.

Pay for what you need via affordable monthly payments and expand as your business grows.

Marketing made easy

Deliver great marketing campaigns.

Dynamic database filtering targets the right customers and lets you market your services in the most effective manner, whether via Email, Post or SMS.

Access from anywhere

All you need is an internet connection.

The software is based in the cloud, meaning data is securely backed up. You can also restrict access to certain IP addresses and time of day.

Industry specific

Don't settle for bloated, generic software.

Our software is based around industry specific features without the generic bloat of other CRM systems. We even work with industry bodies and providers to integrate with their services.

Tailor made

Software that adapts to your business, not the other way round.

Our flexible software compliments and works with your business processes using bespoke workflows to help you manage everyday tasks with ease.

Powerful reporting

Complete insight into your business.

Reporting is crucial for any business to gain an understanding of what works and what doesn't. Our reporting suite allows you to report on any or multiple database fields.

Secure data storage

Secure, automated backup of your data.

You need never worry about losing your data again. We securely host and backup your data on our servers. We can even send you a backup via FTP for extra piece of mind.

User permissions

Access to what is required and nothing else.

You don't want every member of staff to be able to view and modify all of your data, with our software you can make sure your staff can only view and modify the areas of the software they require.

Document management

Seamlessly manage all correspondence.

Our advanced document management system allows you to create personalised documents at the click of a button and save any incoming correspondence alongside the customers record for ease of access.

Financial control

Keep on top of your finances.

Process orders, generate invoices and manage arrears collection easily and effectively, all within the software.

White label software

Reinforce your business identity.

We will customise our software to display your logo and match the interface to your business colours.

Free updates

We'll never charge you for updates.

When we make updates you will receive that update at no extra cost and with minimal disruption to your service.

After looking at a number of CRM systems on the market, we found BrightOffice to be unrivalled. The functionality and support is superb, but the best thing is the level of customisation that makes it incredibly flexible. With a reasonable knowledge of the software we are able to create workflows comprising letter creation, letter population and automated emails that notify our installers and customers along the journey.

- Ryan Davis, GHE Solar

The unique job management area allows users to comply with all MCS processes as well as other necessary compliance protocols in renewable energies, whilst allowing clear, targeted management of the jobs from initial contact through to MCS submission, invoicing and payment. These principals apply for private work too were the ability to build bespoke processes to reflect your business model ensures it’s your whole company that sees Solar CRM benefit.

Intelligent document management enables quick, effective communication with customers, assessors, installers and providers as well as rapid production of all necessary documentation whilst maintaining full auditable document and correspondence records.

The sales and prospecting area of the system is provided as standard, allowing quick, effective lead and customer management, which will be fully integrated with your website, diallers and VoIP telephony systems as well as excellent tools for e-marketing and mail shots.

We have the experience and capability to offer you superior support and flexible services designed around your business. For more information about Solar CRM please get in touch.

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Officially approved
G-Cloud supplier.