2Solar by Sollit software

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.

The 2Solar Inspection Module revolutionizes the way inspections are performed by pushing the boundaries of digital transformation for installers. Gone are the days of cumbersome paperwork; this module allows you to complete all inspection tasks effortlessly on your smartphone, tablet, or laptop. Designed with both today's and tomorrow’s installers in mind, the digital inspection form is highly intuitive, fully customizable, and easily accessible online. Whether conducting inspections or reviewing data, the transition from inspection to delivery report is streamlined and entirely digital, ensuring that your information is always at your fingertips. The module integrates seamlessly with the 2Solar platform, enabling fast service and short communication lines. Experience the ultimate convenience by uploading photos directly into the system and tailoring the module to meet your specific workflow needs. Try the smartest subscription module for a week for free and boost your productivity with instant aerial photo layouts and comprehensive installation plans.

The 2Solar Quote Module is a cutting-edge tool designed to streamline and accelerate the quotation process for solar panel installations. It leverages sophisticated data integration from installation plans to facilitate rapid and intelligent quote creation. This module automatically includes materials, prices, and ballast plans, ensuring accuracy and efficiency. With features like automatic article lists and customizable quote templates, it revolutionizes the way businesses handle quotes. Fast service and support, coupled with digital signing through Sign2Cloud, accelerate processes and improve customer satisfaction. The 2Solar Quote Module supports smart configurators and extensive price lists, making it easier to manage people, teams, installations, and services. This advanced tool not only simplifies quoting but also ensures secure storage of signed contracts.

The 2Solar Planning Module is a robust tool designed to streamline operations for solar panel installations, heat pumps, EV charging stations, and batteries, among other solutions. This highly intuitive platform offers a comprehensive overview, enabling effective coordination of assembly teams, service operations, and sales activities. Users can manage inspections, installations, and service operations with real-time visibility into each step of the process. The module's quick overview capabilities enhance availability and flexibility, making it easy to manage capacity and communicate with internal and external teams. Automatic appointment confirmations and travel time calculations heighten operational efficiency, while practical lists ensure that all data related to materials, work preparation, and execution is readily accessible. This feature-rich planning tool also allows for remote management of installations, providing a strong and reliable service to customers. With integrations for fast service and streamlined communication, the 2Solar Planning Module significantly enhances project planning and execution.