New SolarERP 3D — design the roof in 3D and send a proposal your customer can spin on their phone

SolarERP Dialer

Log every sales call on the lead, without typing it up later.

A companion calling app for your sales team. It matches the number on the phone to your leads, then records the call, the outcome and the next follow-up when the call ends.

What it does for you

  1. The app looks up a phone number against your leads, so you know who is calling before you answer.

  2. After a call, one sheet records the outcome and notes, moves the lead to a new stage, and sets the next follow-up.

  3. Recordings are stored with the call. Only people who are allowed to hear them can play them.

  4. Only calls to leads that the caller can see are saved. Personal calls stay out of the system.

Who uses it

  • Telecallers and sales executives who call leads from their own phones.
  • Managers who want to see how many calls were made and what came of them.

Works with

SolarERP Dialer needs this module switched on:

Next

See SolarERP Dialer working on your kind of work.

Demo30 minutes · on your own numbers

See SolarERP on your own numbers.

Tell us a little about your EPC business. We walk you through the modules that matter to you — enquiry to net-meter — in 30 minutes.

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