CRM and Sales Automation
Leads Management
All information acquired through Lead Capture and other channels like Chat, Social Media and calls, are stored and categorized in the Lead Management module, including PV design images created by customers.
Automatic Lead Routing distributes leads to the sales team based on category, territory, or job role. Track response times, set up KPIs, and reward your top Salespeople.
Set up automatic email notification sequences to keep potential customers engaged until the contract is signed.
Sales Pipeline and Forecasting
Review and optimize your sales team's opportunities with the Pipeline management module, then generate an accurate forecast to drive informed decision-making. Elevate your sales strategy by gaining insights into potential opportunities and ensuring a proactive approach to achieving your business goals.
Web Proposals
Generate visually stunning web proposals that provide precise information on potential savings and detailed payback time estimates for both solar and heating solutions. Upsell subscription support plans, insurance, and loan plans. Seamlessly sign contracts and pay deposits.
The quotation are pre-built, using templates and automatically populate information from the CRM or from third party PV Design and Heating sizing tools, including images.
Referrals program
Grow your business organically by implementing and automating your referral program. Say goodbye to expensive Ad fees and watch your business grow on autopilot. By leveraging the power of satisfied customers, you can build a loyal customer base, start harnessing the potential of word-of-mouth marketing and see sustainable, long-term growth.
Customers Satisfaction Surveys
EosFlow empowers you to keep customers informed at every stage of the installation process and gather valuable feedback through surveys. By proactively engaging with customers, you can mitigate negative reviews and amplify positive ones, while also simplifying the process for customers to leave feedback through provided links.
Email Marketing
Easily manage entire campaigns, from capturing leads via targeted Facebook Ads and Google Ads to coordinating impactful mail campaigns. Sync leads for prompt follow-up.
Efficiently manage bulk email communications by sending tailored messages to customers and prospects. Nurture potential leads and upsell new products or services to existing customers. Build strong relationships and drive business growth with effective email strategies.
Live chat and Video Calls
EosFlow features live chat capabilities, a customizable chatbot, and seamless integration with video calling.
By providing immediate support to website visitors seeking quotes, EosFlow can boost conversion rates by over 30%.
No software installation is required for customers to participate in video calls, offering them the possibility of effective and persuasive communication by instantly sharing your video.
Customer Portal
Customers can have access to a reserved area where they can find all the documentation related to their system.
As for MCS and SEAI installer certification compliance, all the installer handover pack is included. Customer will have access to invoice copy, warranty details, maintenance requirement, manuals, test results.
Calendar and appointments
Streamline the management of door-to-door and Inside Sales Reps by implementing an efficient organizational system. The Sales assistant can review and confirm appointments on behalf of the Sales Reps, ensuring a smooth scheduling process.The calendar offers synchronization compatibility with Gmail or Outlook.
