Automate Solar 4+

Name: Automate Solar
Author: Automate Solar

Automate Solar

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The all in one CRM for Solar.
Send emails, texts, call customers, record calls all from the same platform. With hundreds of automations you can use we beat your conventional CRM.

You can use Automate.Solar for online or D2D leads, you can even upload lead lists and work them on the system. We have automations for English and Spanish (created by native Spanish speakers of course)

Most people who use Automate.Solar replace other softwares they were using and keep everything centralized on this system.
Keeping everything organized is key to scaling whether you have a couple reps on the system or a couple dozen.

We've created the ultimate CRM for solar by testing with millions of dollars from our own solar company and finding what works best, we release constant updates from everything we prove to work for our own solar company.

7. kesäk. 2024

Versio 3.74.3

>Updated notification badge logic: Badge count now reflects the number of unread notifications, not unread conversations.
>Persistent Filters on Conversations and Tasks: Filters applied on the Conversations and Tasks page of the mobile apps will retain their selections made by the user until the user decides to change or remove them.
>Seamless creation of CRM contacts from native contacts: If a call is made from device native quick actions (Long press the icon on your device's app drawer/home screen and tap on "Make a Call")
>Streamlined Product Editor for better functionality: All products created on web will be accessible on mobile and vice versa
>Enhanced features for Documents and Contracts: Any documents created on web will be seamlessly accessible on mobile and vice versa.
>Fixed call duration reset glitch: Often, if you were to rotate your device from Portrait to Landscape, the call duration would reset to 00:00. This has been fixed now.

Kehittäjä (Automate Solar) ilmoitti, että apin tietosuojakäytänteet voivat sisältää tietojen käsittelyä alla kuvatulla tavalla. Katso lisätietoja kehittäjän tietosuojakäytännöstä.