10 WAYS TODO IMPROVES

SOLAR SALES, PROCESS &

BUSINESS REPORTING
TODO CRM
ToDo CRM for Solar companies is a
solution with a user-friendly mobile app
and web, that works to organize your
prospects, leads, and customers. It will
also equip you with key data so you always
know how to focus your sales and
marketing activities. ToDo CRM helps solar
companies to reach out to more clients
and enhance their business with ease.
ToDo CRM for solar companies is very
essential to nurture your leads and closely
watch the sales pipeline. It is a powerful
online system that is utilized to managing
solar companies with their best services.
This will help the business to grow quickly Tracking features
and also build transparency between the
user and the seller.
Calls & GPS

ToDo CRM for the solar industry

FEATURES
Lead Management
ToDo has been consistently ranked as the
best lead management solution by both
consumers and specialists. Your sales reps
provides you Call tracking facility.
Your sales team or Telecallers can
easily contact your clients through
the ToDo CRM app.Contacting the
right person at the right time will help
your organization to make more
conversions in business. Call reports
are also available in ToDo software.

can turn more leads in less time and effort. GPS Tracking is one of the features of
With a complete set of lead management ToDo CRM. GPS Tracking allows
characteristics for businesses of all sizes pinpoint the exact location and thus
and types. From lead generation to allows the manager to keep track of
scoring, to conversion, ToDo CRM’s lead the sales team on a real-time basis.
management software guarantees proper Distance covered by each
follow-up to move your leads through the salesperson in the organization can
sales pipeline. be easily tracked using this feature.
 Payment
Management
The module helps in determining an
organization’s cash flows and
profitability. Having a streamlined
process it easy for teams as well as
management to track the performance
of collections and also to ensure
customers are making payments on
time. Real-time client dues and balance
payments can be ascertained at the
click of a button and updating payments
against invoices is all possible from the
mobile app itself.

Order Management Attendance & Leave

Management
Order management in ToDo CRM for the
solar industry helps to add new order The attendance management system in
details and also to track the orders. If a ToDo CRM for solar companies helps to
client comes with a particular order, the know the details of attendance of every
sales team can easily add the order by sales team in the organization. It will
selecting the product from the product show the number of hours worked by a
list. By giving the quantity of the salesperson. In leave management, the
product, CRM will automatically sales executive can apply for leave by
calculate the amount and it will be giving the required information. The
displayed as a gross total in the order administrator can change the status of
list. leave into Approved or Reject by his
choice.

Quote & Invoicing

A quote is a formal offer for products proposed at specific prices and related
payment terms, which you send to an opportunity, account, or contact. Once your
customer accepts a quote, you can create an invoice in ToDo to bill them for the
upcoming sale. ToDo helps to generate Quotations as well as Invoices to manage all
your billing quickly and also easily.
 Travel & Expense
management
Travel log in ToDo CRM for the solar
industry provides the travel report of
every executive. It shows the details like
time and location of on duty, off duty,
client check-in, and client check-out.
The distance traveled between client
check-in and check-out is also
displayed in the travel log.
While check-out from a client, sales
executives have an option to fill in the
details regarding the travel. They have
an option to add extra expenses in the
form. The administrator can later verify
the extra expense of each executive.
Daily Reports &
Graphs
ToDo provides various types of reports
like activity reports, daily user reports,
call reports, performance reports, etc
which helps management to evaluate
the efficiency & performance of team
and campaigns. ToDo also provides a
different graphical representation of
charts & analytics that also function as
meeting ready reports.

Client History
Management
ToDo CRM for solar companies provides
client history management. With this
feature, you can see every single
interaction of your company has made
with the client all in one place. All the
uploaded documents, voice recordings,
comments are also visible in history.

Implementation, Activities &

Complaints management

Implementation, Activities, and Complaint management in ToDo CRM for the solar
industry helps to increase professional and personal productivity. This involves the
proper management of various customer relationship management (CRM) functions
and more abstract sales. It helps in scheduling various tasks that come across service,
sales, contact center, and other marketing functions.
ToDo CRM is the best software for solar firms. As all the tasks are completing with the
various feature of CRM in one place. You can access this through your mobile phone
and the way of usage is not tough. You can say that it is the best decision for your
solar business. Moreover, this is a time-saving software as well as cost-efficient which
meets all your demands.

Some prominent clients from the Solar & Power industry have used & customized our
CRM for the industry, the clients include Solar Master, Hive Solar, Solar Storm, Alpha
Zee, Team Frontline, etc. The user-friendly app helps our clients to improve their
productivity, efficiency and to increase sales conversions.

At Kingslabs Technologies, we provide standard & customized CRM solutions. An

easy-to-use CRM software like ToDo available on the web & mobile app could be the
resource you need to succeed in the new decade. Contact us at sales@kingslabs.com,
or call us on +91 8880477700 for a free demo.

www.todomor.com