2Solar

2Solar software is an all-in-one software platform designed to streamline and optimize processes for installers of solar panels, heat pumps, charging stations, and more. According to the vendor, this comprehensive solution caters to solar panel installers, heat pump installers, charging station installers, renewable energy companies, and construction companies. With its wide range of features and functionalities, 2Solar software aims to be a valuable tool for professionals in the renewable energy industry.

Key Features

CRM: According to the vendor, the software allows users to keep all customer data in one place and track the status of each phase in the sales process. It also offers flexibility in workflow to adapt to specific needs, along with a secure rights system to ensure data privacy.

Leads Management: The vendor states that the software enables users to capture and manage leads from various sources using a visual Kanban model. It also offers integration with Outlook 365 or Google Calendar for efficient scheduling and task management, as well as marketing automation to send automated emails based on lead status.

Price Lists and Product Database: Users can easily upload and manage price lists, product prices, and volume prices, according to the vendor. The software also allows for easy calculation of margins and sales prices, along with access to a database of available solar products for time-saving procurement.

Location Scan: The vendor claims that users can place a web form on their website to capture visitor address details, automatically importing leads into the CRM system to streamline lead generation.

Schouw (Survey): According to the vendor, the software provides an easy way to conduct surveys on smartphones, tablets, or laptops. It allows users to collect all relevant information in one place for quick access.

Ontwerp (Design): The vendor states that the software offers an intuitive module for designing solar panel layouts on current aerial photos. It claims that users can generate layout plans in just 3 minutes.

Offerte (Quotation): According to the vendor, the software allows users to create smart and fast quotations using data from the layout plan. It offers automatic calculations and customizable templates for professional quotes.

Planning: The vendor claims that the software enables efficient management of people, teams, installations, service, sales, and emails. It provides users with a comprehensive overview of their schedule and tasks.

Oplevering (Delivery): Users can access checklists, material lists, delivery documents, and completion reports, according to the vendor. This allows for a smooth and organized handover process.

Facturatie (Invoicing): The vendor states that the software allows users to generate invoices in a few clicks, customized to their branding. It also offers integration with existing accounting software.