As the level of competition in the solar and renewable energy industry toughens, it is imperative to use the best solar CRM in Australia if you must win.
Getting the best CRM for solar companies in Australia depends on your unique needs and preferences. While some persons prefer a budget-friendly CRM, others prefer a sales-focused one.
Nevertheless, in whatever category you belong, we have curated the best CRM software to solve your immediate and future business needs.
The Best Solar CRM in Australia
Overall, we recommend Pipedrive as the CRM for distributors. With the increasing level of competition rocking the solar and renewable energy industry, solar outlets need a CRM to give them a competitive edge.
And that is exactly what Pipedrive CRM represents.
Alongside the overall best, we have listed other incredible CRMs with their unique advantages.
1. Pipedrive - Best Overall
Used by over 100,000 companies globally, Pipedrive stands as one of the most preferred CRM software for solar companies in Australia.
Essentially, Pipedrive is a sales-oriented CRM that helps organizations effortlessly sell more. On average, it allows renewable energy companies to manage their client’s relationships.
And that’s not even all. Pipedrive empowers business owners to automate repetitive tasks, gain deeper insights into their clients, manage leads, and ultimately delight their customers.
Additionally, Pipedrive offers integration capability with over 350 software tools. That means you can seamlessly integrate it with your other software without hassle.
Why Choose Pipedrive CRM?
- Pipeline and Deals: With Pipedrive, you can visualize, track, and organize your sales process and pipelines. It comes with featured tags to enable you to name your contacts according to their stages in the life cycle.
- Automation: Pipedrive automation feature helps you improve your workflow, save time, and cut your operating expenses. You can also set triggers and desired actions that automate your routine tasks.
- Insights and Reporting: No business can do without actionable customer and sales insights. Pipedrive provides these insights with no or no extra effort.
- Other features of Pipedrive CRM include chat integration, invoice, and billing, contact management, email and communication tracking, etc.
2. ConvergeHub - Best for Growth
Convergehub is a leading sales, marketing, support, and billing CRM. I have a personal preference for ConvergeHub because it’s growth-centric. It comes with every necessary functionality that will help you grow your business.
With ConvergeHub, converting a cold prospect to a happy lifetime customer is easy. Plus, it also has powerful features like seamless billing and payment tracking, enhanced customer service, marketing campaigns, etc.
Why Choose ConvergeHub?
- 3 Users
- 500 leads, accounts, contacts, deals, cases, and tasks
- End-to-end customer lifecycle management platform
- Powerful sales force automation
- Personalized marketing campaigns
3. Zoho - Budget Option
Zoho is a fusion of AI and innovation. It’s an end-to-end, fully customizable CRM solution for growing a solar-servicing firm.
From finance to marketing to contact management, Zoho empowers retailers to transform their businesses with ease digitally.
Plus, it has many out-of-the-box functionalities to help you increase your market share, work, and collaborate efficiently.
Why Choose Zoho CRM?
- Sales Force Automation: Zoho’s sales force automation allows you to automate routine sales, marketing, and support functions that consume your time. Also, you can create leads, contacts, and deals workflows that bring customers on autopilot from your marketing channels.
- Omnichannel: Spark real-time conversations with customers and prospects that interact with your brand via website, email, telephony, and social media. All from your central dashboard.
- Sales Enablement: Empower your sales team with the right tools needed to execute their jobs. With Zoho, you can quickly raise and send quotes, access calendars, book appointments, and integrate Google Workspace and Office 365.
- Other features include analytics, customer journey orchestration, process management, predictive sales and intelligence, team collaboration, and integrations.
4. Freshsales CRM - Best Extra Features
Freshsales CRM empowers solar firms to streamline their sales process, close deals faster, and accelerate revenue.
Freshsales comes with AI-powered chatbots, AI-based deal insights, automated sales campaigns, responsive web forms, and lots more.
With Freshsales, you can quickly generate more opportunities and manage your pipeline.
Why Choose Freshsales CRM?
- Freddy AI: Improve your productivity with the power of artificial intelligence. Freddy AI gives you intelligent suggestions and insights on your customers, auto-detect duplicate contacts, predictive lead scoring, lead-generation bot, and lots more.
- Customization: Freshsales lets you customize your CRM to fit your needs. You can create custom sales activities, lifecycle stages, custom fields, multi-currency, multi-language, etc. It unlocks your creative genius.
- Communication: Foster internal and external communication with Freshsales’s collaboration tools built by a team for a team like yours.
- Other features include pipeline management, analytics, automation, governance, and mobile.
4. HubSpot - Best for Usability
Hubspot is one of the world’s leading CRM software for businesses of all sizes. Aside from being easy to navigate, Hubspot offers a free plan for solar firms in Australia.
HubSpot is a champion for inbound marketing. It allows organizations to track and analyze their sales activity in real-time and enhance their pipeline for better conversion.
Solar companies can quickly use HubSpot to capture leads from their digital media assets and start instant conversations that lead to sales.
Why Choose Hubspot CRM?
- Email tracking with intelligent insights: It lets you get in-depth details into what appeals the most to your email subscribers.
- Pipeline management and follow-ups: HubSpot lets you fully automate your follow-up and pipeline management process so that you can focus on your core business.
- Live chat to facilitate relationships with your clients: In a world where customers are craving near-instant responses from brands, Hubspot permits you to be there for your customers, always.
- Meeting scheduler with embed forms: Schedule meetings seamlessly with HubSpot embed forms.
5. Zendesk - Best for Customer Service
Zendesk Sell is an intuitive and modern sales solution aimed at helping organizations maximize productivity, maintain pipeline visibility, and grow revenue.
Zendesk CRM is a powerful tool with many incredible features that will enable you to improve your relationship with your existing clients while attracting new ones.
With Zendesk, distributors can deliver superior customer service without extra effort. All they need to delight their customer is already available on Zendesk.
Why Choose Zendesk Sell?
- Productivity: It comes with top-tier productivity tools like email integration, sales engagement, task player, power dialer, and bulk outreach functionalities.
- Superior Customer Experience: When it comes to customer experience, no one does it better than Zendesk. It gives you a 360% view of your customers and lets you manage them from a single dashboard. Plus, Zendesk equips sales professionals with every information they need to delight and close a customer.
- Pipeline Visibility: With Zendesk, you can create predictable sales forecasts, pipeline analysis, planning, and team management.
Other Software Tools for Solar Firms
As great as CRM software tools are, they don’t work in isolation. There are other aspects of your business that would need unique and dedicated software to handle.
Knowing that most CRM software is flexible and open to integration. That means you can seamlessly integrate them with another software tool. Here are a few other software you’ll need:
1. FreshBooks:
Freshbooks is intuitive and pocket-friendly accounting software for business owners and organizations. Some of its top features include invoicing, expenses, time tracking, projects, payments, reporting, accounting, and reconciliation.
Essentially, Freshbooks takes the burden of accounting off your shoulders.
2. Vonage:
Vonage is a business phone system that enables businesses to link their VoIP phone system to online-powered devices for communication via text or video conferencing.
Vonage supercharges your phone system for effective local and international communication.
Final Thoughts & Recommendations
CRM software is a powerful tool for customer engagement and sales acceleration. It has the potency to transform your business when used correctly.
The best CRM for distributors is the one that helps you achieve your business goals. And that’s why we carefully handpicked five CRM software with unique strengths to help you make a faster and better decision. To reiterate, they are:
- Pipedrive – Best Overall
- Zoho – Budget Option
- Freshsales – Best Extra Features
- HubSpot – Best for Usability
- Zendesk – Best for Customer Service
Have any questions or concerns about these CRM? Kindly leave a comment below.
