Key Features
Ability to Customize Sales Process
The two-way sync allows users to fully customize the sales process in Zoho while taking advantage of Open Solar’s solar-specific quoting and proposal capabilities. This leads to a more tailored and efficient workflow.
Track Conversion of Solar Leads
Leads generated through various channels can be tracked and managed in Zoho, giving you visibility into the conversion process and the ability to monitor the success rate of solar proposals, from initial interest to signed contracts.
Nurture Leads in Zoho and Create Solar Proposals in Open Solar
You can nurture leads and track interactions in Zoho, then seamlessly transition to Open Solar to create solar proposals, ensuring a smooth handoff between customer relationship management and project-specific documentation.
Use the Right Tool for the Job
With Zoho handling CRM, sales pipelines, and customer communication, while Open Solar focuses on solar-specific quoting, proposal sign-offs, and CPQ (Configure, Price, Quote), each platform is used for its strengths, resulting in optimized processes.
Efficient Blueprint and Operations Management
Zoho can manage the blueprint and operations aspects of a solar project, while Open Solar handles detailed solar-specific tasks, providing a holistic and efficient approach to project management.
Comprehensive Reporting from Zoho
Generate in-depth reports within Zoho to analyze sales data, customer interactions, and lead conversions, while maintaining detailed solar proposals and job-specific data in Open Solar, ensuring both high-level and granular reporting capabilities.
Reduced Data Entry and Improved Accuracy
A two-way sync reduces the need for manual data entry, ensuring that customer information, proposals, and job statuses are automatically updated in both systems, minimizing the risk of human error.
Discover why our customers trust our Zoho CRM Open Solar integration to securely run their business. Learn more on our casestudies page.
Do any of these challenges sound familiar ?
Field and Office staff have different local versions of documents?
Do team members forget to Upload documents to Simpro?
Unable to access Simpro Attachments Offline?
Unable to Collaborate on Documents and Excel files with Colleagues?
Sick of Downloading, Editing and Uploading Manually every time?
Can’t access Simpro Attachments from Windows Explorer interface.
Can’t use Desktop versions of Excel and Word on Simpro project attachments?
It’s far too slow to access Simpro Attachments?
Having to kick Colleagues out of the Project to be able to upload Data?
No Redundancy to Simpro Attachments / Project information for ISO or Business Process?
Why SyncEzy
+
Countries
Seconds
Average Sync speed
K+
Jobs and Quotes Synced
Million+
Attachments and Documents synced
We’ve been an official Integration Partner with Zoho since 2018, and have multiple integrations listed and approved on the Zoho Marketplace. We have been a Premium Zoho Partner, supporting Zoho customers globally with a team of Zoho Certified technical staff. Check us out on Zoho Marketplace or at a future Zoholics event!
OpenSolar is the world’s first free, end-to-end, solar design and sales application, providing solar professionals with a highly sophisticated, yet easy to use software tool that services their end-to-end needs, from marketing and lead management to solar system design, sales, installation, and service.
What Our Customers Say About Us
It’s a very painless integration, SyncEzy have made it very easy to implement. It’s also great to see the support is quite responsive.
Bart Brichau
Managing Director at Teltrac
Related Case Studies
Trusted by Hundreds of companies worldwide.
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Here are some Frequently Asked Questions?
Our integrations ultises 256-bit encryption, which sets the standard for safeguarding data. We also adhere to industry-leading practices and do not store any client information on our servers, ensuring maximum privacy and security for all users.
Providing fixed pricing on integrations is difficult as different-sized companies have different requirements & support levels (i.e. a 5-person business vs a 500-person, multi-site company). Our team are specialists in tailoring implementation & support packages that make sense for a business of your size. Click the “Chat Now” button on the bottom right of this page to start the conversation.
Register a SyncEzy Account, Find the simPRO / Sharepoint integration from the Integration library, Subscribe to the simPRO / Sharepoint, Authenticate simPRO, Authenticate Sharepoint, Complete the configuration steps.
We pride ourselves on the quality of our support and have the testimonials from customers to prove it. It is no wonder that most customers have stayed with us for more than 3 years!
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