- rhooda@escoadvisor.com
- +1 908 310 4484
ezCRM
Our solar technology
ezCRM
Explore the features of our cloud based cutting-edge IT solution solar ezCRM
ezCRM stands as the ultimate solution for Community Solar, offering a comprehensive suite of tools tailored for marketing, operations, and regulatory compliance. Developed by Community Solar energy experts, ezCRM is a secure, web-based SaaS platform revolutionizing operations for Solar developers, Subscriber organizations, Utilities, Munis/co-ops.
Key Benefits
ezCRM is more than software; it’s a catalyst for operational excellence and integrates with vendors, TPV providers, eligible customer lists, historical usage data, and multiple data sources, all with a future-ready approach.
Features
- Customer Enrollment / Acquisition
- Solar Project Allocation
- Billing
- Payments & Solar Credits
- Document Management
- Reports
- Customer Self-Service Portal
- Integrations
- ezCRM Red Flags
Customer Enrollment / Acquisition
Effortlessly initiate and track customer enrollments with advanced tools.
- Maintain an active customer wait list
- Send welcome letters and contracts via email or SMS
- Integration with third-party verifications
- Integrate with Solar Developers, Subscribers, and Utilities' websites for your enrollment program
- API integrations
- Inbound/Outbound call tracker with disposition
- Many more…
Solar Project Allocation
Manage allocation/reallocation with utilities, subscribers, and solar developers in real-time
- Manage real-time automated customer allocation/re-allocation
- Manage solar electricity generated in real-time with OPEN API technology
- Manage utility communication (i.e., electric usage consumed)
- Integration with EDI vendors
- Integration with third-party verification companies
- Integration with acquisition providers
- Many more…
Billing
Simplify billing processes with our user-friendly features
- Create and print invoices with one click
- Fully customizable invoices with dynamic fields
- Verify the utility electric kWh before sending invoices to customers
- Calculate utility-assigned net metering credits assigned to a customer
- Associate multiple accounts within one bill
- Supplier integration with EDI vendors
- Alert for incorrect kWh discrepancies
- Alert for incorrect rate calculations
- Alert for late invoice processes
- Send invoices via SMS/Email/Print PDFs
- Many more…
Payments & Solar Credits
Track payments and solar credits efficiently
- Track payments across customers
- Track solar credits given to customers
- ACH payments
- Recurring or one-time payments
- AR reports
Document Management
Manage documents efficiently from welcome letters to invoices
- Communication Hub: Send documents via email/SMS
- Print with a one-click option
Reports
Generate comprehensive reports in real-time
- AR Reports
- Billing/Invoice
- Daily Sheet
- Account master
- Payments
- Usage report
- Fraudulent Enrollments
- Solar credit history
- Allocation/Re-Allocation
- LMI Customers
- Many more…
Customer Self-Service Portal
An award-winning secure and innovative portal for customers to track their savings in real-time.
Integrations
Seamlessly integrate with various platforms and services
- Third-party verifications
- DNC.com
- Email Verification
- Twilio Verification
- Lead management verifications
- EDI/Billing vendor verifications
- Many more…
ezCRM Red Flags
Identify and manage potential issues effectively
- Fraudulent Enrollment
- IP detection
- Email/Customer information check
- Account number validation
- Document management
- LMI indication
- Many more…
Get Started Today !
Ready to join the community solar movement? Sign up today to start saving on energy costs and making a positive impact on the environment. Whether you’re a homeowner or a renter, community solar is a smart and sustainable choice for your energy needs.
Contact Us
Contact us today to learn more about how our community solar solutions can benefit your business. Together, we can drive the growth of renewable energy and create a sustainable future.
Call us for support
+1 908 310 4484
Email us for query
rhooda@escoadvisor.com
Our work process
How Community Solars Works
4 easy step to task
01
Subscribe to a Project
- Choose a community solar project near you and subscribe to a share of its energy production
- Your share size can be adjusted based on your energy needs and preferences
02
Generate Solar Power
- The solar project generates clean energy, which is fed into the local power grid
- Your share of the generated power is calculated and tracked
03
Receive Energy Credits
- Your utility provider applies credits to your monthly bill based on the amount of solar energy your share produced
- Enjoy reduced electricity costs without any changes to your existing energy provider
04
Monitor and Save
- Track your energy production and savings through an easy-to-use online portal
- Experience the satisfaction of supporting renewable energy and saving money
Client Testimonials
Client Success Stories
What our clients say about Community Solars
-
“Switching to CommunitySolar’s ezCRM has been a game-changer for our solar development projects. The platform’s seamless integration with our existing systems and its comprehensive suite of tools have streamlined our operations, from customer enrollment to billing. We’ve seen a significant increase in efficiency and customer satisfaction. Highly recommended! Thank you, Rahul!”
John D.
Solar Developer - New York -
“CommunitySolar’s ezCRM has revolutionized how we manage our community solar projects. The ease of use, coupled with robust features for marketing, operations, and compliance, has allowed us to focus more on growing our subscriber base. The real-time allocation and billing features have particularly been a lifesaver. We couldn't be happier!”
Sarah K.
Subscriber Organization - Massachusetts -
“Using ezCRM from CommunitySolar has made our work much simpler and more efficient. The integration with various vendors and data sources has helped us keep track of everything in one place. The customer self-service portal is a fantastic addition, giving our subscribers more control and visibility over their savings. This platform is a must-have for any community solar project. Thank you Priyanka and Team!”
Michael P.
Utility Manager - Colorado -
“ezCRM by CommunitySolar has been integral to our success in the community solar sector. The software’s ability to handle complex billing scenarios and provide detailed reports has given us better insights into our operations. It has helped us reduce operational costs and improve our service delivery significantly. We highly recommend it to anyone in the industry.”
Lisa M.
Municipal Solar Coordinator - Maryland -
“CommunitySolar’s ezCRM has been a remarkable tool for our business. The platform’s user-friendly interface and powerful features have made managing our community solar projects effortless. The automated customer allocation and real-time tracking of solar electricity generation have greatly enhanced our operational efficiency. It's a game-changer for solar developers!”
David R.
Solar Developer - Illinois -
“We have been using ezCRM from CommunitySolar for over a year, and it has transformed our subscriber management process. The comprehensive reporting features and seamless communication with utility companies have significantly improved our workflow. The support team is always responsive and helpful. We highly recommend ezCRM to other subscriber organizations.”
Emily S.
Subscriber Organization - New Jersey -
“ezCRM by CommunitySolar has simplified our community solar project management to an unprecedented level. The platform’s integration with our existing billing and EDI systems has reduced errors and streamlined our operations. The ability to manage documents and communications through a single platform has been incredibly beneficial. It's an essential tool for any community solar initiative. Job Well done by team @ ezCRM. Thank you, Vishal!”
James T.
Utility Manager - Virginia