FEATURES

The CX tools that solar pros love and can't live without

Bodhi® equips you with customer-tested features proven to deliver the outcomes your team needs, from sales to install to repeat customer.

Loved and trusted around the world

Reduce your customer support efforts by 50% with Bodhi® - from sales to install to service.

Everything you and your team need, and we never stop innovating.
Never miss a customer message

Bodhi’s omni-channel team inbox centralizes communications across text, email, and in-app so you and your team never miss a customer message. Easily reply back to the channel they prefer.

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realized that my project
I LOVE the inbox. It's such an easy way to see what customers received and communicate when I'm busy.
Cam Smith
,
Service manager, Huston Solar
Automated follow-ups and updates so you don't have to.

Bodhi’s® customer journeys allow you to build tailored journeys for every workflow to keep your customers automatically updated and engaged - all triggered by CRM milestones or scheduled time.

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realized that my project
I can't tell you how many times we get a high rating for customer service, and I think: Well I give them a welcome call, and I schedule their project, but Bodhi® does the rest!
Jodi Bannister
,
Customer Experience Manager, A.M. Sun Solar
Stop escalations before they snowball into cancellations

Bodhi’s®– customer sentiment tool uses the power of AI to identify which customers need your immediate attention and how best to respond before they escalate to 1-star reviews or worse, a cancellation.

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realized that my project
The sentiment tool is really cool. If I see a frowny face, I’m like, ‘Why did we get that?’ And I love that I can click to see what caused it.
Amanda Costa
,
Director of Communications, EMPWR Solar
Answer customer questions - 24/7

Reduce staff workload and free up your team’s time by delivering fast, solar-specific answers to the questions your customers ask every day.

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realized that my project
This tool does exactly what I do when I’m on the phone with customers—it really relates to the customers and makes them feel validated.
Sam Murphy
,
Six River Solar
Get signatures in minutes, not weeks

Bodhi’s e-signature feature simplifies requesting and securing customer signatures, ensuring quick turnarounds and avoiding costly delays.

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realized that my project
After using Adobe Sign with little success, I started using Bodhi, and it was the only way I was able to get customers to sign their permit forms quickly.
Will Lawton
,
Permit Manager, Solar Gain
Share customer documents without the hassle

Bodhi’s document repository integrates with your company’s document service to easily share important project documents and photos with your customers in one easy-to-access location.

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realized that my project
We used to have a whole complicated process to get our customers their documents. Now we just send them to Bodhi.
Cory Howe
,
Managing partner, AM Sun Solar
Stand out from your competitors

Bodhi’s® company-branded customer portal & emails reinforce the customer.relationship - keeping your company top of mind to earn referrals and repeat business.

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realized that my project
Bodhi's personalized customer portal gives our customers peace of mind, and it makes us look more professional.
Evelin Hernandez
,
Project manager, Solarize
Earn more 5-star reviews while avoiding the 1-star reviews

Bodhi’s® surveys and reviews feature automates text-based surveys so you can head off miscommunications and get you the 5-star review you deserve.

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realized that my project
The customer satisfaction surveys are so valuable to get ahead of any issues customers are having and prevent bad Google reviews.
Ellen Castle
,
Business development manager, A1A Solar
Turn great experiences into powerful referrals

Bodhi’s® referral feature helps you turn happy customers into brand ambassadors with automated check-ins, easy-to-submit forms, and warm email introductions.

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realized that my project
We got 4 referrals the day we launched Bodhi, and they’ve continued to roll in.
Bernie S.
,
Project Manager, Wolf River Electric
Omni-channel inbox
Automated customer journeys
Customer sentiment analysis
AI customer support assistant
E-signatures
Document repository
Company branded customer portal
Surveys & reviews
Referrals

Measurable results for ambitious solar businesses

logo am sun

10

Hours gained weekly

67%

Increase in project volume
View case study

10

Hours gained weekly

20%

Decrease in customer escalations
View case study
measurable results for ambitions solar business

10

Hours gained weekly

30%

increase in referrals
View case study

Best-in-class products comes with world-class support

Check out our FAQs or reach out to our support team for questions.
Is Bodhi® a CRM?
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Which solar company department does Bodhi® help?
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What makes Bodhi® special?
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How long does it take to onboard Bodhi®?
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What type of customer support does Bodhi® provide?
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Helping you brighten up the world, one customer at a time
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