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Frequently asked questions
Both Bodhi® Starter and Bodhi® Pro are sold in project packages, from a 50 project package for local or recently formed solar companies, up to an uncapped enterprise solution for established solar businesses. Our Solar Customer Experience Specialists will work with you to identify the feature set and project package that most aligns with your business goals.
No, Bodhi® is not a CRM. Instead, Bodhi® integrates with your team’s existing CRM to automate and personalize project updates so your customers always know what’s going on with their project, PMs get time back in their day, and solar businesses see more reviews, referrals, and follow-on sales.
In order to use Bodhi® Pro, your team already needs to be using a CRM or Project management tool to keep track of projects. Integrating with your CRM is how Bodhi® ‘knows’ to keep customers updated with automated, personalized messages so that your team can focus on meaningful tasks — like building personal relationships with your customers or executing projects.
You can find a list of supported CRMs here. If you don’t see the solution your team is using, get in touch, and we can discuss potential next steps.
Bodhi® Starter and Bodhi® Free are standalone products that work without a CRM integration. Some data entry is required, but they have been designed to help growing solar businesses address the challenge of keeping up with customers' expectations for constant updates.
Yes, you can work with your dedicated Customer Success manager to discuss changes to your plan at any time.
We invoice monthly in 12 equal monthly installments based off of your overall Bodhi® package and project volume.