Leads 365

Leads 365, at the core of Core365’s ERP solutions, revolutionizes lead management with seamless integration, intuitive dashboards, and powerful filters, ensuring every interaction is captured and streamlined, empowering effortless sorting and assignment of leads for a robust sales pipeline and team alignment.

Core 365 offers a seamless ERP solution tailored for solar companies, streamlining operations, cutting costs, and improving customer experiences. Say goodbye to the hassle of managing multiple tools.

Escape the frustration of managing your business across multiple inadequate systems. Our comprehensive platform empowers you to oversee your entire business seamlessly, without the limitations of fragmented solutions.

Leads 365 is the cornerstone of Core365’s ERP solutions, built to redefine lead management. A comprehensive hub where all your leads converge, this module integrates seamlessly with an array of lead providers, ensuring that no opportunity falls through the cracks. With Leads 365, engage in an unparalleled management experience through intuitive dashboards that offer powerful filters and quick-glance dispositions.

It’s designed to streamline the chaos of lead management into a harmonious flow of potential customer engagement. Every interaction is captured, every prospect is mapped, and the journey from lead to loyal customer is crystal-clear.

Management becomes a breeze as Leads 365 allows you to sort, prioritize, and assign leads with unmatched ease. Whether it's a quick status update or a deep dive into lead performance, this module is your command center, ensuring you’re always on top of your game, your team aligned, and your sales pipeline robust and ready for conversion.

Frequently asked questions

What is Core365?

Core 365 is a comprehensive Enterprise Resource Planning (ERP) platform designed to cater to industries such as home automation, security, pest control, renewable energy, and roofing. It offers a wide range of modules including Procurement 365, HR 365, Finance 365, and more, each tailored to streamline various business processes.

How can Analytics 365 enhance my business decision-making?

Analytics 365 is a visual reporting engine within Core365 that turns complex data into intuitive graphics and insights. It allows decision-makers to track real-time performance, analyze trends, and make informed decisions based on actionable data, enhancing productivity and operational efficiency.

What features does Service365 offer for managing solar projects?

Service 365 is designed for the renewable energy sector, providing comprehensive management of solar projects from initiation to completion. It includes modules for site surveys, engineering reviews, and customer interactions, with integrated communication tools like text messaging and customer portals.

Can Lender 365 streamline my financial transactions?

Yes, Lender 365 integrates with multiple lenders via APIs, centralizing all loan-related activities in one platform. It simplifies the management of loan applications, stipulations, and funding processes, reducing the need for multiple logins and external applications.

How does HR 365 handle payroll and employee management?

HR 365 provides tools for managing time clocks, disciplinary actions, and payroll for hourly employees. It is specifically tailored to streamline payroll calculations, manage time-off requests, and automate onboarding processes, all within a secure, permission-based system.

What are the security features of Admin 365?

Admin 365 offers robust security measures including password complexity requirements, two-factor authentication, session timeouts, and user lockouts. It also allows for customization of the user interface to reflect company branding, ensuring both security and consistency in user experience.

How does Integrations 365 support external software integration?

Integrations 365 connects Core 365 with external tools like Site Capture, Solo, Dialpad, and various AI tools including ChatGPT. It aims to become an all-encompassing platform that reduces dependency on external applications by enhancing its integration capabilities.

What customization options are available in Forms 365?

Forms 365 allows users to create customized forms using a drag-and-drop interface that supports a variety of field types and configurations. It includes options for adding validations and conditions to forms, making them as simple or complex as needed. These forms can be used across different services and departments within the organization, ensuring data integrity and tailored data collection.

How does DocuVault 365 manage electronic contracts and e-signatures?

DocuVault 365 is an electronic contract and e-signature platform within Core365, allowing users to easily drop PDFs into the system and designate fields for e-signature. It includes a queue management system for tracking all documents and integrates visual graphs for easy management, enhancing the efficiency and traceability of contract handling.

What does EPC 365 365 offer for project management?

EPC 365, also known as PM 365, is a project management module specifically designed for complex industries like solar energy. It manages everything from intake and NTP (Notice to Proceed) to site surveys and engineering design reviews. The module automates data comparisons and progresses projects through various stages, integrating with external engineering firms for plan approvals.

How does Funding 365 assist with financial management?

Funding 365 centralizes data from multiple lenders into a single module, incorporating change order queues and stipulation queues to simplify the management of financial transactions. It also features "zero-sum" queues, where the presence of items indicates pending tasks, helping financial coordinators efficiently manage their workload.

What capabilities does Payroll 365 have for sales commissions?

Payroll 365 is tailored to manage sales commissions and payroll for sales teams. It supports various commission structures and automatically calculates payments based on sales achievements. The system is permission-based, ensuring that payroll details are securely accessed only by authorized personnel.

How does Procurement 365 integrate with inventory management?

TPS 365 (Third-Party Services) manages all interactions and processes involving third-party vendors within sectors like renewable energy. This module facilitates tasks such as tree removal, HVAC services, and electrical work, allowing users to send RFQs and manage responses within the system. TPS 365 integrates seamlessly with other Core365 modules, ensuring smooth operations and compliance without the need for external applications.

How does Vendor 365 enhance vendor management?

Vendor 365 is a comprehensive vendor management system that stores all relevant vendor information and ensures compliance with necessary documents like insurance and contracts. It features automated compliance checks and a user-friendly portal where vendors can manage their interactions and documentation, ensuring streamlined operations and reduced administrative overhead.

What features does Learning 365 offer for corporate training?

Learning 365 serves as an internal Learning Management System (LMS) that allows organizations to abandon costly third-party LMS services. Users can upload documents, videos, and links, and organize these resources by department or user group. Learning 365 supports self-enrollment, progress tracking, and badge awards, making learning accessible and engaging for all employees.

How does Contact 365 support customer and internal communication?

Contact 365 integrates text messaging, phone systems (with call recording via Dialpad), and an internal chat system to provide a seamless communication platform. The upcoming AI-driven Customer Connect portal will automate customer interactions, escalating to human intervention only when necessary. This integration creates full transparency and visibility between employees and customers in real time.

Can you describe the functionalities of Spark 365?

Spark 365 is a service provider and regulatory knowledgebase tailored for the solar industry. It stores all AHJ requirements for solar project completion in one place, eliminating the need to maintain scattered data across spreadsheets. It integrates design requirements, permitting information, and corrections into a comprehensive, accessible system.

What does Coral 365 offer for company and licensing management?

Coral 365 manages all aspects of company registration and licensing, streamlining the process of maintaining state, county, and city licenses, including those for individual employees. The system features easy-to-use modules with alerts for upcoming expiration dates, ensuring that all licenses are current and compliant.

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