OPERATIONS

Yes, you can view each homeowner’s preferences for communication within your Bodhi® account.  Bodhi® automatically updates which channels your messages are sent on based on these preferences, but your admins on your team are also able to change which channels messages are sent on based on your company’s processes. Currently, text, email, and in-app Bodhi® messages are supported and can be toggled off and on.

No matter what version of Bodhi® you use, you can add unlimited staff and team members to your Bodhi® account, allowing you to tag-team customer communications and use the same templates and automations.

Yes, Bodhi® comes with pre-built message templates for each solar project phase, but you can also customize the language in these templates to better match your company’s unique voice and brand.

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.