Question 1

Can I pick which channels my message gets sent on?

Accepted Answer

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..

Question 2

How many project managers can use Bodhi?

Accepted Answer

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.

Question 3

Can I customize my message templates?

Accepted Answer

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.

Question 4

Do I have to have a CRM?

Accepted Answer

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.

CUSTOMER SUPPORT

Provide 24/7 customer support at 1/10th the cost

Answer customers' questions, day or night—no staff required

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.

Help customers navigate system alerts w/o picking up the phone

We see people who’ve invested a lot of money become anxious when anything seems off. This provides simple, direct responses that put them at ease.

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