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
Reduce customer calls with self-service solutions

Bodhi’s® self-service solutions allow customers to find answers to their questions - from project status, what's next, and documents — all without needing to call your team.

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realized that my project
Not a single customer has asked me about their project since we launched Bodhi.
Addison Fountain
,
Scheduler, Yellowball 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
Self-service resources
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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Bodhi® is a customer experience platform that helps answer many of your customers' questions so you don't have to. Bodhi can be used as a stand-alone product, or it can integrate with your CRM or project management tool to better personalize and proactively answer their questions.

Many smaller businesses without a CRM will use Bodhi to manage their customer communications - relying on the two-way texting team inbox, time-based automations, and white-labeled customer portal.

Which solar company department does Bodhi® help?
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Bodhi® has specific benefits for each solar department. 

Bodhi® helps sales teams by automatically nurturing new and aged leads in proven, custom nurturing journeys. With Bodhi® automated communications, you can improve your close rates and keep your funnel humming in the background.

Bodhi® helps marketing teams lower customer acquisition costs by earning more 5-star reviews, referrals, and follow-on sales. For example, by automatically understanding your customers' sentiment, we catch unhappy customers early — before they take to social media or Google. And for your happy customers, reach out for reviews and referrals.

Bodhi® helps operations teams by streamlining communications and offering self-serve resources — giving teams time back to actually focus on the project. Bodhi® also uses the power of AI to identify which customers need your immediate attention and how best to respond, meaning no more surprise escalations or cancellations.

What makes Bodhi® special?
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Customers are hard. Even when your team is trying really hard, good communications without the right tools is taxing, costly, and mostly impossible.

Bodhi® provides customer-tested tools proven to deliver the outcomes your team needs, from sales to install to service. That's why Bodhi customers save an average of 35% on customer support costs, have a 6% cancellation rate, 4.7 Google review score, and generate 30% of their business from referrals. Read these examples of how Bodhi® has helped solar installers around the world.

How long does it take to onboard Bodhi®?
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For Bodhi® Starter, customers can be up and running at the end of the initial kick-off call with your assigned Customer Success Manager.  For Bodhi® Pro, the customer journey configuration and technical integration generally takes less than 4 weeks with the Bodhi team doing most of the heavy lifting.  Olivia Goral of Greenlink Energy Systems said, “The easiest software implementation we’ve ever dealt with.” Read the case study here.

What type of customer support does Bodhi® provide?
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Each customer gets a dedicated Customer Success Manager who works with you to ensure a successful and timely implementation.  Customers have access to our customer support portal that includes robust documentation and CX best practices. The Customer Success Manager will meet regularly to review and refine your configuration settings and suggest improvements based on industry best practices. Here’s a case study of how Greenlink has leveraged Bodhi’s customer success team’s solar expertise to drive real results for their team.

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Helping you brighten up the world, one customer at a time
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