FAQ
All your Question answered about our Marketing, CRM, Pipeline, Automation, and More!
Online Reviews
Improve your ratings and build your reputation to win more business.
Messaging
Reach your customers wherever they are.
Streamlined Workflow
Streamline Your Solar Crm with automation
Complete Pipeline
Use multiple pipelines to track you work flow
Online Reviews
Improve your ratings and build your reputation to win more business.
Messaging
Reach your customers wherever they are.
Streamlined Workflow
Automated Your Buiness
Complete Pipeline
Track Projects, and leads
Do You Have to Set Everything Up Ourselves?
Depending on your plan, you might dive into the onboarding course solo or (Essentials and Up) let us handle the heavy lifting after you set up your initial accounts. We've got your back!
What level of customer support and training do you provide?
When you sign up online, expect an onboarding course, docs, and even a call for a personalized walkthrough. We discuss any questions, review onboarding, automation, website, and pipeline setup. Need us? We're just a text or email away, always ready to chat!
What kind of reporting and analytics capabilities does your CRM offer?
Our software isn't just a pretty face! Dive into detailed reports, track pipeline progress, Google Business insights, and more—all in one convenient dashboard.
How scalable is your CRM solution, and what options are available for businesses of different sizes?
Big or small, we've got it all! Our software flexes with your growth, ensuring it's always a perfect fit for your evolving needs. Add as many Team Member you want!
What Happens if I Didn't Receive Onboarding Emails?
We strive to ensure that you receive all necessary communications from us. However, we understand that sometimes emails can end up in spam folders or get lost in transit. If you haven't received the onboarding emails, be sure to check your spam folder and add us as a contact to prevent future issues. If you still don't see the emails, don't hesitate to reach out to us directly. We'll resend the onboarding materials right away to ensure you have everything you need to get started.
Can You Integrate with 3rd Party Apps?
Absolutely! Reach out to see if we can integrate with your specific app.
Can I Manage Tasks and Assign Jobs to My Team?
You betcha! Delegate tasks, automated tasks for each step of the pipeline, assign jobs to team members, and watch your team conquer the sales battlefield—all from the comfort of our intuitive platform.
How Hands On Do You Need to Be?
The level of hands-on involvement is entirely up to you. Initially, there is some setup involved, but once that's complete, it's your call how involved you want to be. While the software is completely hands-on, you'll have access to our onboarding course to guide you through the initial setup process. Depending on your plan, we'll manage and set up certain parts of your business for you. We can discuss your preferences, such as how frequently you'd like us to reach out or if you'd like approval for social media posts. Ultimately, we're here to support you in whatever capacity you need!
Can I request a demo or trial of your software before making a commitment?
You got it! Book an appointment, or check out the demo on our site. We'll show you the ropes and make sure our software is the perfect fit for your business.
What level of customization is available for pipelines and stages within your system?
You have complete customization control over your pipelines and stages within our system. For Essentials and up, we'll initially set up your pipeline based on the information you provide us. From there, you have the freedom to customize it further or request changes as needed. It's all about tailoring the system to perfectly fit your business needs!
What Happens When We Sign Up?
Once you sign up, you'll receive an email with all the information you need to kickstart your journey. We'll provide access to our onboarding course, essential forms, and a link to book an onboarding call.
What types of notifications and alerts does your CRM offer for keeping track of important events and tasks?
Our system offers a wide range of notification options to keep you informed and on top of your tasks and events. You can set up automated notifications for various events, such as when a prospect reaches out or when a task is due. Notifications can be delivered through the app, via text message, or by email. You can even designate specific team members to receive notifications for certain events, ensuring that everyone stays in the loop.
How does your CRM handle lead nurturing and customer relationship management?
With our CRM, lead nurturing and customer relationship management are top priorities. You can add contacts, set up custom fields, and even create personalized email sequences—all designed to foster stronger connections with your customers. Plus, our system tracks every interaction, ensuring no opportunity slips through the cracks!
How Does Cancelation Work?
We understand that sometimes circumstances change, but we'd hate to see you go! Before canceling, please reach out to us. We might be able to assist you with the software or it might be time to up your marketing. However, if you still decide to cancel, you can do so directly through the software. If you encounter any trouble during the cancellation process, feel free to reach out to us, and we'll be happy to assist you further!
Online Reviews
Automate Your Reviews
Enhance your reputation and boost your online presence effortlessly by leveraging a simple trick to aim for 5-star ratings. We achieve this by sending review requests via text to recent customers, ensuring prompt responses and interaction with reviewers, all managed seamlessly from a single inbox. With this strategy, you can increase your ratings, build trust, and stand out online.
Pipeline
Create & Automate Your Pipeline
Revolutionize your solar business pipeline effortlessly with our advanced solution. Featuring multiple pipelines, intuitive lead tracking, seamless workflow management, robust automation, and document tracking, we empower your efficiency like never before. Easily monitor lead sources, streamline tasks, assign users, track documents, and send contracts—all in one place. Elevate your solar business to unprecedented levels of success starting today.
Leads
Generate New Leads
Supercharge your solar business with our lead generation powerhouse. We kickstart your strategy by harnessing the power of organic traffic, ensuring sustained growth and visibility. Our approach prioritizes building a robust organic presence to drive leads efficiently. Once your organic traffic reaches its peak, we seamlessly transition to targeted paid campaigns, amplifying your reach and maximizing your lead potential. Trust us to fuel your solar business success from organic growth to strategic paid campaigns, ensuring a steady stream of leads at every step.
Social Media
Manage Your Social Media
Elevate your solar business's online presence with Xyzo Marketing at the helm of your social media strategy. Our expert team takes the reins, managing your social media platforms and crafting engaging posts tailored to your audience. With Xyzo Marketing in charge, you gain valuable time to focus on growing your business while we handle the intricacies of social media management. Watch as your brand flourishes online, attracting new customers and fostering meaningful connections—all with the expert touch of Xyzo Marketing.
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