Bodhi
UnclaimedAutomated customer experience and operations management for solar businesses.
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TL;DR - Bodhi
- Automates solar customer communications and project updates.
- Uses AI to prevent escalations and improve customer satisfaction.
- Drives business growth through automated reviews and referrals.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Significantly reduces customer support efforts and staff workload.
- Proactively identifies and addresses customer issues before they escalate.
- Boosts customer satisfaction, leading to 5-star reviews and referrals.
- Streamlines communication and project updates for customers.
- Integrates with existing CRM and project management tools.
Cons
- Primarily focused on the solar industry, which may limit applicability for other sectors.
- Specific pricing details are not publicly available, requiring a demo request.
Key Features
Omni-channel team inbox (text, email, in-app)Automated customer journeys and follow-upsAI-powered customer sentiment analysisCompany-branded customer portalAI customer support assistant (24/7)E-signatures for documentsDocument repository for customer accessAutomated surveys and reviews
Pricing Plans
Free
$0 Per project
- Multi-channel team inbox (text, email, and in-app messaging)
- White-labeled customer app and project tracker
- Document repository
- Up to 5 new projects a month, 60 total
Starter
$495 Monthly
- Unlimited customer journeys
- Automated time-based project updates
- E-signature capabilities
- CSAT & NPS surveys, reviews, and referral requests
Pro
$995 Monthly
- Integration & data-sync with CRM and cloud document services
- Automated CRM-based updates
- AI-powered customer sentiment analysis
- AI customer support agent
About Bodhi
By Toolradar Team·
Bodhi is a comprehensive customer experience platform designed specifically for solar businesses. It automates customer communications, manages project updates, and proactively addresses potential issues throughout the entire customer journey, from sales to installation and service. The platform centralizes all customer interactions into a single inbox, leveraging AI to identify at-risk customers and automate responses.
Bodhi is built for solar companies looking to reduce operational headaches, improve customer satisfaction, and drive organic growth through referrals and positive reviews. It helps teams save time by automating routine communications, reduces cancellations by preemptively addressing customer concerns, and enhances the overall customer experience with branded portals and 24/7 AI support. By integrating with existing CRMs and project management tools, Bodhi streamlines workflows and provides valuable insights into customer sentiment.
Key benefits include increased project volume, reduced customer escalations, and a significant boost in referrals. The platform offers tools for omni-channel communication, automated customer journeys, sentiment analysis, e-signatures, and document sharing, all tailored to the unique needs of the solar industry.
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Bodhi FAQ
What types of customer communications does Bodhi centralize?
Bodhi centralizes all customer communications including text messages, emails, and in-app messages into a single team inbox, allowing teams to reply through the customer's preferred channel.
How does Bodhi help prevent customer escalations?
Bodhi utilizes an AI-powered customer sentiment tool to analyze customer mood and identify individuals who require immediate attention, allowing teams to intervene proactively before issues escalate into negative reviews or cancellations.
Can customers access information and troubleshoot issues independently?
Yes, Bodhi provides a company-branded customer portal where customers can find answers to common questions, troubleshoot inverter issues, and access important project documents without needing to contact the support team.
How does Bodhi assist with generating reviews and referrals?
Bodhi automates text-based surveys to gather customer feedback and prevent negative reviews. It also includes a referral feature that automates check-ins, provides easy submission forms, and facilitates warm email introductions to turn happy customers into brand ambassadors.
Is Bodhi a CRM system?
Bodhi is a customer experience platform that complements existing CRM systems by automating customer interactions and providing insights, rather than being a standalone CRM itself.
What kind of integrations does Bodhi offer?
Bodhi integrates with various CRM and project management tools such as Hubspot, Salesforce, Monday.com, and Zoho, as well as document repository services, to enhance existing workflows.
Source: bodhi.solar