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Bodhi Review

Solar customer-experience platform โ€” automated project updates, reviews, and referrals

6.0 /10
WrenchStack
Score
Last updated 7 min read
Verified 2 days ago ยท 2026-05-28
Best team size: 1-200

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Quick verdict

Bodhi is best for Residential solar installers that want to automate post-sale customer communication and project updates to cut support load, lower cancellations, and drive reviews and referrals. Pricing starts at $0/mo. Strongest fit: Solar.

About Bodhi

Bodhi is a solar customer-experience platform focused on the part of the job that quietly drives referrals and cancellations: the months between contract and activation, when homeowners are anxious and project managers are fielding status calls. Bodhi integrates with a solar company's existing CRM and automatically keeps customers informed with personalized project updates, so homeowners always know what is happening, PMs get time back, and the business sees more reviews, referrals, and follow-on sales. It has been described as the 'Alexa' residential solar has been missing.

The outcomes Bodhi cites are concrete: customers average roughly 35% lower customer-support costs, a 6% cancellation rate, a 4.7 Google review score, and 30% of their business from referrals. Those metrics map directly to solar economics, where cancellations between sale and install are a major leak and referrals are among the cheapest acquisition channels. Bodhi also offers a genuinely free tier (Bodhi Free, free forever), making it accessible to installers of any size, with Starter and Pro sold in project packages up to an uncapped enterprise plan.

The key thing to understand is scope: Bodhi is a customer-experience layer, not a design, proposal, or full operations platform. It complements tools like Aurora Solar, Solargraf, or Pylon (design/sales) and a CRM (operations) rather than replacing them. For a residential solar installer whose referrals, reviews, and cancellation rate are leaving money on the table, Bodhi targets exactly that gap โ€” and the free tier makes it low-risk to try.

Pricing

Tier Price Notes
Free Custom quote Entry tier
Starter Custom quote
Pro Custom quote
Enterprise Custom quote Top tier

Bodhi Free is free forever. Starter and Pro are sold in project packages (from a 50-project package up to an uncapped enterprise plan); package pricing is not public. Bodhi integrates with your existing CRM rather than replacing it. Vendor-cited customer outcomes: ~35% lower support costs, 6% cancellation rate, 4.7 Google review score, and 30% of business from referrals.

Bodhi offers a genuinely free tier โ€” uncommon in this category. The free tier typically covers the basics (quoting, invoicing, sometimes scheduling) but lacks the multi-user team management, automation, and reporting depth that paid tiers add. Use it to evaluate the UX before committing, but plan to upgrade once you cross 2-3 users or need recurring service tracking.

Pricing verified 2026-05-28. Vendors change pricing without notice; verify with Bodhi before purchasing.

What does Bodhi cost at your team size?
Estimated monthly cost
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Annual cost
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Estimate uses the published starting tier and detects per-user vs per-company pricing automatically. For an exact quote at your team size and feature requirements, request a quote from Bodhi.

Key features

client portal customer communications automated followup review management automated reminders surveys

Integrations

salesforce

Pros

  • + Automates the anxious post-sale window

    Bodhi keeps homeowners informed with automated, personalized project updates from contract to activation โ€” the window where cancellations and support calls spike โ€” reducing both.

  • + Measurable referral and review lift

    Vendor-cited customer outcomes include a 4.7 Google review score and 30% of business from referrals, directly targeting solarโ€™s cheapest acquisition channels.

  • + Cuts support cost and cancellations

    Customers average roughly 35% lower support costs and a 6% cancellation rate โ€” meaningful in solar, where pre-install cancellations are a major revenue leak.

  • + Genuinely free tier

    Bodhi Free is free forever, so installers of any size can adopt a customer-experience layer with zero financial risk before upgrading to paid packages.

  • + Works with your existing CRM

    Bodhi integrates with the CRM you already use rather than forcing a rip-and-replace, so it adds a customer-experience layer without disrupting operations.

Cons

  • โˆ’ Customer-experience layer, not a full platform

    Bodhi does not do system design, sales proposals, or full operations. It complements those tools, so you still need a design/proposal tool and a CRM alongside it.

  • โˆ’ Paid package pricing not public

    While Bodhi Free is free, Starter and Pro are sold in project packages with pricing that is not published, so you need to engage sales for paid-tier costs.

  • โˆ’ Value depends on volume

    The referral, review, and cancellation benefits scale with project volume; a very low-volume installer may see smaller absolute returns.

  • โˆ’ Outcome stats are vendor-cited

    The 35% support savings, 6% cancellation, and 30% referral figures come from the vendor. They are plausible and specific, but validate against your own baseline during a trial.

  • โˆ’ Requires CRM integration setup

    Because Bodhi layers on your CRM, you need to connect and configure that integration to get automated updates flowing โ€” a setup step before value appears.

Implementation timeline

1โ€“3 weeks for a small team

Start with Bodhi Free to validate the customer-experience workflow at zero cost. Setup centers on integrating Bodhi with your existing CRM so project milestones automatically trigger personalized homeowner updates; configure the update cadence, review requests, and referral prompts. Because Bodhi complements rather than replaces your design/proposal tool and CRM, map where it fits in your stack first. Track your baseline cancellation rate, support volume, and referral share before launch so you can measure Bodhiโ€™s impact. Move to a Starter/Pro package once volume justifies the paid features.

Best for / Watch out for

Best for

Residential solar installers that want to automate post-sale customer communication and project updates to cut support load, lower cancellations, and drive reviews and referrals

Watch out for

It is a post-sale customer-experience layer, not a design, sales-proposal, or full operations tool, so it runs alongside your CRM and other software; Starter/Pro package pricing is not published

Available for these trades

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Frequently asked questions

What does Bodhi do?

Bodhi is a solar customer-experience platform. It integrates with your CRM and automatically sends homeowners personalized project updates from contract to activation, giving PMs time back and driving more reviews, referrals, and follow-on sales. It is a post-sale experience layer, not a design or operations tool.

How much does Bodhi cost?

Bodhi Free is free forever. Starter and Pro are sold in project packages โ€” from a 50-project package up to an uncapped enterprise plan โ€” with pricing that is not public, so paid tiers require a sales conversation. The free tier makes it low-risk to try first.

Does Bodhi replace my CRM?

No โ€” Bodhi integrates with your existing CRM rather than replacing it, adding an automated customer-communication and experience layer on top. You still use your CRM for operations and a separate tool for design and proposals.

What results do Bodhi customers see?

Vendor-cited outcomes include roughly 35% lower customer-support costs, a 6% cancellation rate, a 4.7 Google review score, and 30% of business from referrals. These are vendor figures, so validate against your own baseline, but they target solarโ€™s biggest leaks โ€” cancellations and acquisition cost.

Who is Bodhi best for?

Residential solar installers whose referrals, reviews, and pre-install cancellation rate are leaving money on the table. Because it complements your design tool and CRM and offers a free tier, it is a low-risk add for installers of any size focused on customer experience.

Ready to try Bodhi?

Free tier available โ€” no credit card required.

Visit Bodhi โ†’