CRM for Solar

Unify your renewable energy business with the #1 CRM for solar

Solar companies unify their businesses with Insightly

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Growing your solar business means using the right tools

Increase your margins when you improve efficiency in all areas of your solar business

Construction, manufacturing…the solar business has it all. There are a lot of moving parts in the marketing, sales, project management and customer service departments.

Each project is unique and you’ve got to keep projects moving to maintain your margins and grow your business.

Your organization is complex and you can’t subsist on spreadsheets, paper forms, and folders. Dated tools aren’t going to cut it. You’ve got to up your game.

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Solar businesses grow faster with Insightly

Triple revenue without adding staff? That’s what happened at Better Earth Solar when they implemented Insightly. Having their entire business operate from one platform provided the insights they needed to grow.

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Insightly Marketing

Marketing automation helps solar companies attract site visitors, convert them to prospects, and optimize spend. Insightly Marketing is a full-featured platform to run marketing campaigns at scale.

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Insightly CRM

A CRM helps solar companies streamline sales processes, improve profitability, and create long-term customer relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.

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Insightly Service

Great customer service increases revenue and drives great customer relationships. Insightly Service is a ticketing application that includes a convenient patient portal, knowledge management and insights, SLA management and in-depth analytics.

“Since implementing Insightly, we were able to triple our revenue without tripling the size of our team.”
Joanna Falcone Better Earth
Joanna Falcone
VP of System & Process Development, Better Earth Solar

“Compared to other CRMs, Insightly’s filters are very specific and provide a detailed look at each project and relationship.”
Nell Jungels
Neil Jungels
Director of IT, Bright Planet Solar

“We went with Insightly because of its customization capabilities. Insightly is right-sized to our business, and has proven to be very flexible and customizable over the long-term.”
Bathany Lund
Bethany Lund
Administration and Conservation Specialist, Tualatin Soil and Water Conservation District

See why Insightly is ideal for solar businesses

The right CRM can align your teams and better serve your customers.

The CRM solar businesses love

The right CRM will do wonders for any business. At its core, it’s a central data repository and a single source of information for your team. However, there are aspects of Insightly that solar and renewable energy businesses love.

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Accelerate Sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management
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Build Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the customer wants and needs
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Deliver on Commitments

  • Convert closed opportunities into projects
  • Coordinate employee, contractor, and partner activity with task management
  • Automatically generate tasks, events, emails, and update milestone statuses

Integrate with all the apps your solar business uses

You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

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AppConnect puts Insightly CRM at the center

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.

Insightly can connect to hundreds of the apps you use every day like Accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

Build automated workflows with 1200+ integrated apps

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Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

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  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your solar business an edge