HubSpot is great, but here’s why Payaca is better for heat pump, solar, and EV charger installations

I've spent years using HubSpot. I know it inside out. It's a great product—flexible, powerful, and versatile. But when it comes to managing low carbon technology (LCT) installations like heat pumps, solar panels, and EV chargers, HubSpot isn't the ideal fit. Here's why Payaca is the better choice for businesses in this sector.

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Flexibility isn't always an advantage

HubSpot's flexibility is one of its strongest features. You can customise it endlessly, moulding it to fit almost any business model. But for LCT installations, this flexibility becomes a double-edged sword. To make HubSpot work effectively, you need extensive customisation and have to piece together multiple products. It's a time-consuming process that can leave you with a complicated system prone to errors.

Payaca, on the other hand, is built specifically for the LCT industry. It works straight out of the box. No hacking together, no convoluted setups—just a streamlined solution tailored to your needs.

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Quoting and invoicing: simplified

In the world of LCT installs, you deal with complex quoting, split invoicing, and detailed payment schedules. HubSpot can handle these tasks, but it requires a lot of manual steps. Every quote, every invoice becomes a chore.

With Payaca, we've automated these processes. Quoting is straightforward, invoicing is efficient, and payment schedules are easy to manage. You save time and reduce the risk of mistakes.

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Compliance made easy

Storing data is one thing; ensuring compliance is another. HubSpot can store your information, but it doesn't integrate with industry-specific systems like Distribution Network Operators (DNOs). That means more manual work for you.

Payaca comes with DNO integration built-in. Compliance becomes a seamless part of your workflow, not an additional headache.

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Intuitive data structure

HubSpot's data structure—deals, contacts, and companies—is incredibly flexible. But that flexibility can lead to confusion. Setting it up correctly often requires a deep understanding of the system.

Payaca keeps things simple. We use Projects (similar to deals) and Customers (contacts). It's straightforward and user-friendly. But when you need more complexity, we've got you covered with multiple contacts, addresses, and address-specific contacts.

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Tailored tools for the heat pumps, solar and EV charger installations

Both HubSpot and Payaca offer custom fields and forms. But only Payaca provides template forms designed specifically for the LCT industries. This means you can hit the ground running, using forms that match your exact needs without having to build them from scratch.

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Pricing that supports your growth

HubSpot uses per-seat and per feature pricing. As your team grows, so do your costs. This can become a significant expense for expanding businesses.

Payaca offers an unlimited seat  and unlimited feature Growth plan. You can add team members without worrying about escalating software costs. We grow with you, not against you.

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Field service mobile app

In LCT installations, your team often works in the field, sometimes without reliable internet access. HubSpot doesn't offer a field service mobile app to support this.

Payaca does. Our app is optimised for offline use and provides an easy-to-use, simple flow. Your team can access the information they need, when they need it, regardless of connectivity.

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Integrated supplier and material management

Managing suppliers, materials, and purchase orders is a crucial part of LCT installations. You need to arrange the right materials to arrive at the right time and it’s a key part of calculating profitability on each project. HubSpot doesn't handle this out of the box.

Payaca includes supplier management, material tracking, and purchase orders as standard features. Everything is integrated, reducing the need for additional software and keeping your operations smooth.

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Time tracking and employee cost reporting

Understanding where time is spent and how much it costs is vital. HubSpot lacks built-in time tracking and employee cost reporting.

Payaca provides these features as standard. You can track time, monitor costs, and gain valuable insights into your operations without extra tools or complex setups.

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Custom analytics without the hassle

HubSpot allows you to set up custom analytics reports, but it requires you to build them yourself. With Payaca, our team can create these reports for you, and soon, this functionality will be directly within the product. We believe in making data accessible without adding to your workload.

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An all-in-one solution

In summary, while HubSpot can be adapted for LCT installations, it demands additional apps, integrations, and a lot of setup time. Payaca offers everything you need in one place. Our expert team assists with implementation, and we're continually developing new solutions to optimise LCT installations.

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We've walked this path ourselves

We didn't just build Payaca; we use it. We transitioned from HubSpot to Payaca for our own CRM needs. We’re not building Payaca for ourselves and there are features that, as software company, we don’t need but it gives us and incredible ability to optimise the product for all users.

We've also helped multiple companies make this transition. Take VitoEnergy, for example. They were juggling HubSpot and Commusoft. By moving to Payaca, they've simplified their systems and accelerated their growth. On our Scale Program, we assisted them in extracting data from HubSpot via the API and importing it into Payaca. They've never looked back.

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The bottom line

HubSpot is a fantastic tool, but it's not tailored for the unique challenges of the LCT installation industry. Payaca is built for this purpose. We offer specialised features, integrated tools, and support that you won't find elsewhere.

If you're tired of bending generic software to fit your needs, maybe it's time to switch to something designed with you in mind. Payaca isn't just another CRM—it's a partner in your success, built by people who understand your business inside out.

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