16 articles tagged with CRM
What came across, and what we rebuilt, when a US solar and electrical contractor moved its solar business off Scoop, with Zoho on the sales side, and onto Payaca. Written from the migration we ran.
Jamie Duncan
October 28, 2026
The ten tools a US solar installer with 10 staff or more actually shortlists, what each is best for, how each prices, and where each stops once a job moves into permits, interconnection and inspections.
Matt Franklin
October 4, 2026
Jobber works well for general trades. Here's an honest look at the alternatives when solar, heat pump, or EV charger work pushes you past what it can handle.
Ben Clarke
September 10, 2026
HubSpot wins solar, heat pump and EV installers on the way up - and loses them as soon as the install team starts using it. Five patterns we keep seeing in migration calls.
Matt Franklin
May 28, 2026
Mid-sized US solar and clean-energy installers spend two engineers a year keeping a bespoke CRM alive that handles maybe 60% of the workflow. Permits, AHJ inspections, NEM interconnection and incentives end up on spreadsheets. The real cost of the build, and what the off-ramp usually looks like.
Matt Franklin
May 27, 2026
Decision-stage migration guide for US clean-energy installers leaving HubSpot. What imports cleanly, what doesn't, what HubSpot stays good at, and how to sequence a 4-week cutover without losing project history or AHJ permit state.
Matt Franklin
May 25, 2026
Pipedrive is the SMB sales pipeline that lots of US solar and battery installers reach for first. It does the sales side well and stops at deal-closed. A side-by-side workflow walkthrough through permitting, interconnection, incentive documentation, install and PTO.
Jamie Duncan
May 22, 2026
Salesforce, HubSpot, and ServiceTitan weren't built for clean tech. Here's what happens when installers switch to a purpose-built platform.
Matt Franklin
April 4, 2026
The main ServiceTitan alternatives for US solar installers are JobNimbus, Scoop Solar, Jobber, Salesforce and Payaca. What each is best for, and where each stops.
Matt Franklin
March 25, 2026
Ben Clarke, Account Executive at Payaca with 10+ years in field service management, explains why solar businesses keep abandoning Salesforce and generic CRMs - and what actually works instead.
Ben Clarke
March 10, 2026
A practical guide to the software options for EV charger installation businesses. Covers the difference between charger management and installer management, compares tools from spreadsheets to purpose-built platforms, and explains what to look for as you scale.
Jamie Duncan
February 14, 2026
A practical comparison of CRM and business software options for heat pump installation companies. Covers generic CRMs, HVAC field service tools, and purpose-built clean tech platforms.
Joe Gravestock
February 13, 2026
Battery storage installers have unique operational needs that generic field service tools don't address. We compare the software options available, from spreadsheets and solar-specific tools to purpose-built clean tech platforms.
Jamie Duncan
February 12, 2026
Which platforms solar companies actually run, and what breaks as you scale past 15 installs a month. CRM, field service, design tool imports, and compliance.
Ben Clarke
February 11, 2026
Ben Clarke, an Account Executive at Payaca with over a decade of field service management experience, argues that renewable energy businesses suffer when using generic CRM software designed for other industries.
Ben Clarke
December 19, 2024
This article weighs up the reasons why you should consider investing in a CRM, including signs that you need it and what type of solution to look for.
Felix Rusby
January 20, 2024