Blog
Best CRM software for solar installers: how the options actually compare
A practical comparison of CRM and field service software for solar installers, and where each option falls short.
Ben Clarke
August 4, 2026
CRM
14 articles tagged with CRM
Blog
We watched 30 clean-energy installers churn off HubSpot. Here's why
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
Blog
Why in-house and bespoke CRMs don't survive growth (US installer playbook)
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 ITC handling end up on spreadsheets. The real cost of the build, and what the off-ramp usually looks like.
Matt Franklin
May 27, 2026
How-to Guide
Migrating from HubSpot to Payaca: what actually moves (US installer guide)
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
Blog
Pipedrive vs Payaca for solar and battery installers: where the Pipedrive line stops
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, ITC documentation, install and PTO.
Jamie Duncan
May 22, 2026
Blog
Why solar installers are replacing their generic CRMs
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
Blog
ServiceTitan alternatives for growing solar installers - and how to choose
ServiceTitan dominates field service, but it was built for HVAC. Here's an honest comparison of the alternatives for solar installers - including where each one is strong, where it falls short, and how to choose based on your business stage.
Matt Franklin
March 25, 2026
Blog
Why solar companies are leaving Salesforce (and what they switch to)
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
Blog
What software do EV charger installers need?
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
Blog
What CRM do heat pump installers use?
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
Blog
What job management software works for battery installers?
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
Blog
What software do solar installers use to manage their business?
A comprehensive guide to the software solar installation businesses use, from CRMs and field service tools to design platforms and compliance systems. Covers what to look for at every stage of growth.
Ben Clarke
February 11, 2026
Blog
Stop trying to fit a square peg: why generic CRMs are hurting your renewables business
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
Blog
Do I need a CRM for my business?
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