11 articles tagged with CRM
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
June 3, 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 ITC handling end up on spreadsheets. Here's the real cost of the build, and what the off-ramp usually looks like.
Matt Franklin
May 27, 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
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
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
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
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