CRM for Energy & CleanTech

The energy transition needs not just technology, but also professional sales. We help CleanTech companies scale their growth.

View Industry Solutions

The Typical CRM Challenges in Energy CleanTech

The Project Pipeline Flood

Hundreds of inquiries for solar, heat pumps, storage - but which are realistic?

The Incentive Maze

Federal tax credits, state rebates, utility incentives - who can keep track? And who informs the customers?

The Installer Dilemma

You need installers as partners - but how do you manage a network of hundreds?

The B2B-B2C Mix

Residential customers, commercial customers, municipalities - all in one system? Recipe for chaos.

How We Help Energy CleanTech Companies

1

Lead Qualification

Automatic evaluation of project inquiries by feasibility and revenue potential.

2

Incentive Integration

Current incentive programs in the CRM - automatic recommendations by project type.

3

Partner Portal

Installers and partners with their own access to leads, orders, and documents.

4

Multi-Segment CRM

Different processes for residential, commercial, and public sector - in one system.

CRM Features for Energy CleanTech

FunctionBenefits for your industry
Project TrackingFrom inquiry through planning to installation - all phases mapped.
Incentive DatabaseCurrent programs with terms - automatically suggested for each project.
Installer ManagementPartner accounts, lead distribution, capacity planning.
Asset RegistryInstalled systems with maintenance history and upsell potential.
Carbon TrackingCO2 savings per project and customer - for reporting and marketing.

Typical Use Cases

Solar Lead Management

Efficiently qualify and distribute thousands of inquiries.

+50% Conversion Rate

Installer Network

Professionally manage and grow your partner network.

3x Faster Installation

Commercial Projects

Track complex B2B projects with long cycles in a structured way.

+40% Win Rate

Who Is This For?

Ideal for you if:

  • ✓ You're in the Energy CleanTech sector
  • ✓ Your company has 20-500 employees
  • ✓ You have at least 5 people in sales
  • ✓ Your CRM isn't working optimally or you don't have one

Typical clients:

  • • Solar & PV companies
  • • Heat pump manufacturers & distributors
  • • Energy storage & battery systems
  • • E-mobility & charging infrastructure

Frequently Asked Questions

That depends on your situation. We provide vendor-neutral advice and recommend the system that fits your requirements.
Typically 6-12 weeks. An MVP can be live in 4 weeks.
Potential analysis $499 (credited toward engagement). Implementations $5,000-$15,000. Ongoing support starting at $950/month.

Ready for Professional CRM in Energy CleanTech?

In 35 minutes, we analyze your CRM situation and show you concrete optimization potential.

Fully credited toward engagement.