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A Solar-Specific monday
 CRM & WM Solution

We believe achieving operational excellence in your solar installation business gives you a sustainable competitive advantage.

Trusted by 300+ businesses worldwide

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CLIENTS WE'VE WORKED WITH:

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Facing these challenges?

Disconnected Systems

Connect all of your workflows and departments in one Work OS, give team members visibility into the data they need to see, and streamline communication across your entire organisation with monday.com. 

Project Visibility Gaps

Manage your team members' permission levels and broaden or restrict their visibility into projects.

Inventory Management

Use the chart view and the dashboard widget for a streamlined view of the inventory management information you need most — like items requested from different manufacturers, how many products are on order, stock quantities and deficiencies — all at a glance.

Customer Communication Breakdowns

Break down silos between teams with shared workspaces and communication tools built right into your CRM, ensuring everyone stays aligned.

Difficulty Scaling

When you set up the right workflows and boards, monday allows you to easily scale as headcounts grow. monday.com is an end-to-end solution that centralises your tech stack, making it easy to integrate various tools and maintain an up-to-date view of your solar operations.

Maintenance Responsibilities

monday features like automations and integrations enable you to keep maintenance to a minimum. Say goodbye to constant spreadsheet clean-ups and hello to monday doing most of the work for you.

Key Features

Services

Sales Acceleration: Streamlined CPQ process with real-time inventory visibility and automated proposal generation

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Operational Efficiency: Automated project board creation from accepted proposals with standardized installation workflows

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Resource Optimization: Integrated inventory management with supplier connections and automated reordering

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Portfolio Management: Real-time visibility across all projects with performance tracking and resource allocation tools

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Customer Lifecycle: Complete customer journey management from lead acquisition through installation and scheduled maintenance

Solution design and implementation

 

Workflow customization and template configuration

 

Integration with third-party applications

 

User training and adoption support

FASTER INVOICING

Invoice faster with integrations and automations. Track and manage all of your customers' invoices in one place.

Standardized CPQ process & accelerated quote-to-cash cycle

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PORTFOLIO MANAGEMENT

Installation & Maintenance Portfolios

The portfolio solution is the place for portfolio and project managers to collaborate and execute with confidence, all while having the ability to easily report on their success across the organization.

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We bring real returns on investment.

Join 300+ organisations that have implemented with us.

“We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what’s next and what our process is.”

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Jade Wood

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Managing Director

Popology

“We found Monday to be more customisable and transparent for both internal and external stakeholders. It reduced double handling of issues, as the Monday boards provide clear, accessible information—eliminating the need to email around for updates.”

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Mairhead McKinley 

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Delivery Manager
Givergy

“Process automation across campaign management, budget management and project approvals has saved significant amounts of time for staff globally and also improved collaboration across global teams.”

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Emily Hill

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International Markets Manager

Tourism Northern Territory

INVENTORY TRACKING

Inventory App 

The Inventory App integration allows you to enable real-time tracking of panels, inverters, batteries and other components and link inventory directly to quotes.

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FINANCIAL FORECASTING

Sales Dashboards

Forecast revenue for your active deals and break down the forecast by month and by region. Sales dashboards allow you to pull data from multiple boards and see all of the data at a high level in one place.

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Before vs After

Sales team creates quotes with no visibility into inventory
 

Info manually re-entered between sales and operations
 

Project data siloed within departments
 

Limited visibility into project status for management

Unified flow from lead through installation and maintenance
 

Automated handoffs between teams

Real-time visibility across all project phases

 

Standardized templates ensuring consistent quality
 

Centralized data for strategic decision-making

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50% reduction in repetitive admin tasks 

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60% quicker quote-to-cash

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30% increase in on-time delivery

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20% reduction in carrying costs

Schedule Your Personalized Demo

Book a time with our product specialists to see how Monday CRM can be tailored to your specific business needs and start your 4-week extended trial.

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