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
500+ clients globally use Fruition's monday.com expert consultants
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
Sales Acceleration: Streamlined CPQ process with real-time inventory visibility and automated proposal generation
Operational Efficiency: Automated project board creation from accepted proposals with standardised installation workflows
Resource Optimisation: Integrated inventory management with supplier connections and automated reordering
Portfolio Management: Real-time visibility across all projects with performance tracking and resource allocation tools
Customer Lifecycle: Complete customer journey management from lead acquisition through installation and scheduled maintenance
Our Services
Solution design and implementation
Workflow customisation and template configuration
Integration with third-party applications
User training and adoption support
Schedule Your Personalised Demo with A monday.com Expert
Book a time with one of our monday consultants to see how monday CRM can be tailored to your specific business needs and start your 4-week extended trial.
FASTER INVOICING
Standardized CPQ process & accelerated quote-to-cash cycle
Invoice faster with integrations and automations. Track and manage all of your customers' invoices in one place.
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.
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.”
Jade Wood
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.”
Mairhead McKinley
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.”
Emily Hill
International Markets Manager, Tourism Northern Territory
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.
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.
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
- Real-time visibility across all project phases
- Standardised templates ensuring consistent quality
- Centralised data for strategic decision-making
- Automated handoffs between teams
50% reduction
in repetitive admin tasks
60% quicker
quote-to-cash
30% increase
in on-time delivery
20% reduction
in carrying costs