Since the day we launched Sunvoy, we've been equally passionate about showcasing the platform's benefits and helping solar business owners tackle the complex challenges we faced while growing and selling our own solar company. One recurring question we hear from installers is: "What CRM do you recommend?"

It’s no surprise why.

Many CRMs on the market are either poorly designed or incapable of supporting the growth solar companies need to scale effectively. For nearly three years, as a HubSpot Solutions Partner, we’ve provided tailored HubSpot solutions for our Sunvoy customers and connected them with partners for onboarding and integration.

Today, we’re thrilled to announce the launch of SunCRM—a joint venture between Sunvoy and Revenue Institute, one of the country’s top HubSpot integration partners. This solution is built to provide solar companies with a supercharged version of HubSpot, tailored specifically to the needs of solar businesses.

What Makes SunCRM Stand Out?

SunCRM leverages our extensive experience integrating HubSpot for solar businesses around the globe. Here’s what sets it apart:

1. It comes with solar-specific customizations.

SunCRM is a solar-optimized super-instance of HubSpot. It includes:

• Solar-specific pipelines
• Custom properties and fields
• Reports tailored for solar KPIs
• Automations and workflows designed for the solar sales process
• Service tools to manage installations and maintenance
• Pre-built forms and marketing templates
• Data migration and scheduling/calendar setup

2. It is a CRM that grows with you.

Unlike static CRM systems, SunCRM evolves over time.

As we develop new best practices and refine the super-instance based on real-world use, we’ll release optional updates to help solar installers continue improving their operations.

Additionally, Hubspot is a modular platform that grows as your business grows. You’ll notice that Hubspot consumes a smaller and smaller percentage of your overall revenue as it grows your business organically. Imagine a CRM that actually adds incremental value to your revenue and operational efficiency while also taking up a smaller and smaller piece of your overall expenses as a percentage of revenue.

That’s the beauty of Hubspot.

3. It’s like having a 24/7 HubSpot trainer with SunCRM sidekick.

Getting your team up to speed on a new CRM can feel like a challenge, right?

That’s why we created SunCRM Sidekick, your go-to sales enablement and training tool. Sidekick breaks down all the HubSpot terms, processes, and workflows into clear, visual guides, so your team has 24/7 access to training support.

4. Native Integrations with both Sunvoy and Identity Matrix.

SunCRM is a joint venture of Sunvoy and Identity Matrix, two companies revolutionizing the way that solar installers do business.

You already know that Sunvoy is the first and only solar branded customer portal built by solar installers for solar installers.

Identity Matrix is a tool that allows solar installers to identify potential solar customers who visit their websites. This means that you can now call or email these folks directly while importing their contact information into Hubspot automatically, with SunCRM’s proprietary technology.

5. Get decades of solar experience in your CRM instantly.

SunCRM was built from the lived experience of its founders building, scaling and selling a solar business on the backbone of Hubspot. But we have done this for countless other solar installers too, from small mom-and-pop shops to some of the largest installers in the world.

Rather than having to AB-test and iterate your CRM from scratch, you get the combined experience (both successes and failures) from an actual solar business owner who attributes the growth and sale of their business to the brilliance and innovation of HubSpot and the downstream tech stack. We also have dozens of partnerships with others in that tech stack and can connect you to any number of other solutions, from field service, to accounting, inventory, VOIP calling, texting, and more.

6. The ideal solution for installers migrating from SalesForce.

We have lost count of the number of solar installers who are fed up with SalesForce and looking to migrate to a CRM solution that provides natural usability for its team members.

In our own solar business, we never heard a single complaint about HubSpot, because the UI/UX is second to none. You don’t need custom coders or developers to build it out, and you can call the HubSpot helpline 24/7/364 (they do take a holiday off) - where you’ll get someone who you can understand clearly, knows how to help you with any question, and will tell you if they’re not sure and get back to you in 24 hours.

Unlike other Enterprise CRM solutions that tie you up in cumbersome contracts for years on end, and make you pay tens of thousands of dollars to ask a question and get support, Hubspot has one of the highest customer ratings in the solar industry because of its ease of use, intuitive user interface, and impeccable customer support.

7. Infinite scalability to grow your solar business.

What if you actually had a CRM with no ceiling on capabilities or growth potential.

That’s exactly what you’ll receive with HubSpot and SunCRM. No more stretching the constraints of your spreadsheets or homegrown solar CRM, wondering when or how you’re going to be able to get out of it. You can take HubSpot to the moon, as we’ve seen solar businesses grow to well over 9-figures and exiting with one of the most robust CRM platforms in the world.

No wonder that HubSpot has one of the highest penetrations in the solar industry.

Why SunCRM?

The solar industry is unique, and generic CRM solutions often fail to address its specific needs.

With SunCRM, you get a system designed from the ground up to meet the challenges of solar sales, operations, and service—while also empowering your team with the tools and training they need to succeed. Whether you’re scaling fast, optimizing your processes, or looking for a CRM that works with your business instead of against it, SunCRM offers the perfect solution.

Getting Started

If you’re ready to take your solar business to the next level, we’d love to help. Learn more about SunCRM or book a time with our team today.