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Consulting for Solar Installers

Find out the proven insights & strategies we use at Ipsun for running our $10m in annual revenue solar business.

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Joe MarhamatiHerve Billiet

For Solar Installers by Solar Installers

We, the folks at Ipsun Solar (a fully vertical integrated EPC company with 60+ employees), have been using HubSpot for years to run our own solar business.

From sales, to marketing and operations there is no area that we have not touched & implemented within HubSpot.

And even if we (almost) didn‘t want to: Our software customers and partners have asked us time and time again if we can help them get the most out of their HubSpot Accounts.

That‘s why now for the first time ever you can…

Peak behind the scenes of our optimized HubSpot Solar Account

Any Sunvoy Subscription does not only come with a tailor made HubSpot Integration, but as well with complementary unlimited HubSpot Consulting.

You will even get temporary access to our own HubSpot account so you can see exactly what we are doing and copy our proven templates and strategies to get the most out for your own Solar Business.

Being a HubSpot partner agency involves far more than simply selling the software and showing off the badge. We use HubSpot every day, whether we‘re writing a blog, making advanced reports, or supporting our sales team.

We are arguably the only experts in HubSpot for solar installers, and we battle test out all the functions before we even think about recommending them to you.

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We can help you to:

1.Get started on HubSpot

No matter if you have not used any CRM before, or want to migrate from your existing CRM. We will help you setup your HubSpot Account, optimized for Solar Installers and get your team up to speed quickly

2.Optimize your HubSpot Account

And implement all of it‘s powerful features across the different teams of your organization, focusing on the ones that are most relevant for driving business and actionable insights for solar installers

3.Provide ongoing support & performance reviews

Answering your solar specific HubSpot questions and telling you exactly how your numbers compare to other similar businesses across HubSpot.

Our Solar Version of HubSpot

SunSpot is the first and only Solar Version of HubSpot in the solar industry. It‘s our native HubSpot application designed from the ground up to meet the specific operational needs of Solar Installers.

Developed with years of firsthand experience as a solar installer, and developed in collaboration with some of the industry‘s most prominent installers, we provides an unmatched set of features, including:

Everything is automated as much as possible without losing the customer‘s personal touch.

Because HubSpot is the top CRM platform for solar sales, marketing and operations, there are a wide variety of third party applications to enhance your HubSpot Account for your specific business model.

Sunvoy has extensive experience with integrating third-party applications specific to the solar industry, to enhance the benefits of having HubSpot‘s open API for tracking all your business decisions.

Effective project management is critical for solar installers, by providing better control over project actions and the times it takes to bring a project to fruition. Our Project Management module seamlessly integrates with the Sunvoy, so that project development can be viewed by the customers without having to provide endless manual updates by phone, text and email.

HubSpot Project Management

In addition, the reporting modules give project managers a visual, graphical analysis of the status of specific projects, enabling them to see important KPIs quickly.

HubSpot Solar Dashboard

Key Features of our HubSpot Version

We understand your business like no other because our HubSpot version was created by an established and fully vertically integrated EPC that uses HubSpot for running all of their operations


Over 500 reports specific to the solar industry, your company and each of your teams including sales, operations, marketing and maintenance


Customized Pipelines spanning from Lead Generation to Inside Sales and Outside Sales, Operations (Residential & Commercial) and more


Email Automation & auto responders, Task-based workflows, if/then based decision trees that improve your closing and customer satisfaction rates


Get your NPS score and ask Customers for Feedback throughout their projects so you can continously improve your business

Marketing Outreach
& List Building

Create beautiful and effective lead intake forms on your website, track your campaigns and open and click rates over time


Automatically add or remove employees across your whole organization and give role based permissions

3rd party

Integrate seamlessly with HelloSign, Sunvoy, Netsuite, Slack and more

Don't take just our word for it:

"Without Ipsun, changing our CRM to HubSpot would have been a nightmare. Besides our in-depth conversations with Joe and his team, the most helpful thing has actually been seeing how Ipsun Solar's HubSpot account is organized behind the scenes."

Patrick Hosbach
Photon Brothers

Patrick Hosbach

Photon Brothers

"[…] with the help of Joe and his team at Ipsun, we were able to successfully bring our operations work flows into HubSpot as well, boosting it‘s value substantially for us. With the framework and overall guidance he provided, we achieved right away what otherwise could have taken us weeks to achieve."

Conor Darby
OnSite Energy

Conor Darby

COO, OnSite Energy

Get access to your complementary HubSpot Consulting

Click the button below to find out how our unique solution for the solar industry can elevate your Solar Business to the next level

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