Create a beautiful branded customer portal & fleet management app with our one-click Insightly Integration.
Insightly Fleet Management
Manage your solar fleet across all inverter and battery brands.
Connect your Insightly Deals and Contacts to realtime energy monitoring data from your Inverter.
Search, filter and order your solar fleet based on your day to day needs. 10x faster, more up to date and comprehensive than within Insightly alone. Guaranteed.
Complements:
Insightly Deal Map
Display all of your Insightly Deals or Tickets connected to your Solar Systems on a map. With real-time monitoring data that wouldn't be available using Insightly alone. Both on the web or mobile. The possibilities for your O&M and Sales teams are endless and they will actually enjoy using it.
Replaces:
Insightly Customer Portal
Keep your customers up to date, engaged and happy. Reduce the burden on your project and sales managers. Display your own construction process that is based on information from your Insightly Deals in your own words in an easy at-a-glance view that works like a pizza tracker.
As featured in:
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"...helps manage solar inverter connectivity"
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"...developed to help solar installers"
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"...helps installers maintain their direct relationship with their customers"
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"a one-click fix that shows installers all of their affected systems on a location-enabled map"
We understand your business like no other because Sunvoy was created by an established and fully vertically integrated EPC. We have worked extensively with every CRM and had a behind the scenes view by integrating it via the official Insightly API tightly into Sunvoy
Insightly
Contacts
We sync your Insightly Contacts with Sunvoy Customers and give your customers an easy to use portal to keep their information up to date
Insightly
Deals
We sync your Insightly Deals with Sunvoy Projects and the information coming from the Solar Inverter. You will finally have operations & sales on the same page.
Insightly
Tickets
Allow customers to open & view tickets from their portal and have your employees comfortably manage tickets on web & mobile, syncing all info back to Insightly
Combine your Insightly data with:
Click the button below to find out how our unique solution for the solar industry can elevate your Solar Business together with Insightly to the next level
+1 (866) 484-7786
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