Solar Inbound

The best CRM for Solar implementator

We were really struggling with our internal processes. We moved from JobNimbus to Quickbase, and that integration alone took over a year and still felt heavy and inefficient. As soon as Jon introduced us to HubSpot through Solar Inbound, it was honestly a no-brainer. In less than six months, we migrated our entire operation—sales, projects, and internal workflows—something we couldn’t achieve in over a year with our previous setup. Today, everything runs with far less internal stress, much clearer ownership, and significantly faster structures. The difference is not just the tool, but the way Solar Inbound understands solar operations and translates them into a clean, scalable HubSpot implementation. Highly recommended if you’re serious about fixing process chaos and scaling efficiently.

Revamping our CRM to be streamlined, smart, and solar-ready.

Solar Inbound demonstrated exceptional project management throughout the HubSpot CRM rebuild, consistently delivering work on time and maintaining clear, organized communication at every stage. Their team was highly responsive to our needs, quickly addressing feedback, implementing adjustments, and ensuring that all deliverables aligned with our goals and timeline. Their proactive approach and attention to detail made the collaboration seamless, allowing us to stay focused on our operations while they efficiently executed the technical aspects of the project.

Transformative Solar CRM Overhaul

We struggled with a legacy CRM and needed a complete overhaul to support our growing solar business. SolarInbound came through with a fresh start—a new HubSpot account seamlessly integrated with multiple additional software systems they recommended. Their project management was reliable and punctual, ensuring every deliverable was met on schedule, though we did need to stay engaged with their updates. What impressed us most was Jon’s deep understanding of the solar industry and his confidence in proven solutions. The results speak for themselves: improved sales performance, skyrocketing online reviews, and streamlined operations. Overall, SolarInbound has truly been an invaluable growth partner.

Optimize your Sales CRM and Automate Your Workflows with Solar Inbound

Not only did Solar Inbound guide us through an extensive, multi-dimensional optimization of our HubSpot CRM, but Jon has drawn upon his years of solar industry sales experience to advise us on a number of significant changes to our processes which are based on time-tested and proven strategies. Jon is a pleasure to work with, always listening to our needs and adapting his solutions to best fit our unique ways of doing business. For anyone who is looking to elevate their sales organization and it's solar industry specific CRM to the next level, I highly recommend Solar Inbound!

An amazing resource in our success

Jon has been an invaluable resource in helping to implement HubSpot for our company. He is easy to work with and has really helped us elevate our company operations and sales pipelines. Jon & the team are a wealth of knowledge and we are so lucky to have them as a partner in our success! Highly recommend if you are looking to implement HubSpot and use it to its full potential.

Top-notch experience and service

We chose to enhance our existing HubSpot implementation. This involved the implementation of customized workflow management for marketing leads, sales opportunities, and implementation projects. Additionally, we migrated from Microsoft to Google for email and documentation management, implemented ancillary software serving specific purposes (lead generation, field service management) with direct integration to HubSpot which enabled us to remove software solutions that were not connected to one another in any way. The result is a single CRM that provides tracking, visibility, reporting on all facets of the organizations operations including sales ops, implementation and service. Since implementation of solutions and processes with SolarInbound we have seen over 1000% growth in 5 star online reviews demonstrating high levels of customer satisfaction. Additionally, growth in referral leads and website leads is substantial (from non-existant to 5-10 per month). Sales projections are showing a modest growth in sales YoY despite very significant macro level industry challenges this year.

Helped us Realize the Full Potential of HubSpot

Jon and his team have been a huge benefit to our company. We are a smaller company with construction as a background, so it has been a bit difficult for us to realize the full potential of HubSpot. Having SolarInbound help us set up HubSpot, create integrations, and clean up our pipelines has been a huge benefit. Since starting the process, we have been able to make our sales to operations pipelines more streamlined and efficient and have increased our sales 50%. Our ability to keep track of project data has improved immensely, and our client's experience has benefited from this. This is one of the best business decisions we've made to date - thank you to the SolarInbound team!

100% happy with our outcomes. Solar - Inside Sales

Jon and the SolarInbound team have had a massive impact not only on designing our HubSpot CRM account for maximum efficiency and accurate reporting data but, more importantly, on our bottom line. I worked directly with Jon to fine-tune our lead intake strategy, overall lead generation, and to remove several silos between departments. As a result of his knowledge and dedication to contributing to our success, we saw a 56.25% increase in our (Lead In) to (Lead Set) rate in less than 6 months.

Excellent service

SolarInbound has a skilled team that will solve your problems. They've helped me with a NetSuite integration which is unlike the potential of other products. They've been a valuable tool to enable our current tech stack. They are responsive and care about their clients.

Exceptional team

This team is exceptional! They know the industry and they know HubSpot more than any other partner we used in the past. The level of detail SolarInbound brings to every project has far exceeded our expectations. They helped us build out and automate a dialer for lead management, pre-sales process, new sales board, and completely optimized our job operations.