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Why Generic CRMs Fail for the Solar Industry

Published on by OnlyWorks Insights

Why Generic CRMs Fail for the Solar Industry

You've tried using a generic, off-the-shelf CRM. It probably didn't work well. The solar industry has unique workflows that generic tools simply don't understand.

A Solar EPC needs to handle system design specifics, complex multi-stage quoting, permit tracking, and unique financing models. Generic CRMs require extensive, expensive customization and still fall short. They lack features like built-in proposal engines, change order management, and integrations with solar design software. Don't force a square peg into a round hole; invest in a tool built for your industry.