Zoho for Solar Companies
We design and implement Zoho systems for solar installers, EPCs, and new construction teams to improve visibility, streamline operations, and scale profitably.
Built by a solar operator with 18+ years of experience and over $100M in solar projects.
Zoho Services for Solar
Implementation
- Zoho CRM setup tailored to solar workflows
- Zoho Projects setup for milestone and task workflows
- Sales pipeline and deal stage design
- Workflow automation and process mapping
Reporting and Support
- Zoho Analytics setup for source of truth reporting and dashboards
- Integration with solar tools (OpenSolar, Aurora, Scanifly, Sunvoy, etc.)
- Ongoing system optimization
Want to Explore Zoho Yourself?
Not ready for a consultation? Start a free trial and explore the Zoho tools GreatSun uses to help solar companies connect sales, projects, operations, and reporting.
Choose a Zoho Free Trial:
Not sure which option is right for your business? GreatSun can help you evaluate the right Zoho setup for your team.
Proven Results in Solar
Case Studies:
- Renu Energy Solutions empowers its business with AI-driven analytics and real-time insights
- Cape Fear Energy Systems Reduces Costs and Streamlines Processes With Zoho One
Videos:
- “Unleashing Innovation” Interview (workflow optimization)
- Almagam Insights Interview (data management, visualization, data storytelling, mobile app, AI, and data science capabilities)
Articles:
Built for Solar, Not Generic Businesses
We specialize in solar workflows, including new construction projects built from builder plan sets, not just retrofit residential systems.
We understand the full lifecycle:
lead → design → proposal → install → service
This allows us to build systems that actually match how solar companies operate.
Pull together Marketing, Sales and Operations data into beautiful slideshows to make the data come alive.
Maximize Marketing and Sales data in Zoho CRM by connecting it to Zoho Analytics to unlock insights in trends over time that will elevate team discussions and strategies.
Combine Zoho Projects with Zoho Analytics to visualize a customer’s journey that will identify bottlenecks and efficiencies to improve cash flow and customer experience.
See a single source of truth by joining Marketing, Sales, and Operations data to a customized dashboard with filters, various color-coded charts and tables.
Ready to Get More Out of Zoho?
If your team is outgrowing spreadsheets or disconnected systems, we can help you build a system that scales.