Seven verticals, one approach: find the systems a business is stitching together, and build the platform that replaces them. Sales apps, operations systems, telemetry, service and support, and AI assistants — scoped to the industry, built on one data model.
Beat your competitors to the first call.
Solar operators run on three things at once: a field sales force, a financed portfolio of installed systems, and a service department keeping both alive. We build the single platform that covers all three — a mobile sales app, a portfolio telemetry system, pipeline and service modules, AI assistants, and the call center — replacing the CRM and point tools they were stitching together.
- 01Mobile sales app
- 02Portfolio telemetry
- 03Outage map overlay
- 04Pipeline system of record
- 05Service & support tickets
- 06Bilingual AI assistant
- 07Call center replacement
- 08CRM migration
Increase in booked appointments over 90 days once reps worked from a lead-temperature-ranked list with one-touch contact and AI guidance.
One platform for sales, portfolio, and service.
The Problem
A multi-branch solar operator was running sales in a generic CRM, telephony in a separate call center product, portfolio monitoring nowhere, and service on spreadsheets. Reps had no ranked list, managers had no live view, and system faults surfaced only when customers called.
The Build
A full ecosystem on one data model: a desktop and mobile sales app with lead-temperature ranking, one-touch call, WhatsApp, and navigation, and a manager panel; a telemetry platform ingesting every financed system with grid-power detection by area; a pipeline system of record; service and support ticket modules with escalation and proactive alerts; a bilingual AI assistant in-app and on WhatsApp; an AI text support agent; and a replacement for the third-party call center. Then a full CRM migration and in-person training at every branch.
The Result
60% more booked appointments in 90 days. Over 300 salespeople and every manager trained on-site across the island. Outages visible on the sales map before the customer knows. One subscription retired at a time until only the accounting system remained.
The Terms
Itemized scope of work with a fee per system, milestone payments tied to the migration, and a monthly platform fee covering hosting, monitoring, and an allowance of implementation hours. On this engagement the client purchased their deployed instance outright; our underlying frameworks stay ours and are licensed to them perpetually as embedded.
Don't see your vertical?
If you've got a real problem, we'll figure out if we can solve it. Book a 30-minute discovery call and we'll tell you straight up whether we're the right team — or who is.