Technology Consulting for Renewables Businesses

Renewables businesses are scaling at pace in an increasingly competitive market. We work with solar, wind, heat pump and broader clean energy businesses to implement and connect the CRM, ERP, reporting and automation tools that give leadership the visibility and operational control they need to grow without the systems falling behind.

Scaling a Renewables Business Demands More Than Ambition

The renewables sector is growing faster than most. Businesses that were installing a handful of systems a month are now managing dozens of projects simultaneously, with more staff, more complexity and more stakeholders than the systems they started with were ever designed to handle. The CRM that worked at ten installs a month does not work at a hundred. The spreadsheet-based reporting that gave the MD a rough view of pipeline and margin does not hold up when the board needs accurate figures on a weekly basis. The manual processes that connected sales, operations and finance when the team was small become bottlenecks as headcount grows. We work with renewables businesses at exactly this point. Whether you need a CRM that manages the full project sales cycle, an ERP that connects your operations and finance function or the reporting infrastructure your leadership team needs to make decisions with confidence, we have the expertise to deliver it.

CRM Built for Project-Based Renewable Sales

Selling renewable energy installations involves long sales cycles, site surveys, technical proposals, finance options and installation scheduling, none of which a default CRM configuration handles particularly well. We implement and optimise HubSpot and Salesforce for renewables businesses, building pipeline structures, proposal workflows and automation sequences that reflect the complexity of your sales process and give your team and your leadership a clear, reliable view of pipeline and forecast at every stage.

CRM Built for Project-Based Renewable Sales

ERP That Connects Your Operations and Finance Function

As a renewables business scales, the gap between operations and finance becomes one of the most costly inefficiencies in the business. Installation schedules, materials procurement, subcontractor management and project costing all need to connect to the financial picture your leadership team is working from. We implement NetSuite for renewables businesses, configuring it around your project model and your financial structure so operations and finance are working from the same data and leadership always has an accurate view of cost, margin and cash position.

ERP That Connects Your Operations and Finance Function

Reporting and BI That Keeps Leadership Ahead of the Business

Renewables leadership teams need visibility across sales pipeline, installation volumes, project margins, cash flow and operational performance, in real time and without relying on manually compiled reports that are out of date before they are read. We build Power BI dashboards that pull from your CRM, ERP and operational systems to give you a single, accurate view of the metrics your business runs on. When the numbers are right and accessible when you need them, the decisions that follow are faster, better informed and easier to defend to investors and the board.

Reporting and BI That Keeps Leadership Ahead of the Business

Integrations That Connect Your Sales, Operations and Finance Systems

Renewables businesses typically manage the full project lifecycle across multiple platforms, a CRM for sales, a job management or field service tool for installations, a finance system for invoicing and an ERP for procurement and stock. When these systems do not talk to each other, the gaps between them are filled with manual processes that slow the business down and introduce errors that are expensive to find and fix. We build the API integrations that connect your platforms so data flows automatically across your operation from the moment a deal is closed to the moment the project is invoiced.

Integrations That Connect Your Sales, Operations and Finance Systems

AI and Automation That Scales Your Operation Without Proportional Headcount Growth

One of the defining challenges for a fast-growing renewables business is maintaining operational quality as volume increases without adding headcount at the same rate. AI and automation make that possible. From automated survey scheduling and proposal generation to installation progress updates and post-installation follow-up workflows, we identify the processes in your operation where automation delivers the most impact and build solutions that are practical, integrated with your existing systems and built to perform at scale.

AI and Automation That Scales Your Operation Without Proportional Headcount Growth

What Renewables Businesses Say About Working With Us

We measure success by the operational and commercial outcomes our clients achieve, not just the quality of the implementation.

How We Work With Renewables Businesses

Every engagement follows a structured process that keeps delivery on track and supports your operation rather than disrupting it.

01

Discovery

We take time to understand your sales process, your project model and the specific challenges your business needs to solve before recommending an approach.

Discovery
02

Solution Design

We produce a detailed plan covering the technology, configuration, integrations and data approach required, reviewed and agreed with you before any build begins. Nothing is built on assumptions.

Solution Design
03

Build and Configuration

We build to the agreed design with precision and consistency, configuring systems around your project model and operational workflows rather than asking your business to adapt to a generic setup.

Build and Configuration
04

Testing and QA

Every system, workflow and integration is tested thoroughly before go-live. For renewables businesses where installation schedules and customer commitments are time-critical, we do not move forward until everything works as intended.

Testing and QA
05

Training and Handover

We train your teams on the tools they will use day to day and provide documentation so your setup is maintainable and your team is not dependent on us for routine changes.

Training and Handover
06

Ongoing Optimisation

As your installation volumes grow and your business model evolves, we are available to extend, refine and scale your systems to match.

Ongoing Optimisation

Ready to Build Systems That Support Your Growth?

Whether you need a CRM that manages your full project sales cycle, an ERP that connects operations and finance or reporting that gives leadership real visibility, we will help you build a technology foundation that keeps pace with your ambition. Get in touch to discuss your project.