The Insightly CRM guide for solar companies outlines how the platform supports growth through scalable project and sales management, real-time data access, and seamless collaboration across remote teams. Insightly helps manage complex solar workflows—from lead capture and approvals to installation and support—by offering customizable pipelines, mobile capabilities, and automation that reduces manual errors. It enables integration with key business tools via AppConnect and delivers powerful dashboards to track KPIs and enhance decision-making. Built on a unified platform, Insightly aligns sales, marketing, and service teams to streamline processes and improve the customer experience.

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