About Clean Sun
Clean Sun helps individuals, businesses and farms become more self-sufficient with solar energy. The company installs, maintains and supports solar panels, charging stations and energy storage, building long-term partnerships for a sustainable future.
The challenge
Over the course of a year, the company tested more than ten CRM systems without finding one that could integrate the business smoothly across departments. The requirement was a unified system covering everything from sales to project management, orders and inventory logistics. The lack of a cohesive solution caused inefficiency, duplicated work and difficulty tracking progress.
The solution
We implemented a tailored solution in monday.com that integrated CRM, project management and order management, putting the entire business on one platform in real time. All processes were centralized, duplicated work disappeared and communication between departments improved.
The result: noticeably better operational efficiency, clearer overviews and smoother handoffs between sales and projects, plus more room for Clean Sun to focus on growth.
