Inexpensive CRM Software for Energy Auditing & Sales

I am looking for feedback on any CRM software you may be using or familiar with that offer features which can be used to capture energy audit data for further retrofit work and marketing. A tool that allows the home  auditor to easily enter the data;- structure, insulation, HVAC, windows, energy usage, etc so we can easily develop targeted marketing ( example- homes with 6" attic insulation) to increase sales/awareness. Yes, there are many energy modeling and sales-to-quote packages out there- many have a high up-front cost and learning curve. I an looking for a inexpensive cloud (Internet host-based) solution for a small energy auditing company. I don't think I want to get into a full energy modeling package or complete integrated audit-to-quote package- simply the ability to capture key energy audit data with a easy to use interface and data extraction/query for targeted email or phone.

Views: 809

Reply to This

Replies to This Discussion

Great, helpful posts guys!!

Jose, I tried Solve 360 for a while.  Just couldn't get my head around it.  Hope you have better luck.  I really don't like leaving Google, they change the interface and they add services.  I don't like being removed from that.  Hopefully someone like Rapportive will come up with a way to tie the silo's together. 

Regarding comfort vs green.  How you ask a question often defines the response.  Craig's questions get the public face people want to present.  People SAY they want to be green, particularly to strangers.  But at decision making time they don't want to PAY to be green, they want green to pay for itself.  That's ok, because deep retrofit does pay for itself, and this will only become more true as energy savings becomes more transparent. 

COMFORT - because this is intangible people have a tough time deciding what they will pay for this.  After the fact they tend to be ecstatic.  But how do you quantify comfort, it's value, or what you will pay for it?

PAYBACK - this tends to be a big issue at sale, but when you call a year later so you can tune your Realization rate you find nobody tracks financial return.  

This can be frustrating.  You try to give honest numbers and they say "not enough" then they have no clue what return they've experienced before, just phony Warren Buffet type returns they've been led to believe they should expect by some window guy who promised window would pay for themselves in 3 years.  

Hopefully more of us will track results to promise.  Eventually Realization Rates will be public information.  Then contractors will compete for better results, and investing in energy retrofits won't be the "blind buy" leap of faith with no accountability that currently exists.  

In regards to leaving Google. I think Zoho's integration with Google Apps has come a long way since I was running my company on Zoho (have since left for a different job). Check this link if you are considering Zoho and want to keep using all your Google apps. I will think you will find everything integrated now. It may take some testing and difficulties in setting things up, but well worth it imo.

https://zohocrm.wiki.zoho.com/Zoho-CRM-for-Google-Apps.html

RSS

Home Energy Pros

Home Energy Pros was founded by the developers of Home Energy Saver Pro (sponsored by the U.S. Department of Energy,) and brought to you in partnership with Home Energy magazine.

Latest Activity

Energy Center University posted an event

Better Buildings: Better Business Conferences at Crowne Plaza Chicago O'Hare Hotel & Conference Center and Kalahari Resort and Convention Center

February 26, 2015 to March 13, 2015
Better Buildings: Better Business ConferencesFebruary 26−27, 2015 │ Rosemont, ILMarch 11−13, 2015 │…See More
13 hours ago
Kris Grube added a discussion to the group Job Board
Thumbnail

Good Energy Retrofit, Portland, Or. Hiring Home Performance Salesperson.

Good Energy Retrofit is a small and focused, woman owned and operated, specialty residential…See More
17 hours ago
Benjamin Gromicko posted events
18 hours ago
Nate Adams joined Diane Chojnowski's group
Thumbnail

Hall of Shame

In this group, members share an array of images from the field, showing the kinds of issues…See More
18 hours ago
tedkidd commented on Diane Chojnowski's group Hall of Shame
"Give this thread a bump - here's my "bad" album and some of the…"
19 hours ago
Eric Kjelshus commented on Adam Swain's blog post Top Worst Crawl Space Insulation Ideas
"6) Radiant barrier- under the gravel is just a barrier but with holes each square inch its not a…"
19 hours ago
tedkidd replied to Luis Hernandez's discussion Distribution Efficiency and heating safety factor in TREAT in the group TREAT Software
"It is very common to find equipment grossly oversized. I mean 1.5 - 2x Manual J and 2-3x the size…"
19 hours ago
tedkidd replied to Luis Hernandez's discussion Basic Heat loss information in the group TREAT Software
"Luis,  Click "selected reports, energy savings and use, design heating and cooling…"
19 hours ago

© 2014   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service