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: 748

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

Profile IconScot Davidson, j jarvella and Michael joined Home Energy Pros
4 hours ago
Kaushal Bharath Raju replied to Kaushal Bharath Raju's discussion Affordability & Deep Energy Upgrade/Passive House Retrofit in Berkeley, California.
"Hi David & Bud, $400/sqf > $300 sqf. The latter is the minimum cost of new construction in…"
5 hours ago
David Eakin replied to Kaushal Bharath Raju's discussion Affordability & Deep Energy Upgrade/Passive House Retrofit in Berkeley, California.
"Kaushal, There was a deep energy retrofit upgrade project (to Passive House standards) in San Jose…"
7 hours ago
Kim Tanner updated an event

Beyond Residential Testing at The Energy Conservatory

May 14, 2014 to May 16, 2014
The Energy Conservatory (TEC) is hosting a Beyond Residential Testing event. In addition we are…See More
9 hours ago
Casey Gesell posted a video

Super Attic - Attic Insulation System

http://www.drenergysaver.com | 1-888-225-6260 The new Super Attic: Advanced Conversion System -- converts your attic from a vented attic into an unvented at...
9 hours ago

Casey Gesell just added their location.
(via Member Map)

11 hours ago
H.O. Electric posted a video

H.O. Services, Generator, Electrical, Plumbing, Heating, Cooling, Belmont, Lexington, Arlington, MA

H.O. Services is your residential Electric-Plumbing-Heating-Cooling Specialist. We are an electrical contracting company providing homeowners the best Electr...
12 hours ago
Jim Gunshinan's blog post was featured
12 hours ago
Luis Hernandez posted a discussion

Air Source Heat pump or mini-split efficiency

Greetings everyone!    I have a technical questions I hope I could get some feedback! I understood…See More
13 hours ago
Jim Gunshinan posted blog posts
yesterday
H.O. Electric posted a photo

about us-team

H.O. Services is your residential Electric-Plumbing-Heating-Cooling Specialist. We are an…
yesterday
H.O. Electric added a discussion to the group News & Announcements
Thumbnail

Stay Cool With Easy To Install Ductless AC System!

Stay Cool With Easy To Install Ductless AC System!   Save $300.00 Off A New AC System For A Limited…See More
yesterday

© 2014   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service