CRM for the Solar Business: How if.team Helped TIM Energy Optimize Project Management

TIM Energy is engaged in the sale and installation of solar power stations. To manage projects effectively and control costs and profitability, the company needed a clear CRM for the solar business. They chose if.team — a system that allows all projects to be managed centrally, automates finances, and tracks progress in real time.

Implementing the CRM for the solar business if.team helped reduce manual accounting, improve financial control accuracy, and speed up the team’s work. Now each project has a clear structure with attached commercial offers, expenses, and income — all in one place.

About the client

TIM Energy contacted us — a company engaged in the sale and installation of solar power stations. They faced the problem of controlling project profitability, finances, and expenses, as well as the need to track work progress at each stage.

The company was looking for a simple and quick solution to streamline project management without unnecessary complications. TIM Energy approached us, and we conducted a detailed demo of if.team, demonstrated the platform’s capabilities, and explained how the tools could be adapted to their specific business process.

Currently, TIM Energy successfully uses if.team as a CRM for solar panel installation. At the same time, they are only using part of the system’s functionality, and this fully meets the business needs in project and finance control.

Why if.team as a CRM for an Energy Company is a Comprehensive Business Solution

if.team is ideal for an installation company working with solar power station projects. This ERP system for startups and businesses allows you to comprehensively manage processes — from planning and tracking progress to managing finances and expenses in real time.

Integration of if.team with Hugo Profit: Automatic Project Creation

TIM Energy uses if.team as a CRM for a solar company with integration with the Hugo Profit service. This integration allows a project in if.team to be automatically created based on a commercial offer (CO) generated in Hugo Profit.

The CRM for an energy company if.team, with this integration, ensures precise control of finances and expenses right from the start of the project — all information about income, estimates, and attached documents is transferred to the project automatically. This reduces human error and mistakes that often occur with manual data entry.

Thus, the CRM for green tariff if.team helps TIM Energy quickly launch projects with full financial and operational control.

Project Progress and Control in if.team

Managing projects in if.team is simple and efficient. You create a project with all stages of solar panel and power station installation, set deadlines, assignees, and subtasks.

For visual control, a Kanban board is used, where each stage is a separate column. Task statuses can be easily changed by dragging them with the mouse. This helps keep the entire installation process under control and respond quickly to delays.

Another tool is the Gantt chart. It shows the work schedule by project, employee, or department. With it, you can plan resources, coordinate deadlines, and accurately predict the project completion date.

All comments, status changes, and notes are recorded in the task history — this helps the team stay connected and not miss important information.

Financial Management and Project Profitability Control

if.team, as a solar business automation tool, provides full financial management — from project budget planning to control over operating and administrative expenses.

The system tracks incoming and outgoing transactions, allows planning and controlling cash flow to avoid cash gaps.

In if.team, you can analyze income and expenses for each project: from operating costs to employee salaries. Salaries are calculated automatically based on rates or hourly pay.

There are also features for accounting regular expenses, which helps keep administrative costs under control.

Flexibility and Ease of Use

Importantly, the CRM for the solar business if.team is an all-in-one platform that is easy to configure for the client’s specific needs.

TIM Energy uses only part of the functionality, but this fully meets their needs for project and finance control. The interface is intuitive, and role and access settings make work safe and convenient for the whole team.

if.team as a CRM for an energy company allows scaling along with company growth without unnecessary spending on additional tools.

What TIM Energy Gained from Implementing the CRM for an Energy Company

TIM Energy approached us with a clear request: they needed to bring order to finances, see the current state of projects, and simplify daily operations. They were looking for a simple and understandable tool — without unnecessary complexity.

We offered a system for processing solar power station applications — if.team, configured it for their process, integrated Hugo Profit, conducted a detailed demo, and supported them at the start. Now the TIM Energy team works in if.team every day: they create projects, control budgets, see statuses, record expenses, and manage all tasks in one place.

Even with partial use of the CRM for green tariff functionality, they managed to streamline operational processes, reduce chaos, and save time.