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Solar sales, warehouse and commissions moved from Monday.com to Zoho One in under a month
Monday.com could not route leads by zipcode, closing rate and workload, or run a five-tier commission plan. Zoho One plus a custom routing engine on AWS now does both, and no lead sits unassigned.
Autargy Solar · Solar Energy
< 1 month
from kickoff to the core system live
0
leads left unassigned since launch
5 tiers
of commissions calculated by the CRM
ClientAutargy Solar
IndustrySolar Energy
Team size40 people
ProjectComplete business system migration and custom development
TechnologiesZoho One (CRM · Forms · WorkDrive · Flow · Inventory · Books · Creator) · AWS EC2 · MySQL · PHP Laravel
01 · The problem
Where it hurt
Autargy sells and installs residential and commercial solar and runs its own warehouse of panels, inverters and batteries. Monday.com ran the business, and it was the ceiling. Autargy needed one system for CRM, accounting, inventory, custom apps and automation, with lead distribution clever enough to match each customer to the right rep.
01
Limited customisation
Monday.com lacked the advanced options complex solar workflows need, so industry-specific processes could not be built.
02
No intelligent lead assignment
Leads could not be assigned by zipcode proximity, closing-rate performance or workload, so distribution was manual and uneven.
03
Poor relationship management
Modules could not be related, making it hard to follow a customer from first enquiry through installation and maintenance.
04
Shallow reporting
Spreadsheet-style reports gave little insight and none of the analytical depth strategic decisions need.
05
Missing business features
No commission structures by rep tier, no automated invoicing, no product management and no inventory for the warehouse.
06
Manual workflows
Advanced automation was unavailable, so processes that should run on their own needed a person every time.
07
Round-robin was not enough
Distribution had to weigh geography, performance and current workload together, which no off-the-shelf rule could do.
02 · 04 · What's in the full study
01
The system diagram
5 components and how the data moves between them
02
Advanced lead assignment algorithm
Intelligent lead distribution · Performance-based assignment · Automatic reassignment · Efficiency by design · Danger notifications
03
One platform for the whole solar business
Customer-facing portal · Inventory management · Multi-level commissions
04
Analytics and reporting
Company dashboards · Performance transparency · Revenue analysis
05
Automated lead generation and processing
Market agency integration · Workflow automation · Cross-platform integration
06
Geographic and performance-based routing
Zipcode proximity · Closing-rate analysis · Equal distribution
07
Warehouse and equipment management
Solar equipment tracking · Composite products · Stock automation
08
What changed
9 outcomes after go-live, with the numbers behind them
IN THE STACK
aws
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awsL“Encloud has been doing an outstanding job on the Zoho project. Their work displays a high level of expertise and attention to detail. They consistently meet deadlines and deliver top-quality results.”
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Autargy Solar
