EnergySmart installs heat pumps and insulation into homes all around New Zealand, and they needed a sleek new system that empowered every user across the business to do their job better. We shifted their database across to HubSpot, and built a custom CMS application that uses HubSpot CRM as the back-end database. The system allows everyone to access the same data, while only showing each user the data they need to see, providing an easy-to-use platform to manage the entire customer lifecycle.
EnergySmart was struggling with a practically unusable system – it constantly crashed, the database was a mess, and reporting was impossible. They had no visibility over staff activity, or the difference between quoted work and completed jobs.
The web app is a site that’s gated behind HubSpot’s membership function for internal use, and allows stakeholders to access and manipulate data without needing direct access to Hubspot. Using HubSpot’s membership function, the app controls which information each type of user can see and update, and provides complex functionality using plenty of custom objects, serverless functions, and integrations to offer a platform that’s truly mobile, fast and practical – perfect for staff out in the field.
As soon as EnergySmart started using their new system, staff were happier and doing their jobs more efficiently. The intuitive layout makes life easier for every user, and the system provides accountability and visibility like never before.
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