Case Study: Bright Planet Solar achieves enhanced profitability and streamlined operations with Insightly

Insightly makes it easier for Bright Planet Solar to achieve enhanced profitability through business process automation

Bright Planet Solar is a Massachusetts-based solar installation company founded in 2014 that balances profit, people, and the planet. After outgrowing its project management system, the midsized company needed a CRM with the right mix of automation, integrations, and flexibility to manage complex projects and relationships.

Insightly delivered workflow automation, a robust API, G Suite and PandaDoc integrations, custom fields and objects, and advanced dashboards and reporting, becoming the company’s single source of truth. The platform automated the project lifecycle, eliminated manual data entry, enabled supply-chain webhooks and automated service-ticket creation, and replaced the need for external BI—resulting in higher productivity, greater transparency, and improved customer satisfaction.

Bright Planet Solar

Nell Jungels

Director of IT