Installation management platforms vs CRMs: your FAQs

Jumptech is a performance engine that’s been custom-built for the operational side of solar, EV and heat pump installation businesses. Our platform focuses on project workflows, crew scheduling, compliance tracking, site management, performance optimisation and admin reduction – areas where traditional CRMs fall short.

No, Jumptech is not a traditional CRM. We’re a workflow management platform specifically designed to streamline operations, increase conversion rates and reduce admin for heat pump, solar and EV installation teams.

CRMs focus on managing customer relationships, sales processes and leads. On the other hand, Jumptech optimises your operational workflows, crew performance and project delivery. While CRMs are built for sales and marketing departments, Jumptech is designed for installers and operational teams.

Absolutely. Jumptech is designed to work seamlessly alongside your existing CRM. This means you can maintain your CRM investment while enhancing it with the operational tools your teams need.

While other tools on the market focus on small trades and sole operators with basic quoting and invoicing features, Jumptech is built for growing installation businesses that need sophisticated operational management at scale. Jumptech doesn’t try to replace your CRM, it aims to connect your installation ecosystem across fragmented systems. 

Traditional CRMs weren’t built to handle the needs of installations. They lack the flexibility to handle the volume of workflows that installation-heavy industries require. These projects involve complex operational workflows that go far beyond what CRMs were designed to handle, which is why installation companies often end up with fragmented processes and missed opportunities.

Not at all. Jumptech is designed to work alongside your existing CRM, not replace it.  Jumptech comes into effect when a sale is made. From there, it manages the operational delivery of the project, handling everything from compliance and assignment to customer communications and admin. 

It’s a complementary approach that means you get the best of both worlds: excellent customer relationship management and optimised operational performance.

The problem with generic project management tools is that they are designed to suit all businesses. As a result, they can’t handle the unique demands, challenges and needs that EV, solar and heat pump installations require. Our platform includes industry-specific workflows, compliance automation and resource optimisation so that you get the tools you need to scale your operations effectively.