Scaling Solar Energy Operations with monday.com CRM

Turn Energy is a solar energy company that develops, builds, and operates solar parks across Sweden. These parks contribute to Sweden's renewable energy mix while ensuring efficient land use. Beyond energy production, Turn Energy also fosters a collaborative and positive work culture under their slogan, "Save the world from bad energy." This mantra extends to employee well-being, internal efficiency, and sustainability-driven business practices.

As a growing player in the solar energy sector, Turn Energy faced a clear challenge: streamlining project management, optimising sales processes, and improving internal collaboration. With hundreds of projects running simultaneously and an expanding customer base, it became evident that they needed a system that could seamlessly handle both project management and CRM in one centralised platform.

As Turn Energy scaled rapidly, they faced critical operational challenges. Managing hundreds of solar energy projects simultaneously required a structured, transparent system. Tracking deals, prospects, and customers required a robust CRM solution. And existing tools weren't flexible or integrated enough to meet the company's evolving needs.

Turn Energy had started with monday.com for project tracking, but as their business grew, they realised they needed to integrate CRM capabilities and automate more processes. The gap between project management and sales operations was creating inefficiencies that threatened to slow their growth trajectory.

With monday.com already in use, Turn Energy needed expert guidance to expand its functionality. After evaluating multiple options, they selected Omnitas, an official monday.com partner, to help them build a more integrated and automated system.

What set Omnitas apart was their approach to knowledge transfer. Rather than creating dependency, Omnitas focused on empowering Turn Energy's team to manage the system independently long-term. This consultative approach meant that Turn Energy didn't just receive a tool, they gained the skills and strategic understanding to evolve it as their business grows.

One of the primary areas of improvement was implementing monday.com CRM as a centralised system for Turn Energy's entire sales pipeline. Omnitas helped automate lead tracking, follow-ups, and customer touchpoints, creating a seamless flow from initial contact through to project completion. The CRM integration with project management meant that sales and operations teams could collaborate without switching between disconnected tools.

Every lead is now tracked from the first interaction to project completion, with nothing slipping through the cracks. The automation Omnitas helped implement has saved the team an incredible amount of time that was previously spent on manual data entry and follow-up scheduling.

monday.com's modular structure allowed Turn Energy to start small and scale as needed. Omnitas provided strategic guidance on future-proofing the system, ensuring it could evolve with the company's growth trajectory. This meant the platform architecture was designed not just for today's operations, but with clear pathways for expansion as Turn Energy adds more solar parks and enters new markets.

The implementation delivered significant time savings through automated workflows and streamlined processes. Teams can now focus on strategic tasks instead of manual administrative work. The CRM and project tracking are fully integrated, eliminating the need for multiple disconnected tools and reducing the risk of data inconsistencies.

Dashboards now provide real-time insights into project progress, sales performance, and operational efficiency. Management can make informed decisions faster, improving strategic planning and resource allocation across Turn Energy's growing portfolio of solar energy projects.

With Omnitas' expertise and the flexibility of monday.com CRM, Turn Energy now has a scalable system that supports their continued growth. The partnership has ensured that their operational, sales, and project management needs are met with efficiency and automation. Real-time dashboards and reporting capabilities allow the leadership team to track KPIs at a glance and make data-driven decisions that align with the company's strategic goals.

The collaboration between Turn Energy and Omnitas continues to evolve. With a flexible, scalable system in place, Turn Energy is well-positioned to expand their solar energy operations while maintaining the operational efficiency that Omnitas helped them build. The system isn't rigid, it evolves as the company grows, with Omnitas available for ongoing strategic support.