Emissions Reduction CRM & Asset Visibility Case Study

Industry

Emissions Reduction Solutions Provider

Overview

Emissions reduction solution provider centralized leads, opportunities, and accounts in Equipt.ai CRM for improved pipeline visibility and team coordination on methane reduction solutions.

Protect your margins with accurate field data from job to invoice

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Challenges Faced

No organized commercial platform The team lacked an organized, affordable platform for managing its commercial pipeline and asset availability. They had tested tools like HubSpot, but enterprise-level pricing and limited asset-tracking capabilities—such as no clear view of unit status, work orders, or real-time availability—meant most activity fell back to spreadsheets.
Double-booked assets from poor visibility Sales reps often could not see whether a unit was free without checking with other teams, which led to double-booked assets, uncertainty in deal management, and growing coordination challenges as the business expanded.

Solution

Modernizing Operations with Equipt.ai

Centralized lead, opportunity, and account management:
All customer and prospect records, including interactions and stages, are managed in one CRM.
Streamlined workflows:
Activities such as emails, calls, meetings, and follow-ups are tracked automatically, helping teams stay aligned on priorities and next steps.
Customer discovery surveys:
Sales teams build multi-step forms that customers complete based on their requirements, and those responses flow directly into structured records that can be converted into quotes.
Faster team communication:
A shared system with a clear view of in-flight work enables internal coordination and external responses approximately twice as fast.
Scalable foundation for future modules:
The CRM environment serves as the first step in the company’s broader digital journey, creating structure for future capabilities.