// revops engineering for us solar + home improvement

We Fix Revenue Leaks Between Your CRM, Design System & Financing

Perfect Sphere is a specialized RevOps engineering squad. We build leak-proof, two-way API integrations that eliminate manual data re-keying and prevent dropped leads — 24/7.

Supported platforms

  • HubSpot
  • Salesforce
  • JobNimbus
  • Aurora Solar
  • GoodLeap
  • Solo

Also works with GoHighLevel, Zoho, AccuLynx, OpenSolar, EagleView, LightReach, Mosaic, CompanyCam, SiteCapture, Monday.com, and most tools with an API or webhooks.

// the_leaks

Your tools are fine. The gaps between them cost you jobs.

Every installer we talk to has at least one of these. Each is a place where a $15K–$100K job quietly stalls.

Sales → Design

Today

Reps re-key names, addresses, utility bills, and roof details from the CRM into Aurora Solar. Typos become redesigns.

After

A new deal in the CRM creates the design project automatically. System size, price, and proposal link sync back to the deal.

Sales → Finance

Today

GoodLeap approvals sit in a lender portal. Nobody knows a deal is funded until someone logs in and checks.

After

Credit decisions, stips, and funding milestones write straight to the deal stage — and ping the rep the minute they change.

Field → Office

Today

Site-survey photos and install checklists live in someone's email or camera roll instead of the customer record.

After

Photos and forms from the field land in the right customer folder, tagged by job and stage.

// the_roi_math

A single validated solar lead costs $300–$500. Dropping just 3 leads a month to broken CRM syncs costs you up to $18,000 a year in lost pipeline.

Our builds pay for themselves in 30 days.

Cost of a single validated solar lead
$300–$500
Potential lost pipeline from just 3 dropped leads a month
$18K/yr
For our builds to pay for themselves
30 days

// your_numbers

Put a number on your own leak.

3

Records that never make it from CRM to design, finance, or the crew.

$300

Validated solar leads typically run $200–$500.

8 hrs

Copying site dimensions, system size, bills, loan status by hand.

$35

Salary plus overhead for the PM, ops, or sales coordinator.

Estimated annual leak

$25,360

Dropped leads
$10,800
Manual double-entry
$14,560

That's $2,113 every month the sync stays broken — and it doesn't count the $15K–$100K job a dropped lead would have become.

// services_and_product

Build it once. Keep it running.

Two services to fix what's broken, and one product to make sure it stays fixed.

Service

Integration Build

We map every field between your CRM and your design, finance, and field tools, then build and test the sync in a sandbox before it touches live deals.

  • Field-by-field mapping document you keep
  • Two-way sync with retry and error alerts
  • Tested on real historical deals before go-live
  • Handoff walkthrough for your ops team
Service

CRM Cleanup & Audit

For teams whose CRM has turned into a junk drawer. We audit pipelines, stages, and automations, then fix what's slowing reps down.

  • Pipeline and stage redesign around how you actually sell
  • Duplicate and dead-record cleanup
  • Automations that match your install workflow
  • Clear dashboards for owners and ops
Product

Sphere Sync

The managed layer that keeps it all running. APIs change, lenders update portals, you add a new tool — the sync keeps working.

  • 24/7 queue monitoring and failure alerts
  • Mapping updates when your process changes
  • Monthly data-health report
  • Morning report of everything fixed overnight

// solutions_by_scale

The same leak-proof core, sized to how you operate.

01

2-Way CRM Sync

HubSpot, Salesforce, or JobNimbus stays the single source of truth — every tool reads from it and writes back to it.

02

Automated Design Triggers

Deal stage changes spin up Aurora Solar or Solo projects with the customer, site, and usage data already filled in.

03

GoodLeap Financing Webhooks

Approvals, stips, and funding milestones update the deal the moment they happen — no more portal checking.

04

24/7 Queue Monitoring

Every sync is watched around the clock. Failed records are retried, flagged, and cleared overnight.

Small & Regional Installers

Owner-led or single-region teams · 1–10 crews

Get the core leaks closed fast, without hiring an ops or IT person to babysit the stack.

Included

  • 2-Way CRM Sync
  • Automated Design Triggers
  • GoodLeap Financing Webhooks
  • 24/7 Queue Monitoring

Built for your scale

  • One CRM, one design tool, one lender — done right
  • Pre-built mappings for common solar stacks
  • Plain-English runbook for your office manager

Multi-State Enterprise Contractors

Multi-office, multi-market operations · VP Ops, COO, IT

Standardize data across every office and market, and clear IT's integration backlog for good.

Included

  • 2-Way CRM Sync
  • Automated Design Triggers
  • GoodLeap Financing Webhooks
  • 24/7 Queue Monitoring

Built for your scale

  • Per-state and per-office routing rules
  • Multiple lenders, design tools, and field apps
  • API security review and least-privilege access
  • Data warehouse and BI feeds

// how_it_works

From messy stack to clean sync in four steps.

  1. 01

    Free leak audit

    Send us your tools and where things break. You get a 2-minute video and a one-page PDF mapping your leaks — no call required.

  2. 02

    Integration blueprint

    We send a custom blueprint: exactly which fields move where, what gets automated, the timeline, and a fixed quote.

  3. 03

    Build in a sandbox

    We build and test against copies of your real deals. Your live pipeline is never the test environment.

  4. 04

    Go live & monitor

    We switch it on, your team gets a walkthrough, and Sphere Sync watches every sync from then on.

// asynchronous_global_model

We work while your US team sleeps.

Our engineering hours sit across the Pacific from yours. When your office closes, ours opens — so sync errors get cleared and updates ship overnight, and your team walks into a clean pipeline every morning.

Overnight error clearing

Failed syncs, stuck queues, and rejected records get cleared while your office is closed.

Updates outside your hours

Mapping changes and fixes deploy overnight, so nobody's CRM changes under them mid-day.

24/7 automated monitoring

Every sync is watched around the clock. Anything that breaks raises an alert immediately.

Report before standup

A short summary of what was fixed lands in your inbox before your morning meeting.

// beta_partner_program · 3 spots

Founding-partner terms for three installers.

For installers willing to let us write up the results as a case study. Same build, same care, with Sphere Sync included free for the first months. Details come with your blueprint.

// who_its_for

Small to mid-market US contractors. Solar first.

Any team selling high-ticket jobs where a lead moves through sales, design, financing, and a field crew — and gets lost somewhere in between.

  • Residential solar
  • Commercial solar
  • Battery & EV chargers
  • Roofing
  • HVAC
  • Windows & siding
  • Remodeling

// why_perfect_sphere

You talk to the builders.

We learn your workflow before we pitch anything. The engineer who maps your integration writes it, and is the one who gets paged when it breaks.

  • The engineer who scopes it builds it
  • Priced on value, not hours
  • You own the mapping and the data
Meet the founder, Kefin Pudi, on LinkedIn ↗

// faq

Straight answers.

We already have someone handling this manually.

Most teams do. Run their hours through the calculator above. The question isn't whether they can keep copying data, it's whether that's the best use of an ops person's week, and how many leads slip through when they're out sick.

How much does it cost?

Every engagement is a fixed one-time build plus a monthly Sphere Sync subscription, sized to your stack and install volume. Your custom integration blueprint includes the exact number before you commit to anything.

Which CRMs and tools do you work with?

HubSpot, Salesforce, JobNimbus, Aurora Solar, GoodLeap, and Solo are the core stack, alongside GoHighLevel, Zoho, AccuLynx, OpenSolar, LightReach, Mosaic, CompanyCam, and SiteCapture. If a tool has an API or webhooks, it can almost always be connected.

How long does a build take?

Most single integrations go live in two to four weeks from the signed blueprint. Multi-state builds usually take four to eight. You get a firm date in the blueprint.

What happens if a vendor changes their API?

That's exactly what Sphere Sync covers. Every sync is monitored 24/7, failures raise an alert, and fixes ship overnight — usually before your team notices anything broke.

Is our customer data safe?

Integrations run on scoped API keys with least-privilege access, credentials stay encrypted, and nothing is stored that doesn't need to be. Enterprise builds include a security review your IT team can sign off on.

Where does your pipeline leak? We'll show you in 2 minutes.

Tell us your stack. You get a short video and a one-page PDF mapping your leaks — no call required.