CRM & Project Management
We set up and integrate CRM and project management systems configured for clean energy workflows — deal pipelines, permitting, procurement, and compliance tracking in one place.
"Your deal pipeline is in Salesforce, your permitting tracker is in Excel, and your construction schedule is in someone's head."
Clean energy projects don't move in a straight line — they move through interconnection queues, permitting cycles, procurement windows, and ITC deadlines that all affect each other. Generic CRMs and PM tools force you to shoehorn that complexity into pipelines built for SaaS sales. We set up, configure, and integrate the CRM and project management systems your team actually needs — wired into your compliance tracking, procurement workflows, and financial models so a permitting delay automatically flags the downstream impact on your tax credit timeline.
What this looks like:
- CRM configuration with deal stages mapped to the clean energy lifecycle (site acquisition → interconnection → permitting → PPA → NTP → COD)
- Multi-stakeholder tracking — utilities, off-takers, EPCs, investors, landowners, and municipalities in one view
- Project portfolio dashboards with dependency-aware scheduling (permitting delays cascade to procurement, procurement delays cascade to ITC deadlines)
- Equipment procurement tracking with tariff exposure and FEOC compliance awareness
- Construction and commissioning workflow automation — punch lists, inspections, and handoff checklists
- Integration with the tools you already use (Salesforce, HubSpot, Procore, Deltek, NetSuite) plus your internal data systems
Why This Matters
A clean energy project isn’t a SaaS sales deal. It moves through site acquisition, interconnection queues, permitting cycles, PPA negotiations, equipment procurement, construction, and commissioning — each phase with its own stakeholders, regulatory requirements, and timeline dependencies.
Generic CRMs model this as a linear funnel. Generic PM tools model it as a flat task list. Neither captures the reality: a permitting delay in month 3 cascades into a procurement window in month 6, which affects your FEOC compliance calculation in month 9, which determines whether you qualify for a tax credit worth millions.
When your deal pipeline lives in Salesforce, your permitting tracker lives in Excel, and your construction schedule lives in someone’s head — no one sees the full picture.
What We Build
We don’t build CRMs from scratch — we set up, configure, and integrate the right tools for your workflow:
- CRM configuration with deal stages that match how clean energy projects actually progress. Not “Qualified → Proposal → Closed” but “Site Control → Interconnection Filed → Permits Submitted → PPA Executed → NTP → COD.”
- Multi-stakeholder tracking that gives you one view across utilities, off-takers, EPCs, investors, landowners, and municipalities — because a single project can involve a dozen organizations.
- Dependency-aware project management that models the cascading relationships between phases. When permitting slips, the system automatically flags procurement deadlines and ITC timeline impacts.
- Integration with your existing tools — Salesforce, HubSpot, Procore, Deltek, NetSuite — plus your internal data systems, compliance trackers, and financial models.
Who This Is For
- Project developers managing portfolios of 10-100+ sites who’ve outgrown spreadsheet tracking
- EPCs and construction firms that need to coordinate procurement, permitting, and construction across multiple stakeholders
- Asset owners that want portfolio-level visibility across operating projects with different O&M providers