Building a full-scale
solar CRM platform.
How Necsen engineered a multi-portal project management system and real-time proposal tool that transformed a solar company's operations from lead to installation.
Scaling without the systems.
Sunprise Solar was scaling fast but running into operational bottlenecks. Their team relied on disconnected tools — spreadsheets for project tracking, separate apps for scheduling site visits, email threads for client communication, and generic presentation decks for sales proposals.
They needed a custom CRM and project management platform purpose-built for the solar installation workflow — from lead capture through to completed installation — with role-based access for admins, field teams, and customers.
Key pain points
A three-portal platform.
Necsen designed and developed a comprehensive Solar CRM Platform from the ground up, built on Next.js 15, React 19, Supabase, and TypeScript. The platform was architected as a three-portal system with distinct experiences for administrators, team members, and clients.
Admin Portal
The command center for operations managers with full system access, user management, and reporting.
Team Member Portal
Purpose-built for field technicians, project coordinators, and sales staff with mobile-first design.
Client Portal
A transparent, self-service experience for homeowners to track their solar installation journey.
Interactive solar proposal tool.
Beyond the CRM, Necsen built a standalone real-time proposal tool that sales reps use during live Zoom meetings. Instead of presenting static PDFs, reps walk clients through a dynamic, interactive experience that adjusts instantly to their specific situation.
7-tab live presentation workflow
Input prospect details on-the-fly during live calls for immediate personalization
Auto-populated state-specific utility rates, net metering policies, tax credits, and SREC values for all 50 US states + DC
Configure system size, panel tier, cost per watt, and production estimates with real-time calculations
Battery storage, EV chargers, panel upgrades, roof adjustments with instant price recalculation
25-year cash flow projections with rate escalation, payback period, ROI, and environmental impact metrics
Side-by-side comparison of cash, loan, and lease/PPA options with dealer fee transparency
Polished summary screen for final pitch walkthrough and screenshot capture
USA-specific intelligence
Cascading automation engine: When a task status changes, the system automatically recalculates stage status — all tasks completed marks the stage complete, any task in progress moves the stage to in-progress. This cascading logic flows up from tasks to stages to the overall project, eliminating manual status tracking entirely.
Results & impact.
Operational efficiency
Eliminated spreadsheets, email chains, and disconnected tools. One platform for the entire project lifecycle from lead to installation.
Faster sales cycles
Interactive proposal tool replaced static PDFs, enabling real-time customization during Zoom calls and dramatically improving close rates.
Team productivity
Mobile-optimized site visit tools and automated task workflows reduced manual coordination and missed deadlines.
Client transparency
Self-service client portal eliminated status inquiry calls, improving customer satisfaction and reducing support burden.
Scalable foundation
Template-based workflow engine means adding new project types or scaling to more installations requires zero code changes.
Compliance & audit trail
Every action logged, every document versioned, every stage transition tracked — ready for any compliance review.
Necsen built us a platform that transformed how we sell and deliver solar installations. The real-time proposal tool alone changed our close rate, and the CRM gave us visibility we never had before.
Ready to build
something like this?
We specialize in custom CRM development, workflow automation, and intelligent business platforms.
No commitment. No pitch deck. Just a technical conversation.