“Joel's team has cut our turnaround time in half. We can now quote more projects without adding headcount. The level of clarity and consistency in their deliverables is unmatched.”
Colton Cooper
RPG Energy Group
A CRM built for solar and storage teams. Manage your pipeline from first contact through signed contract — with project data that flows into engineering automatically.
Book a CallTrack leads by project type, system size, and stage. See your entire pipeline at a glance with custom views for C&I, community solar, and BESS.
Generate professional proposals with energy models, savings analyses, and pricing — all pulled from your project data. No more copy-pasting between tools.
When a deal closes, your project data flows straight into preconstruction. No re-entry, no lost details, no delays.
| The Old Way | With PhaseOne | |
|---|---|---|
| Pipeline visibility | Scattered across spreadsheets and email | Full pipeline view with real-time updates |
| Proposal generation | Manual copy-paste from multiple tools | Auto-generated from project data |
| Engineering handoff | Email chains and shared drives | One-click with all data attached |
| Follow-up tracking | Calendar reminders and sticky notes | Automated reminders and engagement tracking |
| Reporting | End-of-month spreadsheet scramble | Real-time dashboards and forecasting |
“Joel's team has cut our turnaround time in half. We can now quote more projects without adding headcount. The level of clarity and consistency in their deliverables is unmatched.”
Book a call and we'll walk you through how PhaseOne fits your workflow.
Book a Call