Operate Your Energy Business
The tools you need to run distributed energy operations at scale. CRM, site management, documents, and more.
Built for How Energy Deals Actually Work
Track operators, landowners, off-takers, and vendors with pipeline stages customized for energy transactions.
- Companies - Track leads and prospects with custom fields and status tracking
- Contacts - Manage relationships across organizations with notes and history
- Opportunities - Pipeline management with value tracking and probability forecasting
- Deal Types - Configure custom deal types for different transaction types
Pipeline Overview
$3.2M totalKeep Tabs on Your Physical Assets
Track all your physical locations in one place. Add notes from site visits, link related sites, and maintain a complete operational record.
- Create and organize sites by location
- Add notes from inspections and visits
- Link related sites together
- Track site status and archive inactive locations
- Attach GPS coordinates for mapping
Sites
12 activeStreamline the Paperwork
Close deals faster with integrated document and signature tools
Data Rooms
Secure document sharing for due diligence. Create folders, control access, and share with counterparties. Track who viewed what and when.
- Folder organization
- Access control
- Counterparty sharing
- Activity tracking
E-Signature
Send contracts and get them signed digitally. Create reusable templates, track signing status, and maintain a complete audit trail.
- Signature templates
- Multi-party signing
- Status tracking
- Audit trail
Gas Nominations
Track production agreements, manage nomination calendars, and handle billing. Keep all your gas purchase agreements organized in one place.
- Agreement management
- Nomination calendar
- Billing tracking
- Manager assignments
Coordinate Deployment and Operations
Kanban-style project boards to track deployments, maintenance, and operational tasks. Assign work, set priorities, and keep your team aligned.
- Visual kanban boards
- Tasks with priorities and due dates
- Subtasks and comments
- Team member assignment
- Custom columns and labels
Site Deployment
12 tasksControl Who Has Access to What
Add team members, assign roles, and manage permissions across your organization. Keep sensitive data protected while enabling collaboration.
Invite Team Members
Add colleagues to your company with a simple email invite
Role-Based Access
Control what each team member can view and edit
Activity Tracking
See who did what and when across your organization
Ready to Run Your Energy Business Better?
Get started with the tools you need to operate distributed energy projects at scale.