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case study — Commercial solar — installers & EPCs
Commercial Solar CRM
Domain CRM for commercial solar deals — stages, gates, and tenant isolation as product, not afterthoughts.
- Result
- Domain-gated pipeline
- Year
- 2026
- Sector
- Commercial solar — installers & EPCs
01 — the problem
Regional installers lose deals in handoff chaos across accounts, multi-site proposals, and permitting.
02 — what I built
Multi-tenant workspace with a real pipeline: fixed stages, hard gates (G1–G5), DAL-bound org context, and testable state machines for invoices, permits, and proposals.
03 — the decisions
- 01Seven fixed stages and hard gates encode real installer handoffs, enforced in code
- 02Tenant isolation via DAL, membership-verified org context, and RLS — not a UI filter
- 03Invoice and permit transitions as small, testable state machines wired into proposal readiness
04 — the outcome
A commercial pipeline that mirrors installer ops instead of a generic CRM shell.
Domain-gated pipeline