// case study
Current Energy
A custom web dashboard that surfaces real-time HubSpot CRM data for a solar company, centered on the Residential Solar Pipeline, with built-in chat between admins and deal owners.
01 The problem
The solar sales team relied on HubSpot data that was hard to act on day to day. They needed to:
1. See live Residential Solar Pipeline deals in one focused view
2. Read each deal's system details (kW, panels, status) at a glance
3. Communicate with deal owners without leaving the platform
4. Access everything reliably from both desktop and mobile
1. See live Residential Solar Pipeline deals in one focused view
2. Read each deal's system details (kW, panels, status) at a glance
3. Communicate with deal owners without leaving the platform
4. Access everything reliably from both desktop and mobile
02 The solution
A tailored dashboard built on top of the HubSpot CRM:
1. Real-time deals pipeline: live Residential Solar deals with owner, status, and stage
2. Deal detail view: full system summary, kW, panels, and progress
3. In-app chat: direct messaging between admins and deal owners
4. Location view: Google Maps integration for each deal's site
5. Secure auth: email and Google sign-in, fully responsive across devices
1. Real-time deals pipeline: live Residential Solar deals with owner, status, and stage
2. Deal detail view: full system summary, kW, panels, and progress
3. In-app chat: direct messaging between admins and deal owners
4. Location view: Google Maps integration for each deal's site
5. Secure auth: email and Google sign-in, fully responsive across devices
03 The result
The team moved from scattered CRM records to a single, actionable workspace, faster visibility into the pipeline, clearer deal context, and seamless admin-to-owner communication.