Solar Projects Management Platform developed for an Ireland-based renewable energy company. Built on Airtable, Softr, and n8n, it unifies project tracking, document management, and client communication in one scalable system.
Project management, client data and documentation were split across scattered tools, with no unified operational view of a renewable energy pipeline.
A portal on Airtable, Softr and n8n where client intake forms populate project pipelines automatically, dashboards show real-time status, milestones and timelines, permits and contracts live in secure document management, and tasks are assigned and tracked across engineering, installation and maintenance.
The Solfi Energy Portal was developed to centralize project management, client data, and documentation for a leading renewable energy company based in Ireland. Built with Airtable as the data backbone, Softr as the client-facing interface, and n8n for automation, the platform replaced scattered tools with a unified operational system. Key features include: Client intake forms that automatically populate project pipelines in Airtable, Project tracking dashboards showing real-time status, milestones, and timelines, Secure document management for permits, contracts, and project files, Task assignment and tracking for engineering, installation, and maintenance teams, Automated notifications to keep clients and staff aligned on progress, Custom reports giving management visibility into pipeline, active projects, and resources. The platform helped Solfi Energy streamline workflows, improve cross-team communication, and scale operations efficiently as the company expanded its solar initiatives across multiple clients and regions.
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ProjectHub gives Cresa's Client Solutions team one place to run pursuits, client work, and internal initiatives, with role-based views, a Broker Scorecard, and reporting leadership pulls on demand, including AI reports built from plain-English questions. Built on Softr, Softr Databases, Softr Workflows, and Vibe Coding.
An operations platform for First Gen Financial Group, which runs supplemental benefits for employers' hourly workforces. Built on Softr and Airtable with Vibe Coding, it onboards new employers from DocuSign to census, turns every benefits change into customer success tasks and checks each month's payroll against the roster.
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