For clean-energy hubs
Streamline energy advising end-to-end.
ProgramHub helps clean-energy advisors and residents save thousands of hours and millions in admin costs and energy burden — with a purpose-built CRM, automation tools, and reporting dashboards.
Backed by a network of organizations and investors advancing climate and community impact.
Benefits
Built for the outcomes clean-energy advising demands.
Save thousands of hours and millions in admin costs and energy burden — with real-time visibility into every lead, project, and contractor.
Save time, reinvest in outreach
Automate the repetitive admin — data entry, follow-up reminders, report building — and turn hours of manual work into seconds. Your team spends more time supporting projects and less time cleaning spreadsheets.
Faster insights, real-time visibility
See where leads, projects, and contractors stand in real time. Spot bottlenecks, track progress by contractor or neighborhood, and answer stakeholder questions with live dashboards — not last month's static report.
Increase advisor capacity and throughput
Streamline the resident journey with automated program-match emails, nudges, and contractor handoffs. With less manual chasing per case, advisors handle more residents without burning out.
Purpose-built for energy advising
ProgramHub mirrors how advisors and project managers actually work — intake call through incentive approval. Simpler than a generic sales CRM, and tailored to reporting and compliance needs.
Features
A suite of features that streamline intake, advising, and reporting.
From multi-language intake forms and automated program matching to stakeholder portals and Salesforce integration — everything energy advisors actually do, in one place.
Intake and matching
Capture every lead, qualify them quickly, and match them to the right programs and contractors automatically.
Multi-language intake form
Residents complete intake in their language — English, Spanish, or Chinese — and you receive normalized data on your end.
Intake call scheduling
Residents pick a time that works; advisors see their calendar fill up automatically. No back-and-forth.
Streamlined intake wizard
A guided flow walks advisors through intake → matching → referral, so nothing gets skipped and everything gets logged.
Automated program and contractor matching
ProgramHub matches each resident to eligible programs and qualified contractors based on building type, income, location, and goals.
Instant referral email in any language
Generate a tailored referral email to the resident in their language — with their matched programs and contractors — in one click.
Workflow automation
Reduce manual chasing. Automatic reminders, status tracking, and assignment routing keep cases moving without burning out advisors.
Automated reminders and nudging
Send intake links, contractor nudges, and document checks on a schedule. Quiet cases get escalated before they're forgotten.
Status tracking
Every household, project, and referral has a visible status — new lead, intake, referred, active — that everyone on the team can read at a glance.
Task and project assignments
Assign cases to specific advisors; track who's responsible for what across the entire pipeline.
Activity log
Every action — assignments, status changes, emails, nudges — lands in a chronological audit trail. Compliance-ready by default.
Visibility and reporting
Real-time dashboards and geographic visualization so program teams can answer stakeholder questions without rebuilding reports each time.
Real-time dashboards and automated reporting
See active households, in-progress intakes, programs, and contractors at a glance. Counts update as work happens — no monthly report cycles.
Geographic map of households, projects, contractors
Visualize coverage and engagement gaps by neighborhood. Spot underserved areas; balance contractor workload across boroughs.
Exportable audit trail
Pull a CSV or feed the audit log into your existing reporting pipeline. Nothing is locked in.
Ecosystem and integration
Stakeholder-specific portals for residents, advisors, and contractors. Program and contractor directories that stay current. Two-way Salesforce sync.
Resident, advisor, and contractor portals
Each stakeholder sees what they need — residents track their projects, advisors manage cases, contractors receive referrals — without crossing wires.
Program and contractor directories
Search programs, contractors, and incentives in one place. Eligibility, service areas, and measure types stay up to date.
Salesforce integration
Salesforce stays your source of truth; ProgramHub optimizes day-to-day workflows and reduces manual updates. Two-way sync for leads, projects, referrals, status updates, and reporting.
Case study
Proven in pilot with a NYC clean-energy hub.
A 10-week design partnership with a NYC clean-energy hub confirmed ProgramHub can save programs and residents millions in admin costs and energy burden — while uncovering insights that improve program design and delivery.
We collaborated with the hub's operations and energy-advising teams to explore how ProgramHub could streamline community engagement and accelerate project completion within and across state-funded clean-energy hubs. Through iterative testing and improvement, the team confirmed that ProgramHub can expand community outreach, streamline energy advising, and accelerate project completion.
ProgramHub automating a lot of these steps will improve the velocity we're currently seeing, which in turn improves our capacity.
ProgramHub could better inform our engagement with residents and contractors.
Security
Built to state-level security standards.
Aligns with state-agency security reviews and vendor requirements — from SOC-certified infrastructure to row-level access control to documented disaster-recovery procedures.
SOC-certified cloud infrastructure
Hosted on infrastructure with SOC 2 Type 2 certification. Compliance-ready foundations for handling resident PII at state-agency scale.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest. Every resident detail, every email, every audit row — encrypted end to end.
Role-based access control
Advisors see their own caseload; managers see the org. Admin-only paths are gated at the database row level (Postgres RLS), not just the UI.
Detailed and exportable activity logs
Every action — assignments, status changes, emails, nudges — lands in a chronological audit log. Pull a CSV or feed it into your existing compliance pipeline.
Backups and disaster-recovery approach
Daily backups with point-in-time recovery. Aligns with state-agency security reviews and vendor requirements.
Setup
Onboarding aligned with your timeline.
We build a setup plan, clear milestones, and hands-on onboarding support aligned with your timeline — unlocking measurable ROI in the first month.
- Minimal disruption to Salesforce reporting
- Role-specific training sessions for advisors, managers, and admins
- Translate existing processes into ProgramHub
- Change-management support throughout
- Co-create reference guides for EAs
Phase 1
Discovery and configuration
Phase 2
Pilot and feedback
Phase 3
Broader rollout
Get started
Join the ProgramHub waitlist.
Be among the first clean-energy hubs to streamline your operations. We'll reach out as we onboard new partners.