Solar Forever Ltd
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Opportunities
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Active opportunities
Active Grants
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Currently open
Quoted Value
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Active quotes
Weighted Pipeline
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Probability-adjusted
Total kWp
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System capacity
Battery kWh
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Storage capacity
Appointments
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This week
Top Priority Grants
| Authority | Scheme | Max | Urgency | Closes |
|---|
Opportunities Summary
No opportunities yet. Add your first opportunity
DNO Applications Due
No active DNO applications
Grant Research
Run AI-powered research to find and verify grant opportunities
All Open Grants
| Authority / Districts | Scheme | Region | Grant % | Max Grant | Grant Value | Solar | Battery | Eligible | Source |
|---|
Live Alerts
Grants closing soon — sorted by urgency
List height:
Grant CRM
Match potential customers to open grants in their area
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Prospects
Select a prospect to view details
Watchlist
Grants you are actively monitoring — click Remove to take a grant off your watchlist
| Grant Name | Authority | Closes In | Close Date | Max Value | Status |
|---|
Grant Funds
Track funding opportunities — programmes, pots and schemes we are researching or applying for
Local Authority Grants
Active schemes from UK local authorities — mapped to solar and battery eligibility
| Authority | Region | Scheme | Max Grant | Deadline | Solar | Battery | Status | Links |
|---|---|---|---|---|---|---|---|---|
| Loading authority grants... | ||||||||
Total Tracked
0
All funds
Deadline ≤30d
0
Act soon
In Progress
0
Drafting / submitted
Approved
0
Won
| Fund Name | Type | Amount Available | Eligibility | Deadline | Days | Status | Notes | |
|---|---|---|---|---|---|---|---|---|
| No grant funds tracked yet. Click + Add Fund to start. | ||||||||
Procurement Portals
UK public sector procurement portals — registration status and tender tracking
| Priority | Portal Name | Coverage | Type | Registered | CPV Set | Last Tender | Solar Tenders | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading portals... | ||||||||
PPA Prospects
Power Purchase Agreement prospects — REPD data + known targets
Total Prospects
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All records
Priority 1
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Contact immediately
Fund Suitable
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Meets fund criteria
Engaged
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Active conversations
| Priority | Company | Type | Known Site / Postcode | Capacity kW | Sites Est. | Fund Suitable | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading PPA prospects... | ||||||||
CRM Lead Sheet
Contact reminders, long-running opportunities and reactivation candidates.
Active Leads
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All active
Overdue Contacts
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Past due date
Due Today
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Contact today
Due This Week
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Next 7 days
Long Running
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180+ days
Today's Contact List
| Organisation | Last Contacted | Days Overdue | Assigned | Status | Next Contact | Action |
|---|---|---|---|---|---|---|
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Long Running Grant Opportunities
| Organisation | Grant Scheme | Days Running | Last Contact | Days Since Contact | Sentiment | Action |
|---|---|---|---|---|---|---|
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Leads to Reactivate
Dead leads matching open grant schemes
| Organisation | Region | Type | Went Dead | Reason | Grant Match | Action |
|---|---|---|---|---|---|---|
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| Company | Category | Type | Town | County | Lead Type | Stage | EPC | Roof | kWp | Quote | Last Contact | Assigned | Actions | Easy PV | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading opportunities... | |||||||||||||||
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Import Leads
Import CSV or Excel files directly into Meridian CRM with column mapping, duplicate detection, and batch processing.
📄
File-based Import
Supports CSV, XLSX and XLS files. Auto-maps column headings to CRM fields. Detects duplicates by postcode and company name. Imports in batches with live progress.
Accounts
Councils, businesses, community groups and farms - linked to contacts, grants and opportunities
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| Account Name | Type | Region | County | DNO Area | Open Grants | Opportunities | Last Contact |
|---|
UK Authority Intelligence
Postcode lookup, authority table, grant coverage and LGR status across England
📮 Postcode & EPC Lookup
Enter postcode to find the local authority, grants and leads. Add unit or street to find the specific EPC for that address on an industrial estate.
Postcode *
Unit / Street (optional)
🔍
| Authority | Type | Region | Key Towns | Postcodes | LGR Status | Grants | Our Leads | Priority |
|---|
DNO Intelligence & Tracker
UK Distribution Network Operators - coverage areas, turnaround times, active applications
| DNO | Coverage Areas | G99 Weeks | G100 Weeks | Portal / Email | Notes |
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Grant Contacts Database
80 verified contacts - grant teams, delivery partners, Growth Hubs and programme managers across all UK regions
● URGENT: 8
✓ OPEN: 42
■ WATCH: 12
☎ CALL: 5
| Authority / Organisation | Scheme | Role / Team | Phone | County | Status | Last Contacted | Next Action | Key Intel |
|---|
Deadline Calendar
Grant deadlines and opening dates
Mon
Tue
Wed
Thu
Fri
Sat
Sun
■ Closing <=7d
■ Closing <=14d
■ Open / Watch
Monday / Friday Pulse
Automated briefing - copy or email to your team every Mon and Fri
Click Monday Report or Friday Digest to generate your pulse briefing.
Google Calendar Integration
Three ways to keep your calendar updated with grant deadlines automatically
Option 1 - Export .ICS file (easiest, 30 seconds)
1
Click Export .ICS in the Calendar view - downloads all grant deadlines as calendar events with 14-day and 7-day reminders pre-set
2
In Google Calendar: Settings (gear icon) > Import & Export > Import > upload the .ics file
3
Repeat every Monday when you run the Pulse report. Takes 30 seconds total.
Option 2 - Google Apps Script (runs automatically Mon/Fri 7am)
Paste this into script.google.com, set a time trigger for Monday and Friday at 7am. It will create calendar events automatically.
// Grant Calendar Auto-Sync - Google Apps Script
// Tools > Triggers > Add Trigger: syncGrantDeadlines, Time-driven, Week timer, Monday 7am
const CALENDAR_ID = 'primary';
function syncGrantDeadlines() {
const cal = CalendarApp.getCalendarById(CALENDAR_ID);
const today = new Date();
const grants = [
{la:'Bolsover DC', scheme:'Net Zero Growth Grant', closes:'2026-05-04', max:'50000', url:'bolsover.gov.uk'},
{la:'West Sussex CC', scheme:'Rural Business Grants', closes:'2026-03-31', max:'35000', url:'wsgrowthhub.co.uk'},
// Add more from your watchlist export
];
grants.forEach(g => {
const deadline = new Date(g.closes);
const daysLeft = Math.floor((deadline - today) / 86400000);
if (daysLeft > 0 && daysLeft <= 60) {
const title = '[GRANT ' + daysLeft + 'd] ' + g.la + ' - ' + g.scheme;
const existing = cal.getEventsForDay(deadline);
const alreadyExists = existing.some(e => e.getTitle().includes(g.la));
if (!alreadyExists) {
const ev = cal.createAllDayEvent(title, deadline);
ev.setDescription('Max: £' + g.max + ' | ' + g.url);
ev.addEmailReminder(14 * 24 * 60);
ev.addEmailReminder(7 * 24 * 60);
ev.addPopupReminder(60);
}
}
});
}
Option 3 - Zapier / Make.com automation
Trigger: Every Monday 7am
→ Generate Pulse Report
→ Send to team email
→ Post to Slack #grants channel
→ Send to team email
→ Post to Slack #grants channel
Trigger: Grant status changes
→ Create Google Cal event
→ Alert via SMS/email
→ Log to CRM
→ Alert via SMS/email
→ Log to CRM
Settings
Configure alerts, schedules and notifications
Alert thresholds
Critical alert window (days)
Immediate notification when closing within this many days
Urgent alert threshold
Highlighted in Mon/Fri digest
Watchlist window
Auto-add to watchlist when closing within
Pulse schedule
Monday full report
All active grants + new openings + upcoming deadlines
Friday urgent digest
Critical and urgent only + weekend action list
Real-time critical alerts
Notify immediately when grant enters 7-day window
System
Data region
Supabase project hosting region — set at project creation
Project ref
Supabase project identifier
Active User
Who are you?
Sets the default Logged By and Assigned To throughout the app
Users
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Add User
Integrations
Easy PV Pro
API Key
Account Email
Connection
Not tested
Sync
EPC API
Credentials
Register free at epc.opendatacommunities.org — enter as
email:apikey
Branding
Company Name
Tagline
Primary Colour
Accent Colour
Logo URL
Changes apply immediately
Data Maintenance
Backfill regions from postcodes
Looks up county and region for all opportunities missing this data. Runs in background — may take a few minutes for large datasets.
Auto-attach EPC data from postcodes
Bulk auto-attaches EPC rating, score, floor area, heating type and more for all opportunities missing EPC data. Skips ambiguous results. Rate limited to avoid API throttling.
User Management
Manage team members, roles and platform access. Only visible to you.
Current Users
| Name | Role | Status | Actions | |
|---|---|---|---|---|
| Loading… | ||||
Add New User
Opportunities Audit
Data cleansing tool — bulk review and delete from the opportunities table
0 rows
0 marked
| Organisation | Type | Council / Area | Status | Source | Est Value | Action | |
|---|---|---|---|---|---|---|---|
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Automated Grant Research
GPT-4o with live web search. Two searches per target — obvious grants plus hidden funding buried in budgets, cabinet minutes and procurement notices.
API Configuration
✓ OpenAI key managed on server
Set via Fly.io:
fly secrets set OPENAI_API_KEY=sk-xxx --app sfi-grantsWeekly Auto-Research
Emails summary to [email protected] via Resend.com (RESEND_API_KEY in config)
Research log will appear here when a run starts...
Strategic Accounts
Strategic Accounts are high-value organisations requiring a coordinated, long-term approach — multi-site operators, councils, large corporates and housing associations with significant solar potential. Managed by a named account manager with structured review dates.
Total Accounts
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All imported
SME Eligible
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Can access SME grants
Grant Eligible
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Meets grant criteria
Uncontacted
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No action yet
| Organisation | Type | Region | Local Authority | Postcode | Est. kWp | SME | Grant | Contact | Assigned | Status | Source | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No accounts loaded. Click Import CSV or Add Account to start. | ||||||||||||
Compliance & Certification Tracker
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Expired (0)
Critical <30d (0)
Warning 31-90d (0)
OK >90d (0)
Unregistered (0)
Show All
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Director Finance
Restricted — Director view only