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Features and Benefits

Website Integration

Capture leads from your website directly to your CRM. Convert web visitors to leads and potential clients.

  • Schedule tasks and emails for visitors who fill out your online forms.

Energy CRM

Document Storage

Document Storage

Manage your documents and templates within your CRM and create continuity in your sales documents.

  • Centralized repository for all documents.

  • Ideal flow of information across all channels.


Adaptable

Our CRM is responsive and is able to adapt to the Energy industry’s evolving market and ever-changing business needs.

  • Easy integration with existing software and tools, e.g. your back office accounting system

  • Flexible enough to support rapid changes in regulations and conditions.

Adaptable

Innovative Billing and CRM Solution

Innovative Billing and CRM Solution

Generate accurate billing statements with your CRM.

  • Generate Invoices per Account

  • Multiple billing reports


Central Database

To identify and fulfil your customers’ needs, your people must have easy access to all customer-relevant data. Customer knowledge is essential for your staff to be able to provide excellent service and support.

  • Contact details, Account status, Purchasing behaviour, Communication history, and so on.

  • Provide your team the information they need, when they need it.

  • Full interaction history.

  • Process inquiries faster and efficiently

Central Database

Robust Reporting

Central Database

Create excellent and detailed reports in your CRM. It is easy and efficient to use.

  • Key Metrics Reports

  • Organized reporting strategies.

  • Energy Forecasting of Supply and Demand.


Marketing Campaigns

Define your target lists and send out targeted marketing campaigns. Analyze and track the effectivity of the campaign and its areas that would need to be improved.

  • Remain competitive and be aware of your customers’ needs.

Central Database

Features and Benefits

Website Integration

Capture leads from your website directly to your CRM. Convert web visitors to leads and potential clients.

  • Schedule tasks and emails for visitors who fill out your online forms.

Energy CRM

Document Storage

Document Storage

Manage your documents and templates within your CRM and create continuity in your sales documents.

  • Centralized repository for all documents.

  • Ideal flow of information across all channels.


Adaptable

Our CRM is responsive and is able to adapt to the Energy industry’s evolving market and ever-changing business needs.

  • Easy integration with existing software and tools, e.g. your back office accounting system

  • Flexible enough to support rapid changes in regulations and conditions.

Adaptable

Innovative Billing and CRM Solution

Innovative Billing and CRM Solution

Generate accurate billing statements with your CRM.

  • Generate Invoices per Account

  • Multiple billing reports


Central Database

To identify and fulfil your customers’ needs, your people must have easy access to all customer-relevant data. Customer knowledge is essential for your staff to be able to provide excellent service and support.

  • Contact details, Account status, Purchasing behaviour, Communication history, and so on.

  • Provide your team the information they need, when they need it.

  • Full interaction history.

  • Process inquiries faster and efficiently

Central Database

Robust Reporting

Central Database

Create excellent and detailed reports in your CRM. It is easy and efficient to use.

  • Key Metrics Reports

  • Organized reporting strategies.

  • Energy Forecasting of Supply and Demand.


Marketing Campaigns

Define your target lists and send out targeted marketing campaigns. Analyze and track the effectivity of the campaign and its areas that would need to be improved.

  • Remain competitive and be aware of your customers’ needs.

Central Database