One platform to automate energy and utilities workflows and CRM with no-code
End-to-end member-centric automation for energy and utilities
Marketing manager
Sales representative
Order coordinator
Asset manager
Contact center specialist
Compliance officer
HR manager
Marketing
Segmentation
Strengthen customer relationships by segmenting your audience based on consumption, billing history, location, or preferences, and by delivering personalized communications through optimal channels at the right time.
Campaign management
Boost customer loyalty and satisfaction with personalized multi-channel campaigns for energy-saving, onboarding, promotions, and retention, powered by customer data, usage patterns, service interactions, and geographical information.
Lead management
Increase conversion rates and enhance customer acquisition by effectively tracking, scoring, and engaging leads with personalized content across multiple channels.
Marketing analytics
Enhance resource allocation, customer targeting, and marketing outcomes with real-time, comprehensive insights into the performance of campaigns, segments, channels, and other key metrics.
Sales
Customer 360
Enhance personalized, timely communications and boost sales efficiency by utilizing comprehensive customer information, including energy contracts, meter readings, billing history, and personal details such as addresses and meter points.
Contract management
Reduce administrative workload and enhance customer retention by automating contract generation and service agreements tailored to each customer’s selected plan. Automatically notify customers of upcoming renewals, send personalized renewal offers, and manage the entire renewal process without manual intervention.
Field sales
Enhance field sales efficiency and resource allocation by enabling mobile access to customer records, service histories, and energy usage data. Streamline site visit scheduling to ensure the right representative is assigned, leading to more informed and productive customer interactions.
Upselling and cross-selling
Boost customer engagement and sales conversions with advanced AI tools that recommend personalized sales offers, such as renewable energy upgrades, energy-saving products, or new service plans, based on customer behavior and usage patterns.
Orders, quotes, and bills
Product information management
Boost customer satisfaction and minimize transaction errors by providing a comprehensive view and easy access to up-to-date information on all energy products and services, supporting sales, ordering, billing, and other processes.
Quotation management
Enhance sales efficiency and improve customer engagement by quickly preparing personalized, error-free quotes and service proposals for residential, commercial, or industrial customers.
Order management
Achieve faster service delivery and a seamless customer experience by efficiently managing and automating all aspects of the order lifecycle – including order capture, fulfillment, and payment processing – within a single, centralized workspace.
Resource allocation
Optimize resource allocation by automatically scheduling field personnel and equipment based on order requirements and availability.
Billing
Automatically generate accurate, up-to-date billing statements while significantly minimizing manual errors and reducing administrative workload through seamless integration with billing and ERP systems, ensuring real-time synchronization of customer data and energy usage.
Enterprise asset management
Asset monitoring
Minimize downtime and optimize asset performance by monitoring and managing utility assets (e.g., transformers, substations, pipelines) within a single, centralized workspace that provides real-time insights into their location, condition, and performance.
Asset lifecycle management
Enhance resource planning and extend asset lifespans by tracking the complete lifecycle of utility assets – from procurement and installation to maintenance and decommissioning – enabling informed decisions on upgrades, replacements, or retirements.
Capital planning and budgeting
Enhance financial management and strategic planning by leveraging comprehensive insights into asset performance, maintenance costs, and downtime to make informed decisions regarding capital investments, such as upgrading infrastructure or acquiring new equipment.
Vendor and contractor management
Enhance project outcomes and minimize operational risks by monitoring vendor performance to ensure contractors meet SLAs and deliver high-quality services.
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Customer service and support
Proactive case management
Boost customer service efficiency and elevate customer satisfaction with a holistic customer view, omnichannel communications, a unified service agent workspace, and AI-powered workflows to manage the entire case lifecycle.
Work order management
Enhance operational efficiency and accountability by automatically generating work orders from service requests, ensuring all necessary tasks are accurately documented and assigned to the appropriate teams.
Field service
Enhance service delivery and streamline the scheduling of field technicians for repairs or maintenance tasks by optimizing routes and assigning the right personnel based on location, availability, and expertise.
Customer self-service
Enhance customer satisfaction and lower support costs by offering customers access to a user-friendly self-service portal where they can find answers to common questions, access FAQs, and troubleshoot issues on their own.
Incident management
Enhance incident response times and customer communication by diagnosing and resolving incidents faster with all case, incident, customer, and asset data in a unified workspace. Enable effective outage tracking to keep customers informed about issues and their resolution status through seamless integration with Outage Management Systems.
Compliance management
Customer privacy management
Ensure that customer data is stored securely and in compliance with regulatory requirements, such as GDPR or energy sector regulations.
Document management
Store and organize all documents, such as maintenance records, safety certifications, and regulatory reports, ensuring easy access and audit readiness.
Compliance reporting
Automatically generate reports to ensure compliance with industry standards, such as safety inspections, emissions monitoring, and energy efficiency audits.
Internal audit
Oversee audit procedures for financial, physical, and legal assets across the organization to ensure compliance, mitigate risks, and enhance operational efficiency.
Legal case management
Simplify the management of legal cases, ensure consistent document format, and optimize workflows and collaboration related to legal matters.
Certification development
Enhance and streamline certification processes across the organization to ensure full regulatory compliance, minimizing risk and improving operational efficiency.
Corporate services
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.).
Training and development
Automate the scheduling and tracking of employee training programs, ensuring compliance with required training and certifications, especially in safety and regulatory areas.
Employee engagement and communication
Improve the efficiency and accuracy of internal audit by streamlining data collection, verification, and anomaly detection processes via unified workflows automation, auto-generated reports and dashboards, and single-source data storage that eliminates out-of-sync or duplicate data.
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