One AI-powered no-code platform for CRM and process automation in energy and utilities
One AI-powered no-code platform for CRM and process automation in energy and utilities
End-to-end energy and utilities automation tailored to each customer
Marketing
Segmentation:
Strengthen relationships by segmenting customers by consumption, payment history, location, or preferences, then sending personalized messages through the best channels at the right time.
Campaign management:
Improve loyalty and satisfaction with personalized omnichannel energy-saving, onboarding, promotional, and retention campaigns informed by customer data, usage patterns, service interactions, and location.
Lead management:
Improve conversion and acquisition by tracking, scoring, and engaging prospects with personalized content across channels.
Marketing analytics:
Improve resource allocation, customer targeting, and marketing results with real-time analysis of campaigns, segments, channels, and other key metrics.
Marketing
- Strengthen relationships by segmenting customers by consumption, payment history, location, or preferences, then sending personalized messages through the best channels at the right time.
- Campaign management: Improve loyalty and satisfaction with personalized omnichannel energy-saving, onboarding, promotional, and retention campaigns informed by customer data, usage patterns, service interactions, and location.
- Improve conversion and acquisition by tracking, scoring, and engaging prospects with personalized content across channels.
- Improve resource allocation, customer targeting, and marketing results with real-time analysis of campaigns, segments, channels, and other key metrics.
Sales
Customer 360:
Deliver timely, personalized communications and improve sales with complete customer information, including energy contracts, meter readings, payment history, addresses, and meter connection points.
Contract management:
Reduce administration and improve retention by automating contracts and service agreements for the customer's tariff plan. Notify customers of renewals, send personalized offers, and manage renewals automatically.
Field sales:
Improve field sales and resource allocation with mobile access to customer data, service history, and energy consumption information. Optimize site visits and assign suitable specialists who can prepare in advance and work effectively.
Upselling and cross-selling:
Increase engagement and sales conversion with AI tools that recommend personalized renewable energy options, energy-saving products, or tariff plans based on customer behavior and habits.
Sales
- Deliver timely, personalized communications and improve sales with complete customer information, including energy contracts, meter readings, payment history, addresses, and meter connection points.
- Reduce administration and improve retention by automating contracts and service agreements for the customer's tariff plan. Notify customers of renewals, send personalized offers, and manage renewals automatically.
- Field sales: Improve field sales and resource allocation with mobile access to customer data, service history, and energy consumption information. Optimize site visits and assign suitable specialists who can prepare in advance and work effectively.
- Increase engagement and sales conversion with AI tools that recommend personalized renewable energy options, energy-saving products, or tariff plans based on customer behavior and habits.
Quotations
Product information management:
Improve customer satisfaction and minimize transaction errors with a complete, accessible view of energy products and services that supports sales, ordering, billing, and other processes.
Quotation management:
Improve sales and customer engagement by quickly preparing accurate, personalized quotations and service requests for residential, commercial, and industrial customers.
Order management:
Deliver services faster and improve customer experience by automating the entire order lifecycle, from intake and fulfillment to payments, in one centralized workspace.
Resource allocation:
Optimize resource allocation by automatically scheduling field staff and equipment according to order requirements and availability.
Billing:
Automatically produce accurate, current payment documents, reducing human error and administrative workload. Seamless billing and ERP integration synchronizes customer and energy consumption data in real time.
Quotations
- Improve customer satisfaction and minimize transaction errors with a complete, accessible view of energy products and services that supports sales, ordering, billing, and other processes.
- Quotation management: Improve sales and customer engagement by quickly preparing accurate, personalized quotations and service requests for residential, commercial, and industrial customers.
- Deliver services faster and improve customer experience by automating the entire order lifecycle, from intake and fulfillment to payments, in one centralized workspace.
- Optimize resource allocation by automatically scheduling field staff and equipment according to order requirements and availability.
- Automatically produce accurate, current payment documents, reducing human error and administrative workload. Seamless billing and ERP integration synchronizes customer and energy consumption data in real time.
Enterprise asset management
Asset monitoring:
Reduce downtime and optimize assets by managing transformers, substations, pipelines, and other infrastructure in a centralized workspace with real-time location, condition, and performance data.
Asset lifecycle management:
Improve resource planning and equipment life by tracking utility assets from purchase and installation through maintenance and retirement, supporting informed upgrade and replacement decisions.
Capital expenditure and budget planning:
Improve financial management and strategic planning with analytics on asset performance, maintenance costs, and downtime to guide investments such as infrastructure upgrades and equipment purchases.
Vendor and contractor management:
Improve project performance and reduce operational risk by monitoring suppliers for SLA compliance and service quality.
Enterprise asset management
- Asset monitoring: Reduce downtime and optimize assets by managing transformers, substations, pipelines, and other infrastructure in a centralized workspace with real-time location, condition, and performance data.
- Improve resource planning and equipment life by tracking utility assets from purchase and installation through maintenance and retirement, supporting informed upgrade and replacement decisions.
- Improve financial management and strategic planning with analytics on asset performance, maintenance costs, and downtime to guide investments such as infrastructure upgrades and equipment purchases.
- Improve project performance and reduce operational risk by monitoring suppliers for SLA compliance and service quality.
Customer service and support
Proactive request management:
Improve service efficiency and satisfaction with a complete customer view, omnichannel communication, a unified agent workspace, and AI-powered case lifecycle management.
Work order management:
Improve efficiency and accountability by automatically creating work orders from service requests, documenting tasks accurately, and assigning the right teams.
Field Service:
Improve service and technician scheduling for repairs and maintenance by optimizing routes and assigning people according to location, availability, and skills.
Customer self-service:
Improve satisfaction and reduce support costs with an easy-to-use self-service portal where customers can find answers and resolve common problems.
Incident management:
Reduce incident response times and improve customer communications by consolidating case, incident, customer, and asset data. Integrate outage management to track disruptions and keep customers informed about issues and resolution progress.
Customer service and support
- Proactive request management: Improve service efficiency and satisfaction with a complete customer view, omnichannel communication, a unified agent workspace, and AI-powered case lifecycle management.
- Improve efficiency and accountability by automatically creating work orders from service requests, documenting tasks accurately, and assigning the right teams.
- Field Service: Improve service and technician scheduling for repairs and maintenance by optimizing routes and assigning people according to location, availability, and skills.
- Customer self-service: Improve satisfaction and reduce support costs with an easy-to-use self-service portal where customers can find answers and resolve common problems.
- Reduce incident response times and improve customer communications by consolidating case, incident, customer, and asset data. Integrate outage management to track disruptions and keep customers informed about issues and resolution progress.
Compliance management
Customer privacy management:
Keep customer data secure and compliant with GDPR and applicable energy sector regulations.
Document management:
Organize maintenance logs, safety certificates, regulatory reports, and other documents for easy access and audit readiness.
Regulatory compliance reporting:
Automatically generate reports on safety inspections, emissions monitoring, and energy efficiency audits.
Internal audit:
Oversee audits of financial, physical, and legal assets across the organization to support compliance, reduce risk, and improve operational efficiency.
Legal case management:
Simplify litigation management, standardize document formats, and improve legal workflows and collaboration.
Certification system development:
Improve certification processes across the organization to ensure compliance, minimize risk, and increase efficiency.
Compliance management
- Customer privacy management: Keep customer data secure and compliant with GDPR and applicable energy sector regulations.
- Organize maintenance logs, safety certificates, regulatory reports, and other documents for easy access and audit readiness.
- Regulatory compliance reporting: Automatically generate reports on safety inspections, emissions monitoring, and energy efficiency audits.
- Oversee audits of financial, physical, and legal assets across the organization to support compliance, reduce risk, and improve operational efficiency.
- Simplify litigation management, standardize document formats, and improve legal workflows and collaboration.
- Improve certification processes across the organization to ensure compliance, minimize risk, and increase efficiency.
Corporate services
Employee lifecycle management:
Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
Request management:
Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests.
Training and development:
Automate employee training planning and tracking to ensure required courses and certifications are completed, particularly for safety and regulatory compliance.
Employee engagement and internal communications:
Create transparent information exchange between departments and convenient access to company news, notifications, and feedback. Consistent communication helps announce changes promptly, capture team suggestions, and maintain employee engagement.
Corporate services
- Employee lifecycle management: Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
- Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests.
- Automate employee training planning and tracking to ensure required courses and certifications are completed, particularly for safety and regulatory compliance.
- Employee engagement and internal communications: Create transparent information exchange between departments and convenient access to company news, notifications, and feedback. Consistent communication helps announce changes promptly, capture team suggestions, and maintain employee engagement.