Cloud based CRM built for retail energy

1. INTEGRATED
ENERGY CONSOLE
A robust, cloud-based client relationship management
solution, designed specifically for the energy sector
Full quote to contract
completion within one
solution
EFFICIENCY
Follow customer sales
journey with progress
status updates
MANAGEMENT
Fully automated
reporting suite,
including commissions
and forecasting
FINANCE

2. PURPOSE
BUILT
By combining our insight with
the needs of both client and
supplier, we ensure that the
role of the energy broker
remains an integral part of the
energy procurement process.
offering energy brokers seamless, cloud-based
management of their entire business

3. Manage
Clients
Easily collect & store client
information
Assign mandatory fields to
insure complete records
Easily search by account
number or customer name
Intelligent

4. Add Account
Information
Intuitive
Utilities appear based on
state
Collect and report on
current supplier and
contract end date

5. Select Pricing
Terms
Flexible
Select the pricing criteria
that fit your client
Select start date
Add commission
Click Compare

6. Compare
PricingIntuitive
Upload your supplier
pricing
Search sort and compare
offers
Refine by start date,
supplier, term, overall cost
Customized

7. Create
ContractsIntuitive
Select your product
Choose DocuSign or PDF
Click and sign!
Powerful

8. Account
LifecycleIntuitive
Follow account stages from
contract to acceptance
Send suppliers automatic
enrollment reminders
Eliminate missed
enrollments
Trackable

9. Integrated
Energy Console
- FROM SUBMISSION TO
COMMISSION -
learn more at
www.integrated.energy