Building Successful Energy Consultants.
Request Client Management Access!
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Save Time. Eliminate Errors. Grow Your Bottom Line.
Pricing requests, data, proposals, tariffs, commission statements are all streamlined. Focus on your customers and winning business.
Knowledge Builds Trust. (And Wins Deals)
Clients want a trusted advisor. Always be on top of your game and leverage insightful analytics to win business year after year.
Dress to Impress.
You only get one chance to make a first impression. Be the best in the business with online, interactive proposals, graphs, and reports.
Bring A Cloud Presence.
Give your clients online access to organized data, costs, reports, and savings with your logo on top. Show them the value you bring to them every month.

Features

Portfolio Management
Portfolio Management
Know your business inside and out. Bring your organization and client management to a whole new level with the best client management in the industry.
All Your Data. Cloud Access. 24x7.
All Your Data. Cloud Access. 24x7.
Clients, usage, savings, proposals, contracts, margins, files, RFPs, enrollment deadlines, renewals. Organized in your private cloud, accessible via desktop, mobile, and tablet.
Commission Management
Commission Management
Save hours or days copying and pasting in Excel. We instantly consolidate your reports, audit them for accuracy, and prepare commission statements for your agents or employees.
Easy and Consolidated RFPs
Easy and Consolidated RFPs
Need prices from suppliers? Request, refresh, and revise prices and margins. See historical bids in one spot. Send prices and proposals to agents to clients with one click.
Easy Reports and Proposals
Easy Reports and Proposals
Produce interactive reports with one click and send with another. With Data Packages, proactively show your clients your value over the life of their contract, not just when it's time for renewals.
One Click Sharing
One Click Sharing
Send any proposal, graph, or report to your client in one click. Receive notifications when they review. Consolidated history of everything you've sent.
Analytics
Analytics
Access usage, delivery, utility supply, all-in fixed prices, day-ahead and real-time index costs, for any combination of meters, historically and projected. Have data at your fingertips to save time, close business, and earn trust.
Historical Hedge Prices
Historical Hedge Prices
Show a customer what their fixed price should have been if they had you on their side! Explain price movements and help your customers understand why they should or should not buy today.
Timeline
Timeline
See actual historical settlement of each product (fixed, index, utility) for a particular client or set of client meters. Backup your recommendations with personalized settlement data.