Energy and Utilities CRM
Coordinate utility lead qualification, energy opportunities, service proposals and customer follow-through. Energy sales teams can connect customer accounts and service locations with tariffs, usage profiles, agreements and service requests, supported by pipeline, advisor-performance and revenue workspaces.
What’s inside
Explore the included workspaces and the records they manage.
Energy sales overview
Review the energy contract pipeline, customer growth and advisor activity from the sales command center. Use opportunity stages and territories to organize commercial priorities.
Utility leads and customer relationships
Qualify utility leads and maintain customer accounts and contacts. The lead workbench and customer view bring relationship context into everyday sales work.
Opportunity pipeline
Manage energy opportunities by sales stage and retain their customer and commercial context. The pipeline board provides a focused view of work moving toward a service agreement.
Tariffs, proposals and agreements
Maintain tariffs and services, prepare service proposal records and line items, and track resulting service agreements. Review the proposal and solution-revenue workspace for the commercial picture.
Locations, usage and service follow-through
Keep service locations and energy usage profiles alongside customer records. Record service requests and customer engagements so commercial follow-up retains operational context.
Advisor performance and open tasks
Review advisor performance and engagement activity, including calls, visits and follow-ups. Work through open energy tasks and monitor team progress.
How it works
Energy Sales Command Center
Coordinate utility lead qualification, energy opportunities, service proposals and customer follow-through. Energy sales teams can connect customer accounts and service locations with tariffs, usage profiles, agreements and service requests, supported by pipeline, advisor-performance and revenue workspaces.
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01
Energy sales overview
Review the energy contract pipeline, customer growth and advisor activity from the sales command center. Use opportunity stages and territories to organize commercial priorities.
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02
Utility leads and customer relationships
Qualify utility leads and maintain customer accounts and contacts. The lead workbench and customer view bring relationship context into everyday sales work.
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03
Advisor performance and open tasks
Review advisor performance and engagement activity, including calls, visits and follow-ups. Work through open energy tasks and monitor team progress.
Built for
The teams that need this app.
Every role works in the same shared product.
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Daily teams
Run Energy and Utilities CRM with the tables and views needed for repeated operational work.
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Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
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Ready to configure
Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.
Built for scale
Structured enough to grow with the team.
Start quickly without blocking the path to live operations.
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Multi-user by default
Use roles and workspace permissions to let different teams operate from the same app.
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Structured records
Data lives in typed tables with views, forms, references, and audit-friendly history.
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Workflow-ready
Workflows run against isolated workspace data while the publisher maintains the product logic.
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API-accessible
Use the app through UI workflows or API surfaces as your implementation matures.
What you get
Views, records, and workflow controls.
The public page preview uses the same structure as the published product pages.
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Operational dashboard
Track active work, exceptions, owners, and recent activity from the same workspace.
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Core records
Work from filtered, grouped, and role-aware table views instead of static spreadsheets.
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Workflow control
Use workflows to operate the supported process around your workspace data.
The loop
The process lives beside the data.
Activate the app, configure your workspace, and run the real business process.
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01
Activate the app
Add the publisher-managed product to your workspace and start using it with your organization data.
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02
Review the schema
Start with 18 tables and the included relationships, forms, and views.
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03
Configure the workflow
Set workspace roles, permissions, and supported workflow options for the process you run.
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04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Workflow configuration
Included workflow definitions
Review and configure the workflows for your workspace before enabling them.
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Configured workflows
Includes Energy CRM - Utility Leads Converted to Customer, Contact and Opportunity. Published workflow configurations start inactive. Review triggers, connections and recipient settings before enabling them.
Compared
Blank setup vs a published app.
Start from a working system instead of a blank canvas.
| Consideration | Before | Published app |
|---|---|---|
| Go-live | Blank app, spreadsheet import, and manual setup. | Publisher-maintained app with schema, views, forms, and defaults. |
| Workflow | Process lives outside the system. | Workflows can run beside the records they operate on. |
| Iteration | Changes require rebuilding the system from scratch. | Configure workspace settings, roles, permissions, and supported workflow controls. |
| Access | Shared credentials or duplicated sheets. | Workspace users, roles, and app-level permissions. |
Time to value
Activate, configure, operate, scale.
A practical rollout path from first click to real team usage.
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Day 1
Activate
Start using the app, review the included process, and add the first workspace records.
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Week 1
Configure
Set roles, workspace options, and the first supported integration or workflow.
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Month 1
Operate
Move real work through the app and refine reports from day-to-day usage.
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Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
Technical proof
Workspace-safe by design.
The publisher maintains the product while your workspace data stays isolated.
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Publisher-owned product
The publisher maintains the app and releases improvements without handing over the base product.
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Workspace data isolation
Your records, access settings, and activity stay isolated and tied to your workspace history.
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Governed extension path
Connect approved APIs, workflows, reports, and screens through product-supported extension points.
FAQ
Common questions.
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What is included when I activate this app?
The app schema, pages, views and configuration are copied into your workspace. Business records start empty.
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Can I tailor the app to my team?
You can configure the installed tables, fields, views, pages, permissions and workflows for your process.
Explore the app