The Operating System for Your Business

Grow your sales, market your business, manage your accounting, communicate with across all levels of your business and more.

All Application Features

CRM

Account Management

Contact Management

Lead Management

Campaign Management

Pipeline Management

Contracts

Custom contract fields

Create contract in seconds

Renewal Management

Search Contracts

Dashboards

Commissions

Agent Reports by Period

Export Functionality

Commission Configurator

Type - Upfront, Mils, etc.

Parent/Child Models

Eligible Customer List

Import into CRM

Usages, Meters, etc

Electricity and Natural Gas

14 Different Filters

TX, PA, OH, MA, MD Lists

RFP

Bidirectional Communication

Single Point Pricing Exchange

Document/Messaging Exchange

Create Contract with a Single Click

Export RFP Report to Customer

White Label - Your Brand

Logins for Your Customers

Choose tables, graphs, and charts

Publish to Your Customers

DIY Report Configurator

Portal HD

Matrix Pricing

30+ Supplier Matrices

Electricity and Natural Gas

All deregulated utilities

Export pricing matrix to PDF

Apples to Apples Comparison

Instapull

Real-time Meter Data

Auto-Load Calculator

Historical Usage

Capture directly in CRM

Multi Utility Scraper

Accounting

Automate Supplier Reconciliation

Supplier Payment Variances

Drill down on a line item basis

Reports

Pricing

Problem Area

Supplier

Sales

Accounting