Edge 360°

Your all-encompassing solution to simplify, streamline, and implement your energy management plan. 

Create, Deliver, and Capture Value.

Add-On Modules
Portal HD

CRM Spotlight

Get visibility to lead, prospect, and client activity on the fly

Attach bills, LOA, LOE, Supplier Contract, and/or any document by dropping a file into the document app

Load critical account and meter information in predefined fields.

Store and secure all information in the cloud leveraging Amazon EC2 technology.

Contract Management Spotlight

Contract creation becomes much easier with automated contract management.

Initiate contracts and find pertinent documents from within familiar applications.

Use automation features, such as “clone a contract” so you can keep business clipping along at a rapid pace.

Trying to manually gather all documents pertinent to a deal can be a time consuming challenge. EDGE provides a single, effective view of a deal across multiple accounts and contracts.

See renewals by date range to ensure you don’t miss any renewal opportunities.

Commissions Spotlight

Once a period is closed, have total visibility into approved payments

Ability to filter by pay period, agent, and supplier

Ability to export direct to Microsoft Excel to build in-house reports

Supplier Accounting Spotlight

Upload supplier files against your clients plans. Find the details in an audit report and find missed supplier commissions.

Speed – EDGE Supplier Reconciliation takes the time out of paying commissions by hand.

Visibility – Being able to drill down into the most minute of details about a payment line item.


Accuracy – payment variance percentages are calculated to the nearest cent.

RFP Spotlight

Use a customized workflow for massive productivity increases

Improve communication 360 degrees

Find deal pricing issues faster

Cut down on paperwork and improve visibility

Record deals automatically to contracts

Monitor the process so you know where deals are at all stages

Matrix Engine Spotlight

Get normalized results from only your matrices in a couple of clicks.

Automate your collection of matrices in the cloud on EDGE.

Use the Matrix Pricing Wizards to define your pricing requirement.

Output the pricing comparisons and print the report for your client.

Reporting Spotlight

Access all of your essential reports:

Profit & Loss

Expected Revenue


Supplier Revenue

Missing Payment

Total  Usage