CRM for Energy & Utilities
Sales pipeline, installation tracking, and regulatory compliance for energy and utility companies.
Energy sales are complex: multiple decision makers, long cycles, regulatory requirements, and installation logistics. We build CRMs that manage the full journey from prospect to powered-up customer.
Challenges We Solve
Common pain points in energy & utilities, and how a custom CRM eliminates each one.
The Challenges
- Complex sales cycles with multiple stakeholders and approvals
- Installation project tracking disconnected from sales
- Regulatory compliance documentation scattered across systems
- No visibility into pipeline by territory, product, or incentive program
Our Solutions
- Multi-stakeholder sales pipeline with approval workflows
- Installation project tracking from permit to interconnection
- Compliance document management with audit trails
- Territory-based pipeline analytics and forecasting
Complex Sales Made Simple
Track opportunities through multi-step sales processes with stakeholder mapping, proposal generation, and approval workflows. Know where every deal stands and what's needed to move it forward.
- Multi-stakeholder opportunity management
- Proposal generation with savings calculations
- Incentive program and rebate tracking
- Permit and interconnection status tracking
- Installation scheduling and project management
Portfolio Intelligence
See your installed base by territory, product type, and vintage. Proactive monitoring triggers maintenance outreach and upgrade opportunities at the right time.
What Our Clients Say
“Lumber sales, inventory management, and customer credit tracking in one system. Our account reps close faster because they can check inventory and credit limits in real time.”
Robert Engstrom
President, Northern Timber Co
Portland, OR
“Livestock tracking, buyer relationships, and auction management. Built for how Australian farming actually works. Our stock agent relationships have never been better managed.”
Liam Fitzgerald
Owner, Green Valley Farms
Wagga Wagga, NSW
“Corporate training sales require long relationship building. Our CRM tracks every touchpoint across months-long sales cycles. Nothing falls through the cracks.”
David Olsen
Executive Director, Summit Professional Training
Denver, CO
“Insurance company integration means estimates go directly into our CRM. Job status updates go to customers automatically. Zero phone tag with adjusters.”
Pete Halloran
Owner, Halloran's Collision Center
Worcester, MA
“Managing 200+ member relationships and grain contracts in a custom CRM replaced a filing cabinet and three spreadsheets. Our members can log in and see their own data.”
Robert Johansson
General Manager, Prairie Sun Cooperative
Fargo, ND
“Integration with Stripe and our returns platform means we see real customer lifetime value, not guesses. Data-driven decisions are finally real for us.”
Tyler Morrison
VP of Sales, TechGear Direct
Austin, TX
“Tracking buyer relationships, crop allocations, and delivery schedules in one system. Our direct-to-restaurant sales grew 50% because we can actually manage the relationships now.”
John Hargrove
Owner, Hargrove Family Farms
Des Moines, IA
“Group sales and event booking used to live in spreadsheets. Now the entire pipeline from inquiry to post-event follow-up is tracked and automated.”
Derek Christiansen
Director of Sales, Mountain View Resorts
Park City, UT
Ready to Transform Your Energy & Utilities CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.