Customer Management: Provides all of the functionality required to address the full “life-cycle” of a customer.
Product Management: Offers complete flexibility in establishing and managing energy products, rates, plans and their availability.
Contract Management: Provides the ability to easily manage pricing, enroll fixed rate contracts, renewals and reinstatements.
Document Management: Easily store, locate and attach any type of file from documents, TPV recordings, spreadsheets, etc. to customers or contracts.
Task Management: Contains a complete ticketing system to assign “to do” items or tasks to other staff for follow up.
Billing / CIS / EDI: Seamlessly integrates with any provider.
Easy Implementation: That supports any enrollment process.
Dynamic Website Templates: Eliminate the need to develop your own website and is fully integrated with the ESCOWare CRM™ software solution.
Contract Audit & Approval: Provides the ability to review contracts prior to commitment reducing data entry errors and/or misappropriation of accounts.