Features
One workspace, from first call to renewal.
Everything Energen does, with the plan each feature starts on.
Pipeline & Active Deals · Bronze
Know where every deal stands.
Track stages, multi-site customers, meters, CEDs, renewal urgency, callbacks and next actions.
- Stages from New Lead to Live, built for energy
- Board and table views with CSV upload
- CED urgency from nurture to critical
Meter-level detail · Bronze
Keep every meter connected to the deal.
Each customer holds its sites and meters, electricity and gas, with MPAN/MPRN, supplier, spend, rates and contract end date.
- Multi-site and multi-meter customers
- Per-meter CED and supplier
- Add electricity or gas meters in a click
Bill Analyser · Bronze
Turn energy bills into usable deal information.
Upload a bill and AI extracts the supplier, meter, rates, standing charges and contract dates for you to review. Monthly caps apply by plan.
- PDF, JPG or PNG
- 20 to 300 bills a month depending on plan
- Results land in the meter record
CCL & VAT Proposals · Bronze
Make eligible relief and VAT treatment easier to explain.
Work out potential CCL reclaim, CCL savings and VAT differences from meter data, including qualifying charitable use. Outputs need broker review.
- Reads AQ, rates, VAT and CCL from each meter
- Totals over the remaining contract period
- Eligibility checks stay with you
Commission Tracker · Silver
Know what a deal is worth to your team.
Configure splits, brackets, nominations, clawbacks and payout forecasts around your own rules.
- Commission row per person, at their own split
- Quarter view with paycheck dates
- Bonus progress and next-bracket targets
Email Hub & Cold Calling · Gold
Prepare outreach without leaving your workflow.
Create AI-assisted emails and campaigns, review the outbox and open emails in Outlook to send from your own mailbox. Work call lists, log outcomes and keep callbacks on time.
- Open in Outlook with recipient, subject and body filled
- Call lists, outcomes and overdue callbacks
- Campaigns with an outbox and results
Outreach Queue · Platinum · Beta
Keep first-touch outreach moving.
First-touch and follow-up drafts in one queue, with the reason each draft was written, and replies captured as they come in.
- To send, awaiting reply and replies tabs
- Email and LinkedIn drafts
- CSV import
Business Finder · Platinum
Find prospects to add to your pipeline.
Search for businesses and add them to your pipeline.
Deal Road Map · Enterprise · Beta
Turn a call transcript into a suggested next step.
Upload a call transcript on a slow deal and get a dated plan: the ask, the people involved, what you know and don’t, the risks and the outreach steps. You review every suggestion before acting.
- People map and qualification gaps
- Dated steps you can add to your diary
- Built only from what was said on the call
Learning Log · Enterprise · Beta
See what the AI learned and why it suggested an action.
Review the lessons the AI has picked up from your outcomes and the reasoning behind its suggestions, as far as the product currently exposes them.
Team Roles · All team plans
Give each person the view they need.
Ops Manager, Manager, Closer, Energy Consultant and Lead Generator roles with role-appropriate access. More for teams.
See how Energen fits your brokerage.
Book a walkthrough of the workflows you use every day.