For teams & ops managers · Gold & Platinum
Run the brokerage, not five separate systems.
Give owners and operations managers a clearer view of pipeline, follow-up, commission and team activity, without losing the detail consultants need.
When every team member has their own spreadsheet, the business view gets blurry.
Who owns this lead? Did anyone call back? What does the quarter look like? Which closer is carrying the team? Energen keeps the answers in one place, updated as people work.
Role-based access
Give each person the view they need.
Five roles, each with role-appropriate access. Ops Managers decide who sees what.
Ops Manager
Runs day-to-day operations across the teams they’re given: team structure, reporting lines and visibility.
Manager
Oversees their own team’s pipeline, activity and performance.
Closer
Works deals from bill to signature and earns their split on the deals they close.
Energy Consultant
Runs deals end to end, from first call to live contract, on a full split.
Lead Generator
Books the opportunities, hands them to a closer and sees their share of the deal flow.
Commission operations
Splits, brackets and payouts for the whole team.
Every closed deal creates a commission row for each person on it, at their own split, with their bracket and payout date. Ops Managers see the full picture; each consultant sees their own.
- Lead generator / closer splits, scaled so a deal is never over-paid
- Brackets, nominations and clawbacks around your rules
- Quarter view and payout forecasting
Each person gets their own commission row, at their own split.
For owners: deal revenue vs software cost
One deal against a year of Energen.
Put in a typical deal. See the revenue it brings into the firm, and how much of your team’s Energen cost it covers over the same contract.
- Deal revenue = AQ × uplift (p/kWh) ÷ 100 × years
- Software cost = seat price × seats × contract months
- Before supplier payout rules, VAT, clawbacks and individual splits
- PPriya ShahCloser£41,200
- JJordan EllisLead Generator£27,800
- SSam OkoroEnergy Consultant£22,100
- AAlex MorganManager£13,800
Team performance
See the team, person by person.
The Performance view shows team members, pipeline, live deals and total contract value, with funnels across your main pipeline and specialist campaigns. Open any person to see their own stats.
- Team roster with each person’s role and contract value this quarter
- Pipeline and Active Leads funnels by count or £ value
- Publish a leaderboard for the team to see
Activity & follow-up
Nothing slips between people.
Callbacks & call logs
The Cold Calling hub keeps call lists, outcomes and overdue callbacks, so a handover doesn’t lose the thread.
Shared outreach
The Email Hub and Outreach Queue (beta) keep drafts, sends and replies in one place, opened in Outlook from each person’s own mailbox.
Renewal urgency
CED urgency runs from nurture to critical on every deal, so renewals surface long before the contract ends.
Rollout
From demo to a working team.
- 01
Demo
We walk through your current workflow and plans.
- 02
Configuration
Roles, team structure and commission rules are set up.
- 03
Team onboarding
Your people are invited and shown their own views.
- 04
Review
We check in once the team has been working in it.
FAQ
Questions teams ask.
How do lead generator and closer splits work?
When a deal closes, each person on it gets their own commission row at their own split, for example 50/50 between a lead generator and a closer. If saved splits don’t add up to 100%, they are scaled so the deal is never over- or under-paid.
Can a lead generator see the deals they passed on?
Yes. Ops Managers can grant a lead generator visibility of a closer’s deal flow, either the deal flow only or full stats.
What does team pricing cost?
Team seats start at £29 per seat per month on Bronze, with a three-seat minimum. Most teams choose Gold (£79/seat) or Platinum (£349/seat) for the Email Hub, Cold Calling and Outreach Queue. Prices exclude VAT.
Can we set up our own commission rules?
Yes. A one-off team commission setup call (£495) configures your splits, brackets and payout rules before the team starts.
See Energen with your team’s workflow.
Bring your roles, splits and pipeline questions. We’ll show you how they work in Energen.