Optimizing Energy Audits with CRM Automation for Efficiency

40%

Reduced Invoicing Time

30%

Enhanced Workflow Efficiency

1200+

Energy Audits Processed

Overview

This is an innovative Customer Relationship Management (CRM) platform tailored for energy auditing. It enhances the auditing journey by bringing together key players—administrators, managers, auditors, contractors, and service organizers—into a seamless workflow. From scheduling audits to managing invoices, the platform automates essential tasks, making the entire process more efficient.

Challenges

Developing the platform involved challenges like uncoordinated scheduling, manual documentation, and delayed invoicing in energy audits. It prioritized seamless stakeholder collaboration, process automation, and secure document management to address inefficiencies and enhance operational efficiency across all workflows.

Lack of tools to streamline stakeholder schedules and workflows.
Inefficient, error-prone manual documentation led to delays.
Existing systems lacked automation, resulting in payment processing delays.
A need for secure storage and quick retrieval of sensitive documents.

Stage

Web Design

About

This project delivers a comprehensive CRM solution tailored for energy audit teams, bringing every stage of the audit process into one organized system. From lead management and site assessments to reporting and follow-ups, the platform streamlines workflows, enhances collaboration, and improves accuracy, enabling faster, more efficient energy audits end-to-end.

Solution

We developed a comprehensive CRM platform that streamlines energy auditing with automation, secure data management, and seamless stakeholder collaboration.

Built an intuitive scheduling system to coordinate stakeholder workflows efficiently.
Digitized documentation to eliminate errors and reduce processing delays.
Automated invoicing and payment processing to ensure timely transactions.
Implemented secure storage with quick document retrieval for enhanced data management.

More Success Stories

View All Work

Building a Swipe-Based Platform Connecting Artists and Buyers

We created a dynamic platform that allows art lovers to discover new pieces, communicate directly with artists, and complete purchases with ease, fostering a vibrant art community.

E-commerce

iOS

Android

Flutterflow

Connecting Pet Owners With Trusted Caregivers and Expert Advice

We built a mobile app that helps pet owners find reliable caregivers, consult veterinarians, and connect with a community of pet lovers-all in one place.

Social

iOS

Android

Flutterflow

Explore all Case Studies