Equal energy is a company that provides sustainable energy solutions to customers, ensuring that they have a steady supply of clean, renewable energy.
For Equal Energy, we’ve customized a CRM system, optimizing customer and energy contract management. This robust system enhances efficiency, allowing seamless customer care.
Notably, we’ve integrated AI-powered file attachment capabilities, simplifying data organization and accessibility.
Our Kanban-based task and ticket management system streamlines work processes and is seamlessly tied to customer profiles for a holistic view of customer interactions.
Our integrated mailing system automates email tracking and supports quality control.
Moreover, we’ve enabled partner organizations to operate within their distinct branded environments within the system.
To bolster sales, we’ve introduced an online form for streamlined data collection and a comprehensive sales flow for efficient lead generation and quotation creation.