Your Shop Desk
Energy Choice · Custom Shop Desk CRM

A Custom CRM for Energy Brokers and Choice Sales

You win a customer with a better rate, then the contract ends in a year or three and someone else calls first. Here is what your desk would track so every switch flows and every renewal comes back to you.

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A Shop Desk set up the way a energy choice business would run it
A Shop Desk set up the way a energy choice business would run it

Shown: WeRV, a live desk we built. Customers on screen are invented.

The line

From the First Call to Paid, in Energy Choice Words

Every supply switch moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Bill Review
  3. 03Rate Offer
  4. 04Signed
  5. 05Verification
  6. 06Utility Confirms
  7. 07Flowing

A supply switch on your desk hangs off the utility account.

So the card asks for what you actually need, and nothing a energy choice business would never fill in.

  • Utility and zone
  • Annual usage
  • Current supplier
  • Rate offered
  • Term length
  • Contract end date
Where it leaks

Where Energy Choice Businesses Lose Work

Contract End Dates Nobody Watches

A three year deal ends and nobody on your team remembers. Another broker calls a month before you do.

Enrollments the Utility Rejected

A signed deal gets kicked back for a wrong account number or name. Nobody notices until the commission never lands.

Bills Collected and Never Priced

A business owner sends their bill, then waits days for a number. The rate they were shown has moved by the time you call.

What we would build

Fitted to How You Already Work

  • A Renewal List Months Ahead

    Every account shows its end date, and your reps get a call list well before it. You price the renewal while you are still the one they trust.

  • Switch Status From Signed to Flowing

    Each deal shows signed, verified, confirmed by the utility and flowing. Rejects go straight back to the rep with the reason.

  • Bill Upload From the Customer's Phone

    The customer snaps a photo of their bill and it lands on the right lead. Your pricing team sees it the same day.

  • Consent and Verification Steps Built In

    We set up consent, opt outs and your verification step with you, so a deal cannot move ahead without them. Who can see what is set by role.

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Questions

What Energy Choice Owners Ask

Can it handle both residential and commercial accounts?
Yes. Each account carries its type, usage and utility. Commercial deals with several meters can hang off one customer.
Does it make us compliant with state rules?
We cannot promise that. We set up consent, opt outs, verification steps and who can see what with you, based on the rules your team already follows.
Can it track commission by supplier?
Yes. Each switch carries the supplier and term. Your board shows what is flowing and what should pay, so you can match it against supplier statements.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Energy Choice Business Runs

We will tell you honestly what a desk fitted to it would take.

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