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Customer Portfolio

Manage and grow your customer relationships

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Company Details
COMPANY NAME
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CRN
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BUSINESS TYPE
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STATUS
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EMAIL
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PHONE
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ADDRESS
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POSTCODE
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Energy Market
WHOLESALE PRICE
per MWh
CARBON INTENSITY
-- --
gCO2/kWh
RENEWABLE ENERGY
--%
of total generation
Zone A · Immediate Attention
Blocking issues & next required action
Top Priority
Next Action
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LOA & Compliance Status Checking...

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Zone B · Current State
Health metrics, lifecycle, and commercial summaries
Live Snapshot
👤
STATUS

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SITES

0

Locations
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CONTRACTS

0

— Contracts on file
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ANNUAL VALUE

£0

Estimated Revenue
Read-only · Derived from contracts
Contract Health

No active contracts

Create a contract to track performance
Latest Quote
View in Quotes
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No quotes yet

Create a quote to unlock pricing comparisons
Latest Contract
View in Contracts
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No contracts yet

Convert a quote to secure a contract
Zone C · Context & Advisory
Insights and reference material (collapsed by default)
Advisory

AI Insight · Advisory Guidance only — not blocking

Insights will appear after pricing or quote activity.

Energy Market
WHOLESALE PRICE
per MWh
CARBON INTENSITY
-- --
gCO2/kWh
RENEWABLE ENERGY
--%
of total generation

Energy Profile
Electricity Supplier
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Gas Supplier
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Contract End Date
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Annual Consumption
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Recent Activity

No recent activity

Notes
No notes added yet.
Account Team

No account owner assigned

Assign an employee to manage this customer
Contract Health

No active contracts

Create a contract to track performance
Energy Profile
Electricity Supplier
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Gas Supplier
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Contract End Date
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Annual Consumption
—
Recent Activity

No recent activity

Notes
No notes added yet.
Activity Log
Audit trail of all customer interactions and changes

No activity recorded yet.

Task Chain Mode —
Tasks
0

No tasks yet. Click "Create Task" to get started.

Email Communications
0

No emails yet. Click "Create Email" to send your first message.

Sites
No sites added yet.
Utility Meters
Manage electricity, gas, and water meters with current supplier details

0

⚡ Electricity Meters

0

🔥 Gas Meters

0

💧 Water Meters

No meters added yet — add MPAN/MPRN to unlock pricing.

Use “Add Meter” to capture supply points.
Contracts

Contracts are the source of truth for pricing. Meters inherit terms.

No contracts yet.
Report Configuration
Documents
All uploaded files linked to this customer
Document Type Uploaded Checksum Actions
No documents available.

No LOAs created yet. Click "Create LOA" to generate one.

Total Quotes

0

Best Savings

£0

Commission

£0

Avg. Rate

0p

Energy Quotes

AI-powered pricing with Dyce Energy integration

Current Suppliers 0
Add meters to see current suppliers
No Quotes Yet

Create your first quote to start comparing energy suppliers

Tenders (RFQ)

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Tender Details

Click on a tender to view details

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Awaiting: 0 Responded: 0 Declined: 0
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No supplier responses yet.
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Winner locked in.
Next step: convert this award into a contract.
This tender deadline has passed. Double-check the supplier quote before confirming.
Only suppliers with received quotes are listed.
SAFE MODE: Awarding does not create contracts or send emails automatically.
Contacts

No contacts yet. Click "Add Contact" to create one.

Non-Meter Services
Services: Track non-meter services like Card Terminals, Broadband, Telephone, POS Systems, and EV Charging.
Service Type Site Identifier Provider Monthly Cost Actions

No services added. Click "Add Service" to track non-meter services.
Bulk Import (CSV/XLSX)
SAFE MODE Active
All imports require manual review. No automatic emails or contracts will be created.

Drag & drop CSV or XLSX file here, or

Supported: CSV, XLSX (max 10MB)

AI Decision & Action Panel
SAFE MODE - Suggestions Only
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🔥
HOT LEAD
High priority customer
85
Auto-suggestions (SAFE MODE — no auto actions)
Suggestions Only

Suggestions are generated on-demand. Automation scheduler disabled; nothing is sent without you.

CHASING Contract expiring soon
Next Best Action
AI
Analysing...
Renewal Countdown
Compliance
0/5
Communication
Tender Status
Checking...
Checking eligibility...
Renewal Guardian
AI
Analysing renewal status...
Auto-suggestions (SAFE MODE — no auto actions)
Watching Disabled

When enabled, system monitors renewals and pre-generates drafts. Nothing is sent or modified automatically.

Quote Follow-Up Brain
AI
Analysing quotes...
Renewal Brain
AI
Analysing renewal status...
Quote Chase Brain
AI
Analysing quotes...
Quote Chase Drafts (SAFE MODE)
SAFE MODE: Drafts only. Nothing is sent or scheduled automatically.
Load drafts to see email/task suggestions.
Learning Brain (Not Yet Implemented)
Offline
This feature is planned. No data is currently being collected or processed.
Renewal Calendar (Read-Only)
SAFE MODE
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Immediate Attention Required

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