Case notes system for energy advisors

This project will develop and pilot a free, entry-level case notes / client relationship management (CRM) and impact reporting tool dedicated to UK energy advisors. Co-designed by energy advisors themselves, the tool will help advisors to speed and scale their delivery, helping a larger number of clients to reduce their domestic energy use.

The tool will enable energy advisors to securely store, search and update records of interactions with clients across their support and outreach activities. Additionally, the tool will use aggregated data to generate impact reports, reducing the time spent collating this information and allowing energy advisors increased time to develop new relationships and services to meet the needs of their diverse local communities.