Customer CRM
Centralise customer and contact information with complete history.
Features
Everything your brokerage needs in one place.
Organise customer data, quotes, contracts, renewals, tasks, documents and commissions without spreadsheet chaos.
Sites & Meters
Manage multiple sites, MPANs, MPRNs and usage in one place.
Quotes & Proposals
Compare supplier quotes and create professional proposals.
Contracts & Renewals
Track contracts, expiry dates and timely renewal alerts.
Tasks & Follow-ups
Stay on top of every follow-up and key activity.
Dashboards & Reports
Real-time insights to make better business decisions.
Built for the way
energy brokers work
From lead to renewal - everything connected, everything in one place.
Capture & Manage Leads
Organise leads and turn opportunities into real business.
Compare & Propose Best Options
Request, compare and select the best supplier quotes.
Win & Manage Contracts
Store contracts and documents securely with key dates.
Renew & Grow Relationships
Never miss renewals and grow long-term customer value.
Track Performance & Commissions
Monitor commissions and brokerage performance.
Built with compliance in mind
Enerflo.ai is designed to help brokers meet regulatory expectations and operate with confidence.
Ofgem Aware
Supports brokers in meeting Ofgem expectations and industry best practices.
Data Security
Role-based access, secure storage and audit trails help protect your data.
GDPR Conscious
Designed with privacy-first data handling and documentation workflows.
UK Based Support
Friendly UK-based support when your brokerage needs help.
Ready to transform
your brokerage?
Join energy brokers across the UK who want to save time, reduce risk and grow revenue with Enerflo.ai.
Book Your Demo