Enerflo.ai — Energy Broker CRM

Company Info

Your brokerage identity used on quotes and proposals.

Company NameSupport Email

PhoneAddress

Logo

A

PNG, JPG, SVG, or WebP · Max 2MB

Manage team members and their access levels.

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Default settings for quotes and contracts.

Default Contract TermRenewal Alert Window

Email Sender NameReply-To Email

Email Signature

This signature will be appended to all outgoing quote emails.

Customise the quote PDFs sent to your customers.

Admin only

Broker AddressBroker Phone

Quote Validity (days)

Terms & Conditions

Appears at the bottom of every quote PDF.

Commission Disclosure

Add a broker commission disclosure note to the PDF footer.

Custom Footer Message

Optional message displayed at the bottom of fee quote PDF.