THE BRIEF
The client required a bespoke CRM system to manage prospects, customers, energy contracts, cash flow and related operational data within a single platform. Their previous spreadsheet-based approach had become difficult to maintain as the business grew, creating inefficiencies, duplication and reporting challenges. Axisware delivered a custom multi-user CRM application that consolidated data, automated manual processes and provided self-service business intelligence for a fast-growing energy management business.
Introduction
In the energy market, customer and contract data quickly become too complex for spreadsheets alone. Consider Energy needed a system that would do more than record contacts and opportunities. It had to support detailed contract management, track customer interactions, store site and meter information, and give the team reliable insight into pipeline and cash flow performance. Axisware designed and developed a bespoke CRM solution tailored to the operational realities of the energy sector, creating a central platform for day-to-day management and long-term growth.
Solution
Axisware developed a custom CRM application using Microsoft Azure SQL, .NET and the Axisware BaseCamp framework. Existing spreadsheet data was imported automatically into the new system and cleansed so that inconsistent or irregular records were not carried forward. The resulting platform provided a single, structured repository for prospect, customer, contract and operational data.
The solution was designed around ease of use, allowing staff to record telephone calls, schedule meetings, manage opportunities and convert prospects into customers with minimal friction. Because the system was built on a modular architecture, it could also be extended over time and integrated with other software already developed for the client.
Beyond CRM functionality, the platform included advanced reporting and dashboard capabilities. Users were able to generate reports, export formatted data and create interactive dashboards with drill-down and filtering tools. An audit framework recorded who changed data, when it was changed, and both old and new values, giving the client the traceability needed for a data-sensitive commercial environment. The system also supported the accurate calculation and storage of sites, meters, contracts, multiple energy types and variable rates.
Benefits
- Replaced fragile spreadsheet processes with a single bespoke CRM platform.
- Improved control over prospects, customers, contracts and cash flow data.
- Reduced duplicate entry and data errors through centralised information management.
- Automated time-consuming tasks and simplified everyday user workflows.
- Delivered strong audit and traceability through full change history.
- Enabled self-service reporting, dashboards and business intelligence.
- Created a modular foundation for future enhancement and integration.
- Supported complex energy contract structures, including sites, meters, energy types and rates.
Conclusion
This bespoke energy management CRM gave Consider Energy a more scalable and reliable way to run a growing business. By moving away from spreadsheets and into a centralised custom application, the client gained stronger operational control, cleaner data, better visibility and a platform that could evolve with the organisation. For businesses managing complex contracts and customer relationships in the energy sector, the project shows the value of software built around real workflows rather than generic off-the-shelf constraints.
Project Details
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