At a glance
Inenergy, a UK B2B energy consultancy, replaced Excel spreadsheets and costly pricing software with a Zoho One solution delivered by ThoughtLogik in four weeks. A custom Zoho Creator pricing app integrated with Zoho CRM lets the team price and send energy tenders in minutes, while automated contract pipelines and Zoho Analytics dashboards flag renewals and make sure commissions are claimed on time.
| Client | Inenergy, UK B2B energy consultancy |
|---|---|
| Industry | Energy brokerage and procurement |
| Project | Zoho One implementation with custom energy pricing app |
| Platforms | Zoho CRM, Zoho Creator, Zoho Desk, Zoho Sign, Zoho Analytics |
| Delivery | 4 weeks, ahead of the busiest trading season |
About Inenergy
Inenergy helps businesses of every size cut energy costs by managing and negotiating B2B gas and electricity contracts. Its consultants guide clients through a complex, fast-moving energy market.
The challenge
- Energy tenders built in Excel with separate, expensive pricing software
- Leads, deals and contracts tracked manually, so renewals were easy to miss
- No reliable reporting or forecasting
- Commissions from energy suppliers at risk of going unclaimed
Inenergy wanted a UK-based Zoho partner who understood the energy market and could deliver a working system within four weeks, before its busiest season.
Objectives
- A custom energy pricing app integrated with Zoho CRM
- Real-time reports and dashboards
- Automated contract pipelines that prompt timely renewal action
- Delivery within four weeks
The solution: Zoho One for energy consultancy
| Zoho app | What it does for Inenergy |
|---|---|
| Zoho CRM | Single source of truth for leads, customer and supplier accounts, contracts and communications |
| Zoho Creator | Custom energy pricing app that prices tenders and sends them to customers in minutes |
| Zoho Desk | Customer help desk, with tickets visible inside the CRM |
| Zoho Sign | Secure electronic signature of energy contracts |
| Zoho Analytics | Dashboards for pipeline, renewals, forecasting and commissions |
How we delivered it in four weeks
- Discovery: mapped Inenergy’s pricing, tender, contract and commission processes.
- Solution design: designed the Zoho One architecture with a strong focus on reporting.
- Build: created custom modules, contract pipelines, dynamic pricing structures and dashboards in Zoho Creator and Zoho CRM.
- Testing: verified functionality, data integrity, workflows and report accuracy.
- Deployment and training: went live and trained the team on the system, reports and dashboards.
Results
- Tenders priced in minutes instead of manual spreadsheet work
- Lower software costs by replacing separate pricing software
- Better accuracy from one integrated system instead of Excel
- On-time commission claims thanks to real-time dashboards, preventing revenue loss
- No missed renewals with automated contract pipelines
- A scalable platform ready for growth
Frequently asked questions
Can Zoho be used by energy brokers and consultants?
Yes. Zoho CRM and Zoho Creator can manage leads, supplier accounts, energy pricing, tenders, contracts, renewals and commissions for energy brokers and third-party intermediaries.
Can Zoho Creator build an energy pricing tool?
Yes. ThoughtLogik built a custom pricing app in Zoho Creator, integrated with Zoho CRM, that lets Inenergy price and send tenders in minutes.
How does Zoho help track energy contract renewals?
Automated contract pipelines in Zoho CRM track end dates and prompt action ahead of renewal, so opportunities are not missed.
How quickly can a Zoho One solution be delivered?
Inenergy’s solution went live in four weeks. Timelines depend on scope, but a focused Zoho One rollout can be delivered quickly with a clear plan.
Energy broker or consultancy? ThoughtLogik builds Zoho solutions for pricing, tenders, contracts and commissions. Book a free consultation or explore our Zoho One services.
