energy centre HQ
Keep all your customer records in one place, create and edit grant forms, generate custom reports and letters, manage users, secure data and backup.
Contacts
Create, view and edit contact records. Find a contact with the comprehensive search facility. Assign multiple grant forms to each contact. Make notes on each customer record. A clean and simple interface keeps everything intuitive and in one place.
Letters
Respond to customer enquires and create custom letters with any number of dynamic fields. Letters can be produced in batches for example at the end of every day, or week etc., in PDF format for printing.
Reports
Create custom reports and then order the fields in each report as required. Simply download reports as CSV files to send to other agencies or for internal use. As reporting requirements change, the system allows you to keep pace.
Forms
Perhaps the best bit. You can manage all the forms and contact details on the system. If you need an extra bit of information you can create a new field, remove existing ones, add entire grant forms/information areas, etc. It's all dynamic so your changes can then be included in generating custom reports and letters.
Users
Energy Centre HQ is password protected and you can manage the users who have access by assigning log-in details. You can also manage administration privileges. The system also monitors who is logged in, which user created a record, and which user made notes on a record.
