Offtaker CRM — internal. Sign in with the username and password you were given.
Energy from the ground up
Internal, sign-in required. A working CRM for the AEE sales team. It tracks every commercial and industrial offtaker worth approaching, scores them on how well their load actually fits a wheeled solar-plus-storage PPA, and gives a rep the numbers and the script they need before they pick up the phone.
Not a generic CRM with energy fields bolted on. Every screen exists because a rep needs it at a specific point in an offtaker conversation.
Every offtaker gets a score out of 100 from load size, load factor, tariff headroom, wheeling feasibility and distance to the nearest AEE site. Sort by it and the call list writes itself.
Model a wheeled PPA against the buyer's current tariff over 20 years, with escalation assumptions you can change live on the call. Copy the summary straight into an email.
Seven stages from Identified to Signed. Drag a card, the probability updates and the move is written to the activity log automatically.
See how much of each site is already spoken for. Oversubscription is flagged when you create the opportunity, not after the term sheet goes out.
Offtaker load plotted against generation sites. Circle size is annual consumption, so the big prizes near a site are visible at a glance.
Cold emails, a discovery script, objection handling and a qualification checklist — with the offtaker's own numbers filled in before you copy.
Four steps, start to signature.
The dashboard ranks untouched offtakers by fit score and tells you why each one scores where it does.
Load profile, supply authority, wheeling feasibility, nearest site, the people, and an indicative saving — all on one screen.
Copy a pre-filled template, make the call, log what happened. The status moves off Prospect on its own.
Create a PPA opportunity against a specific site, model the saving, and drag it through the board as it progresses.
Twenty offtakers are already loaded with estimated load profiles and tariffs. Verify the numbers as you go, add your own accounts, and export the list whenever you need to share it.
Open the CRM