Kiwatio is a comprehensive, modular platform designed specifically for energy consultants and advisory firms. It streamlines daily operations by automating tasks and centralizing information, allowing businesses to select and customize only the functionalities they require. From an advanced tariff comparator that conducts automated energy studies to a robust energy contract manager, Kiwatio offers tailored solutions to meet diverse management needs.
Key Features and Functionality:
- Tariff Comparator: Quickly compares hundreds of fixed and indexed electricity and gas tariffs based on the client's current contract, generating energy studies with potential savings estimates.
- Energy Contract Manager: Efficiently manages client energy contracts, supervises administrative teams, and streamlines processes between suppliers and clients.
- Client Billing: Automates the issuance of invoices for services and products, including recurring fees and one-time services, and manages bank collection remittances.
- Task and Incident Management: Automates routine tasks, manages and resolves incidents, and maintains a record of all actions taken.
- Management Control: Provides a comprehensive dashboard with indicators, tables, and graphs for a panoramic view of the consultancy's status.
- Energy CRM: Organizes, manages, and supervises commercial teams within a centralized database of potential clients.
- Commission Management: Designs and implements commission models for commercial teams, establishes hierarchies, automates settlements, generates self-invoices, and processes payments through bank remittances.
- Client Portal: Provides clients with a portal containing all their energy information and a communication channel for easy and organized interaction.
- Document Management: Incorporates external documents such as energy contracts, IDs, authorizations, or supplier invoices, keeping all documentation organized and easily accessible within each module.
Primary Value and User Solutions:
Kiwatio enhances efficiency, flexibility, and adaptability for energy consultancies by automating daily tasks and centralizing operations. Its modular design allows businesses to select only the necessary functionalities, ensuring a tailored solution that grows with the company. By streamlining processes such as tariff comparison, contract management, and client communication, Kiwatio enables consultancies to focus on delivering superior service and achieving client satisfaction.