Commercial property & energy · for energy, retrofit and facilities businesses
Know the building behind every customer
A CRM for the businesses that work on commercial premises, enriched with the energy rating of each customer’s building and a one-click route to its rateable value.
Who it's for
For energy, retrofit and facilities businesses
- Energy and sustainability consultants
- Retrofit, insulation and heating installers
- Facilities management
- Commercial letting and property agents
- Surveyors and building services
Spot MEES risk across your book
Link each company in your CRM to its premises and see its energy rating. Premises rated below the band you choose raise a signal: a concrete, time-boxed reason to talk about minimum energy efficiency standards.
Certificates that need renewing
The register is checked monthly, so you see new certificates as they are lodged and certificates approaching ten years old, with a follow-up already in your action queue.
Size the job before the visit
Property type, floor area and rating from the certificate, plus a one-click route to the rateable value, so the first conversation starts from the building, not a guess.
From survey to signed work
Quote the work, turn the quote into a contract signed online, and run the install as a project with its time, costs and invoices on the same record.
The data layers behind it
Your companies, enriched with the public record
Each layer is free on every plan and optional: the CRM works fully without them, and you switch on the ones that help.
Energy Performance Certificates
Energy ratings for the premises your companies operate from.
Explore this layer →
Business rates
One click from a company to the rateable value of its premises.
Explore this layer →
Companies House
Filings, officers and financial signals from the official register.
Explore this layer →
The Gazette
Winding-up, administration and liquidation notices from the official record.
Explore this layer →
Runs on the OroMiQ CRM
The features these workflows use
Ready to see it with your own pipeline?
Start a 14-day free trial, or book a demo and we will walk it through with you.