Products & support

The full energy efficiency software suite.

Mobile and portal DSM software for rebates, incentives, savings, measures, cost-effectiveness, payments and reporting — backed by full support and training for Microsoft Dynamics 365 CRM.

The suite

One platform. Twelve tools.

suite · rebate estore

Dynamic DSM

Tracking for large utilities

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RAMP

Tracking for small utilities

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Contractor Auditing Portal

Mobile energy auditing app

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Program Consulting

Conservation best practices, drawn from twenty years of running DSM programs.

Cost Effectiveness Engine

Configurable TRC and PAC cost-effectiveness calculation for every measure and program.

Virtual Energy Assessment

A remote assessment platform (VEAP) for energy evaluations without an onsite visit.

Model Library Builder

Build and maintain the measure and model library (MLB) that powers your calculators.

Rebate eStore

A modern, cart-style storefront for rebates with the feel of familiar shopping sites.

Trade Partner Network

Onboard, manage and collaborate with contractors and trade allies in one network.

Microsoft Power BI

Interactive, predictive reporting with real-time drill-down for staff, partners and customers.

Enterprise Integrations

Connect to SAP, Oracle and Salesforce via native API or SSIS — no manual copy-paste.

Microsoft Dynamics

The Dynamics 365 CRM foundation every tool is built on — with training to match.

Services

We don't just ship it — we stand it up.

01

Implementation

Template-based blueprinting and configuration to get your programs live, fast.

02

Support

Ongoing help and a knowledge base so your team is never stuck mid-program.

03

Integration

Native API and SSIS work to sync DSM data with SAP, Oracle, Salesforce and more.

04

Project Management

Hands-on delivery management so nothing falls through the cracks on rollout.

services · implementation blueprint
Microsoft Dynamics 365 CRM

Full support and training for Microsoft Dynamics 365.

Already own Microsoft Dynamics licensing but feel like you're not getting the most out of it? Let us know. We love Dynamics 365 — and we want you to love using it too.

Ready when you are

Let's run your numbers.

A thirty-minute walkthrough on your actual portfolio — your measures, your rebates, your regulator. No slideware.