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Read the articleA CRM designed for CEE agents and delegatees
Our custom CRMs are built for agents and delegatees operating under the CEE scheme (French energy savings certificates) and cover both straightforward and more advanced requirements.
As a CEE agent or delegatee, our CRM lets you manage your partner installers, make sure the documents in circulation are up to date, check the operations carried out by your partners before they are submitted to EMMY, handle inspections by auditing bodies and follow your submissions right through to approval.
The features of our CRM for CEE agents and delegatees
- Manage your partner installers.
- Manage your CEE file submissions to EMMY.
- Bring all your operations and all your batches together in one place.
- Track the volumes of certificates submitted and approved.
- Build complete files with every required document (proof of low-income status, automatic RGE certification, pre-filled sworn statements with no defects, and more).
- Benefit from updates that stay aligned with PNCEE requirements (the French national CEE authority).
- Export your data to Excel or in an EMMY-compatible format.
The 4 key strengths of our CRM
- Partner management
- Geolocated scheduling
- Analytics dashboard
- EMMY file management
Security, integrity and flexibility
Security
Our team secures access to your CRM with robust security protocols deployed on your servers, and much more besides.
Integrity
We put effective controls in place so your data is processed with no risk of corruption.
Flexibility
Your change requests can be handled by our teams or managed by your own staff in-house.
Let us build your future custom CRM for agents and delegatees in energy renovation.
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Let’s talk about your projectFrequently asked questions
What is a CRM for CEE agents and delegatees?
It is a tool that lets Energy Savings Certificate (CEE) agents and delegatees manage their partner installers, their EMMY submissions and their CEE volumes in full compliance.
Does the CRM manage EMMY submissions and CEE volumes?
Yes. The CRM tracks CEE volumes, prepares and organises submissions on the EMMY registry, and centralises supporting documents to make your declarations reliable.
Can it manage a network of partner installers?
Yes. The CRM tracks the activity of your partner installers, checks file quality and streamlines exchanges across your network.
How does the CRM ensure file compliance?
It structures each file with its required documents, statuses and controls, reducing the risk of error and securing the entire CEE chain.