CRM

Manage Clients from Scheduling to Invoicing
AdvisorBuddy CRM | Manage Clients from Scheduling to Invoicing

Take control of your energy audit business with all-in-one AdvisorBuddy CRM.

  • Energy Audit Invoice
  • Audits Map & Calendar View
  • Scheduling
  • External Portal TrackerNRCan | DropZOne
  • Accounting
  • Automated Emails
  • Messaging
TAKE A GLANCE

Showcase

CRM | Audit Profile
CRM | Audit Invoice
CRM | Client Card
CRM | Map View
CRM | Calendar View
CRM | Scheduling
CRM | Storage
CRM | Advanced Reports
FUNCTIONALITIES

Features 

Easily manage leads, schedule appointments, and create professional invoices. Automate emails, visualize your workflow with maps and calendars, collaborate seamlessly with your team, and stay connected with advisors and contractors through integrated messaging.

Scheduling Audit Jobs

Minimize scheduling conflicts and streamline your workflow with our built-in scheduling tool.

Invoicing

Save time and ensure on-time payments with automated invoice generation based on your project details.

Automated E-Mails

Trigger emails based on specific events in your workflow. Booking notifications, client invoices, audit reports and more.

Map & Calendar View

Gain a clear overview of your upcoming energy audits with our intuitive map & calendar view.

 

Packages & Pricing

Billed Monthly

Free Trial

$ 0 2 weeks free
  • Unlimited Users
  • 100 MB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose

Basic

$ 23 /Month
  • 1 User
  • 100 MB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose

Professional

$ 35 /Month
  • 1 User
  • 5 GB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose
Popular

Enterprise

$ 42/ user /Month
  • Unlimited Users
  • 2 TB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose
Billed Annually

Free Trial

$ 0 2 weeks free
  • Unlimited Users
  • 100 MB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose

Basic

$ 19 /Month
  • 1 User
  • 100 MB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose

Professional

$ 29 /Month
  • 1 User
  • 5 GB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose
Popular

Enterprise

$ 35/ user /Month
  • Unlimited Users
  • 2 TB Storage
  • Project Management
  • Client Invoice
  • Scheduling
  • Accounting
  • Users Management
  • Messaging
  • Employee Time Tracker
Choose

Add-Ons

Enhance your plan with premium features and advanced tools. Add-ons are available at an additional 10% of your selected subscription plan.