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GENUS® | Clients

The Clients module in GENUS® is a core module which contains details of your live portfolio information relevant to a specific client and incorporating multiple meter points. This module is set at the top of the hierarchy within GENUS® allowing users to view and quickly access all associated sites for a specific client. This module also manages contract management for live suppliers including a wide range of contract options designed to cater for the entire industry.

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What's included?

  • Bulk import of client data from a variety of sources

  • Contract management

  • Contract baskets can be spread across multiple clients

  • Full audit trail with historical data supported

  • Outlook synchronisation to add diary tasks

  • Automated task management

  • Address look up functionality

  • Ability to split contracts at site and client level

  • Quick hyperlinks to associated sites

  • Configurable document storage

  • Comprehensive security options

Modules

Sales

Industry leading solution. Has the widest scope of any single solution in the UK market.

Clients

Live portfolio information relevant to a specific client and incorporating multiple meter points.

Sites

Live portfolio information relevant to a specific meter point.

Hub

Automatically schedules and manages all industry imports and exports.

Billing

Sophisticated integral module incorporating tariff management and flex billing.

Reports

Fully comprehensive reporting suite available across all modules.

Workflow

Assign tasks, trigger actions and manage daily workload.

Business

Debtor management and portfolio reconciliation.

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