EnergyTIP – CRM & Automation Platform
Complete technical backbone for an Austrian energy brokerage
EnergyTIP helps Austrian customers reduce their electricity and gas costs by switching to better contracts through trusted partners. I designed and built the entire technical infrastructure: a deeply customized Zoho CRM with extensive automation, supplier integrations, and analytics—processing over 10,000 automated actions monthly.
The Challenge
The energy market is complex, and EnergyTIP's business model requires managing:
- → Thousands of customers and metering points
- → External sales partners who bring in customers
- → Multiple energy suppliers with different APIs
- → Complex commission calculations and payouts
- → Compliance with Austrian and EU regulations
- → Minimal manual work per offer and contract
Key Capabilities
Automated Contract Generation
End-to-end document automation from offer creation through digital signature with Zoho Sign integration
Supplier API Integrations
Direct connections to energy suppliers for real-time tariff data, contract submission, and status tracking
Custom Workflows
Over 40 automated workflows handling everything from lead assignment to commission calculations
Deluge Functions
130+ custom functions for complex business logic, data validation, and cross-module operations
Python Microservices
Custom microservices in Zoho Catalyst for operations too complex for CRM scripts
Analytics Platform
Comprehensive Zoho Analytics setup for business intelligence, partner performance, and operational metrics
CRM Data Model
| Module | Purpose |
|---|---|
| Contacts & Accounts | Private and business customers with full contact history |
| Metering Points | Physical energy delivery locations with consumption data |
| Energy Contracts | Active and historical contracts with supplier details |
| Partner Companies | Sales partner organizations and their hierarchies |
| Sales Partners | Individual partner representatives and their performance |
| Partner Commissions | Calculated earnings per deal with payout tracking |
| Suppliers & Tariffs | Energy providers with current pricing structures |
| Deals & Offers | Sales pipeline from lead to signed contract |
Architecture
Zoho Ecosystem
- → Zoho CRM as system of record
- → Zoho Sign for digital signatures
- → Zoho Analytics for BI dashboards
- → Zoho Catalyst for Python microservices
- → Deluge for custom business logic
External Systems
- → Partner App (Spring Boot + Vue.js)
- → Customer Offer Portal
- → Energy Supplier APIs
- → Keycloak for authentication
- → PostgreSQL for partner data
Automation at Scale
Workflow Automation
40+ workflows handle the entire customer journey automatically:
- • Lead assignment and routing
- • Offer generation and sending
- • Contract creation and signature flow
- • Supplier submission automation
- • Commission calculation triggers
- • Partner notification systems
Custom Functions
130+ Deluge functions power complex operations:
- • Multi-step data validation
- • Cross-module calculations
- • API integrations with suppliers
- • Document merge operations
- • Scheduled data aggregation
- • Partner commission logic
Impact
- ✓ Consistent, auditable process from incoming energy bill to signed contract
- ✓ Faster turnaround times with partners submitting customers through their own portal
- ✓ Clear visibility into partner performance, commission flows, and customer savings
- ✓ Scalable foundation that grows with the business without system rewrites
- ✓ 10,000+ automated actions monthly reducing manual work significantly
My Role
As Co-Founder and Systems Architect, I designed the entire CRM data model, implemented all workflows and custom functions, built the supplier API integrations, set up the analytics platform, and continue to evolve the system as the business grows.