The platform for energy advisors
Manage your clients, build improvement plans, and deliver professional reports, all from one place. Designed for retrofit organisations, housing associations, and independent energy advisors.
Free trial available on Plus and Pro plans
Greenshift Energy
Organisation dashboard
47
Clients
112
Plans
£38k
Savings found
Sarah Mitchell
12 Oak Avenue
James Holloway
7 Birch Lane
Priya Sharma
23 Elm Road
The problem
Managing energy advice at scale is painful
Energy advisors spend too much time on admin. Energicore is built to cut that down significantly.
Client EPC data scattered across spreadsheets and emails
All client properties in one searchable dashboard, updated in real time.
Building improvement plans manually for every client, one at a time
Generate AI-powered plans for any property in under a minute.
No easy way to present findings to homeowners in a clear, branded format
Professional PDF reports with your branding, shareable in one click.
Who it is for
Built for professionals across the sector
Independent energy advisors
Manage your whole client book in one place and deliver plans faster than ever.
Retrofit organisations
Scale your retrofit delivery with AI-assisted planning and installer coordination.
Housing associations
Track EPC ratings across your entire portfolio and prioritise improvement spend.
Local authorities
Deliver grant programmes more efficiently with bulk property assessment tools.
The solution
Everything your team needs
Client management at scale
Add clients, link their properties, and track every improvement plan from a single organisation dashboard. Search, filter, and export your full client list.
- Invite team members with role-based access
- Assign properties to specific advisors
- Track plan status across all clients
- Export client data at any time
All clients
White-label your brand
Apply your logo, brand colours, and custom domain to the entire Energicore interface. Your clients see your brand, not ours.
- Custom accent colour and logo
- Branded PDF report headers
- Custom subdomain (e.g. plans.yourcompany.com)
- Remove all Energicore branding
Tenant branding
Accent colour
Logo
Custom domain
Professional reports, instantly
Generate polished PDF improvement plans for any client in one click. Send directly to homeowners or installers with a shareable link.
- One-click PDF generation per property
- Installer-ready format with measure details
- Shareable links with expiry controls
- Branded with your logo and colours (Scale+)
Report export
Sarah Mitchell, 12 Oak Avenue
420 KB
James Holloway, 7 Birch Lane
380 KB
Priya Sharma, 23 Elm Road
API access for integrations
Coming soonConnect Energicore to your existing CRM, housing management system, or reporting tools via our REST API. Register your interest and we will let you know when it launches.
Ready to transform your energy advisory practice?
Create your organisation, invite your team, and start building improvement plans for your clients today.