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app.zerodrift.io/dashboard
Dashboard Overview
Your business at a glance
ZD
47
Total Leads
12
Contracts
£85.4k
Revenue
3
Renewals
Needs Attention
JH
James Henderson · Apex Solutions
Contract expires in 10 days
SM
Sarah Mitchell · Metro Ventures
No response in 5 days
DC
David Campbell · Cascade Energy
Overdue follow-up
ER
Emma Richardson · Summit Trading
Meeting tomorrow at 10am
TW
Thomas Walker · Atlas Corp
Proposal awaiting review
LeadContactedMeetingProposalWon
Recent Activity
Contract signed
Cascade Energy · 2h ago
Email opened
Summit Trading · 4h ago
New lead added
Pinnacle Group · 6h ago
Meeting booked
Horizon Ltd · 8h ago
Quote requested
Atlas Corp · 12h ago
Call completed
Crest Motors · 1d ago
Sector Split
EnergyGasRenew.Other
AS
Apex Solutions Ltd
EnergyLead
Name
James Henderson
Phone
07700 900123
Email
james@apexsolutions.co.uk
Location
Manchester, UK
Annual Usage
145,000 kWh
Contract End
1 Apr 2026
Account Manager
David Campbell
Source
Northern Partners
Activity Timeline
Email sent
Renewal quote attached · 2h ago
Call logged
Discussed new rates · 1d ago
Note added
Prefers fixed tariff · 3d ago
Meeting set
Review on 28 Mar · 5d ago
Document shared
Contract draft v2 · 1w ago
Quote generated
22.1p/kWh fixed rate · 1w ago
Lead created
Via partner referral · 2w ago
Lead (3)
JH
James Henderson
Apex Solutions
£12k
SM
Sarah Mitchell
Metro Ventures
£8k
DC
David Campbell
Cascade Energy
£15k
+ Add lead
Contacted (2)
ER
Emma Richardson
Summit Trading
£22k
MS
Mark Stevens
Pinnacle Group
£9k
+ Add lead
Meeting (2)
RB
Rachel Barnes
Horizon Ltd
£18k
KP
Karen Price
Nova Energy
£11k
+ Add lead
Proposal (2)
TW
Thomas Walker
Atlas Corp
£25k
LF
Laura Foster
Oakwood Grp
£14k
+ Add lead
Won (2)
NH
Nathan Harris
Crest Motors
£20k
AW
Amy Walsh
Beacon Ltd
£16k
+ Add lead
To:
james@apexsolutions.co.uk
Subj:
Energy Contract Renewal — Apex Solutions Ltd

Hi James,

I hope you're well. Your current energy contract is due for renewal on 1st April.

I've secured competitive rates from several suppliers. Our best offer is 22.1p/kWh on a 12-month fixed tariff.

This would represent a saving of approximately £2,340 per year based on your current usage of 145,000 kWh.

Would you like to arrange a quick call this week to discuss the options?

Best regards,
David

Preview
To: james@apexsolutions.co.uk
Energy Contract Renewal — Apex Solutions Ltd

Hi James,

Your contract is due for renewal on 1st April. Our best offer is 22.1p/kWh fixed.

Saving of approx. £2,340/yr on 145,000 kWh usage.

Signature
David Campbell
ZeroDrift Energy
07700 900789
david@zerodrift.io
Quick Templates
Renewal Follow-up
New Quote Intro
Meeting Request
28p21p14p7p
Supplier A
Supplier B
Supplier C
Supplier D
Conversations
SM
Sarah Mitchell10:35
Brilliant, thanks!
JH
James Henderson09:12
Can we discuss the rates?
ER
Emma RichardsonYesterday
Invoice attached
DC
David CampbellYesterday
Quote looks good
TW
Thomas WalkerMon
When can we meet?
RB
Rachel BarnesMon
Contract signed!
SM
Sarah Mitchell · 07700 900456
Online
Today

Hi, can I get a quote for our energy renewal? Current contract ends next month.

10:32

Of course! I've just checked and we can offer you 22.1p/kWh fixed for 12 months. That's a saving of £2,340/year.

10:34

That sounds great! Can you send over the contract details?

10:35

Absolutely! I'll send the contract now. You can sign digitally via the link.

10:36

Brilliant, thanks!

10:38
Type a message...
Company
Type
Status
Rate
Period
Apex Solutions Ltd
Electricity
SIGNED
24.5p/kWh
1 Apr 2026 — 31 Mar 2027
Summit Trading Co
Gas
PENDING
26.1p/kWh
Awaiting signature
Metro Ventures
Electricity
DRAFT
—
Not sent
Pinnacle Group
Dual Fuel
RENEWAL
22.8p/kWh
Expires 4 Apr 2026
Cascade Energy
Electricity
SIGNED
21.9p/kWh
15 Mar 2026 — 14 Mar 2027
Horizon Ltd
Gas
PENDING
23.4p/kWh
Awaiting signature
Atlas Corp
Dual Fuel
SIGNED
22.1p/kWh
1 Feb 2026 — 31 Jan 2027
Oakwood Group
Electricity
DRAFT
—
Not sent
8 contracts total
3 Signed2 Pending1 Renewal2 Draft
Partner Hierarchy
ZeroDrift Agency
NP
Northern PartnersMaster
JH
James Henderson3 leads
SM
Sarah Mitchell5 leads
SP
Southern PartnersMaster
DC
David Campbell2 leads
ER
Emma Richardson4 leads
3 partners · 5 agents · 14 total leads
Partner Details
NP
Northern Partners
Master Partner
Region
North West
Active Agents
2
Total Leads
8
Commission
12%
Joined
Jan 2026
Status
Active
Performance
8
Leads
3
Contracts
£12k
Revenue
Documents
Contract.pdf
2.4 MB
Bill_Analysis.pdf
1.1 MB
Proposal.docx
890 KB
Invoice_Q1.pdf
540 KB
LOA_Form.pdf
320 KB
Rate_Card.xlsx
210 KB
EnergyCategory
Uploaded: 18 Mar 2026
Preview — Contract.pdf
Page 1 of 4
AI Bill Analysis
Uploaded File
electricity_bill_mar2026.pdf
Uploaded just now
Analysis Progress
Extracting data
Comparing suppliers
Calculating savings
Generating report
Recommendation
Switch to a fixed 12-month tariff for maximum savings.
Analysis Results — Apex Solutions Ltd
Current Rate
28.4p/kWh
Best Available
22.1p/kWh
Potential Savings
£2,340/year
Annual Usage
145,000 kWh
Recommended Supplier
Supplier C — Fixed 12-month
Contract Type
Fixed Rate — 12 months
Standing Charge
45.2p/day

Powering energy brokers across the UK

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Contacts Managed
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Uptime

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Purpose-built tools for energy brokers and card payment sales teams.

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