Partner Guide

How ZeroDrift Works

See how ZeroDrift CRM can transform your energy brokerage. Follow the guide below to explore every feature.

10 steps|5 min read
1
Step 1 of 10

Everything at a Glance

Your personalised dashboard shows pipeline status, revenue, upcoming renewals, and recent activity — all in real-time.

Pipeline overview
Revenue tracking
Renewal alerts
Activity feed
app.zerodrift.io/dashboard
ZD
47
Total Leads
12
Contracts
£85.4k
Revenue
3
Renewals Due
Pipeline
Lead
Contacted
Meeting
Proposal
Won
Needs Attention
JH
James Henderson
Contract expires in 10 days
SM
Sarah Mitchell
No response in 5 days
DC
David Campbell
Overdue follow-up
ER
Emma Richardson
Meeting tomorrow at 10am
Recent Activity
Contract signed
Cascade Energy
Email opened
Summit Trading
New lead added
Pinnacle Group
Meeting booked
Horizon Ltd
2
Step 2 of 10

Manage Your Clients Effortlessly

Add contacts manually or import from CSV. Every client has a complete profile with communication history, documents, and contracts.

Full client profiles
Import from CSV
Address autocomplete
Stage tracking
app.zerodrift.io/contacts
Contacts (47)
Import CSV+ Add
Search contacts...
JH
James Henderson
Apex Solutions
Lead
SM
Sarah Mitchell
Metro Ventures
Contacted
DC
David Campbell
Cascade Energy
Won
ER
Emma Richardson
Summit Trading
Meeting
TW
Thomas Walker
Atlas Corp
Proposal
RB
Rachel Barnes
Horizon Ltd
Lead
JH
James Henderson
Apex Solutions Ltd
Phone
07700 900123
Email
james@apexsolutions.co.uk
Location
Manchester, UK
Annual Usage
145,000 kWh
Contract End
1 Apr 2026
Stage
Lead
Source
Northern Partners
3
Step 3 of 10

Send Professional Emails with Tracking

Compose and send branded emails directly from client profiles. Know exactly when they’re opened and which links are clicked.

Open & click tracking
Email templates
Merge tags
Signature management
app.zerodrift.io/contacts/james-henderson/email
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.

Best regards,
David Campbell

AttachSignature
Preview
To: james@apexsolutions.co.uk
Energy Contract Renewal

Hi James,

Your contract is due for renewal. Our best offer is 22.1p/kWh fixed.

Tracking
Open tracking enabled
Click tracking enabled
4
Step 4 of 10

Generate, Send & Track Contracts

Create contracts from rate cards, send for digital signature, and get notified at every step — when it’s opened, when it’s signed.

PDF generation
Digital signing
Real-time notifications
Approval workflow
app.zerodrift.io/contracts
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 — 14 Mar 2027
Horizon Ltd
Gas
PENDING
23.4p/kWh
Awaiting signature
6 contracts
2 Signed2 Pending1 Renewal1 Draft
5
Step 5 of 10

Message Clients via WhatsApp

Connect your WhatsApp Business account and message clients directly from their profile. All conversations are logged automatically.

Direct messaging
Conversation history
Media support
Contact matching
app.zerodrift.io/whatsapp
Conversations
SM
Sarah Mitchell10:35
Brilliant, thanks!
JH
James Henderson09:12
Can we discuss rates?
ER
Emma RichardsonYesterday
Invoice attached
DC
David CampbellYesterday
Quote looks good
TW
Thomas WalkerMon
When can we meet?
SM
Sarah Mitchell
Online
Today

Hi, can I get a quote for our energy renewal?

10:32

Of course! We can offer 22.1p/kWh fixed for 12 months. Saving of £2,340/year.

10:34

That sounds great! Can you send the contract?

10:35

Absolutely! Sending now. You can sign digitally via the link.

10:36
Type a message...
6
Step 6 of 10

Compare Rates in Real-Time

Track electricity and gas prices from all major NI suppliers. Compare rates instantly and find the best deal for every client.

Live price charts
Supplier comparison
Rate cards
Best deal finder
app.zerodrift.io/energy-prices
28p21p14p7p
Budget Energy
SSE Airtricity
Power NI
Flogas
7
Step 7 of 10

Build & Manage Your Team

Add sub-partners and team members. Each person gets their own login with appropriate access levels. You maintain full visibility.

Hierarchical teams
Role-based access
Team performance
Data isolation
app.zerodrift.io/partners
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 leads
Partner Details
NP
Northern Partners
Master Partner
Region
North West
Active Agents
2
Total Leads
8
Commission
12%
Status
Active
8
Leads
3
Contracts
£12k
Revenue
8
Step 8 of 10

Never Miss a Renewal

Automatic renewal tracking with customisable email sequences. Set it and forget it — the system follows up for you.

90/60/30 day alerts
Email sequences
Multi-channel outreach
Auto-reminders
app.zerodrift.io/renewals
3
Due in 30 days
5
Due in 60 days
8
Due in 90 days
£124k
Total Pipeline
Upcoming Renewals
Auto-sequence ON
James Henderson · Apex Solutions
Expires: 1 Apr 2026
10 days3/3 sent
Rachel Barnes · Horizon Ltd
Expires: 15 Apr 2026
24 days2/3 sent
Thomas Walker · Atlas Corp
Expires: 4 May 2026
43 days1/3 sent
Emma Richardson · Summit Trading
Expires: 22 May 2026
61 days0/3 sent
Mark Stevens · Pinnacle Group
Expires: 15 Jun 2026
85 daysNot started
9
Step 9 of 10

Let AI Analyse Bills Instantly

Upload a client’s energy bill and our AI extracts all the key data — supplier, rates, usage, and savings opportunities.

Instant extraction
Savings calculation
Supplier comparison
Auto-populate contacts
app.zerodrift.io/bill-analyser
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.
Results
Current Rate
28.4p/kWh
Best Available
22.1p/kWh
Potential Savings
£2,340/year
Annual Usage
145,000 kWh
Recommended
Power NI — Fixed 12mo
Standing Charge
45.2p/day
10
Step 10 of 10

Fully Customisable to Your Brand

Custom email signatures, branded contracts, your own domain — everything looks like it comes from your business, not ours.

Custom branding
Email signatures
White-label contracts
Agency settings
app.zerodrift.io/settings/agency
Agency Settings
Business Name
Northern Energy Partners
Primary Colour
#2563EB
Custom Domain
crm.northernenergy.co.uk
Logo
Logo.png
Email From
contracts@northernenergy.co.uk
Email Preview
NE
Northern Energy Partners
From: contracts@northernenergy.co.uk
Your Energy Contract
Dear James,
Please find attached...
David Campbell
Northern Energy Partners
07700 900789
crm.northernenergy.co.uk
Contract Header
NE
Northern Energy Partners
Energy Supply Contract

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