
directenergy
Internal tooling implementation
Discover how we helped DirectEnergy increase their contract growth by 14% in only a few weeks
Discover how we helped DirectEnergy increase their
contract growth by 14% in only a few weeks
Discover how we helped DirectEnergy increase their contract growth by 14% in only a few weeks
Processive is proud to have worked closely with DirectEnergy, leveraging cutting-edge
business automations to grow their network and manage their outreach more efficiently
Processive is proud to have worked closely with DirectEnergy, leveraging
cutting-edge business automations to grow their network and
manage their outreach more efficiently
Processive is proud to have worked closely with DirectEnergy, leveraging cutting-edge business automations to grow their network and manage their outreach more efficiently
Industry
Industry
Energy Consulting
Energy Consulting
|
Usecase
Usecase
Internal referral-management platform
Internal referral-management platform
4 weeks
4 weeks
Project completion
10x
10x
Faster lead processing
14%
14%
Contract growth









REQUESTS & CHALLENGES
DirectEnergy started dealing with a massive influx of leads. However, the majority of those were full of erroneous information, had unstructured data and were coming from multiple fragmented sources. Having to waste dedicated resources for untangling the mess and turn them into actionable qualified contacts they could do business with, they reached out to us to help them streamline and automate the process.
DirectEnergy started dealing with a massive influx of leads. However, the majority of those were full of erroneous information, had unstructured data and were coming from multiple fragmented sources. Having to waste dedicated resources for untangling the mess and turn them into actionable qualified contacts they could do business with, they reached out to us to help them streamline and automate the process.
DirectEnergy started dealing with a massive influx of leads. However, the majority of those were full of erroneous information, had unstructured data and were coming from multiple fragmented sources. Having to waste dedicated resources for untangling the mess and turn them into actionable qualified contacts they could do business with, they reached out to us to help them streamline and automate the process.
Data Fragmentation
Unstructured Information
Increased Cost of Doing Business

HOW WE SOLVED IT
From Chaos to Conversion.
Streamlining operations in just 4 weeks.
Armed with DirectEnergy’s vision for the ideal workflow for leads and affiliates management, we designed and developed a multi-platform mobile app for lead capturing and an effective back-office platform for them to manage their affiliates and inbound leads. Our tailored solution, leveraging low-code platforms, LLMs and 3rd party integrations rapidly transformed their chaotic workflow into a streamlined, efficient operation.
Services Provided
Business Process Automation
We transformed DirectEnergy's manual tasks into an efficient, automated workflow. By identifying the most resource-draining operations and implementing automation solutions, we freed up their team's focus on growth-driving activities.
Intelligent Workflow Integration
We seamlessly connected DirectEnergy's existing tools and systems into a cohesive, intelligent workflow. Our low-code platform expertise ensured rapid implementation, minimal disruption, and maximum efficiency gain across the entire operation.
Integrated Custom CRM
With the power of a Large Language Model, the flexibility of a low-code platform and open integration of DirectEnergy's own tools, we developed a state of the art Lead Management system
Tools & Technologies
OpenAI
Retool
Google Sheets
Temporal Workflows

HOW WE SOLVED IT
From Chaos to Conversion.
Streamlining operations in just 4 weeks.
Armed with DirectEnergy’s vision for the ideal workflow for leads and affiliates management, we designed and developed a multi-platform mobile app for lead capturing and an effective back-office platform for them to manage their affiliates and inbound leads. Our tailored solution, leveraging low-code platforms, LLMs and 3rd party integrations rapidly transformed their chaotic workflow into a streamlined, efficient operation.
Services Provided
Business Process Automation
We transformed DirectEnergy's manual tasks into an efficient, automated workflow. By identifying the most resource-draining operations and implementing automation solutions, we freed up their team's focus on growth-driving activities.
Intelligent Workflow Integration
We seamlessly connected DirectEnergy's existing tools and systems into a cohesive, intelligent workflow. Our low-code platform expertise ensured rapid implementation, minimal disruption, and maximum efficiency gain across the entire operation.
Integrated Custom
CRM
With the power of a Large Language Model, the flexibility of a low-code platform and open integration of DirectEnergy's own tools, we developed a state of the art Lead Management system
Tools & Technologies
OpenAI
Retool
Google Sheets
Temporal Workflows

HOW WE SOLVED IT
From Chaos to Conversion.
Streamlining operations in just 4 weeks.
Armed with DirectEnergy’s vision for the ideal workflow for leads and affiliates management, we designed and developed a multi-platform mobile app for lead capturing and an effective back-office platform for them to manage their affiliates and inbound leads. Our tailored solution, leveraging low-code platforms, LLMs and 3rd party integrations rapidly transformed their chaotic workflow into a streamlined, efficient operation.
Services Provided
Business Process Automation
We transformed DirectEnergy's manual tasks into an efficient, automated workflow. By identifying the most resource-draining operations and implementing automation solutions, we freed up their team's focus on growth-driving activities.
Intelligent Workflow Integration
We seamlessly connected DirectEnergy's existing tools and systems into a cohesive, intelligent workflow. Our low-code platform expertise ensured rapid implementation, minimal disruption, and maximum efficiency gain across the entire operation.
Integrated Custom CRM
With the power of a Large Language Model, the flexibility of a low-code platform and open integration of DirectEnergy's own tools, we developed a state of the art Lead Management system
Tools & Technologies
OpenAI
Retool
Google Sheets
Temporal Workflows
STRUCTURED PROCESS THAT BRINGS RESULTS
Results in weeks. Not quarters.
Results in weeks. Not quarters.
Results in weeks. Not quarters.
Problems & Requirements
We begin by deeply understanding your unique challenges and objectives. Our team collaborates closely with you to identify the key pain points and essential requirements.
Research
Our experts dive into research, exploring the latest AI and automation technologies that best fit your needs. We assess the feasibility and potential impact of various solutions.
Estimation
We provide you with a clear roadmap, detailing the time, cost, and resources needed. Transparency is key as we ensure you know exactly what to expect.
Execution
Our team swiftly moves into action, developing and implementing the solution. We focus on delivering high-quality results with speed and efficiency.
Fine Tuning
We refine the solution based on feedback and performance data, ensuring it fully meets your expectations. Continuous improvement is our commitment to your success.
Problems & Requirements
We begin by deeply understanding your unique challenges and objectives. Our team collaborates closely with you to identify the key pain points and essential requirements.
Research
Our experts dive into research, exploring the latest AI and automation technologies that best fit your needs. We assess the feasibility and potential impact of various solutions.
Estimation
We provide you with a clear roadmap, detailing the time, cost, and resources needed. Transparency is key as we ensure you know exactly what to expect.
Execution
Our team swiftly moves into action, developing and implementing the solution. We focus on delivering high-quality results with speed and efficiency.
Fine Tuning
We refine the solution based on feedback and performance data, ensuring it fully meets your expectations. Continuous improvement is our commitment to your success.
“If you’re looking for a top-notch business automation agency, don’t look beyond Processive. They’re an absolute delight to work with. I usually have very unique and challenging needs, which they’re able to turn into reality in a matter of days”
“If you’re looking for a top-notch business automation agency, don’t look beyond Processive. They’re an absolute delight to work with. I usually have very unique and challenging needs, which they’re able to turn into reality in a matter of days”
“If you’re looking for a top-notch business automation agency, don’t look beyond Processive. They’re an absolute delight to work with. I usually have very unique and challenging needs, which they’re able to turn into reality in a matter of days”

Dimitris B.
Dimitris B.
Co-Founder, DirectEnergy
Co-Founder, DirectEnergy
directenergy

Harness AI for more Efficient Operations
Generative AI Consulting & Training
AI Integration solutions
Chatbots, Agents and Workflow Automations

Harness AI for more Efficient Operations
Generative AI Consulting & Training
AI Integration solutions
Chatbots, Agents and Workflow Automations

Harness AI for more
Efficient Operations
Generative AI Consulting & Training
AI Integration solutions
Chatbots, Agents and Workflow Automations
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