Sales Edition

EnergizeDB Sales Edition is a web application deployed within your premises or hosted on our secured encrypted servers. This version of EnergizeDB focuses on managing and automating the investor sales cycle, from lead, to prospect, to investor.


Sales Edition Workflow

Automate Mailout Workflow Compliance management Workflow "QUEUES" Screen

  • Brokers request Mailouts
  • Compliance Approves/Rejects
  • Admins Complete Mailouts

Sales Edition Contacts

Powerful Contacts Search
Mine important data from your contacts history.

  • Find 'warm' leads not called recently
  • Search by project investors
  • Quickly assign/un-assign brokers

Broker Call Schedule

Sales Edition Manage and View Calls Manage/Viewcall Calls

Brokers can easily and quickly organize and navigate their daily calls. Sales Managers can also see all brokers calls. Notes and Client details are right at your fingertips while coducting the call.


VOIP integration with the Telecore platform is currently supported and we can potentially add support for your platform. This allows the broker to place the call with one click.

Automate Letters and Forms

Generate commonly used letters and forms with one click. Forms that are used throughout a client relationship and commonly during the closing process with new and exitsting investors can be selected and generated as a combined PDF.

Sales Edition

In addition, EnergizeDB also allows the sales manager to customize the content of commonly used letters such as the program/project related cover letter, the acknowledgement letter, and others. Add your copy text, dynamic database fields, letterhead, and executive's signature on the fly.


A wealth of reporting options are also available, such as the broker productivity report, sales blotter, project investment history, and more.

Features Summary

  • Manage contacts lifecycle from lead, to prospect, to investor
  • Maintain and assign broker-to-contact relationships
  • Enforces broker state licensing rules
  • Manage and enforce do not call list
  • Integrated contact accreditation survey and financial profile
  • 6 bulit in historical and productivity reports
  • 6 customizable common letters with mail merge support
  • 8 commonly used form documents
  • Contact call schedule, call history, and notes history
  • Phone integration available for auto-dial and auto-hangup
  • Role specific functions and view of data

Sales Edition

  • Import and name lead lists

  • Assign State licenses to Brokers

  • Manage brokers call schedule

  • Automate daily mail-out workflow

  • Track PPM book numbers

  • Manage lead -> prospect -> client lifecyle

  • Phone System integration available

   more

Accounting Edition

  • Define AFE terms and costs on projects

  • Permanently record Units, WI, NRI purchased

  • Track investments as commitments initially

  • Manage incoming payment on commitments

  • Keep track of units sold, left to sell, and over sold

  • Establish multiple operations and view of new balances

  • Return or transfer unused investments

   more

EnergizeDB...

  • is designed specifically for independent broker dealers

  • is customizable to your practices

  • can be hosted or premises based

  • is secure

  • was designed by successful broker dealers

  • integrates with 3rd party JIB & Ledger accounting systems

  • helps you achieve regulatory compliance