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All of Essent’s sales channels, powered by one platform

hover = detail · click a channel = the flow in practice · click a route to pin it

C O M C H A M P CRM AT THE CORE PROPOSITIONS THE ORGANIZATION REPORTING Online funnels · tariff check · digital signing Inbound customer card · calling in the system Outbound call queue · opt-in guarding · QC In store counter flow · tailored offer High traffic quick capture → automated follow-up Door 2 door walk list · energy scan · quote at the door B2B account management business check · multi-EAN quote · visit cycle COMPLIANCE QUALITY CHECK LEAD TRIAGE

Propositions go in centrally, reporting comes out structured — and every channel switch runs through the customer card.

channel delivered by ComChamp customer route across channels — via the customer card AI buddies — lead triage · quality check · compliance dotted = in development
All sales flows usable in every channel Propositions managed centrally Integrations with the Essent landscape are in place

CRM AT THE CORE — THE SCREENS

What it looks like: the CRM in Essent style

The same customer card that feeds all channels, as the agent’s working environment — fully in Essent branding.

AI home screen — Thuis with AI Summary
AI home — ThuisThe agent’s start screen: today’s tasks, sign-ups and calendar, with an AI weekly overview summarizing the points of attention.
 Contacts list view
List view — ContactsAll customers and prospects in one list: status, order stage and last activity instantly visible per contact group.
 Contact group detail view
Contact group — detailThe customer card in practice: company, connection address (EAN), contact persons and the full history alongside notes, sign-ups and tasks.
 Agenda view
AgendaAppointments and visits per day, synced with Google Calendar — including customer visits scheduled from within a flow.