Despite the digital shift, energy sector organizations are often held back by outdated processes. If your teams are slowed down by disconnected systems, incomplete data, and manual routines, it’s hard to share insights. And almost impossible to respond to customer demands with the speed expected today. Discover the impact across your teams – and how we can make a difference.
Improving efficiency in Energy & Infrastructure
Rising customer expectations, tougher competition, and growing sustainability demands: the energy industry is evolving fast. To keep up, you need systems that work together. We help your energy company connect customer data, communication, and operations to drive measurable growth.
Our experience says it all









The energy industry is facing its biggest transition ever
Electrification, renewables, and shifting customer behavior are reshaping the energy landscape. Centralized generation becomes distributed solutions. Transactional contracts shift toward active customer relationships. Meanwhile, the pressure to deliver both profitability and sustainability keeps rising.
You need a structure that supports the shift.
We can help your energy or infrastructure company modernize how you attract, engage, and retain customers. Through a mix of strategy, technology, and communication, we build frameworks that accelerate commercial growth and operational efficiency across your business.
The foundation for growth starts internally
For the marketing department
Your energy sector marketing team is juggling two demands: building brand and hitting growth targets. Campaigns need to be relevant, measurable, and aligned with sustainability commitments. But too often, they lack a clear link to business impact.
We help your marketing team implement data-driven operations, using real customer insights to shape your message. And when systems work together, you can see who’s exploring new energy contracts, charging solutions, or solar options – and act at the right moment.
The outcome is better timing, communication that resonates, and a measurable connection between your marketing and your growth.
For sales and commercial teams
Are your energy sales and customer teams still relying on manual work and disconnected data? Too often, conversations, contract details, and performance metrics live in separate systems, making it difficult to understand engagement levels or identify new opportunities.
When marketing, CRM, and operational data aren’t linked, you end up reacting instead of anticipating. This leads to slow processes, weak timing, and missed chances for renewals and cross-sales.
We’ll help your energy company build a connected environment where real data on customer behavior and consumption patterns reveals when to act; whether it’s time to renew, upgrade, or introduce a new service.
The results? Faster, smoother cycles and stronger business outcomes. Without added admin.
For customer service and customer relations
Customer satisfaction in the energy sector is built on clarity. People want to understand usage, track costs, and how to make sustainable choices – without unnecessary friction. If your support tickets, communication, and customer data are spread across systems, you can’t deliver the seamless experience your customers demand.
We help your energy company gather all customer information in one place. With automated workflows and proactive follow-ups, you’ll resolve cases faster, offer relevant updates, and meet your customers’ needs before they reach out.
The wins? Fewer support requests, higher satisfaction, and a stronger trust in your brand.
Integrated with your everyday life




Read more about how we helped our customers
Energi Infrastruktur Miljö- och processteknik
Vattenfall
Specialistkompetens tog konvertering och kundresa till nästa nivå
Envac
How a global industrial pioneer built one connected CRM ecosystem that drives visibility, predictability and growth
Working with Invise on our CRM transition to HubSpot has been an outstanding experience from day one. Our industry is complex and highly regulated, yet their ability to balance structure and pragmatism has been invaluable. Workshops and meetings are always well facilitated, focused, and efficient. The team guides us with clarity while still creating space for discussion, reflection, and solid decision-making. We consistently feel that they truly understand our business and what we aim to achieve. Invise has helped us navigate a demanding CRM transition with confidence, delivering professionalism, transparency, and a genuinely collaborative approach throughout. We truly feel like we’re in safe hands. We are very happy to give Invise a well-deserved five-star review!
Gunn Elin Lyng
SMB Manager, Ishavskraft
A partner who understands the energy business
Energy and infrastructure operate on balance: between production and consumption, profitability and sustainability, technology and customer experience. Success isn’t about doing more. It comes from making the right connections between what already exists.
We support energy companies in uniting commercial goals with technical execution. Our experience across CRM, integrations, sales processes, and data-driven customer journeys allows us to design frameworks that make operations faster, smarter, and easier to measure.
We build digital solutions that connect the full energy value chain, from production and distribution to customer engagement and results.
From strategy to systems and everything in between
At Invise, we enable energy companies to build commercial systems that connect the entire customer journey, from first contact to long-term relationships. When data, communication and technology work together, operations become smoother and more profitable.
We help you to:
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Gain full visibility of customers and contract flows with a modern CRM
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Detect consumption and usage patterns that signal when action is needed
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Automate onboarding, follow-ups, and communication to boost satisfaction
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Connect HubSpot with operational, billing, and customer portal systems
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Measure, analyze, and visualize what truly drives revenue and loyalty
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Apply AI and personalization to deliver relevant information at the right moment
Frequently asked questions
Do you only work with HubSpot?
No, we don’t. HubSpot is often a key part of our solutions, but never the only one. We integrate it with your other systems, from operations and business platforms to analytics and customer communication tools, ensuring everything works together to give a complete view of your business.
Do you also help business development teams?
Yes, we do. We help business development teams work in a structured and data-driven way by setting up CRM flows, automations and reports that make it easier to track projects, partners and opportunities in real time.
Can you build integrations with our existing systems?
Absolutely. We develop and implement integrations between HubSpot and your existing systems, ensuring seamless data flow and complete reporting. Platforms such as EG Utility, SAP and UtilityCloud are commonly integrated.
Talk to an expert
We work with energy and infrastructure companies that aim to accelerate growth through smarter processes and data-driven decisions. With a background in HubSpot, CRM, and digital business development, we know how to turn technology and strategy into tangible results.