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Create contract opportunity

The <clevergy-create-contract-opportunity> microfrontend allows users to complete the entire electricity contracting process from any digital touchpoint -your website, app, or landing page-.

It provides a clear, streamlined journey for end users, letting them directly choose a tariff or upload their electricity bill so Clevergy's algorithm can recommend the best option based on their real consumption habits and automatically extracts and pre-fills personal and supply data.

Client prerequisites​

  1. Obtain data-client-key: Contact us to receive your client-specific key.
  2. Configure tariffs: Set up available tariffs in the Clevergy portal (portal.clever.gy) or via the API.

User journey​

  1. The user starts by viewing the available tariffs and may optionally upload their electricity bill, which enables automatic analysis and personalized tariff recommendations.

  2. If no bill is uploaded, the user manually selects a tariff and provides their personal information (ID number, full name, email, and phone) as well as the supply details (address and CUPS).

  3. If a bill is uploaded, the microfrontend analyzes the user's consumption to recommend the most suitable tariff and automatically extracts and pre-fills any available personal and supply data.

    • It also performs a power analysis and suggests an optimized contracted power when applicable, unless this feature is disabled via the data-suggest-power-optimization attribute.

  4. The user then enters their bank details (account holder name and IBAN).

  5. Finally, the user reviews all collected information in a confirmation screen before completing the contract.

Sales opportunity management​

Clevergy automatically manages the creation and updating of a sales opportunity throughout the contracting flow:

  • An electricity contract sales opportunity is created as soon as the user completes their personal information.
  • The opportunity is incrementally updated as the user advances through the process, ensuring that no lead is lost even if the flow is abandoned.
  • When the user completes the final confirmation, the opportunity status is updated to “Formalized”, indicating a successfully finalized contract.
  • If a referral code was provided with the attribute data-referral-code, it is attached to the opportunity for referral tracking.

For more details, see the sales opportunities documentation.

Technical documentation​

Check out the full documentation for clevergy-create-contract-opportunity.