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Praestria

Our platform

Your business, already modelled

Tenders, meter points, contracts, load curves: our tools speak the industry's language from day one. The CRM, the optimisation tool and the watch service work alone or together.

The business platform

The CRM built for energy businesses

What the solution does, for whom, in which situations — and for what value.

Solution

Complete business coverage, organised to stay readable

141 features grouped into 17 modules and 6 business layers: from acquisition to governance, every need has its place.

141
features
17
modules
6
business layers
7
profiles served

Overview of activatable modules, by business layer

You activate only what serves your business. Each module deploys independently, then grows at the pace of your maturity.

1Acquisition & development
Business development & tendersBusiness development & tendersSourcing, qualification, Go/No-Go, lessons-learned capture.Credit scoring / risk managementCredit scoring / risk managementPre-bid credit rating A+ → E (8 grades), automated Go/No-Go decision before any offer is issued, default risk and portfolio exposure tracking.BI, watch, prospecting & competitionBI, watch, prospecting & competitionSegmentation, scoring, churn detection, competitor repository.Field sales & mobilityField sales & mobilityGeolocation, AI voice and photo capture, offline mode, smart notifications.
2360° customer relationship
360° record360° recordUnified customer view: multiple contacts and relationship mapping, contracts, sites and meter points, consumption and interaction history on a single record.Workflows & communicationWorkflows & communicationTailored relationship workflows: communication sequences, automated follow-ups and alerts, centralised email, NPS/CSAT.Self-service portalSelf-service portalOnline customer area: self-serve access to contracts, sites, consumption and documents, request submission and deadline tracking.
3Energy business core
Contracts, compliance & riskContracts, compliance & riskRepository, amendments, deadline alerts, non-conformities, risk mapping.Energy operations, DSO & consumptionEnergy operations, DSO & consumptionSites and meter points, subscribed capacity, DSO interactions, incidents, AI forecasting.Energy services (flex, PPA, efficiency)Energy services (flex, PPA, efficiency)Flexibility potential, PPAs, energy efficiency, ROI, certifications.
4Intelligence & knowledge
Knowledge management & ISOKnowledge management & ISOInteractive business knowledge base, non-conformities, lessons learned and corrective actions, global audit trail and ISO compliance.Artificial intelligenceArtificial intelligenceContextual AI assistant inside the CRM, business object creation, automatic meeting summaries and archiving, conversation analysis and recommendations.
5Compliance, ethics & quality
Broker network & ethicsBroker network & ethicsCRE registration, mandates, compliance records, advisory log, ombudsman interface.Regulatory watch & anticipationRegulatory watch & anticipationMulti-source cockpit, impact on the customer portfolio and on supplier P&L.ISO 9001 quality managementISO 9001 quality managementProcesses, quality policy, internal audits, management review.
6Steering & governance
Financial steeringFinancial steeringCAC, cost-to-serve, LTV, real-time executive dashboard.Steering & governance (cross-cutting)Steering & governance (cross-cutting)Strategic cockpit, AI pre-board briefing, executive committee decisions.

Architecture

141 features, 529 cross-links. Click an object to see its relations.

CustomerTenderEnergy contractSiteDelivery pointGrid incidentDSO requestNon-conformityAmendmentFlex opportunityPPA projectEE opportunityMarket playerISO KB articleMarket watch

Click an object to see its relationships.

Profiles

Seven profiles, seven expectations, one value chain

What unites them

  • One shared value chain
  • One single source of truth per client
  • One contract to honor over time

What sets them apart

  • Very different jobs
  • Distinct dashboards, KPIs and alerts
  • Different timeframes (real-time vs quarterly)

The CRM promise

  • A shared core (Twenty + portal)
  • A UX tailored to each profile
  • Measurable value per persona

From the field sales rep to the executive committee, everyone gains. Open a card for the detail.

P1

Pierre

Sales Rep

Hunter and farmer · 30-50 accounts · mobile-first

Voir le détail
P2

Sophie

Head of Sales

Conductor · 18 reps · 4 regions

Voir le détail
P3

Karim

Risk Manager

Guardian of commitments · Go/No-Go vote · pilot of credit scoring

Voir le détail
P4

Léo

Trading / Pricing

Real-time pricer · 4 screens · live market data

Voir le détail
P5

Exec Board

Executive Committee

CEO · CFO · CTO · Heads of Sales / Ops / Risk · weekly board · quarterly review

Voir le détail
P6

Camille

Sales Admin / Back-office

Execution guardian · 4 managers · activation + billing + DSO

Voir le détail
P7

Julie

Client (Energy Manager)

End user via B2B portal · 1-N per account

Voir le détail

Focus — scoring & risk management module

Pre-bid credit scoring — a safeguard that pays for itself on the first default avoided

A customer default costs €50k to €200k on average. The 2022-2023 energy crisis pushed hundreds of B2B customers into failure. Pre-bid scoring industrialises the Go/No-Go decision before any offer is issued — an A+ to E rating in under three working days.

8

rating grades, A+ to E

< 3 j

decision turnaround

60-70 %

automatic Go

50-200 k€

saved per default avoided

Use cases

Situations you will recognise

Three everyday moments where Praestria genuinely changes the outcome.

The renewal that slips through

No deadline alert: a tender surfaces overnight, and churn is only detected once the termination notice arrives.

With Praestria — Automatic alerts at 12, 6 and 3 months, plus proactive churn-risk detection.

+5 pts
renewal rate

The technical bid rewritten every time

Every tender response is written from scratch — around 20 person-days, with nothing carried over from previous ones.

With Praestria — Library of past bids and clauses, plus a contextual AI writing assistant.

−40 %
effort per bid

The unpaid invoice that wipes out a deal's margin

A customer default is discovered after signature — the loss wipes out the margin of several healthy contracts.

With Praestria — Credit scoring built into the sales process, upstream of the offer.

−60 %
losses on unpaid invoices

Added value

Aggregate added value

Summing the gains by profile and the impact of pre-bid credit scoring, the additional value shows up on four levers.

+25 %
net portfolio margin
−30 %
effort per tender
+5 pts
renewal rate
−60 %
losses on unpaid invoices
> 15
target LTV / CAC ratio

On industrial and public-sector segments (average lifetime of 3 to 6 years, ~84% of net margin preserved). Pre-bid credit scoring protects this ratio by avoiding catastrophic defaults.

Sovereign optimisation

From energy signal to action plan

A pre-sales companion to the CRM — and a standalone tool, with no installation.

Tool — OPTISTRIA

From energy signal to commercial action plan

A load curve or a company ID → quantified savings in €/year, fully sourced, in minutes. The B2B energy screening that prepares the sales meeting.

  • Immediate €/year figures: grid tariffs, gas transport, demand response, flexibility, solar, efficiency…
  • Fully sourced: CRE, ADEME, IGN, BAN, Sirene, Géorisques, PVGIS, BRGM.
  • Confidentiality: processing runs 100% locally in the browser.
  • Branded PDF summary sheet, generated in one click.

Screening posture: results are presumptions to be validated — never a regulatory certificate.

3

dimensions: load curve · site · company

14

modules, from tariff optimisation to decarbonisation

0

installation — standalone file, no data transmitted

The watch service

Regulatory watch, continuously

Sixteen sources monitored around the clock, delivered as prioritised alerts. Usable without the CRM.

Service — Regulatory watch

Anticipate regulation instead of absorbing it

Praestria continuously monitors the texts, rulings and consultations governing energy markets — and delivers to each profile the information that matters, scored and dated.

  • Sixteen institutional sources aggregated into a single watch plan.
  • Every text scored and dated, delivered by profile.
  • Under four hours between publication and alert.
  • Integrates with the CRM — or works on its own.

16

institutional sources

914

texts collected to date

< 4 h

between publication and alert

Differentiator

A sector CRM, by the sector

DimensionGeneric CRMsImported solutionsPraestria
DesignOff-the-shelfForeign marketFrench energy players
Business modellingTo be builtImportedNative, proven
VocabularyGenericTranslatedPRM · GRD · NEBEF · PPA
ISO compliancePartial31 clauses built in
Tender watch (BOAMP)Native daily cron
Data sovereigntyVariableForeign jurisdictionHosted in France
Source codeProprietaryProprietaryReversible · no lock-in
Time to production6–18 months9–24 months8 weeks

Sovereignty

End-to-end sovereignty, not a marketing claim

Code, data, jurisdiction, suppliers: at every link, the option that keeps control in France.

01

Code sovereignty

No black box: architecture, data model and dependencies are documented and auditable under a non-disclosure agreement. Guaranteed reversibility, no vendor lock-in.

  • Architecture and data model documented
  • Technical audit available under NDA
  • Full data export at any time
  • Zero vendor lock-in
02

OVHcloud France hosting

Managed Praestria instances are hosted on OVHcloud infrastructure in mainland France. No data leaves French jurisdiction.

  • OVH Roubaix / Strasbourg / Gravelines datacenters
  • Exclusive French jurisdiction
  • Outside CLOUD Act / FISA reach
  • SecNumCloud certification in progress
03

GDPR-native compliance

Praestria is GDPR-by-design. Processing registry, consent management, data subject rights, retention periods — everything is configured.

  • Built-in processing registry
  • Pseudonymization and at-rest encryption
  • Data subject rights tooled (export, deletion)
  • Documented EU-located subprocessors
04

31 ISO clauses built in

Praestria natively embeds 31 clauses from ISO 9001 (quality), 14001 (environment) and 50001 (energy). Compliance becomes a feature, not a side project.

  • ISO 9001: 14 quality clauses
  • ISO 14001: 9 environment clauses
  • ISO 50001: 8 energy clauses
  • Versioned and auditable
05

Zero critical foreign dependency

No US SaaS in the critical pipeline, no Google / AWS / Azure service for customer data. Rare foreign dependencies are substitutable.

  • 100% audited tech stack
  • Open-source dependencies only
  • Third-party services: all European
  • Documented reversibility plan

Where to start?

A 30-minute conversation to situate your need — and tell you which of the three tools will serve you fastest.