Penda CRM

Running your retrofit or EPC business in a group chat?

Manage assessments, quotes, scheduling, and subcontractor payments from one place without changing how your team works.

Penda gives you visibility into everything that matters

See your entire operation at a glance

View all jobs, see a weekly & daily planner for members of your team, upload jobs with ease.

MON11
09:00
completed

18 Bearstall Avenue

HT83 8HE

Standard GBIS

Dale Cooper

Anytime PM
completed

42 Maple Drive

HT91 2LF

Retrofit Assessment

Dale Cooper

TUE12
10:30
completed

15 Twin Peaks Road

WA22 4RN

EPC Survey

Lucy Moran

Anytime PM
completed

89 Woodland Avenue

WA33 7BH

Standard GBIS

Lucy Moran

WED13
09:30
confirmed

7 Forest Lane

SN14 6TG

Home Energy Audit

Harry Truman

Anytime PM
confirmed

23 Cherry Street

SN15 8QW

Retrofit Assessment

Harry Truman

11:30
falloff

94 Parliament Street

HT87 9RT

Home Energy Audit

Harry Truman

THU14
11:00
confirmed

56 Glastonbury Road

HT94 3NP

EPC Survey

Dale Cooper

Anytime PM
completed

12 Brookside Close

WA19 1MN

Retrofit Assessment

Harry Truman

FRI15
Anytime PM
cancelled

31 Oakwood Drive

WA28 5JK

Standard GBIS

Lucy Moran

16:00
confirmed

67 Victoria Terrace

SN17 2WP

EPC Survey

Laura Palmer

Anytime AM
confirmed

8 Riverside Walk

HT92 4LD

Standard GBIS

Harry Truman

Everyone gets what they need

Tools for the office to manage operations. Tools for subcontractors to track work and get paid.

For the office

Intuitive on-site job updates

Client access for job requests

Add & assign jobs with ease

A lead booking flow that works

For your assessors

Get visibility on earnings

Self-serve your invoicing

Auto-calculate mileage

Generate invoices directly

Give your clients access

Allow clients to book directly in Penda & see the status of any work you are doing for them

164 Moldova Drive, ST06 6FH

requested

Frog energyStandard RA

Preferred date:
Tuesday 20th January — 10:00am
Requested on 10th January

Requested by:
Gordon Cole

164 Bologna Road, ST06 6FG

completed

Frog energyStandard RA

Preferred date:
Tuesday 14th January — 10:00am
Requested on 2nd January

Requested by:
Gordon Cole

Mercian Energy are already using Penda every day to manage their business:

“Penda has been instrumental in helping us grow our business. It’s taken away the headache of managing bookings and contractors across WhatsApp chats and endless spreadsheets. We now run everything through Penda — bookings, contractors, invoices, queries — all in one place. It’s completely transformed how we manage our work.”Dave Calloway,
Director at Mercian Energy

See exactly where every lead stands

Our automated lead-booking flow saves you time, exports summaries & logs all contact attempts

Project Overview
Overall Progress
40%

Booked this week

40

7-14 days ahead

Contact attempts

44

Last 7 days

Built & supported by a person that responds.

No queues, no external helpdesk and no AI. Simply report your issue and get a response within 4 hours, and a fix within 24.

If you're a small company or a subcontractor, Penda can help.

Starting at £149p/m for companies,
£29p/m for assessors.