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The case management tool for community energy groups, codesigned by energy advisors.

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Effective case management

Case overviews and case detail screens allow your team to triage contacts, then track your residents in their case journey and prioritise interventions accordingly.

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Tasks and configuration

NookCRM is an action-focused CRM, with task management and team assignment. Full customisation means the flow within the CRM can match how your organisation operates.

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Case records and notes

Powerful search within case records and note-taking on cases ensures clients are findable and that team knowledge is retained in one central space.

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Our supporters and partners

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Funded by the Energy Saving Trust, Energy Industry Voluntary Redress Scheme.

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Get in touch

Request a demo or enquire about NookCRM using the form below.

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Wednesday 3rd December 2-4pmWe recently launched Nook's advanced reporting functionality, and we’d love to show you how they work. During this session, we’ll walk through the new features together, look at ways to save time with reusable templates, and talk about the types of insights you want to get from your data.

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The NookCRM Team

NookCRM is being developed by Outlandish, a UK tech agency and co-operative, and is funded through the Energy Industry Voluntary Redress Scheme.

Richard Edwards
Project Owner

Nadia Gorchakova
Producer

Ben Walpole
Developer

Natasha Natarajan
Partnerships Lead

Tim Hunt
Comms and Content

Rasmus Winter
Developer

Kieran Abbott
Designer

Fran Cook
Branding

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Is Nook right for me? FAQs

Why is Nook better than a spreadsheet?Spreadsheets struggle with high caseloads and don’t easily track all the interventions, actions and notes against each case. They’re also prone to accidental data loss. Nook keeps all client details, notes, and tasks in one place so nothing gets lost and your team always knows how to progress a case.Nook also integrates with self-referral web forms, automatically feeding new cases into a waiting list so nothing slips through the cracks. It helps reduce duplicates - a common issue with spreadsheets - through an early potential duplicate alert system and an advanced search functionality that prevents duplicates from being created in the first place. Additionally, Nook features an advanced reporting toolbox, enabling you to create and reuse reporting templates to save valuable time.How does this compare with Airtable and other CRMs?General-purpose CRMs or databases, such as Airtable, require intensive upfront customisation to work effectively for energy advice. Nook has been built specifically for community energy organisations and includes the tools you need, such as case tracking, waiting lists, notes, team collaboration, and reporting for funders, all right out of the box.Additionally, Airtable doesn’t easily track a case’s history or the timing of specific interventions, which is crucial for monitoring progress over time and providing funders with timestamped evidence if requested.What’s more, other tools charge you per user, which isn’t ideal when your team is comprised of part-time staff and volunteers. We know this doesn’t work for community energy groups, so Nook allows unlimited users.How customisable is it?You can customise your NookCRM workflow accordingly - adding in steps, tasks, types of intervention, and the custom questions and data points you need. Reporting templates can also be adapted, making it straightforward to produce the reports you need.Why would I change from my current system/CRM?Nook has been co-designed by real advisors in community energy groups. It’s made to be simpler, clearer, and purpose-built for the kind of case work and reporting community energy funders require. We continually roll out improvements based on the sector’s needs and feedback. Rather than each energy advice group improving their systems independently, features are developed for the sector as a whole and made available for anyone running Nook..What is the benefit to my clients?With Nook, clients benefit from better coordination and continuity of support. Advisors can gather data more easily, quickly access a client’s full case history, see where they are in the organisation’s workflow and plan next steps. That means easier client-advisor conversations, smoother handovers, and faster, more personalised interventions for every household.Can I use Nook for solar projects?Yes. Out of the box, Nook is designed for energy advice and fuel poverty workflows, but Nook can be fully customised to different processes with our support. Additionally, custom fields and reports can be set up to meet your specific project or funder requirements. Contact us to find out what’s possible.Is training and support available?All of our users will have access to the Nook wiki, where you will find answers to common questions. We also host monthly Community Hours, where users can ask questions, share experiences, and receive direct input from the Nook team. With our higher-tier package, you will also have the option to request more personalised developer support.Who do I contact if there’s a problem?You can reach the Nook team at [email protected]. For community support, you can also attend our monthly community hours.Are there any videos to see how it works?Yes but we think a live demo can be more useful. You can book a session with us here. We’ll answer your questions promptly and focus on the aspects of the functionality that are most relevant to you.What is Nook built on?Nook is built on top of CiviCRM, a widely used open-source CRM platform designed for non-profits, advocacy groups, public sector organisations, and community organisations. Think of Nook as an extension that sits on top of the core CiviCRM, adding community-energy-specific functionality, a more usable interface, and hiding the CiviCRM functionality that groups don’t need.What does open source mean?Open source means that NookCRM’s underlying code (but not case or other private data) is freely available for other developers to use, modify and improve. This ensures transparency, flexibility, and long-term sustainability. If you already work with a developer, they can make improvements to Nook’s code and features for you (and the wider community) to use.What is CiviCRM and why is it useful that Nook is built using that?CiviCRM is a trusted, community-driven CRM used by thousands of non-profits worldwide and supported by scores of volunteer developers and paid contributors . Because Nook builds on CiviCRM, you benefit from its stability and security, while also gaining features designed specifically for energy advice and case management. It’s the best of both worlds: tailored functionality, built on a proven and well-supported foundation.We already use CiviCRM, can we just add Nook to it?Sort of. A better way would be to migrate your data to a new Nook installation, and then our developers can expose any core Civi functionality or other types of data that you might still wish to use.Can I host Nook myself?Yes. You can host Nook on your own server or with a preferred provider. And whether you host Nook yourself or ask an organisation like Outlandish to host it for you, each installation of Nook is standalone, and your case data is not open or shared.This is essentially the difference between a Software as a Service (SaaS) solution, such as a web tool that multiple organisations might log into and use, and open-source software, which is set up and run as standalone versions based on the same underlying codebase.Does Nook integrate with other software?CiviCRM, the technology powering Nook, is known for its robust API support and its ability to call external services and send/retrieve data to other systems. If you need to incorporate additional data into your cases or require Nook to integrate with another system, please contact our team at [email protected].