Welcome to Nook

The open source client relationship and case management tool for community energy groups.

Entry-level case management and impact reporting dedicated to UK energy advisors.

We spent a lot of time working with community energy organisations across the country to understand the ins and outs of managing cases throughout the entire energy advice journey. By listening closely to energy advisors and understanding their needs, we gathered invaluable insights. We believe Nook has the potential to make a meaningful difference for energy advisors, their teams, and the clients they support.

Why Use Nook for Energy Advice?

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.

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.

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.

  • Intuitive and Easy to Learn

  • Clear Task Management

  • Waiting List Feature

  • Fully Customisable Journey

  • Case Journey Overviews

  • Custom Fields for Projects

  • Powerful Search Capabilities

  • Notes and Attachments

  • Easier Team Collaboration

  • Flexible Reporting

Join the pilot

Nook is available to pilot from January to June 2025. You’ll be able to capture customer data, report to funders, and help direct Nook’s ongoing development.Don't hesitate to get in touch if you're interested

The Nook Team

Nook is being developed by Outlandish, a UK tech agency and co-operative with support from the Energy Savings Trust.

Richard Edwards
Project Owner

Nadia Gorchakova
Producer

Ben Walpole
Developer

Natasha Natarajan
Partnerships Lead

© Outlandish. All rights reserved.

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Why Use Nook CRM for Energy Advice?

Intuitive and Easy to Learn

Our designer has worked hard to make Nook as intuitive as possible—even for people with little to no experience using a CRM. Many organisations rely on volunteers of varying ages and digital skills, so we’ve ensured that Nook works for everyone, regardless of their tech confidence.

Clear Task Management

Energy advisors and their teams can stay on top of their work with personalised dashboards. These highlight priority tasks linked to active cases, making it clear where to start and which cases need urgent attention. This helps reduce the mental load of tracking case updates and ensures no case is left behind.

Waiting List Feature

New cases awaiting triage are organised in one simple table, giving you all the information you need to decide on the next steps quickly and efficiently.

Fully Customisable Journey

Every energy advice organisation has its own way of working. That’s why Nook CRM adapts to your unique energy advice journey. You won’t need to overhaul your processes to fit the system—it works for you, not the other way around.

Case Journey Overviews

View cases as a timeline to track progress at a glance or as a comprehensive list that can be filtered by different fields. Our research shows this flexibility is a favourite for users who like working with tables.

Custom Fields for Projects

Different funders often have different requirements. With Nook, you can add custom fields for specific projects (funders) to ensure you’re collecting and reporting the right data.

Powerful Search Capabilities

Search by name, postcode, telephone number, or email address. This helps to avoid issues caused by simple typos that could make it hard to find a client’s details. In the long run, this helps reduce duplicate records by ensuring advisors can quickly locate existing client information without needing to create a new entry.

Notes and Attachments

Record detailed free-text notes for each client, complete with the ability to attach photos or documents. Notes are displayed chronologically, creating a comprehensive history of each case. This means better-tailored advice and support for clients.

Easier Team Collaboration

Tag team members in notes to facilitate handovers or flag specific details. Tagged colleagues will see it in their personal dashboards, ensuring nothing gets missed. Energy advice is truly a team effort!

Flexible Reporting

Generate and export data tailored to specific projects (funders). You can also extract data on tasks linked to cases, providing insights into interventions, timelines, and team members involved in energy advice. This flexibility supports both internal analysis and external reporting requirements.