Very strong implementation - it's nice that all key processes are taken into account: from the personal account to daily reports. Systematicity is what is really valued in energy solutions now.
However, when working with such volumes of data, it is extremely important to think about information protection. After all, we are talking about contracts, payments, personal data of customers. This especially applies to cloud backup
https://www.3849.com.ua/list/517160 and the stability of access to the history of interactions. I highly recommend getting acquainted with the systemic approach to KSZI in energy projects.
Your example is a clear demonstration of how industry CRM can improve both processes and control. Congratulations on a quality implementation!