Introducing The Swiss Army CRM
UtilityClick has reached a rather considerable milestone. We’ve now developed well over 100 optional add-ons for our PRO CRM.
What's an add-on?
That's a good question! When a customer talks to us about using our services, 99 times out of 100 the response is:
"Your system is great but we have this one slightly quirky thing we absolutely need it to do - could you build it?"
If the item is integral to your workflow, then more often than not the answer is “Yes”. Even more often, that add-on becomes incredibly useful, not just for that one customer but for many of our existing customers too.
It’s a process that’s allowed us to build on an already complete product and turn it into the fully customisable behemoth that we have today.
Check out a few of the 100+ optional add-ons that you could enable in your account:
Climate Change Levy Toggle
Include CCL as default into your cost proposals.
Sales Pack Requirement
Force your agents to complete Sales Packs prior to accepting quotes.
Team Filters
With a click of a dropdown, you can filter your data by Teams as well as Agents.
Meter Status Automation
Meters are automatically marked as inactive once a site is marked as inactive.
Bulk Issue Terminations
Add a button to speed up the process for multiple contracts in Pipeline.
And that barely scratches the surface...
We understand that your business is different from any other. You shouldn’t have to adapt your systems to rigid software. You simply need software that fits your workflow.
Interested in seeing how UtilityClick can fit your workflow? Watch our latest advert for a brief summary of UtilityClick, then check out our core features to see what it can do out of the box.
If there’s anything you think you’ll need that’s missing: Get in touch for a demo. Chances are we’ve already built it and it can be enabled for your business as one of our ever-growing optional add-ons.
The only good bug is a dead bug
You may have seen the BBC article discussing how Public Health England used Excel to track coronavirus cases with disastrous consequences.
Although it’s easy to blame those filthy bugs, it’s actually the choice of software that’s at fault.
(for a 20-minute demo)
The BBC interviewed data expert Jon Crowcroft (a professor at the University of Cambridge), who had this to say:
"Excel was always meant for people mucking around with a bunch of data for their small company to see what it looked like, and then when you need to do something more serious, you build something bespoke that works."
Managing customer and supplier data for your brokerage is much the same. When you’re starting out, Excel offers a good value solution but it won’t be long before you’ll need to step up your game.
You’ll need something specialist, something powerful. Something to eradicate those user-flow bugs.
We've done our part...
That’s exactly why at UtilityClick we’ve built you your very own bespoke CRM.
With our Pro CRM you can:
Upload Leads, manage call-backs, then track and convert into Customers. Once they’re onboarded you can generate mass pricing quotes, manage multi-site locations and forecast your commission, all from one powerful system.
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