A Super Hero Customer Portal

ADR-Ready

TPIs, the times they are a changing.

The ADR scheme is launching soon and, to help you get ready for this, we have developed a brand new Customer Portal!

An ADR-Ready Transparent Portal...

Brand It Your Way

Your very own white-labelled customer portal with user experience in mind! With commission disclosure now mandatory, let our portal help you present to your customers everything you do for them.

Your Brand for Your customers...

Zero Development Required

Whatever your corporate identity, OUR smart energy software can be YOUR smart energy software.

Reduce Your

Cost To Serve

Revolutionise your query management process. Allow your customers to create tasks and complaints directly through the portal.

Better Query Management...

A triple threat. Become leaner, compliant and more efficient all at the same time. Open up a better dialogue with your customers, increase their reliance on your services and present transparent upselling opportunities under one roof.

Show Your True Value

You do so much for your customers. You get them the best prices. You analyse their invoices. You help them to reduce their energy. You’re helping them on their Net Zero journey.

Present HH Energy Usage...

Beautiful Carbon Reporting.

...And Manage Contract Renewals.

Increase Customer Retention

Present all of your services to the customer in one place and they’ll never want to leave you!

It's Time To Put Your Cape On...

Get A Super hero

A Super hero

Customer Portal

Book A Demo

Further reading...

A Super Hero Customer Portal

Suppliers - It's time to do more for your customers. Upgrade what you do with a SUPER…

Read More

A Super Hero Customer Portal

TPIs - You do a lot for your customers. Showcase it all with a SUPER HERO CUSTOMER…

Read More


Development Update - July 2022

It's staggering to see that with July gone, we're now well and truly into the third quarter of 2022. It seems as though it was only last month when we brought news of a brand new look to our software (when in fact it was January). You may have seen that we've now announced another new look, this time for our brand new customer portal.

This is considerably more than a facelift though and will incorporate much of the Efficiency and Carbon Reporting work that we've brought you news of previously. We'll let you know in a later update when it's ready for your customers.

Aside from the progress we've made with the customer portal, we've made good strides with the new API Endpoints module and rather excitingly, we've incorporated it with our new Meter Lookup functionality. Bringing meter lookup data to your own custom applications.

For this and other exciting additions, read on for more of our July Dev Update...

API Endpoint Expansion

We announced the arrival of our new API Endpoints in June and this month we've been expanding the feature to work with all modules. We're delighted to say you can now have your Customers, Leads, Sales, Portfolio, Contacts, Tenders, Contracts, Activities, Commissions and more pushed through to your favourite third-party application.

Built for: API

Meter Lookup With API Functionality

Our brand new meter lookup feature has now been expanded and can be used with our API product, meaning you can push results to your own custom-built application.

As a quick recap, our new meter lookup functionality can also be added to your PRO CRM account and allows you to search and return:
1) The Meter Point Administration Number (MPAN),
2) The meter credentials (profile etc.)
3) The current supplier information.

Please talk to your account manager about adding API to your subscription.

Built for: PRO CRMAPI

Other bits and bobs...

We've also added the following other bits and bobs...

Engage: An Internal CRM

We've built our own non-specialist, standard CRM! We've nicknamed it 'Engage' and although it won't directly impact our users it will allow us to assist customers better and keep on top of things like custom modules, feature requests and anything else that might help manage your account better. We plan to share more on our progress with a blog post soon, so watch this space.

Built for: INTERNAL

Specify Email Type (365 or SMTP)

If you utilise the Microsoft 365 login for your users then Super Admins can now specify which email type are sent via the user's Office 365 email and which are sent via traditional SMTP. This can be configured under Admin > Email Settings.

Built for: PRO CRM

AMR Data Upload for Gas and NHH

We've extended the functionality of our BILL VAL product so you can now upload consumption data for Gas and NHH meters. Note that you will need to set up the meter as an AMR meter within the system first.

Built for:
PRO CRMBILL VALPORTAL
(UK ONLY)

'Next Action Due' Column Added to Customer Overview

Within the Leads module, there is a column labelled ‘Next Action Due’ which shows the open activity against that lead with the oldest due date. With this update, that column is now also available on the Customer module.

Built for: PRO CRM

VAT Status Added to Customer Import & Export

It's possible to add a VAT status for each Customer that you hold information on (either at 0%, 5% or 20%). This extra piece of information can now also be included as part of a bulk import or exported within any relevant reports.

Built for: PRO CRM
(UK ONLY)

Quick Add Contract Date Accepted Update

Previously when using the Quick Add Contract feature, the Date Accepted field would default to the contract start date. This has been updated to take the date that the contract was created.

Built for: PRO CRM

Referral Commissions Export Updated

We've added the fields 'Invoice Number' & 'Invoice Date' to the Referral Commission export (found in Analytics).

Built for: PRO CRM

USA Wording Changes

We've updated the language used within our software so the vernacular is more appropriate for users from North America.

Built for: PRO CRM
(USA ONLY)

Contracts Export Refactoring

As part of the work for our new API Endpoints, we've restructured the code that made up our Contract Exports. With it completed, contracts now export significantly faster.

Built for: PRO CRM

Submit Contracts By FTP for Instant Quote (optional)

We previously released a feature that allowed the submission of contracts via FTP when pricing through our Procurement Module (this can be useful if your users/sub-brokers submit contracts through an aggregator). We've now expanded this optional feature to allow your users to submit contracts via FTP when using the Instant Quote module as well.

Built for: PRO CRM

USA Wording Changes

We've updated the language used within our software so the vernacular is more appropriate for users from North America (US accounts only).

Built for: PRO CRM

Quick Add Contract Date Accepted Update

Previously when using the Quick Add Contract feature, the Date Accepted field would default to the contract start date. This has been updated to take the date that the contract was created.

Built for: PRO CRM

That’s it for this month.

Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!