A Trusted Software Partner.Not Just Another CRM Provider
Since 2015, UtilityClick has supported energy brokers with software that’s secure, flexible, and designed to streamline every step of the sales process.
Independent & Proven
We’ve grown year-on-year with zero outside investment - focused only on building great software.
We Don’t Broker. Keep 100% of Commission
We build the platform - you own the customer. It's your commission, you've earned it.
Your Data Is Yours
We never use your data for anything other than fulfilling your own deals. Private, secure, and dedicated.
Built In-House, Maintained by Experts
No white-labeled tools. No third-party platforms. Just software we built - and improve ourselves.
Real Support, No Call Centers
You’ll get fast answers from UtilityClick specialists who know the system inside and out.
Let's Meet
One Platform, For Every Click.
PRO CRM brings everything together for energy brokers - from lead management to quoting, contracts, renewals, and reporting.
Lead-to-Customer Conversion Capture leads and convert them without duplicate data entry. Accurate Commission Forecasting Forecast by supplier, agent, or month - with full reconciliation tracking. Multi-Site Deal ManagementUpload, price, and manage hundreds of sites - effortlessly. Branded Customer PortalGive your clients their own portal for contracts, usage, and renewals. Sales Performance DashboardsVisual KPIs to track team output, deal cycles, and revenue potential.
Designed for Brokers.Open to Suppliers.
We Build for Brokersand Collaborate with Suppliers
While PRO CRM is purpose-built for brokers, we know that better integration with suppliers means better outcomes for everyone.
Supplier-Friendly Integrations
We're open to API connections, data sharing, and process integrations that streamline pricing, contracting, and onboarding.
Open API Access
Suppliers can securely push or pull data with mutual broker partners, improving speed and accuracy.
Standardized Contract Workflows
We support shared formats and processes to reduce delays and eliminate rekeying.
Want to explore integration with UtilityClick?
Get In Touch
What Our Customers Say:
"The system gives us a clear view of our pipeline, and its dashboards allow us to run accurate weekly sales forecasts.
Something no other platform has been able to deliver for us."
Power 1 Energy Company
TEXAS, US
How We're Different from Other Platforms
Legacy Systems
PRO CRM
Outdated UI
Modern, intuitive interface
Broker + Supplier bundles
Broker-only, no commission conflicts
Manual spreadsheets
Automation across quoting & reconciliation
Support queues
Real humans, fast responses
Shared hosting environments
Dedicated instance, built for you
Support Where You Need it
Launch Confidently. Get Help When You Need It.
We support you from setup through go-live and beyond – with real training and real people.
Structured Onboarding Plan We'll walk you through system configuration, data import, and workflows.
Access to Utiliversity Our dedicated training hub, with step-by-step courses and short videos to help your team learn fast.
Ongoing Support 24/7 access to help tools, plus direct contact with UtilityClick experts - no outsourced support, ever.
Ready to See PRO CRM in Action?
Let’s Talk About Your Business
Whether you’re moving away from spreadsheets or looking to replace outdated tools, PRO CRM is ready to help.
We'll show you the platform, answer your questions, and tailor a plan to your goals.
Book A Demo*
*You’ll speak directly with a UtilityClick product expert.No pushy sales scripts, just a conversation.
"You helped save us over $100,000 in missed commission"
Jim Risk – Statistical Energy
Read The Full Testimonial