LITE CRM Launch
We’re super excited to officially launch a powerful new tool built especially for small to medium brokers who want to do things properly, without breaking the bank.
3 Reasons To Love LITE
LITE CRM is all about giving you access to the tools you need right now. Helping you win business, stay organised, and offer competitive pricing to your customers. We think it's the perfect starting point for brokers looking to grow.
Here’s what makes it special:
1.
Built for Now, Ready for Later
Being an energy broker shouldn’t mean choosing between spreadsheets and expensive software.
2.
Keep Control of Your Pipeline
LITE CRM helps you manage all your customer and lead data in one place, so nothing slips through the cracks.
When it’s time to close the deal, it integrates with DocuSign or Signable to generate pre-filled contracts in a few clicks. That means less admin, fewer mistakes, and more time doing the work that gets you paid.
3.
Access The Pricing You Deserve
Let’s face it, getting access to competitive supplier rates can be a major hurdle for new brokers.
That's why LITE CRM connects you with our trusted aggregator partner, giving you access to exclusive supplier pricing that you wouldn’t usually see at this stage. So you can go toe-to-toe with the bigger players and win.
View LITE CRM
Formula One Is Back
Thank Goodwood
Formula One Is Back!
Start Your Engines
As we bring you the epic battle of Formula One Vs. PRO CRM.
At first glance, an F1 car and a CRM system might seem worlds apart. One tears through circuits at 200mph+, the other helps brokers streamline their workflow.
Look a little closer, and you’ll see that both are built for precision, speed, and delivering winning results.
So, how does PRO CRM stack up against an F1 car? Buckle up!
The Halo
Protecting What Matters
The Halo is a life-saving innovation that shields drivers from projectiles or in the event of the car rolling. In PRO CRM, our security and single-tenant database act as the Halo for your data, ensuring that customer information, contracts, and pricing details remain protected at all times.
With strict user permissions and two-factor authentication, you can focus on winning deals without worrying about security threats.
Fun Fact
Did You Know?
The Halo on an F1 car only adds 6KG to the weight of the car but is strong enough to support the weight of two African elephants! But then you really shouldn't be racing near a zoo enclosure anyway.
The Nose
Leading the Charge
An F1 car’s nose is designed to hold the weight of the front wing to create further downforce and slice through the air efficiently.
In PRO CRM, your dashboard and reporting tools do the same, cutting through complex data to provide clear, actionable insights that put you ahead of the competition.
Fun Fact
Did You Know?
The nose of an F1 car has a tiny hole at the front to funnel air into the cockpit to keep the driver cool with the gushing air.
Rumour has it that if you drive the car without your trousers on it feels really really nice.
Engine Revs
Powering Your Performance
An F1 engine can reach an astonishing 15,000 RPM, delivering relentless power.
Similarly, PRO CRM is built to handle high workloads effortlessly, allowing brokers to process thousands of contract calculations, commission reports, and pricing requests without missing a beat. It’s designed for peak performance, ensuring you never lose momentum.
Fun Fact
Did You Know?
The current engine size of an F1 car is only 1.6 litres but with its hybrid electrical power and turbo unit, it deploys over 1,000 bhp and can reach a staggering top speed of 246.9mph.
Which is ironic as Andy, our CEO, can get up to 24.6mph in his 1.6 family saloon.
Diffuser
Enhancing Efficiency
An F1 car’s diffuser increases aerodynamic efficiency, keeping the car stable while maintaining high speed.
Likewise, PRO CRM’s intelligent automation ensures brokers work at maximum efficiency by streamlining contract management, pricing, and reporting, allowing them to operate at full speed without turbulence.
Fun Fact
Did You Know?
The diffuser creates nearly 50% of all the car's downforce and when combined with the wings, generates enough downforce for the car to be able to drive upside down, on the ceiling.
Although, drivers do often have to relieve themselves during a long race which could be risky if they're upside down.
Drive To Survive
Both an F1 car and PRO CRM are built with one goal in mind: to help you win.
Whether it’s cutting through daily inefficiencies, staying ahead of the competition, or ensuring smooth handling in high-pressure situations, PRO CRM is engineered for brokers who want to dominate the energy brokerage race.
Want to put PRO CRM through its paces? Get in touch today and take it for a test drive.
Loving The Features
A Testimonial
Switching
Group
"We're absolutely loving the features and the simplicity of the system."
We've have now fully migrated to UtilityClick, and I have to say, we're absolutely loving the features and the simplicity of the system.
I also wanted to highlight how invaluable Clare and Lyndon have been throughout this process. The transition wouldn’t have been nearly as seamless without them.
Lyndon has been fantastic from the very start - nothing is ever too much trouble, and his knowledge of the system is outstanding. Every query we’ve raised, particularly around commissions, has been addressed quickly and effectively.
Clare is the MAIN reason we made the move to yourselves in the first place, and she’s been equally amazing. 😊
Like Lyndon, Clare has gone above and beyond to ensure all our questions are answered promptly, making the whole experience incredibly smooth.
In a world where complaints often outweigh compliments, I believe it’s important to recognise and appreciate great level of service, and both Clare and Lyndon have exceeded my expectations.
"Rest assured I will be recommending UtilityClick to several brokers I work with.!!!!!"
Matt Cole - Group Managing Director
Andy's Shed - Episode One
Introducing
Welcome To Andy's Shed
Episode One
Some CEOs do their best work from their Caribbean penthouse. Some from their private jet. Andy, our CEO, does much of his good work in a shed at the bottom of his garden.
What is this?
We love the energy industry, we love software, but let's face it, both can be a little serious at times. We want to show you what we've been working on, without the stuffiness.
Join us as Andy takes us through the latest UtilityClick news from the comfort of his own shed. There'll be new features galore, thoughts, tutorials, and answers to your questions. It's all here, straight from the horse's mouth.
Come on, let's all go down to Andy's shed.
Watch Episode One
P.S. If you'd like to submit a question for next month's episode, please do so via our contact page.
Perfect For Pyjamas
A Demo
Perfect for
Pyjamas
(even embarrassing ones)
Ah, the live software demo.
It's a staple of the corporate world, a rite of passage for anyone looking for better tech solutions.
But at 2am, when you're sat in your PJs, googling 'Best energy software' for the best part of three hours, you usually have two options:
1. Book a call with a "sales advisor" (and hope you can squeeze it in before the school run).
OR
2. Watch the corporate advert (complete with stock video footage of business folk pointing at screens and overlaid animated graphs).
Neither seems overly attractive... or even helps you see what the actual software looks like right now.
Thank goodness then for our recorded demos.
There's no "give us your name and email" before you can watch it either.
Just click and play from the comfort of your own pyjamas.
PRO CRMBILL VAL
We've got one for PRO CRM and BILL VAL and we'll be adding more very soon.
(Don't worry - In the cold light of day when you want to see more of what the software can do, there's always the option to book a live demo with us... but we don't mind if you're still in your PJs).
Dev Update: December 2024
December
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food-based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
This month:
1. Manage Historic Invoice Records
2. Mandatory Fields For Each Data Import
3. Refresh Button For Dashboards
4. Add Cost Line To Invoiced Volume Reporting
5. Batch Name Added To Invoice Exported
6. Search By Batch Name
7. YU Energy EDI Parsing
8. Improved User Interface Of 'Your Account' page
9. History & Notes Added To Meter Lookups
10. Ability To Delete Historic Account IDs
11. New Commission Types Added
Happy New Year once again to all our friends and colleagues as we return from our Christmas hibernation.
Join us as we dust off the powdery coating from our chins (we think that's from the top of the mince pies but it could be eczema) and wipe the drool from our PJs as we look back at everything that we released last month.
If our dev team were distracted by the excitement of the jolly red man coming down their chimneys, it certainly didn't show in the number of items that we released.
There's plenty to unwrap (see what we did there?) in this month's update. One seemingly insignificant item worth taking note of though, is the 'Your Account' page. Although it's present-ly (sorry, we'll stop now) only a very minor improvement, it's the beginning of big changes within the admin of your account. Over the coming months, you'll see it develop much further and ultimately give you the power to add optional features, manage invoices and administer your users.
For this and everything else, take a look at our December dev update below:
Manage Historic Invoice Records
Having historical invoice data available to compare against the new could obviously be very beneficial. Whether that's old data found before you began validating for your customers; or exported data from another bill validator that you'd like to utilise within UC. We're happy to reveal that we've created a couple of great tools for managing historical invoices.
First up, when clicking "Import Batch" you can now download and subsequently use a new 'historic invoice' template. Here you can add extra information to your historic batches, such as 'Date Originally Validated', the 'Validation Result', together with any 'Notes' you'd like recorded.
Then, once added, you'll find a brand new tab labelled 'Historic' from which you can drill down and view/edit this historic information.
Built for: BILL VAL
Mandatory Fields For Each Data Import
Our system is vast and so is the potential amount of data that needs importing. As you'll likely know, we provide a handy set of templates to add your data to before attempting to upload. Some of these templates have mandatory fields as the system needs the information before it can successfully add it to your account. For instance, you can't bulk-add a list of customers without a name for each customer.
We know how fraught importing data on a large scale can be and we're passionate about making the process as pain-free as possible. We'll be putting a lot of focus into this area throughout 2025. As a first step, we've added a new simple feature that details each mandatory field required within each template. Now, (within Admin - Data Import) when you select a particular import, the required information is clearly shown so you can check off each column before attempting a new upload.
Built for: EVERYTHING
Refresh Button For Dashboards
We understand you want to see the latest data in your dashboards and given the volume of data, it's not always possible for the system to be continuously checking for new imported data to account for. Case in point, when importing supplier receipts the system needs to be told to go back and crunch the new numbers, taking into account the recently imported data.
We want to put the power in your hands so we've added a new "Update Now" button to key dashboards (Commission by US State, Financials USA, Financials (Tables) USA, and Partner Financials). Now you can be sure that the data visualised within your reporting is reflective of the data that's just been manually imported.
Built for: PRO CRM – US ONLY
Add Cost Line To Invoiced Volume Reporting
A simple but handy addition has been added for your customers within the customer portal Invoice reporting. We've updated the "Invoices: Cost & Usage Overview" dashboard to show the Total Cost overlayed as a line within the Invoiced Volume bar chart.
Built for: BILL VAL
Batch Name Added To Invoice Exported
When you're exporting invoice data (via Analytics - Export Data - Invoices) you'll now see all 'Batch Name' data associated with that invoice within the outputted file.
Built for: BILL VAL
Search By Batch Name
A new search field has been added to the bill validation results page that allows you to retrieve results based on the Batch Name.
Built for: BILL VAL
YU Energy EDI Parsing
EDI files from YU Energy have been mapped and can now be parsed within your BILL VAL account.
Built for: BILL VAL
Improved User Interface Of 'Your Account' page
The UI of the 'Your Account' page (Help - Your Account) has been brought up to date and a more accurate detail of your current subscription is shown.
Built for: EVERYTHING
History & Notes Added To Meter Lookups
When a Meter Lookup is performed against any meter, the returned information is now recorded to the 'History & Notes' section for that meter. This can be useful if you periodically wish to review the information via a new lookup, allowing you to see when the information was first recorded and if it warrants a new lookup to check for changes.
Ability To Delete Historic Account IDs
Mistakes happen. If you've accidentally updated an account ID with an incorrect value then it can affect the way the system also accounts for commissions related to that account. Within the History & Notes section, you're now able to delete any incorrect additions.
Built for: PRO CRM – US Only
New Commission Types Added
When setting up the commission structure for a referral partner, you can now choose to add two new options to your arsenal, Fixed Fee and Combined.
Fixed Fee ensures the referral partner gets paid a fixed fee regardless of the consumption or commission put in place by the agent. Note that with this option, it's possible the split will be higher than the total commission for the contract. As such we've added a handy warning when this is the case.
Combined ensures a p/kwh commission and a Fixed Fee commission is applied. This will work in the same way as the traditional commission type with the exception that it will be for p/kwh and a fixed fee on top rather than a p/kwh and standing charge commission.
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!
Dev Update: November 2024
November
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
This month:
1. Improved COT Submission For The Customer Portal
2. Tender Consumption Added To Bulk Imports
3. Clearer Note Visibility Within The Customer Portal
4. Customer Financial Details Logged In History
5. Save & Add Button Added To Quick Add Batch
6. Log Call Button Added To Customer Snapshot
7. New Bill Validation Checks
8. Better Error Checking Within Meter Reads
9. New Mapping For PE Solutions Bills
10. New Referral Partner Commission Types
Welcome to the November issue of our monthly dev update. Depending on whichever side of the pond your heart lies, November typically makes you first think of either Fireworks or Thanksgiving.
We'd say on the UtilityClick dev team that we've felt a bit of both.
There's been the 'pop' 'pop' 'pop' of some really illuminating new features, like the UI adjustments made to make note visibility from Activities to the Customer Portal more obvious.
And there have been new features added to be thankful for too. Ones that aim to save time and effort, like the addition of Tender Consumption on Bulk Imports OR the new 'Save & Add' button within Quick Add Batch for BILL VAL.
For this and much more, take a look at everything we released throughout November:
Improved COT Submission For The Customer Portal
Our COT submission tool (within the customer portal) has proved useful for many of your customers but you've told us it would be great if we collected a few more questions within the form.
You've also told us that it would be useful upon a successful COT submission if an Activity could be auto-created with the details of the submission. Good news. We've added a new optional feature that ticks both these boxes. Contact your account manager to find out more.
Built for: PRO CRM
Tender Consumption Added To Bulk Imports
Previously there was no way to bulk update tender consumptions. We've added a column to Data Imports > Updates > Tenders so that multiple tenders can be overwritten. If the cell is empty then the system will leave the consumption as it is. When an update is made in this manner, you'll also see a change to History & Notes with the details of the change.
Built for: PRO CRM
Clearer Note Visibility Within The Customer Portal
We've built the Activity module to be as comprehensive as possible. With that brings complexity, especially around which Task and Activity types allow their subsequent notes to be visible within the customer portal.
We've added some better UI so that now, when an Activity is created with a Task or Activity Type that isn't compatible with the customer portal, the user is shown via a greyed-out checkbox. We're hoping this will help offer less confusion about which combinations can be sent to the customer and which can't.
Built for: PRO CRM
Customer Financial Details Logged In History
When a customer's financial details (e.g. Direct Debit) are created, updated or deleted, you can now see a 'History & Notes' log (via the Select Action button) of what's been changed and when.
Built for: PRO CRM
Save & Add Button Added To Quick Add Batch
We love efficiency gains and you told us it's annoying that when using the 'Quick Add Batch' feature, once completed, the popup disappears and you have to find and reload the feature to add another quick batch. We've made a simple change that means you can now choose to "Save & Add New Bill". Getting you right back to where you want to be quicker.
Built for: BILL VAL
Log Call Button Added To Customer Snapshot
Within the Leads module of our CRM you're able to quickly log any and all calls made to a specific prospect. You told us that it would be great to also have this feature within the Lead Snapshot section (when viewing each individual lead), rather than returning to the main Lead page each time. Consider it done.
Built for: PRO CRM
New Bill Validation Checks
We've added two new validation checks should you wish to utilise them. The first checks if the Customer Name on the invoice/batch matches the Customer Name against the corresponding contract in the system.
The second, checks if the First Line Of The Billing Address on the invoice matches Billing Address Line 1 against the relevant Customer within the system.
Built for: BILL VAL
Better Error Checking Within Meter Reads
When a customer first submits a meter read via the customer portal, we've added additional error-checking to help the customer spot when they've misentered their meter read.
Built for: PRO CRM
New Mapping For PE Solutions Bills
We've added new mapping details so that PDF bills from PE Solutions (previously Pozitive Energy) will now be correctly validated within the system.
Built for: BILL VAL
New Referral Partner Commission Types
We've created two additional commission types to use with your referral partners. There's "Fixed Fee" which will calculate a fixed fee regardless of the consumption or commission put in place by the agent.
And there's "Combined" which will accommodate the scenario when both a p/kwh commission and a fixed amount is required.
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!
A Very Merry Attack Of The Energy Pylons
A Very Merry
Meet Billy.
(The likeness to our CEO is purely coincidental.)
He's been out doing some last-minute Christmas shopping. He's grabbed a Nintendo Switch, a lightsaber, a karaoke machine and seven other wonderful gifts.
On Billy's walk home, laden with gifts, something very strange happens. The energy pylons that he passes... they're coming alive and they want his presents!
An idea strikes – the karaoke machine! Quickly powering it up, he begins to sing. What follows is a sound so haunting that even the evil of the energy pylons are powerless to resist...
(Yes, it is quite an unbelievably convenient plot point but we're pretty sure this did actually happen.)
Can you help Billy defend off the angry horde of pylons with just the power of his voice (and a few extra power-ups)? In return, he'll happily share one of his Christmas gifts with you.
Unfortunately our Christmas giveaway is over but you can still play the game for fun.
Play Now
The Prizes
& Final Prize Winners
Congratulations to the following winners who held the top spot on the leaderboard when the competition closed.
1
Nintendo Switch Handheld
Currently owned by Pylon Paul who survived for 1565 seconds
2
Premium Lightsaber
Currently owned by Laura Jane who survived for 956 seconds
3
Karaoke Machine
Currently owned by WillBU who survived for 882 seconds
4
£/$50 Amazon Gift Voucher
Currently owned by MWesten who survived for 801 seconds
5
Klask Board Game
Currently owned by Bailey T who survived for 783 seconds
6
Instant Print Camera
Currently owned by smburns08 who survived for 773 seconds
7
Remote Control Stunt Car
Currently owned by amybu who survived for 728 seconds
8
MP3 Player
Currently owned by LucyJane89 who survived for 670 seconds
9
The Very Best Of MeatLoaf
Currently owned by EpiNick who survived for 601 seconds
10
Lynx Gift Set & 24 Krispy Kreme Doughnuts
Currently owned by Leanne who survived for 560 seconds
Disclaimer
This offer is open to UK and USA residents only.
Your data will only be used for internal purposes and NEVER sold or supplied to a third party.
To ensure fairness we are limiting this promotion to employees and colleagues of the energy management, energy supply and energy procurement industries. For verification purposes, we suggest you use a company email associated with the energy industry. We may contact you directly for verification.
We reserve the right to remove this promotion at any time or swap prizes to that of equal value if exact prizes can’t be sourced.
We love funny names as much as the next person but any names appearing on the high score table that could be considered rude, vulgar or offences will be removed and no prize will be given.
Unfortunately this competition is not open to UtilityClick employees or their family members.
Dev Update: October 2024
October
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
This month:
1. Supplier Matrix Contract Pads: New Fields Mapping
2. Quick Add Activity
3. Bulk Uplift Tool Improvements
4. History/Notes for Vendor, MOP and DC
5. Easily Re-Assign Open Activities
6. 'Need A Refresher?' Utiliversity Content Tab
7. A Total Count Added to All Pages
8. Additional Auto-Calculations in Quick Add Batch
9. Bulk Creation and Amendments to Products
10. Lead Questions - Ability to Bulk Export
Welcome to the October edition of our regular look back at everything released last month. Just like the "years" in the All Star hit song by Smash Mouth: the features start coming and they don't stop coming.
This month you'll find a variety of features designed to help improve efficiency, like Quick Add Activities, Bulk Uplift improvements and Account Manager reassignment tools. There is also one particular release that in all honesty, some of us wish to put far out of our minds (Hello 'Supplier Contract Field Mapping'). It's been a long hard slog with many manhours spent but the team has done a great job and they are all now updated.
For this and much more, take a walk through everything that went out in October, right here:
As Smash Mouth would say:
"Hey now, you're a UtilityClick user, Get your game on, go play"
Supplier Matrix Contract Pads: New Fields Mapping
A couple of new requirements were updated within the new contracts so we’ve now got a field called Standing Charge Uplift ready to map which will automatically populate with the £/M/Y value stored in our system.
We’ve also asked the developers to create a new mapping for Annual Broker Commission to save you having to manually enter this value. While we were mapping the contracts, we also added some new LOA mappings for Sole Trader Date of Birth and Home Address (for the last 5 years).
Built for: PRO CRM (UK Only)
Quick Add Activity
Our Activity section is great for reminding you that an action is required on a customer, tender or bill for example - however, we've been looking at ways we can make actually adding an activity much quicker for users.
So, now when you’re updating a deal status on a tender, keep an eye out for our new Quick Add Activity checkbox which allows you to (you guessed it) quickly add an activity from the same location as your status is updated.
Built for: PRO CRM
Bulk Uplift Tool Improvements
Previously, you could use the Bulk Uplift tool to change the uplift for matrix tenders. We've now improved this feature to also allow bespoke tender prices to have their uplift changed.
What's more, we've tailored the tool to be compatible with date filtering. So now, you can make a duration selection within 'Input Prices' (e.g. selecting the '12 months' tab) and then use the checkbox to select all quotes you wish to affect, finally, you can select the 'Bulk Change Commissions' option from 'Tender Tools'.
Note this is an optional feature so you may need to contact your account manager in order to see this new feature.
Built for: PRO CRM
History/Notes for Vendor, MOP and DC
You might have noticed that we’ve already got a way of seeing a history of changes within many parts of the system. We want to expand that functionality to all areas so that it’s easier for you to track who has changed what.
Vendor, MOP, DC and DA have been sitting in the background of our system a little neglected but it’s about to be their time to shine (more to follow on that in the near future) - we’ve started by ensuring any changes to Vendor, MOP, DC and DA are logged in their history.
Built for: PRO CRM
Easily re-assign open activities
Each customer in your system is assigned to an account manager, and as the account manager works through their daily tasks they might create multiple activities to action later.
But what happens to those activities when a customer's account manager changes? Well, at the top of our main customer screen, there is a button labelled ‘Actions’ which allows you to re-assign any selected customers to a new account manager. Within that screen, we’ve now added a checkbox that allows you to also re-assign all of the open activities to the same new account manager, all in one go!
Built for: PRO CRM
'Need A Refresher?' Utiliversity Content Tab
No matter how much training you had at the beginning of your UtilityClick journey, there are always going to be things that slip your mind that you need a refresher on. Our most common queries are related to customers, data imports and BILL VAL - look to the top right-hand corner of any of those screens and you’ll see a new ‘Need a Refresher’ tab has appeared. If you rollover it you will see a video tutorial and links to other useful helpers for the section you’re visiting.
A Total count added to all pages
This is only a small one but a great little update in terms of user experience. Maybe you know this already, but each user can choose how many items they’d like to see on their results page (just go to My Settings > Items per Page within your user profile).
When result lists roll over to multiple pages we naturally show the page numbers at the top so you can navigate between them; included alongside that, we show a total number of records. If the results all showed on one page though, there was no way of knowing how many items were listed. We’ve fixed that so you can now see the total count of results no matter how many pages they’re listed on.
Additional auto-calculations in Quick Add Batch
Quick Add Batch has been a lifesaver for when suppliers change the layout of their bills and they temporarily can’t be read by our BILL VAL parser.
We touched on this in our last update but it’s definitely worth mentioning again: we already had time-saving auto-calculations for Total Unit and CCL charge but we’ve now added an auto-calculation for Total Standing Charge too, this is based on the read from and read to dates so it’s really accurate, and because we’ve got so many other fields populated, the Amount Due net of VAT can now also be calculated leaving less and less for you to manually fill in.
Built for: BILL VAL
Bulk Creation and Amendments to Products
We love giving you a bit more freedom to be in charge of your own data. One job that we get asked to do quite a lot is update payment terms and payment term settings.
You no longer need to request this via support. Anybody with SuperAdmin status can now do this by visiting ‘Suppliers’ and downloading a pre-populated template that can be edited in bulk.
Our system will recognise the changes and overwrite each product with the new information. These changes only apply new contracts after the amendments have been made, to retain your contracts and their historical forecasts.
Built for: PRO CRM
Lead Questions: Ability to bulk export
Two exciting additions have been made to our exports this month. The first is the ability to download lead questions from Analytics > Export Data. This is something that wasn’t possible until now but gives you the chance to view all of your data-gathering questions in one place, or filter to just one customer/lead, or even to a specific account manager.
The next great addition is our meter read export. Again, until recently you could only export meters from a singular customer screen, now it’s possible to download reads for all of your customers, or to filter by customer, site name and utility to name just a few.
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!
Hello Austin: Food Truck Heaven
Did You Know?
Austin is world famous for its food trucks.
They've upgraded food like we've upgraded energy software.
Just like how R&B’s has levelled up the cheesesteak, or Burro Cheese Kitchen has taken the grilled cheese sandwich to a whole new level, we've added some serious meat to our flagship product, PRO CRM.
You’ve helped shape it
We've been continuously engaging with our US partners to elevate PRO CRM way above the competition. Take a look at the top things we've added to help US firms attack the energy market:
We're hitting the road
We're coming to see you.
We're coming to the TEPA National Conference in Austin this month where we're looking forward to: Catching up with old friends, demoing how we've adapted our software following your feedback, and trying some of that amazing Texan-inspired food!
Book A Meet With Us In Austin
Don't just take our word for it
Our US partners have told us how much they love the improvements, but it's the commission module where they've seen the most impressive gains.Take a look at what US firm Statistical Energy told us:
"You helped save us over $100,000 in missed commission"
Jim Risk – Statistical Energy
Read The Full Testimonial
