A Very Merry Pants Vs. Pants

A Festive Battle Of

Briefs vs. Trousers

(Sorry, The competion is over but you can still play for fun)

Every Christmas we like to spread a little joy. This year, we also thought we’d spread a little chaos.

Welcome to "A Very Merry Pants vs. Pants", the holiday showdown where national pride, festive spirit, and underwear collide.

What's going on? As you'll likely know, "pants" means something very different on each side of the Atlantic. So we've built a mini-game for our UK and US friends to help decide which one is right, and only one side can claim victory!

Let's see who's winning...

Play For Fun

Choose Your Side

Rack up your score, push your country up the leaderboard, and help settle the greatest linguistic dispute of all time.

The competition has now closed

You Can Still Play For Fun

When the competition ended (January 5th 2026, 12pm GMT), the top 5 scorers from each country won a selection of fantastic prizes (as detailed below), including an iPad and Amazon vouchers!

Not to worry - you can still play as many times as you like for fun - your highest score counts for your country's pride.

Team USA

(Trouser Troupe)

1

APPLE 11" iPad

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2

$60 Amazon Voucher

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3

$40 Amazon Voucher

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4

$30 Amazon Voucher

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5

$20 Amazon Voucher

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Team UK

(Briefs Brigade)

1

APPLE 11" iPad

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2

£60 Amazon Voucher

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3

£40 Amazon Voucher

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4

£30 Amazon Voucher

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5

£20 Amazon Voucher

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Team USA

(Trouser Troupe)

1

APPLE 11" iPad

Won by Jane who survived for 246 seconds

2

$60 Amazon Voucher

Won by Stevie G who survived for 233 seconds

3

$40 Amazon Voucher

Won by Lucy Lou who survived for 199 seconds

4

$30 Amazon Voucher

Won by Jimmy who survived for 183 seconds

5

$20 Amazon Voucher

Won by Sarah C who survived for 174 seconds

Team UK

(Briefs Brigade)

1

APPLE 11" iPad

Won by Pylon Paul Returns who survived for 1395 seconds

2

£60 Amazon Voucher

Won by Steph S who survived for 952 seconds

3

£40 Amazon Voucher

Won by Bailey T who survived for 885 seconds

4

£30 Amazon Voucher

Won by by HONK who survived for 787 seconds

5

£20 Amazon Voucher

Won by LJD who survived for 722 seconds

(Users who occupied the top 5 positions on January 5th 2026, at 12pm (GMT) were awarded the above prize based on their position within the relevant high-score table.)

Let's celebrate the differences

Why Are We Doing This?

Because energy software might be serious business - but we don’t always have to be.

We build powerful platforms for both the US and UK energy industries, and while the industries share a lot in common, the differences matter too.

Some are technical.
Some are regulatory.

And some are just linguistics... Just like "pants".

So consider this game our festive tribute to those differences - and to all of you who work with us on both sides of the pond.


MHHS Industry Update

MHHS

Industry Update

What This Means for You

As part of the Market-wide Half Hourly Settlement (MHHS) programme, there are industry-wide changes to how electricity meters are recorded. The most visible change is the replacement of the 3-digit MTC (Meter Timeswitch Code) with a 4-digit SSC (Standard Settlement Configuration).
We’ve been preparing for this milestone and want to reassure you that our software is up to date. Here’s what you need to know:

Software Changes Already in Place

We’ve made several updates behind the scenes so you can continue working without disruption:

  • Flexible MTC/SSC field – the "MTC" field can now accept either 3 or 4 characters, meaning you can store either the MTC values or the new SSC codes.
  • Migration tracking – each electricity meter screen now includes a "MHHS – Migration Complete?" checkbox, letting you record whether a meter has been migrated into the new settlement arrangements.
  • Top Line Support – when you add a new meter via our Meter Lookup tool, the SSC will be pulled through automatically. You can also manually update top lines or use our Meters Update import for bulk changes.

What This Means for You

  • The SSC update is the most significant change to date, but it does not require large-scale software updates. You can continue to use the system as normal.
  • Supplier communications may vary, but we’re monitoring these closely and updating our software wherever needed. For any specific queries about MHHS, we recommend speaking directly with your supplier/s.

Want More Detail?

We've pulled together some FAQs on how our software supports MHHS, covering:

  • How top lines are managed
  • Matrix pricing and when it’s affected
  • What “DUoS Tariff ID” means
  • What happens when moving from NHH to HH under MHHS

In Summary

  • We're aware of the industry change.
  • Our software is ready for today’s requirements.
  • We'll continue to track MHHS developments and keep the software aligned, with further updates made as a priority.


Dev Recap USA: Fall 2025

2025

Fall

Development Recap

(For our 🇺🇸 US Customers)

Welcome to the USA Fall edition of our development roundup. Here we showcase a select few of the delightful features we’ve developed over the past few months.

For this edition, we’ve rolled out a mix of big and small improvements: From an all-new AI ChatBot, better filters in Activities, extended Advanced Search, to pass-through charges when building products.

AI ChatBot

We've introduced a new AI ChatBot within our support section, now available across all our software. It's trained to answer common queries instantly, helping you find solutions without the wait.

Of course, our brilliant 'real' human support team is still on hand whenever you need them – but when combined with the ChatBot and our Utiliversity video library, you'll always have quick access to the help you need.

Built for: EVERYTHING

Improved Filtering Within Activities

Activities are the backbone of managing tasks across your team, customers, and suppliers – so finding what you need quickly is key.

We've added new filters that let you view activities assigned to specific users and introduced a Date Added filter, so you can search not only by due date, but also by when an activity was first created. More control, less digging.

Built for: PRO CRM

Pass-Through Charges in Product Build

When building products to price, every detail matters. That's why you can now add pass-through charges directly during product setup. Whether it's Energy, Line Losses, Congestion, Ancillary Service, or ERCOT Admin Fees, each charge can be flagged as Included or Excluded – helping you save time and keep product definitions crystal clear.

Built for: PRO CRM (US)

Extended Advanced Search

Our Advanced Search tool makes it simple to find exactly what you need from a single search bar – no more hopping between fields. You can already look up things like MSN, Site Name, and Account Number in one place, and we've recently improved it within the Customer module for even more flexible customer searches.

Improved User Permissions

We know not every role fits neatly into our preset user levels. That's why we've extended permissions to give you even more flexibility. For example, you might want a Lead Generator to access Customers but not Contracts.

We've recently improved this feature, particularly in the Leads module and BILL VAL; So you can now fine-tune access at a more granular level – covering things like Cloud Documents, Adding Contacts & Users, and Resetting Passwords.

Built for: BILL VAL PRO CRM

Notification Rules Enhancements

Notifications keep your team in the loop when things change – like a new lead being added or a quote status updated. We've made these rules more flexible, so you can now send alerts not just to a specified user level but also to individual teams and users. That means the right people get the right information, every time.

Built for: EVERYTHING

That’s it for this time.

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 Recap UK: Autumn 2025

2025

Autumn

Development Recap

(For our 🇬🇧 UK Customers)

Welcome to the UK Autumn edition of our development roundup. Here we showcase a select few of the delightful features we’ve developed over the past few months.

For this edition, we've rolled out a mix of big and small improvements: From smart credit generation in BILL VAL, an all-new AI ChatBot, better filters in Activities, extended Advanced Search, to updates to support the ongoing MHHS migration.

Smart Credit Generation

You can now generate credit notes against invoices in just a few clicks. The system will automatically create a new batch with like-for-like reversals of the original invoice line values, using the invoice number you specify as the reference.

To keep everything connected, credits are now linked directly to their original invoice (and vice versa) via handy hyperlinks – making it easier than ever to trace and reconcile records.

Built for: BILL VAL

AI ChatBot

We've introduced a new AI ChatBot within our support section, now available across all our software. It's trained to answer common queries instantly, helping you find solutions without the wait.

Of course, our brilliant 'real' human support team is still on hand whenever you need them – but when combined with the ChatBot and our Utiliversity video library, you'll always have quick access to the help you need.

Built for: EVERYTHING

Improved Filtering Within Activities

Activities are the backbone of managing tasks across your team, customers, and suppliers – so finding what you need quickly is key.

We've added new filters that let you view activities assigned to specific users and introduced a Date Added filter, so you can search not only by due date, but also by when an activity was first created. More control, less digging.

Built for: PRO CRM

Extended Advanced Search

Our Advanced Search tool makes it simple to find exactly what you need from a single search bar – no more hopping between fields. You can already look up things like MSN, Site Name, and Account Number in one place, and we've recently extended this to BILL VAL and improved it within the Customer module for even more flexible customer searches.

UI Enhancements

Sometimes it's the little things that make the biggest difference. We've rolled out a set of UI improvements in BILL VAL to help you work faster and more comfortably:

1. Sticky table headers:
Keep column names in view as you scroll.
2. Clickable data links:
Jump straight to details (e.g. from a meter number).
3. Clearer interactions:
Buttons and labels are now unmistakably different.
4. Moving toolbars & pagination:
Important controls stay with you as you scroll.
5. Helpful hints & placeholders:
Every field tells you what belongs inside.

Each one saves a few seconds here and there – and over a year, that really adds up.

Improved User Permissions

We know not every role fits neatly into our preset user levels. That's why we've extended permissions to give you even more flexibility. For example, you might want a Lead Generator to access Customers but not Contracts.

We've recently improved this feature, particularly in the Leads module and BILL VAL; So you can now fine-tune access at a more granular level – covering things like Cloud Documents, Adding Contacts & Users, and Resetting Passwords.

Built for: BILL VAL PRO CRM

Notification Rules Enhancements

Notifications keep your team in the loop when things change – like a new lead being added or a quote status updated. We've made these rules more flexible, so you can now send alerts not just to a specified user level but also to individual teams and users. That means the right people get the right information, every time.

Built for: EVERYTHING

MHHS Migration Functionality

As part of the Market-wide Half Hourly Settlement (MHHS) migration, there are some changes happening to how electricity meters are recorded.

To prepare for this, we’ve made updates in our software to make sure you can store the right information without any issues. For example, the LLF field has already been updated so it can accept both numbers and letters.

We’ve now added two further improvements:

1) On each meter screen, you’ll see a new checkbox called “MHHS – Migration Complete?”. This simply lets you record whether the migration has been completed for that particular meter.

2) The MTC field can now be saved using either three or four characters, giving you the flexibility you’ll need as the industry moves across to the new setup.

These changes are part of our ongoing work to keep your system aligned with industry requirements, so you can manage your data with confidence.

Built for: PRO CRM (UK)

That’s it for this time.

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!


Decoding British Politeness

A

(Not-So-Serious)

Guide For
UK To US
Business

Transatlantic trade is in the headlines again. While politicians argue over tariffs on steel, whisky, and tea, there’s another UK export quietly landing on US shores every day: business conversations.
If you’re a US energy broker, these chats can be valuable - UK companies can bring market expertise, technology honed in one of the world’s most competitive deregulated energy markets, and the occasional charming accent.
You've likely noticed it - British business etiquette can be as polite as Mr Bean apologising to a lamppost but if you've ever wondered, "What do they really mean?". Read on, you're in luck.
Here’s your
Unofficial British-to-American
Decode Book:

  • What Brits say:
    "Happy to help"
  • What Brits Mean:
    I am absolutely not happy to help. I'm fuming, but socially obliged to appear helpful.

  • What Brits say:
    "It's just a suggestion"
  • What Brits Mean:
    It's not. It's the only correct option here, and I need you to realise that.

  • What Brits say:
    "Let's agree to disagree"
  • What Brits Mean:
    I am right, you are wrong, but I'm bored and want to move on.

  • What Brits say:
    "Don't worry about it"
  • What Brits Mean:
    I will never, ever, ever, forget this. Ever.

  • What Brits say:
    "Absolutely no rush, whenever you have a minute."
  • What Brits Mean:
    Stop everything you're doing and do it now!

Ok, our tongue is firmly in cheek

But here’s where we drop the act…

When it comes to running your brokerage, PRO CRM doesn't do "no rush" or "let's agree to disagree."
It bulldozes through inefficiency.

We know the US market pain points:

  • Reconciling commissions across dozens of suppliers with different payment schedules.
  • Managing multi-site and national accounts without drowning in spreadsheets.
  • Chasing suppliers for status updates when you could be closing deals.
  • Losing days to manual uploads, mismatched data, and rejected contracts.
  • Missing renewal windows because your "system" is buried in someone’s inbox.

That's why we built PRO CRM for US Brokers. To tackle these and many other navigable pain points.
PRO CRM doesn’t smile sweetly and say “no rush” to any of that. It was built in the UK and optimised for the US energy broker market.
With it, you and your team will be:
Pricing entire portfolios in minutes, tracking every commission dollar, flagging renewals before they expire, and keeping supplier comms in one tidy place.
Polite on the outside.

Brutally effective on the inside.

Request A Demo

"You helped save us over $100,000 in missed commission"

Jim Risk – Statistical Energy

Read The Full Testimonial

BILL VAL 3.0

BILL VAL

Three Point Zero

HAS ARRIVED

Clearer, faster, and more intuitive energy bill validation.

BILL VAL 3.0 is our most advanced version yet - built to help you save time, reduce errors, and gain total visibility over your energy billing.
Say goodbye to clunky workflows and hello to a new era of intelligent automation.
Take a look at the colossal features we've added:

🧠 Smarter Validation with Intelligent Parsing

Our upgraded parsing engine does the heavy lifting. BILL VAL 3.0 automatically extracts and verifies key billing data, so you can catch issues faster with less effort.

  • Auto-extracts critical invoice fields
  • Flags discrepancies
  • Reduces risk of human error

🎯 NEW: Consumption Targets

Help your customers hit their energy goals. BILL VAL 3.0 lets you bulk or manually set consumption targets per supply, perfect for budgeting and ESG (Environmental, Social, and Governance) tracking.

  • Monitor usage at a glance
  • Improve transparency
  • Integrated into branded customer portals

🧼 Redesigned for Simplicity

A clean, modern interface makes navigating your bill validation process effortless. BILL VAL 3.0 delivers a smoother experience from start to finish.

  • More intuitive layout
  • Fewer clicks to get to what you need
  • Faster invoice reviews

🚀 NEW: Quick Add Batch

Whether it's a CSV, a PDF, or scrawled notes from a supplier, Quick Add Batch lets you get invoices in fast.

  • Import from any format
  • Add bespoke charges on the fly
  • Save hours on manual data entry

📊 Enhanced Reporting That Delivers

Spot savings and issues at a glance. BILL VAL 3.0 features more powerful reporting tools to keep you and your customers one step ahead.

  • Visualise anomalies
  • Track performance over time
  • Identify cost-saving opportunities

Get a First Look at BILL VAL 3.0

This is more than an upgrade it’s a clearer, smarter way to work.
If you’re ready to see how BILL VAL 3.0 can transform your invoice validation process, let’s talk.

Dev Recap USA: Summer 2025

2025

Summer

Development Recap

(For our 🇺🇸 US Customers)

Welcome to the US Summer edition of our development roundup. Here we showcase some of the delightful features we’ve developed over the past few months.

For this edition, we join forces with Andy, our CEO as he takes us through some of the highlights... all from his very own shed at the bottom of the garden.

Join Andy and watch the complete update above. Or play along at home and check off each update, one by one...

"Commission" has been the major buzzword for the last month as we help you make efficiency gains when uploading supplier payment files...

Smart Failing

Previously when uploading a receipt from the supplier, a batch would fail if one line couldn't find a match or contract to reconcile against. This would ultimately force the user to amend the upload and try again.

This latest update now allows all successful lines to pass and collates the failed ones under a new tab labelled "Failed". Within the failed tab, you can then drill down to find the line in question and manually assign it to the correct account.

Built for: PRO CRM

History Of Account ID

You can now view, store and amend any historical changes to Account IDs. This in itself can be useful but more so, this feature becomes invaluable when uploading payment files. If the system can't immediately match between the listed value and the one being uploaded, it will now retroactively search the account ID history as well.

But that's not all! Some suppliers include details of prior/new account IDs within the payment file. Our system will monitor for any changes of the Account ID within the uploaded file and, if it spots an update, it will automatically log the new stored value for you.

Built for: PRO CRM

Combined Import Template

Importing data into any system can be tedious. We're always asking "How can we help with this tedium?". This latest update to the import process looks to do just that by combining potentially multiple updates into just one.

Where previously you may have had to upload a set of data for your customers, another for accounts, another for contracts, etc., etc. Now you can simply combine them all into one sheet. What's more, the system is smart enough to recognise where customer data already exists and, if so, will only add the new data and assign it to the preexisting customer.

Built for: PRO CRM

Roadmap

For the first time ever, we're pulling back the curtain and giving you a peek at what we’re building, what we’ve just launched, and what’s coming next.

Many of the features found within our software exist because of customer feedback and this is the next step in our collaborative approach. Whether you're a long-time partner or just getting started with us, you can now follow along with our development progress in real time.

Built for: EVERYTHING

Commission Dashboard Improvements

We've been working on improvements to how we present data to you via the dashboard section. There are financial reports to show what you expected to receive vs. what you actually received. We've also built up partner reporting so you can see payments sent or received on a per-partner basis.

Built for: PRO CRM

That’s it for this time.

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 Recap UK: Summer 2025

2025

Summer

Development Recap

(For our 🇬🇧 UK Customers)

Welcome to the UK Summer edition of our development roundup. Here we showcase a select few of the delightful features we’ve developed over the past few months.

For this edition, we join forces with Andy, our CEO as he takes us through some of the highlights... all from his very own shed at the bottom of the garden.

Join Andy and watch the complete update above. Or play along at home and check off each update, one by one...

Meter Read Submission

First up it's brand new Meter Read functionality between the Customer Portal (an online portal you can rebrand as your own and give access to customers) and the Partner Portal (a place where you can manage your day-to-day tasks).

Now when your customer submits a meter read, an email will be sent to their account manager, and an activity auto-generated to track the read's progress. Emails can also be triggered to both the supplier and to the user, thanking them for submitting the read.

Built for: PRO CRM

Bespoke User Permission

We understand that not all users need the same access privileges. Previously, accounts have needed to fall under a specific category - "Super Admin", "Team Members", "Lead Manager" etc. but sometimes you need your own set of configurable user settings where you can cherry-pick what a specific user can see. Thank goodness for the new 'Bespoke User Permission'. Available as an optional feature now.

Built for: EVERYTHING

LITE CRM

Since launching PRO CRM in 2016 we've had approximately 3,223,456 enquiries asking "I don't have supplier relationships and I don't need all of the features that PRO CRM offers - can you help?". Well, with the launch of LITE CRM we can finally say "Yes".

LITE CRM is the smaller cousin to PRO CRM but with built-in access to exclusive supplier pricing through our approved aggregator, UCR Consultants. It comes ready to prospect, price and procure for brokers looking for great features on a smaller budget.

Built for: LITE CRM

Consumption Targets

Giving your customers clear visibility of any energy targets is key to helping reduce their energy usage. You can now bulk or manually add consumption targets on a per-supply basis and help users with their energy budgeting. These will then be relayed to the user within their own branded customer portal.

Built for: BILL VAL

Quick Add Batch Bespoke Charges

Sometimes you just need to get the bill information loaded in, no matter if the supplier has provided Excel/CSV/PDF/ or written it on the back of a napkin. For these instances, our Quick Add Batch tool can be a lifesaver. What's more, you can now add any bespoke charges with the tool too.

Built for: BILL VAL

Roadmap

For the first time ever, we're pulling back the curtain and giving you a peek at what we’re building, what we’ve just launched, and what’s coming next.

Many of the features found within our software exist because of customer feedback and this is the next step in our collaborative approach. Whether you're a long-time partner or just getting started with us, you can now follow along with our development progress in real time.

Built for: EVERYTHING

That’s it for this time.

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!


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.
With LITE CRM, you get access to powerful features at a price that makes sense. And if the time comes when you want to level up, upgrading to PRO CRM is easy: no data migration, no drama, just more tools to help you scale.
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.


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