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.
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).
Election Help: Which Way Will You Vote?
Which way
will you
Can't Decide?
We're here to help
Aren't we fortunate to have such great candidates to choose from? 😅
But which one are you going to choose?
Thankfully UtilityClick is here to help you decide!
Let’s take a look at the options...
The Blue
Candidate
Name: PRO CRM Date of Birth: 2015
Likes
- Organizing chaotic customer data with flair.
- Making instant decisions and winning applause.
- Multitasking like a PRO, handling multi-site with ease.
Dislikes
- Delays in contract submissions caused by incomplete data.
- Messy, unorganized data.
- Seeing non-UtilityClick users performing tedious manual calculations.
Career Highlights:
PRO CRM began its illustrious career as a visionary leader in the energy sector. Known for its efficiency and adaptability, it revolutionized energy brokerage by introducing a comprehensive system for managing leads, generating pricing quotes, and forecasting commissions.
The Red
Candidate
Name: API Date of Birth: 2017
Likes
- Seamlessly integrating into any system.
- Handling complex requests with a smile.
- Providing top-notch support from skilled developers.
Dislikes
- Rigid, inflexible systems.
- Unresponsive support teams.
- Off-the-shelf CRMs that don’t utilise energy procurement tools.
Career Highlights:
API is a versatile and forward-thinking candidate renowned for its role in integrating advanced technology into the energy brokerage sector. API's career is marked by its ability to empower businesses by allowing seamless integration of UtilityClick's tools into their own systems, ensuring complete creative control and enhanced functionality.
The Green
Candidate
Name: BILL VAL Date of Birth: 2021
Likes
- Spotting errors from a mile away.
- Clear, concise reports that dazzle the audience.
- Helping customers save money and energy.
Dislikes
- Ambiguous billing statements.
- Wasteful energy practices.
- Vague, uncustomizable validation criteria.
Career Highlights:
BILL VAL is a distinguished candidate known for its meticulous attention to detail in validating energy bills. This leader ensures the accuracy of customer bills, identifying errors and potential savings. BILL VAL's career is marked by its dedication to transparency and efficiency, providing instant, clear reports through a state-of-the-art portal.
The Yellow
Candidate
Name: PRICED Date of Birth: 2022
Likes
- Generating quotes faster than a speeding bullet.
- Saying ‘goodbye’ to Excel files.
- Delivering perfect PDF results with a flourish.
Dislikes
- Slow, inefficient pricing processes.
- Errors in contract generation.
- You losing out on commission that should be yours.
Career Highlights:
PRICED is a dynamic and resourceful candidate known for transforming how brokers handle pricing. Its career is marked by an ability to generate thousands of prices instantly, making it an invaluable tool for businesses starting out or scaling up. PRICED is celebrated for its commitment to transparency, ensuring brokers retain their commission and providing numerous add-ons to enhance workflow.
UtilityClick Presents CONNECT
presents
Suppliers, Get In Front of 250+ TPIs
CONNECT provides an integration with TPIs and sub-brokers that streamlines the current pricing process and eliminates contract complications. The basic product carries zero implementation fees, API fees, or subscription fees.
Tell Me More
Our TPIs are able to use our service to price and submit contracts at the click of a button. CONNECT not only ensures any pricing requested by a broker is time accurate, it also provides added prominence over your competitors.
And Then There’s CONNECT+
Price is a vital aspect of any quote but when there's a negligible difference, our TPIs will choose based on ‘best traits’.
With CONNECT+ you can present your best traits both through our website and throughout the procurement process.
Our Vision
We’re driven to offer a service that provides full automation between end users, TPIs and Suppliers. Interaction with suppliers is still extremely manual, it combines to create inefficient and data-risky processes, with duplicate data being used multiple times.
To resolve this, we’re now thrilled to offer free unlimited connections from TPI to supplier with CONNECT.
Brochure Download
Introducing Your Next Level PRO CRM
Our Customers
Top 5 Features
No.
Key Features
Description
Bespoke White-label Portal
Give customers access to results under your own brand! See it for yourself.
True Multi-Site Quoting
2 sites? 100 sites? It doesn’t matter! Create quotes large and small.
Real-Time Dashboard
Dynamic charting & reporting to analyse business performance. See it for yourself.
Contract & LOA Generation
Instantly create completed supplier contracts or LOAs with the click of a button.
All Supplier Pricing Files Regularly Updated
No more Excel files. We manage ALL of your supplier pricing files!
Do More with
Carbon Reporting
Quickly and easily input a monthly snapshot of any company’s carbon metric. Then present beautiful carbon reporting for each of your customers.
BILL VAL
Upload batch data files directly from suppliers then systematically examine each entry to ensure each its validity. Upon completion, results are broken down and reported back to your customers.
Carbon Reporting
Quickly and easily input a monthly snapshot of any company’s carbon metric. Then present beautiful carbon reporting for each of your customers.
BILL VAL
Upload batch data files directly from suppliers then systematically examine each entry to ensure each its validity. Upon completion, results are broken down and reported back to your customers.
Meter Lookups
Search and receive vital information on every commercial meter in the UK. Instantly.
Further reading...
Andy’s Shed – Episode One
Join us as Andy takes us through what UtilityClick has been up to over the last few…
Perfect For Pyjamas
Ah, the live software demo. It's a staple of the corporate world, a rite of passage for…
A Super Hero Customer Portal for Brokers
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! Let our portal help you present to your customers everything you do for them.
Your Brand for Your customers...


Your Brand for Your customers...



Zero Development Required


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 Interval Data...

Present Interval Data...


Beautiful Carbon Reporting.

...And Manage Contract Renewals.

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!
Further reading...
Andy’s Shed – Episode One
Join us as Andy takes us through what UtilityClick has been up to over the last few…
Perfect For Pyjamas
Ah, the live software demo. It's a staple of the corporate world, a rite of passage for…
Shhhh. We won't tell if you don't
Energy brokers, by fully customising our software you can:
Allow your staff to send LOAs, COTs & contracts via branded email notifications; automatically generated through the system. Provide end-user customers with their own secure account to manage meters and current contracts. Produce reports, run tenders and present fully branded results to customers in real-time. Give sub-broker access to your pricing books, manage their commissions and allow them to run quotes on your behalf. Offer bill validation as an added service and present a variety of reports within your very own white-labelled customer portal.
Suppliers can take advantage too. You can:
Give TPIs access to your branded portal and connect with them more efficiently. Receive automated matrix contracts. Upload updated pricing or have us do it for you. Receive tenders, import prices and receive feedback automatically. Set & receive statuses to and from TPIs. Know when pricing is due, when it’s received, and how it fared.
With our fully brandable PRO CRM, Supplier PORTAL and Customer Portal, you can seamlessly present our tools as your own and manage it all from one central location.
Further reading...
Andy’s Shed – Episode One
Join us as Andy takes us through what UtilityClick has been up to over the last few…
Perfect For Pyjamas
Ah, the live software demo. It's a staple of the corporate world, a rite of passage for…
Does Good Design Matter?
Precursor: In 2020 we wrote an article titled “Could A CRM Give You Pleasure?” which proved rather popular. We’ve also spent much of last year improving the UX of our software.
But WHY?
Does any of it really matter? Thankfully there have been numerous studies to answer this very question…
For example, in 2005 a group called The Design Council studied portfolios of companies that traded on the FTSE over the past 10 years. What they discovered was that the companies that put an emphasis on design outperformed the FTSE 100 index by 200%*.
More recently, in 2015 the National Endowment for the US Arts released a study that concluded that small businesses saw a 17.5% increase in average sales on improved goods and services when they invested in design**.
https://www.arts.gov/sites/default/files/NEAIndustrialDesignManufacturing-4.28.2017-rev.pdf
As Homer Simpson once said:
"Facts are meaningless. You could use facts to prove anything that's even remotely true!"
So let’s drill down into
Five reasons why design doesn't just matter for the energy sector, it's imperative:
Good design has the power to simplify the complex processes that you find in the energy sector.
If you were to create a piece of software that fulfilled every part of your job – that system would be complex to a point of chaos but good design can simplify it all into manageable chunks. If done right, the design can act as a translator, simplifying the complex language of your processes.
Good design can affect users emotions and can actually make your team happier.
It may seem trivial to focus on emotion when talking about software but companies are realising more and more that it’s possible to evoke a positive response from simple interactions, like a hover effect or a popup animation.
Firms such as Apple have built billion-dollar products around how good it can make a user feel, where everything is carefully crafted to give the user a positive experience.
A CRM is much like your phone. You’ll likely spend more time looking at it than you will your own family, so it’s only right that it should also invoke positivity for the user.
Good design can make your team more efficient
As humans, we have an inbuilt nature to take the perceived quickest route to a solution, especially if we’re unsure of the path ahead. When performing a complicated task, good design can provide useful tools precisely where and when they’re needed along a workflow. For instance, having an important button appear more prominent than other page elements can help guide users eyes on where they should go next.
Good design can help highlight your wins and losses
Presenting your data is all well and good but if its meaning is not clear, then it’s likely to be overlooked. This is even more apparent when reporting within the energy sector. Good design can help declutter and present important, actionable information whilst giving the option to drill down to the data that matters. Users can then focus clearly on the presented facts and adapt swiftly to the cause of their wins.
Good design can provide assurances of a high level of service.
If we hold two products side-by-side, we’ll invariably focus on the better-looking of the two. This is where the good design looks to assure us that “If they’ve spent this much effort perfecting how it looks, then the way it works must also be as equally well thought out”.
Although we know that doesn’t always hold true, it’s inbuilt within us and we still can’t help but use it as a base for commercial decisions. When providing completely re-brandable software like ours, it’s even more imperative that when your customers are using it, the way it looks matches the high level of service that you provide.
Summing It All Up
Investing in good design is superficial by its nature but the results will bleed into numerous positive areas, far and beyond aesthetics. Here at UtilityClick we care enormously about the software experiences our users will have, that’s why we invest so much in a design to convey that. We don’t believe any equivalent system can attest to that.
If you’d like to see how we’ve taken these 5 points above (and a few more) to transform our software, get in touch for a demo:


An interactive side-by-side of old Vs. new for our PRO CRM product.
A Big Fat Review Of The Year
What happened in the world?
The US elected their first ever female vice president.
What happened at UtilityClick?
Vendor Agreements Added
This update enabled users to keep all customer data in one place by storing all types of agreements, not just energy related.
Bill Val Launches!
A brand new product was added to give peace of mind to customers that their bills are thoroughly checked prior to payment.
Click To Dial Added
PRO CRM users were now able to make outbound calls and log the resulting details (like call duration and time of call).
What happened in the world?
NFT became a thing. Christie’s sells first purely-digital NFT for $69 million.
What happened at UtilityClick?
Address Lookups Added
Address lookup functionality was added to the system, saving users time when profiling their customers.
Marketing API Integration
This was a new API connection that allows contacts to be automatically fed through to any system of choice.
What happened in the world?
Ever Given boat blocks the Suez Canal for 6 days.
What happened at UtilityClick?
A New Advanced Search
We deployed a MASSIVE upgrade to all system search tools, making it even easier to search for customers and leads.
The UC Jukebox
This brought an integrated UC Video Jukebox to PRO CRM. Now if the work gets tough users are able to turn up the tunes.
Our staff launched a lighthearted energy podcast and inadvertently stumble into a great energy-saving waffle cooking hack.
What happened in the world?
Nomadland wins Best Film, Best Director and Best Actress at the Academy Awards (Oscars).
What happened at UtilityClick?
Employee Payment Terms
We added an enhancement to our Commissions module that allows users to create employee payment profiles. Monthly payments due can then be reported to internal agents.
Monthly Usage Tools Added
This allowed for future forecasts to be updated based on actual usage, thus providing a clearer insight into users finances.
We Turned 5 Years old
Half a decade ago UtilityClick was just an idea from the inside of a South London flat. Fast forward to April 2021 and our software is used to procure over 2.8 TWh every year.
What happened in the world?
The one where the cast of the hit TV series, Friends reunited.
What happened at UtilityClick?
Supplier Pricing Participation
With this update, suppliers could now mark whether they will be participating within a tender or custom pricing request.
Parent/Child UI Overhaul
This upgrade made it so much easier for users to review Parent/Child portfolios.
What happened in the world?
England reach the finals of a European Championship for the first time ever.
What happened at UtilityClick?
Speedier System Exports
We rewrote each module using pure SQL code, which means requested exports are completed much faster.
Another new product, allowing users to create their own energy price comparison website through Tickd (and then manage it all through our industry-leading CRM system).
Bulk Reassigning Customers
We realised the unnecessary admin required to make wholesale changes to a customer, so we added a bulk assignment tool.
What happened in the world?
The delayed 2020 Tokyo Olympics takes place and is dominated by the US and Chinese teams.
What happened at UtilityClick?
Meter Lookup With MPAN
We added the ability to search for a site or meter location by MPAN.
PORTAL offers suppliers a doorway to interact with TPIs, whilst INSIGHTS allows for invaluable monitoring of market conditions.
Authentication With Microsoft
This update brought Microsoft authentication to the majority of our services. Now all that is needed is an existing Microsoft login and password.
What happened in the world?
Lionel Messi leaves Barcelona in tears after 21 years with the club.
What happened at UtilityClick?
This one was huge! We completely redeveloped all reporting and dashboards from the ground up.
What happened in the world?
Nasa's rover lands on Mars and collects first rock samples.
What happened at UtilityClick?
A Bumper Release Of Over 100 System Improvements
Including a 'Recycle Dead Leads' tool, 'Quick Customer Snapshot', and improved error messaging for imports.
What happened in the world?
Space tourism takes off as William Shatner actually goes to space.
What happened at UtilityClick?
A 2.0 of an upgrade which included significant improvement to the upload process as well as making the system much easier to use.
A Jam-Packed Bonus Box
We released a selection of items for PRO CRM containing 9 new tools.
What happened in the world?
Britney Spears is a free woman after a judge ends her conservatorship.
What happened at UtilityClick?
Extended Dashboards And Reporting
We rolled out 10 new beautiful dashboards to all customer accounts. These new reports not only look great but focus on speed and clarity.
No matter your supplier relationship coverage, this update meant you could now choose to employ the "Get Tickd Quotes" button and utilise the connections that Tickd have assembled.
What happened in the world?
Angela Merkel steps down as German Chancellor after 16 years in charge.
What happened at UtilityClick?
Complete System Redesign
The end of the year saw the completion and rollout of a shiny new design for our PRO CRM, BILL VAL and PORTAL products.
Duck Hunt Game
Everyone hates an error screen so we tried to soften the blow of ours by giving users the chance to play a version of the 1984 hit Duck Hunt each time it appears.
EDF Energy Contract Submission API
We've worked closely with EDF to give UtilityClick TPIs the ability to submit contracts directly to the supplier, once a quote has been marked as accepted.
And that was all in just 12 months!
You’ve seen how quickly both the world and our software evolves. 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!
Further reading...
Andy’s Shed – Episode One
Join us as Andy takes us through what UtilityClick has been up to over the last few…
Perfect For Pyjamas
Ah, the live software demo. It's a staple of the corporate world, a rite of passage for…
Supplier Integration with BG Lite and SP
Do you need access to BG Lite and Scottish Power?
Well now you can!
UtilityClick has teamed up with Tickd to offer TPIs access to both of these suppliers (read the article explaining our avo-lutely smashing partnership with Tickd).
The process is simple:
Sign up to the UtilityClick system
Run Tickd quotes alongside your standard quotes
Accept a BG Lite or Scottish Power quote through Tickd
The system will automatically push your request directly to Tickd. Simply sit back, relax and let PRO CRM do the rest.
Not signed up to PRO CRM yet?
Get in touch now to see what all the fuss is about.
Disclaimer
UtilityClick is, and always will be a Software Company. UtilityClick does not offer aggregator services and does not share in any commission splits. Tickd manage all aggregator services.
Energy Matchmaking with INSIGHTS
We know our TPIs and we know the industry. Our TPIs respond better to suppliers that offer more than just good price.
Imagine this tendering scenario:
Supplier A
Supplier A is the cheapest offer on the completed tender but TPIs don’t know much about them. As a result, they haven't formed a great relationship.
Supplier B
Supplier B is £90 more expensive over a 12 month deal BUT they use the power of INSIGHTS to allow TPIs to contact them there and then. They also highlight their three best personality traits:
Fully fixed product 100% renewable Dedicated account managers
Can you guess which supplier invariably comes out on top with our TPIs?
At UtilityClick, we can present your best personality traits to the TPI when it matters most – at the price presentation stage.
Give your TPIs the confidence to put their business through you.
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Perfect For Pyjamas
Ah, the live software demo. It's a staple of the corporate world, a rite of passage for…