When a Customer 'Calls Made' reaches 5, the system will now automatically change the lead status to 'Dead' with a reason of 'No Contact'.

US Customers can now choose an Account 'Phase' type when adding account information for interval electric accounts.

We have a rather useful screen in our PRO CRM that gives a quick snapshot of your 'Lead' information. We've enabled this view so you can now see snapshot information on 'Customers' too.

We're striving to make our system as efficient as possible. As such we've made an important UX change when adding a new lead. Post lead creation you'll now be redirected to that leads details page.

We've streamlined the process when creating a new Matrix/Custom request. Now, when you've added your meter(s) to your request, you can select to "Save & Price" the request immediately if desired.

We've updated our reporting to now show you the 'Expected Commission Rate' on consumption requests.

We've updated our 'Detailed Quote' export (found under Partner > Procurement > Input Prices > Quotes), so that it now includes parent and child customer information.

We've revolutionised the dashboards of our Supplier Insights product to include the same cutting-edge technology found within our PRO CRM product.

BILL VAL now offers considerably more feedback when uploading files to be validated. We'll release further information around a huge BILL VAL update shortly.

For manually-added quotes (for both Matrix and Bespoke) you can now add a fixed fee standard payment to a contract.

Within your CRM PRO there's a history log of what's been changed by your team. We've expanded the logging within the contract details view, so amendments to live dates (via the termination and registration tab) are now recorded.

An optional feature has been added to allow "Total Cost" and "Annual Diff" columns to be hidden when generating a PDF from an Instant Quote. This option can be turned on so that admin users are able to control its visibility within their account (under Admin>Settings).

Some suppliers (e.g. Npower) include a capacity charge in units of £ kVa/d. We've now included this value so it's visible and exportable in our quoting tool.

A new column has been added to Sales Export to help differentiate between Custom/Bespoke and Matrix opportunities.

When managing your Pipeline and selecting a deal status of "Lost Contract" - a new "Duplicate" option can now be selected for "Reason for Loss".

We've added an optional feature when generating a verbal script. You can now prefix a script with an additional disclaimer, explaining the process of adding a commission rate to any deal.

When bulk uploading customers you can now include a "Referral Partner" that will subsequently be shown within the system. Download the latest customer template from your Admin area to use.

User levels below Admin are now able to remove any failed data imports.

We've sped up your workflow by allowing the month and year fields to be left blank when running a "Referral Commissions" export. If left blank all available data will be exported.

Numerous columns have been added to data export across the entire system, providing a more detailed level of reporting.

History logging within Leads and Contracts have been improved to help you monitor even more changes with your data.

Based on customer feedback, we have added User-Level access to the Employee Payment section of the system.

A tick box has been added to the Activities Export page to allow you to exclude completed activities from the report.

A new field called Other has been added to Supplier Contacts so that you can also add contacts that don't fit into our pre-set categories.

We have fixed a bug that was causing an error screen when changing usage figures within a tender/custom pricing request