Development Update - August 2022

Welcome to our August update. If you're a regular reader then you'll know that we put a lot of emphasis on the energy management side of our software. Procurement is of course the bread and butter for energy brokers but it’s value-added services which will shape the market over the years to come.

With this in mind, you'll see (below) that it's been another very busy month of releases that will assist in adding this value on to your customers.

Of particular note, we've added what we believe to be a game-changing gas lookup tool to give greater insight into a contract/meter. Whilst we've also extended FTP connectivity to have more HH data automatically imported from your chosen source. Take a look at this and much more below, in our August dev update:

Gas Lookup

After adding lookup for electric last month, we've now added a similar feature for gas. Here's why we think you'll love it: Our new gas lookup functionality will allow you to search and return: 1) All meter details, 2) Current contract information, and 3) Current annual consumption. We think that's a pretty powerful tool to help our customers procure smarter.

Current customers, please contact your account manager to find out more.

Built for: PRO CRMAPI

Stark FTP Integration

We already have HH data imported automatically to our system for meters supplied by Npower and EDF. We've now expanded this to also import information through the data collector, Stark. If you already utilise the aggregation services offered via Stark then you can now have that information seamlessly linked through to UtilityClick and delivered directly to your customers.

Search By Company Reg

With any Customer Relationship Management tool, adding a new customer should be as easy as possible so we made it even easier. You've been able to search via 'Company Address' for some time but now you can use a 'Company Reg' number to add customers too.

Built for:
PRO CRM

Other bits and bobs...

We've also added the following other bits and bobs...

Track The History Of Users

Many components within our software has an inbuilt history state that allows users to review historical changes to an item, such as an Activity or Leads. We've now expanded this feature so admin users can review changes to Users too. This could be useful for checking when a user has changed a password or why they might have had their account locked (e.g. persistently entering an incorrect password).

Built for: PRO CRM

Extend SMTP/Office Email Template Functionality

Last month we brought you news that Super Admins can specify which email types are sent via a user's Office 365 email and which are sent via traditional SMTP. This month we've extended this functionality so you can now choose to route specific emails through Office 365 or SMTP. This can be configured under Admin > Email Settings.

Built for: PRO CRM

Bill Val UI Improvements

We've made some user interface improvements to BILL VAL. For instance: You can now view invoice details directly from each meter results screen, We've added the 'Start Read Date' and 'End Read Date' when viewing Site information within the Customer screen, and we've highlighted in red the 'Total Cost' and 'VAT' amounts when appearing as a negative value.

Built for:
BILL VAL

Invoice Frequency Displayed When Using "Customer Pays"

Within the Commission module, invoice tab you can now review the "Invoice Frequency" when a contract is set as "Customer Pays". Note that Customers Pays is an optional feature. Please contact your account manager for further information.

Built for: PRO CRM

Add Account Manager Filter to Customer Pays Overview Screens

When viewing monthly Commission data for contracts set as Customer Pays, you can now view and filter by Account Managers.

Built for: PRO CRM
(UK ONLY)

Red labelling colour Changed

It was reported to us that the shade of red used throughout our software to label important information can be difficult to read for people with certain visual impairments. We've adapted this value to be easier to read whilst still retaining the visual impact needed to make it stand out.

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!


Development Update - July 2022

It's staggering to see that with July gone, we're now well and truly into the third quarter of 2022. It seems as though it was only last month when we brought news of a brand new look to our software (when in fact it was January). You may have seen that we've now announced another new look, this time for our brand new customer portal.

This is considerably more than a facelift though and will incorporate much of the Efficiency and Carbon Reporting work that we've brought you news of previously. We'll let you know in a later update when it's ready for your customers.

Aside from the progress we've made with the customer portal, we've made good strides with the new API Endpoints module and rather excitingly, we've incorporated it with our new Meter Lookup functionality. Bringing meter lookup data to your own custom applications.

For this and other exciting additions, read on for more of our July Dev Update...

API Endpoint Expansion

We announced the arrival of our new API Endpoints in June and this month we've been expanding the feature to work with all modules. We're delighted to say you can now have your Customers, Leads, Sales, Portfolio, Contacts, Tenders, Contracts, Activities, Commissions and more pushed through to your favourite third-party application.

Built for: API

Meter Lookup With API Functionality

Our brand new meter lookup feature has now been expanded and can be used with our API product, meaning you can push results to your own custom-built application.

As a quick recap, our new meter lookup functionality can also be added to your PRO CRM account and allows you to search and return:
1) The Meter Point Administration Number (MPAN),
2) The meter credentials (profile etc.)
3) The current supplier information.

Please talk to your account manager about adding API to your subscription.

Built for: PRO CRMAPI

Other bits and bobs...

We've also added the following other bits and bobs...

Engage: An Internal CRM

We've built our own non-specialist, standard CRM! We've nicknamed it 'Engage' and although it won't directly impact our users it will allow us to assist customers better and keep on top of things like custom modules, feature requests and anything else that might help manage your account better. We plan to share more on our progress with a blog post soon, so watch this space.

Built for: INTERNAL

Specify Email Type (365 or SMTP)

If you utilise the Microsoft 365 login for your users then Super Admins can now specify which email type are sent via the user's Office 365 email and which are sent via traditional SMTP. This can be configured under Admin > Email Settings.

Built for: PRO CRM

AMR Data Upload for Gas and NHH

We've extended the functionality of our BILL VAL product so you can now upload consumption data for Gas and NHH meters. Note that you will need to set up the meter as an AMR meter within the system first.

Built for:
PRO CRMBILL VALPORTAL
(UK ONLY)

'Next Action Due' Column Added to Customer Overview

Within the Leads module, there is a column labelled ‘Next Action Due’ which shows the open activity against that lead with the oldest due date. With this update, that column is now also available on the Customer module.

Built for: PRO CRM

VAT Status Added to Customer Import & Export

It's possible to add a VAT status for each Customer that you hold information on (either at 0%, 5% or 20%). This extra piece of information can now also be included as part of a bulk import or exported within any relevant reports.

Built for: PRO CRM
(UK ONLY)

Quick Add Contract Date Accepted Update

Previously when using the Quick Add Contract feature, the Date Accepted field would default to the contract start date. This has been updated to take the date that the contract was created.

Built for: PRO CRM

Referral Commissions Export Updated

We've added the fields 'Invoice Number' & 'Invoice Date' to the Referral Commission export (found in Analytics).

Built for: PRO CRM

USA Wording Changes

We've updated the language used within our software so the vernacular is more appropriate for users from North America.

Built for: PRO CRM
(USA ONLY)

Contracts Export Refactoring

As part of the work for our new API Endpoints, we've restructured the code that made up our Contract Exports. With it completed, contracts now export significantly faster.

Built for: PRO CRM

Submit Contracts By FTP for Instant Quote (optional)

We previously released a feature that allowed the submission of contracts via FTP when pricing through our Procurement Module (this can be useful if your users/sub-brokers submit contracts through an aggregator). We've now expanded this optional feature to allow your users to submit contracts via FTP when using the Instant Quote module as well.

Built for: PRO CRM

USA Wording Changes

We've updated the language used within our software so the vernacular is more appropriate for users from North America (US accounts only).

Built for: PRO CRM

Quick Add Contract Date Accepted Update

Previously when using the Quick Add Contract feature, the Date Accepted field would default to the contract start date. This has been updated to take the date that the contract was created.

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!


Development Update - June 2022

We're especially excited about our June Dev Update. You'll see below that this month definitely falls into the 'less is more' category as we bring news of four particularly powerful additions.

The flagship of which has to be (drumroll please), Meter lookup for electric! With it, users of our software can now directly query crucial information from the MPAS database. It's been a long-term goal with an application process that took many many months and has taken considerable resources; so we're very proud to be able to offer it as a vital customer management tool.

Read on to hear more about this and three other fantastic releases in our June dev update...

Meter Lookup For Electric

You can now use this new service to search for information about every commercial electricity meter in the UK. In particular, it can offer three vital pieces of information. The Meter Point Administration Number (MPAN), the meter credentials (profile etc.) and the current supplier information.

Please contact your account manager for pricing details and to have the service switched on within your account.

Built for: PRO CRMBILL VALPORTAL (UK ONLY)

API Endpoints For All Exports

Have you ever needed your data to be automatically exported into a third-party service or even a custom-built application? With this latest feature release, you can.

This could be game-changing if you use your own custom reporting system or if you want to have data fed directly into a third-party management service like Salesforce. No cumbersome spreadsheet download/upload, just your data where you need it.

We'll be rolling this out upon request over the coming weeks. Don't yet have the API product enabled? Talk to your account manager about adding it to your subscription.

Built for: API

There's more...

We've also added the following two great features...

Individual User Settings

We've made some helpful modifications that will allow every user to change the way their account looks and functions (unless disabled by a Super Admin user). With it, users will be able to personalise settings such as pagination and optional features via the profile section. We'll be adding more options in the coming months!

Amend Quote Duration

Previously when pricing, our software only allowed the quote duration to be set whilst creating a brand new pricing request. We've now adapted the process so that within each matrix tender the user can select "Tender Tools > Update Tender Durations". Once the revised dates have been selected and saved, the resulting prices will reflect the newly-selected durations.

Built for: PRO CRMPRICED

Recycle Dead Leads By Campaign

We've added an option to our very useful 'Recycle Dead Leads' tool that will allow you to recycle any dead leads that are associated with a specific campaign.

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!


Energy Reporting: 03 Carbon Reporting

  • Quickly and easily input a monthly snapshot of any company's carbon metric.
  • Present beautiful carbon reporting for each of your customers.
  • Show a quick snapshot of current carbon performance Vs. previous month.
  • Data is presented in a useful and actionable way.
  • Get month-on-month performance analysis
  • Smart metrics show normalised performance, no matter the growth of the company

More Reporting Drilldown

Energy Reporting: 03 Carbon Reporting

Energy brokers, you know it's more important than ever to provide additional value to…

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Energy Reporting: 02 Financials

In this Reporting Drilldown episode, we introduce you to our Financials Dashboards and…

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Development Update - May 2022

You'll have seen that over the last 6 years, here at UtilityClick we have added many and varied types of useful features to our software. However, this last month has seen what promises to be the most important from a social and ecological standpoint.

We're all very proud and energised to be focusing on a new Carbon Reporting module that we hope will allow you to offer your customers a service that's above and beyond anything they've experienced before. Whatever your thoughts on climate change, it's clear that being more focussed on our environmental footprint has to be good for everyone, so developing a tool that has the potential to make such a difference is a real privilege.

Read on to hear more about this and the other bits and bobs as we look at the dev releases from May...

Carbon Reporting Module

This new module will allow you to record all carbon emissions generated by your customers and their staff. Using a variety of different emissions criteria you can report on elements such as energy usage, travel and accommodation. You can then present the results using our beautiful reporting suite.

This is a stage one release and we have many improvements planned over the coming months (including releasing it into the customer portal so your customers can add and track results themselves). For now, we'd like to invite volunteers to try this new module and feedback on their progress. Please contact your account manager if you'd like further information.

Other bits and bobs...

We've also added the following other bits and bobs...

Restrict Access to Cloud Documents

When uploading associated documents to a customer within the PRO CRM you can now select which user level has access to view. Useful if the contents of the document are confidential.

Built for: PRO CRM

Inactive Date For A Site

Within a customer site, you can now elect to set it as "Inactive" and record a corresponding date. This is solely for administration purposes and will not affect any associated meters or contracts.

Built for: PRO CRM

Recycle Dead Leads By Campaign

We've added an option to our very useful 'Recycle Dead Leads' tool that will allow you to recycle any dead leads that are associated with a specific campaign.

Built for: PRO CRM

Commissions Export Optimisation

Requesting exports of a considerable size can take time and in some extreme instances could cause the request to time out completely. We've optimised the SQL code so that exports from our Commissions module are now completed up to 5 times quicker.

Built for: PRO CRM

Additional Value Types for Bespoke Water Charges

When managing a bespoke water charge within the Procurement module you can now select from an additional two value types - 'Per day' and 'Percentage of annual spend'.

Built for: PRO CRM

LOA Reporting Functionality Added to Dashboards

Using the Customer Rankings dashboard, you can now view and filter customers by any LOA expiry date (and within any given date range). Useful when reporting against any upcoming expiries.

Built for: PRO CRM

Restrict Access to Activities

We've amended restrictions around the Activities module so that a non-super admin user can only see activities for which they are either the owner or had the activity assigned to them. E.g. They cannot see activities just because they are the Account Manager of the Customer.

Built for: PRO CRM

Days At Deal Status

We've added a new piece of information to the "Deal Status / Last Deal Status Change" column within the Pipeline module. You can now see how many days a deal has been sitting in its current stage. What's more, you can check the 'History' of any deal to review deal status changes, the date it was changed and who changed it.

Built for: PRO CRM

New "PAY ON RECEIPT - SPLITS" Payment Profile Added

We've developed a new payment profile for when you need to show forecast and actual commission information based on team splits. This is useful when you need the commission applied to the split amount, not the total contract amount.

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!


Learning From Napster & Metallica

Further reading...

Development Update – August 2022

Of particular note, we've added what we believe to be a game-changing gas lookup tool…

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A Super Hero Customer Portal For Suppliers

Suppliers - It's time to do more for your customers. Upgrade what you do with a SUPER…

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Development Update - April 2022

Easter came and went for the dev team and despite the on/off/on again nature of work over this period, the team still managed to maintain the rapid development pace that seems to be a theme for 2022.

Over the coming months and throughout this year, you'll see we'll be making many changes to the customer portal, both in terms of looks and functionality. We're already well into the design phase that will see a better UX experience for your customers and this month we've embarked on improving how your customers submit meter reads.

Elsewhere and on a more general level across all our systems, we've been continuing our focus on ensuring absolute security for you and your colleagues. To find out more about these and other bits and bobs, read on below:

Meter Reads Improvement

We've enhanced the Meters section of both the Customer Portal and PRO CRM. This recent update allows customers to add their own meter reads. This data is then visible within PRO CRM and can be validated through the BILL VAL product.

Built for: PRO CRMBILL VAL

Security Improvement: Restrict User Sessions

At UtilityClick we take your security extremely seriously and we're constantly pursuing areas where any potential improvements can be made to protect your data. We're adding yet another layer of security that restricts an account to one location at a time, so you can be certain that if you are logged in to UtilityClick, then no one else can be.

Other bits and bobs...

We've also added the following other bits and bobs...

Ability to manage supplier matrix pricing at user level

Previously it was possible to enable or disable a particular supplier's products to control which matrix pricing was returned when quoting. We've enhanced this feature so you can now enable/disable on a per-user basis. E.g. You could allow sub-broker access to your pricing and enable alternate products to which you use internally.

Built for: PRO CRM

Improved Search Functionality Within Activities

A few months back we made significant improvements to the search feature found within the Leads module. We've now developed a similar improvement within the Activities module. You can now search Activities by Meter Number, Site Address, Site Postcode as well as Customer Name.

Built for: PRO CRM

Support for Multiple Commission Rates

This is an optional feature that allows for different commission levels to be set for different meter rates. E.g. If you require a different commission set for meters with a varying day and night rate. This optional feature is only available when adding manual bespoke quotes and is available upon request.

Built for: PRO CRM

Re-assign tasks when changing lead generator or account manager

When amending a Customer/Lead's "Account Manager" or "Lead Generator" the system now displays a checkbox asking if you'd like to also transfer all open tasks to the new lead generator/account manager.

Built for: PRO CRM

Add Customer References to Vendor Agreements Export

When exporting Vendor Agreements to Excel, the Customer Reference is now included as an additional column.

Built for: PRO CRM

USA System Language Update For Dashboards

We've adapted our new dashboard suite so that it better reflects the region it's being accessed from. Specifically, when accessing from the USA, all general terminology has been updated so as to use a more familiar vernacular.

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!


Development Update - March 2022

It's funny how certain themes seem to develop around a particular month. The theme for March has most certainly been one of security. It helps that one of our founding directors has been compulsively security-obsessed since day dot and it's something that is heavily ingrained into everyone within the team.

We've made great strides this month with our progress in offering 2-factor authentication on all accounts. Separate from this, we've continued our integration with Microsoft authentication services. Not only can you now force your users to ONLY use Microsoft credentials to access UtilityClick, but you'll also be able to use any associated Microsoft email account to send official system notifications.

Read on to hear more about this and the other bits and bobs as we look at the dev releases from March...

Multi-Factor Authentication

You'll soon be able to add an additional layer of security to your UtilityClick account (together with all user accounts) by switching on 2-Factor-Authentication. When applied, you will be sent a code to a preregistered mobile device that you will need to use along with your normal password. This feature will be rolled out over the coming weeks and we strongly recommend deploying it for added peace of mind.

Send System Emails With Your Microsoft Account

Email notifications sent from within the system can now be sent from a user's email address, instead of from your central company email address. When switched on, this feature will allow you to log in using your Microsoft credentials and then have notifications (such as tenders or LOAs) come directly from your email. Please contact your account manager to have this activated within your account.

Built for: PRO CRMPORTAL

Other bits and bobs...

We've also added the following other bits and bobs...

Force Microsoft Authentication On Your Account

We've been integrated with Microsoft authentication services for some time (allowing users to use their Microsoft 365 credentials as well as their UtilityClick one) but this recent update allows admin users to force ALL account users to only use their Microsoft credentials.

Built for: PRO CRMBILL VAL

The Ability To Edit Or Delete Activity Notes

We've overhauled the notes section within the Activities component. You can now edit or delete notes as you see fit. Note that only Super Admin users have the ability to edit or delete notes that were not created by them.

Built for: PRO CRM

Support for Multiple Commission Rates

This is an optional feature that allows for different commission levels to be set for different meter rates. E.g. If you require a different commission set for meters with a varying day and night rate. This optional feature is only available when adding manual bespoke quotes and is available upon request.

Built for: PRO CRM

Vendor Agreements Linked to Customer References

It was already possible for vendor agreements to be linked to Sites/Locations, Meters/Accounts, Contacts, and Contracts. This latest update now makes it possible to also link vendor agreements to Customer References.

Built for: PRO CRM

Quick Access to Supplier Products When Reviewing Quotes

We've added a handy link to quickly view supplier product details when reviewing quotes within the Procurement component. From the quote results screen, simply click "Go" and "View Product".

Built for: PRO CRM

Parent Company Added To Portfolio Export

Within the Analytics component, when exporting Portfolio data, we've added a new column where you can now see 'Parent Company' information.

Built for: PRO CRM

Multi-Select for Export Data

Previously, when exporting data through the Analytics module, you've been able to select precise singular criteria of which data to include. For example, you could export Accounts that were managed by one particular account manager but you were unable to select multiple managers (without exporting all the data at once). We've added multi-select fields to many of our data export screens, so you can now quickly select multiple configurations within each export.

Built for: PRO CRM

Total Cost and Total Annual Cost Added At Meter Level For Tender Export

When exporting tender information (via the Tenders - Export Data screen), the Total Cost and Total Annual Cost is now included within the export on a per meter basis.

Built for: PRO CRM

Checkbox Added To Skip Redirect After A Data Import

When importing data into the system, you're helpfully redirected to the upload results screen after each successful import. There are instances where it's preferable to stay within the data import screen post upload. As such, we've added a checkbox so you can choose whether to remain on the data import page or move on to review the results.

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!


Bill Val 2.0 With Advanced Validation

William & Valerie (or Bill & Val for those just catching on) is the nickname for our latest fantastic product – BILL VAL. With it, you can upload batch data files directly from suppliers straight into our system.

Once uploaded our system systematically examines each entry to ensure it’s correct. Upon completion, results are broken down and summarised, enabling succinct reporting back to your customers.

Instant Imports

Raw format imports for EDI/XLS/CSV.

Beautiful Presentation

Analyse pass/fails in a clear, understandable format.

Custom Thresholds

Set your own pass tolerances at customer or global level.

The Best Reporting

Stop sending emails to your clients. Present all types of reports within your very own white-labelled customer portals.

Instant Usage Analysis

Import day Day+1 HH / AMR data straight from the Data Collector.

Customer Portal

Present data to your clients with ease. Allow them to submit meter reads for instant validation.

As an energy broker, you know that the world is changing and you need to offer your customers more than just ‘the best price’. You’ve seen the evolution in our sector; your customers now demand more than procurement only services.

For all of this functionality it’s not as much as you would think. And no other system offers more ‘value’ than our Bill Val product. Unlike other systems, we do not price per meter/invoice validation, which can become incredibly expensive. With BILL VAL by UtilityClick you pay one set monthly fee, no matter if you validate one thousand bills or one million.

Possibly! But we’re confident we’ve built a bill validation product that is better than anything that’s come before it. If there is a useful feature that doesn’t exist and is integral to your workflow, there’s a very good chance we’ll build it… And the good news is we build fast, really fast (take a look at our monthly updates from the development team to see how much we add, every single month).


Development Update - February 2022

There's been an undeniable air of excitement in the dev team this month. I can't recall a time when we've had so much R&D work in progress with so much potential to make a huge impact.

One project in particular will give you the option to 'boost' your dashboards. With it, you'll be able to create your very own graphs, tables and reports. For instance: Need to create a dashboard specific to Dan in Sales so he can see what's important in his pipeline? No problem.

The boost will also provide a new dashboard that monitors matrix pricing trends over a period of time. With it, you'll be able to see which suppliers are pricing competitively on various types of meters and when. We'll be in touch again about Dashboard Boosts but if you'd like to get in front of the queue, please contact us or your account manager to signify your interest.

Read on to hear what else we've been up to in the month of February...

Bill Val Thresholds

When validating bills for customers, it's quite often the case that a few pence difference between the 'expected' and 'actual' isn't of vital importance. We've added the ability to set a tolerance threshold of just how far out you'll allow the difference to be, before receiving an alert.

This tolerance can be set individually over almost any aspect of the bill. What's more, you can alter this tolerance on a per-customer basis, should you have certain customers that require more stringent validation than others.

Built for: BILL VAL

Other bits and bobs...

We've also added the following other bits and bobs...

Improved Customer & Lead Snapshot

You can get a quick overview of all the important bits by visiting the Snapshot section within Leads or Customers. We've now added the company number (EIN for the USA) to the Leads and Customers Snapshot screens.

Built for: PRO CRM

Search and Filter Cloud Documents

Within our PRO CRM you can upload any documents that would be useful to store against a lead or customer. We've now added the ability to search through these documents either through their description or by date.

Built for: PRO CRM

New Lost Contract Reasons

When marking a contract as "Lost" you can select from a handful of useful reasons why that contract was lost. We've added more selectable options here to give you a more detailed analysis when reporting.

Built for: PRO CRM

Speedier Detailed Export

Our PRO CRM allows you to export procurement data in varying degrees of complexity. We've made speed improvements to the most "Detailed Export" so it completes much faster.

Built for: PRO CRM

Bill Val UI

As an addition to the threshold work described above, we've improved the user interface of Bill Val reporting so you can now clearly see the actual vs expected difference as a percentage.

Built for: BILL VAL

Approx Commission with Opportunity Exports

Previously when performing a tender export, an "Approx Commission" value would only appear if one had been set manually by the user. However, when viewing a new tender directly within the system, a user is helpfully shown the "Approx Commission" value, even if one has not been set (by using the partner's default broker fee). The process has now been updated so that exports now marry the information provided when viewing an opportunity within the system.

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!