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:
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.
"You helped save us over $100,000 in missed commission"
Jim Risk – Statistical Energy
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.
This time:
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!
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.
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.
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!
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
"You Saved Us Over $100,000"
You've probably seen it - we're a rather self-deprecating team. We’re proud of what we do, but we don’t take ourselves too seriously.
When a customer proclaims to us about how great our software has been for them, we'll usually politely thank them and never publicly utter it aloud again.
Well, today we make a rare exception...
Ohio-based procurement experts, Statistical Energy recently told us about the staggering amount of money we've helped them save and even with our self-deprecating British hats on (bowler of course), we felt compelled to share.
Take a look at what they said:
“UtilityClick has been a lifesaver for our energy brokerage business. When we started working with them in 2021, we were one of their first clients in the USA and they have been much better than the prior energy broker CRM company which we worked with in the US.
They have helped save us over $100,000 in missed commission dollars over the years and their system is always the first place we go when we get a commission-related question from one of our partners, suppliers or sales reps.
Whenever we want to have them add a reporting capability that makes sense for everyone, they are always willing to help develop it for the benefit of our company and the rest of their USA customer base.
We cannot say enough good things about UtilityClick."
Jim Risk
Ready to track your commission?
Interested in tracking potential missed commissions for your business? Or simply in need of a fast pricing and customer management tool?
Thanks Texas and Hello New York!
We brought you news recently of our intention to work more with firms throughout the US. Now, thanks to our recent trip to Texas & TEPA we’re delighted to announce that we’ve signed up one of the biggest brokers, not just in New York but in the entire United States.
We’ll be working with them to help with procurement, commissions and managing their portfolio.
Why are you telling me this?
This may all sound like a humblebrag (and to be honest we are absolutely chuffed by the news) but it’s all part of our focus to drive technology forward in the US energy sector.
We wanted to share the good news and reiterate that we are here to stay. You’ll likely see us pop up again and again over the coming months as we invest more resources here in the US.
Interested in seeing what our software solutions can do for you?
Arrange a demo with us, or if you’d like to find out more about what makes us different, download our handy ‘In A Nutshell’ brochure.
Start Spreading The News…
Until next time New York.
Thank You TEPA, Thank You Texas!
Here are a few takeaways from our visit:
We’ll be back to see you all again at the New York TEPA event in June.
Book a catchup call with us.
A bit about us
We are a software company that creates technological solutions for brokers and suppliers. What sets us apart is that we never have and never will take a penny from any brokered deal. We function solely from subscription costs alone.
Some key points:
If you’d like to find out more about what makes us different, download our handy ‘in a nutshell’ brochure below.
That about puts the rag on the bush. Until next time Texas.
We Wanted To Say Thank You
We’re thrilled to announce the launch of our new Dashboards module and it’s all because of the great feedback we’ve received from brokers like you.
With our new Dashboards module, our reports now look and feel great. They’re also customisable to your requirements. You could say that they're the perfect icing on the cake pie.
Here's a recap of the other incredible features our system already offers:
Instant Matrix Pricing Custom Pricing Portfolio Management Task Management Lead Management Make and Monitor Outbound Calls Commission Forecasting & Reconciliation Employee and Referrer Payment Profiling Your Own Branded Customer Portal DocuSign Integration
...And much much more!
Interested in seeing what takes our CRM reporting to the next level?
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Decoding British Politeness
British business etiquette can be as polite as Mr Bean apologising to a lamppost. But…
US BETA application
Sign Up to the USA BETA and receive.
No cost. No risk
Free access to an industry-leading Pricing CRM system during our BETA phase.
Shape the system
The opportunity to shape the system for full US launch. If you highlight a useful feature that’s missing, we can build it.
A helping hand
Free BETA training and support.
What will the USA UtilityClick CRM do?
Generate instant matrix pricing and manage custom pricing.
Store and manage all customers, renewals and tasks.
Work existing leads for conversion.
Create your own bespoke portal and domain.
Industry leading reporting to monitor KPI’s with business analytics.
Commission Management tools to identify and reconcile under-payments.
See it in action
When we were developing UtilityClick we wanted to create an all-encompassing system that focussed first on power but was also simple to use.
Watch the video below and see how quickly new customers can be created – complete with site details, meter details and contract information.
2020
Proposed Timeline
Why We're
Coming to America
We already have an industry-leading CRM for the UK market but we need help making the final few tweaks to ensure that the system is completely relevant for the US market.
We were born in 2015 from our frustration with current energy broker software solutions. We knew we could do better and we have.
We’ve been blown away by the response we’ve had from UK brokers.
Now it’s your turn.
