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:

  • Beautiful dashboards make commission reporting a breeze Reporting is such a key part of any business. If it's not up to scratch then it can directly jeopardise the company's income. This couldn’t be truer than within the energy sector. Take a deeper dive here.
  • Automated Account ID updates from payment files When payment files are uploaded with different Account IDs, our system notes the change and logs its history. Then, when the system is searching for a match for commissions, it looks up the latest Account ID and all historic Account ID’s too!
  • Automatic meter read start/end dates setYou can set a contract's deal status so when today's date goes beyond the live end date, (and there's no follow-on contract in place) then this contract becomes the latest contract, and it will automatically roll the live end date forward to the end of the next month.
  • Auto-Renewals automatically extendedWhen a contract with the deal status 'Residual' comes to within 30 days of its Live End Date, our system will automatically update the Live End Date to 30 days in the future, meaning you don’t need to manually oversee the live end dates for automatic renewals.
  • The lowest exceptions in the market Reduce the time-hogging caused by importing payment files. No other software provides the same level of automation as PRO CRM.
  • Smart exceptions handlingWhy should one failure prevent a successful upload? When importing commissions, our smart filtering will pass the successes and highlight any errors. Users can then view erroneous data along with the reason that it failed. Simple mistakes like dates, missing accounts and contracts can be updated without delaying other commission records.

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!
Book A Meet With Us In Austin

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

Read The Full Testimonial

by Keaton Newman

"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

Statistical Energy

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?

by Keaton Newman

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.

by Keaton Newman

Thank You TEPA, Thank You Texas!

Howdy!

We sent our two brightest minds to meet you all at the recent TEPA conference in Texas and what a great time Andy and Rod both had.

They’ve returned truly energized and the whole UC team is ready to enhance our service within the US market.

Here are a few takeaways from our visit:

  • The camaraderie within TEPA is unlike anything we've ever seen.
  • You have so many options for how you'd like your eggs cooked: Sunny Side Up, Hard, Soft, Over Easy, Over Hard. It's mind boggling!
  • There's a tremendous appetite to use technology to improve and evolve your internal systems.
  • More work is needed to technologize an integration between brokers and suppliers (spoiler: we're on it!).
  • A 'restroom' isn't somewhere you go for a rest at all.
  • That famous Texan hospitality is alive and well!

  • The camaraderie within TEPA is unlike anything we've ever seen.
  • You have so many options for how you'd like your eggs cooked: Sunny Side Up, Hard, Soft, Over Easy, Over Hard. It's mind boggling!
  • There's a tremendous appetite to use technology to improve and evolve your internal systems.
  • More work is needed to technologize an integration between brokers and suppliers (spoiler: we're on it!).
  • A 'restroom' isn't somewhere you go for a rest at all.
  • That famous Texan hospitality is alive and well!

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:

  • Our flagship software for brokers is PRO CRM which is used by 250+ brokers in the US and UK to price and manage their processes.
  • We are self-financed and self-owned, we don't need investment to develop.
  • We are the owners, we make the decisions.
  • We release quicker than anyone and average an update every 3 days.
  • We are the only energy software designed for multi-site.
  • We're investing big in the US and we're here to stay. We've been serving customers in the UK since 2016 and the US since 2019.
  • We make our software look good. You'll be looking at it more than your own children so we want you to love it like your very own!

  • Our flagship software for brokers is PRO CRM which is used by 250+ brokers in the US and UK to price and manage their processes.
  • We are self-financed and self-owned, we don't need investment to develop.
  • We are the owners, we make the decisions.
  • We release quicker than anyone and average an update every 3 days.
  • We are the only energy software designed for multi-site.
  • We make our software look good. You'll be looking at it more than your own children so we want you to love it like your very own!

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.

by Keaton Newman

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.

Show Me On A DemoWatch Our Teaser

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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by Keaton Newman

A Complete CRM For UK Energy Brokers

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.

Apply for FREE BETA access

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.

Watch a short video

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.

by utilityclick