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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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.

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.