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...
Meter Read Submission
First up it's brand new Meter Read functionality between the Customer Portal (an online portal you can rebrand as your own and give access to customers) and the Partner Portal (a place where you can manage your day-to-day tasks).
Now when your customer submits a meter read, an email will be sent to their account manager, and an activity auto-generated to track the read's progress. Emails can also be triggered to both the supplier and to the user, thanking them for submitting the read.
Built for: PRO CRM
Bespoke User Permission
We understand that not all users need the same access privileges. Previously, accounts have needed to fall under a specific category - "Super Admin", "Team Members", "Lead Manager" etc. but sometimes you need your own set of configurable user settings where you can cherry-pick what a specific user can see. Thank goodness for the new 'Bespoke User Permission'. Available as an optional feature now.
Built for: EVERYTHING
LITE CRM
Since launching PRO CRM in 2016 we've had approximately 3,223,456 enquiries asking "I don't have supplier relationships and I don't need all of the features that PRO CRM offers - can you help?". Well, with the launch of LITE CRM we can finally say "Yes".
LITE CRM is the smaller cousin to PRO CRM but with built-in access to exclusive supplier pricing through our approved aggregator, UCR Consultants. It comes ready to prospect, price and procure for brokers looking for great features on a smaller budget.
Built for: LITE CRM
Consumption Targets
Giving your customers clear visibility of any energy targets is key to helping reduce their energy usage. You can now bulk or manually add consumption targets on a per-supply basis and help users with their energy budgeting. These will then be relayed to the user within their own branded customer portal.
Built for: BILL VAL
Quick Add Batch Bespoke Charges
Sometimes you just need to get the bill information loaded in, no matter if the supplier has provided Excel/CSV/PDF/ or written it on the back of a napkin. For these instances, our Quick Add Batch tool can be a lifesaver. What's more, you can now add any bespoke charges with the tool too.
Built for: BILL VAL
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
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!