As the team return from a restful Christmas break, we look back at everything we completed in the final month of 2021. It's fitting that we start the New Year with a clean slate and a new look to our flagship products. Over the last few months, the team have been creating a completely new design for our PRO CRM, BILL VAL and PORTAL products. We're extremely excited to show you the results.

We've also received positive feedback on our integration with Tickd. Up until very recently, we've encouraged our customers to forge their own direct supplier relationships but it's been clear that having an alternative offering, straight out the box, is also proving useful.

Read on to hear how you can utilise the new design, the Tickd integration, as well as other bits & bobs.

System Redesign

You may have seen back in October that we teased a ghostly glimpse of the new design and we've already rolled it out to a few willing participants. We'll be contacting all our customers shortly to see if you'd like to trial the new look within your system.

Tickd Expansion

When managing quotes within the PRO CRM, you can now choose to employ the (green) "Get Tickd Quotes" button and utilise the connections that Tickd have assembled (currently British Gas Lite, Scottish Power and TotalEnergies). If you'd like to utilise this optional feature and would like further guidance, please contact your account manager.

Built for: PRO CRM (UK ONLY)

Other bits and bobs...

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

NEW Reporting On Activities

We've added a brand new dashboard focussed solely on Activities. You can now drill down to Activities completed by team members and specific customers as well as gain insight in to activities completed within a certain timeframe.

Built for: PRO CRM

Alert before marking an activity as done

We've added an optional feature that when enabled will offer the user a 'Yes' or 'No' alert when marking an activity as 'Done'. This can help avoid those costly accidents where a team member clears an activity before it has been actioned.

Built for: PRO CRM

EDF Energy Contract Submission

We've been working with EDF to give UtilityClick TPIs the ability to submit contracts directly to EDF, once a quote has been marked as accepted. If you have a relationship with EDF, please contact your account manager for more information.


Water commission percentage

When creating a bespoke tender for water supply, we've added the ability to set a commission percentage of the contract. Previously you could only select a £/m3.

Built for: PRO CRM (UK Only)

Auto-upload Unsigned LOA to Customer Section

When generating an LOA within the system, you can now choose 'Generate & Save' to automatically add the LOA to the Customer Details section.

Built for: PRO CRM

Oh Duck Screen Improvements

Everyone hates an error screen so we've tried to soften the blow of ours by giving you the chance to play a version of the 1984 hit Duck Hunt each time it appears.

Built for: PRO CRM

Bulk Uplift for Bespoke Tenders

Previously our system has allowed for a bulk uplift to be added for matrix tenders. We've now added this feature so that it's also available on bespoke tenders too.

Built for: PRO CRM

Quicker Reporting

We've introduced further speed enhancements to make our new reporting that little bit quicker.

Built for: PRO CRM

System Export Enhancements

Over the last 12 months, we've been rewriting the way our system exports data. This month we've adapted the commission module. Now your commission exports will be generated much faster.

Built for: PRO CRM

Customer Name Added To Detailed Quote Export

We've updated our 'Detailed Quote' export (found under Partner > Procurement > Input Prices > Quotes), so that it now includes parent and child customer information.

Built for: PRO CRM (UK Only)

Supplier Insights Dashboard

We've revolutionised the dashboards of our Supplier Insights product to include the same cutting-edge technology found within our PRO CRM product.

Built for: INSIGHTS

New Dashboard Improvements

We told you last month about the monumental upgrade we've been making to our reporting. We continue to refine these reports and have begun the process of switching these on for an initial select group of customers.

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!