Lite

Choose this if
"I only need to generate pricing quotes"
Select

Pro

Choose this if
"I need a complete Energy Broker CRM system"
Selected

Api

Choose this if
"I need to build (or already have) my own internal system"
Select

LITE CRM

Become your own Aggregator, or simply save time & money.

Our pricing tool generates 100 quotes in 4 seconds. Across every supplier, every pricing matrix, every valid date.

Supplier Pricing Files

No more Excel files. We manage ALL of your supplier pricing files!

Single-Account Quotes

Generate single-account quotes for ALL of your suppliers and products.

Bespoke White-Label Portal

Give customers access to results under your own brand!

Contract Generation

Instantly create completed supplier contracts with the click of a button.

Let Us Do The Leg Work

Sit back and relax as the system generates every possible quote, in seconds.

Smart Thinking

Maximum Caps, Minimum Start Dates all taken care of.

Reporting Presented Perfectly

PDF quote results straight from the system.

One Flat Fee, No Cut, It's All Yours

Keep 100% of the commission. It’s yours, after all.

PRO CRM

Powering Brokers and Consultancies, both large and small.

From loading leads to reconciling commissions and everything in between. Manage your entire business from one powerful place.

True Multi-Site Quoting

2 sites? 100 sites? It doesn’t matter! Create quotes large and small.

Matrix or Custom Pricing

Run pricing requests and present results to your customers in real-time.

Commission Forecasting

Forecast, input and reconcile commissions.

Real-Time Dashboard

Dynamic charting & reporting to analyse business performance.

Portfolio Management

Keep on top of COT’s and new accounts with tasks and statuses.

Site or Meter Lookups

Complete instant Site/Account lookups to capture accurate data.

LOA & DocuSign Integration

Upload your LOA templates for automatic generation.

Lead Management

Upload Leads, manage call-backs, track and convert into customers!

Reconcile Incoming Payments

Check you’re receiving all money you’re due.

API CRM

Built to power websites and your internal systems.

The UtilityClick API gives you complete creative control to present information however you wish, Including integration within your own CRM or website.

Tried and Tested Every Day

The API is the backbone of the Pro CRM where it serves millions of quotes internally.

Simple Request and Response

We handle the complexity our side, simplifying request & response calls through our API.

Multiple API Requests

Quote, Contract and DocuSign generation, all in one place.

Same industry leading support

Phone and email support comes as standard with skilled developers available to talk to your coders.

All with Free direct phone support

We'll help get your team trained and data uploaded.

It doesn’t matter how good our software is if you don’t know how to use it. We’ll get you started by talking to you and your team in a language they understand. What’s more we offer phone support FREE with every subscription, should you need prompting down the line.

...Plus all features found in LITE

Supplier Pricing Files

No more Excel files. We manage ALL of your supplier pricing files!

Single-Account Quotes

Generate single-account quotes for ALL of your suppliers and products.

Bespoke White-label Portal

Give customers access to results under your own brand!

Contract Generation

Instantly create completed supplier contracts with the click of a button.

Don’t see a feature you require? Not all elements are listed – contact us to check.

If there’s a useful feature that doesn’t exist within UtilityClick, there’s a very good chance we’ll build it. Check our timeline of feature builds and see how often we upgrade
(spoiler alert: it’s a lot!)