We’re super excited to officially launch a powerful new tool built especially for small to medium brokers who want to do things properly, without breaking the bank.
3 Reasons To Love LITE
LITE CRM is all about giving you access to the tools you need right now. Helping you win business, stay organised, and offer competitive pricing to your customers. We think it's the perfect starting point for brokers looking to grow.
Here’s what makes it special:
1.
Built for Now, Ready for Later
Being an energy broker shouldn’t mean choosing between spreadsheets and expensive software.
With LITE CRM, you get access to powerful features at a price that makes sense. And if the time comes when you want to level up, upgrading to PRO CRM is easy: no data migration, no drama, just more tools to help you scale.
2.
Keep Control of Your Pipeline
LITE CRM helps you manage all your customer and lead data in one place, so nothing slips through the cracks.
When it’s time to close the deal, it integrates with DocuSign or Signable to generate pre-filled contracts in a few clicks. That means less admin, fewer mistakes, and more time doing the work that gets you paid.
3.
Access The Pricing You Deserve
Let’s face it, getting access to competitive supplier rates can be a major hurdle for new brokers.
That's why LITE CRM connects you with our trusted aggregator partner, giving you access to exclusive supplier pricing that you wouldn’t usually see at this stage. So you can go toe-to-toe with the bigger players and win.
View LITE CRM