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How PRO CRM and CONNECT Work Together
PRO CRM and CONNECT are designed to work seamlessly together – giving brokers a single, automated workflow from pricing through to live contract status.
How Suppliers Use UtilityClick
Automated integration, with clear operational visibility
UtilityClick helps suppliers reduce the cost and complexity of broker engagement by combining automated deal integration with structured visibility.
How Aggregators Use PRO CRM and CONNECT
One platform to manage your network.One integration layer to extend it.
UtilityClick gives aggregators two complementary capabilities:
PRO CRM is where you work.
CONNECT is how data moves behind the scenes.
Together, they remove manual handling without changing how you sell.
PRO CRM provides the oversight.
CONNECT handles the integration.
Together, they reduce manual handling without forcing suppliers to change how they work.
PRO CRM to operate and manage your existing broker network.
CONNECT to extend your relationships to additional UtilityClick brokers.
(with automated contract submission)
Each serves a distinct purpose. Together, they allow aggregators to scale without adding operational complexity.
The BrokerWorkflow
Price and manageopportunities in PRO CRM
Use PRO CRM to manage leads, customers, meters and opportunities - with structured workflows and clear visibility. You stay in control of:
Pricing, Customer communication, Deal progression
Submit contracts once
When a deal is agreed, submissions are sent directly from PRO CRM via CONNECT.
Where suppliers are integrated via CONNECT, contract submissions and updates are automated – without manual rekeying or separate portals.
Suppliers return live status updates
Suppliers send meter and contract updates back via CONNECT.Those updates flow automatically into PRO CRM — without manual chasing.
Track progress and commission in real time
PRO CRM surfaces:
Live deal status, Meter registration progress, Commission tracking and forecasting
Everything updates automatically as suppliers respond.
The SupplierFlow
Brokers submit contracts via CONNECT
Structured deal data flows directly into supplier systems – without rekeying or manual uploads.
Status updates are returned automatically
Meter and contract statuses flow back through CONNECT to brokers and internal teams.
PRO CRM provides visibility
Supplier teams can view broker activity, deal progress and portfolio data in one place.
Your Core Aggregator Platform
Manage your network exactly as you do today
PRO CRM is the primary operating platform for aggregators.
It allows you to manage:
Broker relationships
Opportunities and submissions
Supplierworkflows
Portfolioperformanceand reporting
This includes brokers:
You already have a direct relationship with
Who do not run their own UtilityClick CRM
Who submit contracts under your existing commercial arrangements
Nothing about this model changes when CONNECT is added.
PRO CRM remains your system of record.
How Broker Submissions Work
Without CONNECT
For brokers already working with you:
Submissions are managed directly within PRO CRM
You control supplier access and workflows
Brokers operate within your agreed framework
CONNECT is not required for these relationships.
Extend Your Reach
To UtilityClick Brokers
Offer your supplier relationships to a wider broker audience
CONNECT allows aggregators to make their supplier relationships available to existing UtilityClick brokers who:
Already use UtilityClick platforms
Do not have direct access to certain suppliers
Choose to opt in to work with you
This creates a new distribution channel - without changing your internal processes.
How CONNECT Worksfor Aggregators
Brokers opt in
UtilityClick brokers register interest in accessing your supplier relationships via CONNECT.
You approve participation.
Automated submissions via CONNECT
When approved brokers submit contracts using your supplier relationships:
Submissions are sent via CONNECT,Data is structured and standardised,No manual rekeying or uploads are required
This process is fully automated.
Visibility remains with the aggregator
Contracts submitted via CONNECT:
Appear within your PRO CRM environment,Follow your supplier rules,Are visible alongside your existing broker activity
You retain oversight and control.
What CONNECT does
What CONNECT Does
Sends submissions to suppliers and aggregators
Returns live status updates
Removes manual handling between systems
You don’t manage CONNECT - it just works in the background.
Standardises incoming broker submissions
Reduces manual processing and errors
Integrates into existing supplier systems
Scales across many brokers with one connection
Automates submissions from external UtilityClick brokers
Enforces use of your supplier relationships
Standardises data flow into your processes
CONNECT extends PRO CRM - it does not replace or alter it.
What PRO CRM Does
Manages your pipeline, workflows and customers
Holds contracts, documents and audit trails
Displays live deal and commission status
Surfaces broker-submitted contracts
Provides deal and portfolio visibility
Supports and automates internal workflows and reporting
Acts as a visibility layer - not a broker CRM
Operates your aggregator business
Manages broker relationships and submissions
Provides network-wide visibility and reporting
Why This Mattersfor Brokers
Why Suppliers ChooseThis Model
Why This Mattersfor Aggregators
Faster deal processing Fewer admin touchpoints No manual status chasing Clearer revenue visibility One system to work in
Neutral platform: not a broker or aggregator No forced workflow changes Lower cost to serve at scale Clear separation between integration and visibility
Operate your existing broker network without disruption Access UtilityClick brokers that you may not already have a direct relationship with Monetise supplier relationships across a wider broker base Maintain control and governance Reduce manual processing Scale distribution without scaling admin
In Summary
PRO CRM runs your existing aggregator operation
CONNECT opens that operation to additional UtilityClick brokers
Existing broker workflows remain unchanged
New broker access is automated and controlled
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