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A Complete CRM
For the energy market
One platform - configured by role.
PRO CRM is UtilityClick’s most powerful platform, designed to manage pricing, contracts, commissions and portfolios in one connected system.
It supports brokers, aggregators and suppliers - each with workflows, permissions and visibility tailored to how they operate.
Built for Brokers
Managing complex energy workflows
PRO CRM supports the full broker journey - from first opportunity through to live supply, renewal and ongoing customer value.
It replaces spreadsheets and disconnected tools with a single system designed specifically for energy.
What Brokers Can Do
With PRO CRM
A Complete CRM
For your own operation
+ Your broker network
Aggregators use PRO CRM as their primary CRM, with full access to pricing, contracts, portfolios, commission tracking and reporting - exactly as a broker would.
In addition, PRO CRM allows aggregators to attach sub-brokers to their instance, creating a shared CRM environment connected to the aggregator’s supplier relationships.
What Aggregators Can Do
With PRO CRM
Structured Visibility
Into broker-submitted contracts
For suppliers, PRO CRM is delivered alongside CONNECT to provide access to structured contract and portfolio data submitted through the CONNECT integration layer.
PRO CRM acts as a workflow and visibility interface - not a broker CRM.
What Suppliers Can Do
With PRO CRM
End-to-end lifecycle management
One system from lead to renewal.
Manage leads, pricing, contracts, live supply and renewals in one place – without rekeying data.
True multi-site deal management
Complex deals handled quickly and consistently.
Upload, price and manage hundreds or thousands of meters across portfolios, without spreadsheets.
Included free for brokers
PRO CRM includes CONNECT as a free bolt-on for brokers.
CONNECT links your CRM directly to participating suppliers and aggregators, automating contract submission and returning live meter and contract status updates into PRO CRM.
Commission forecasting without guesswork
Clear commission visibility at every stage.
Forecast, track and reconcile commission by supplier, agent, product and term.
Transparency for you and your customers
Stronger relationships, less admin.
Share portfolio data, contracts and updates via your own branded customer portal.
Use PRO CRM as their own end-to-end CRM
Manage pricing, contracts, portfolios and performance internally
Provide brokers with controlled CRM access
Ensure all broker contracts use approved supplier relationships
Maintain visibility across broker pipelines and submissions
View contracts submitted via CONNECT
Access clean, structured deal and meter data
Support and automate internal workflows and reporting
Reduce manual handling and fragmented visibility
One CRM for your business
With structured access for your broker network.
Sub-brokers can manage opportunities and contracts within the aggregator's CRM, but only for deals that utilise the aggregator's supplier agreements.
Better insight into broker activity,
With less operational friction.
One platform
configured by role
PRO CRM is a single platform, configured by permissions, workflows and integrations.
Brokers manage sales, pricing and customers
Aggregators oversee broker networks
Suppliers gain structured visibility via CONNECT
No duplicated systems.
No fragmented data.
Getting started
UtilityClick provides guided onboarding to ensure PRO CRM fits your operation.
Dedicated environment setup
Workflow configuration
Data import support
Ongoing training and in-house support
Summary
PRO CRM
Quote everything, instantly
Generate pricing across suppliers and products – without spreadsheets or manual work.
Built for serious portfolios
True multi-site management with bulk uploads and unlimited sites.
Commissions without the guesswork
Forecast, reconcile and track commission across all deal types.
From lead to live contract
Manage leads, workflows, contracts and submissions in one place.
Clarity for you and your customers
KPI dashboards plus a white-label customer portal for total transparency.