Tailored For Both Sides
Internally
A fully bespoke CRM that can be tailored to your internal processes. PORTAL CRM’s flexibility includes managing brokers, contract renewals, portfolio management, internal business reporting, commission administration and bill validation.
Externally
Share PORTAL CRM data to your brokers using a white-labelled bespoke portal. Here you can integrate matrix contract submissions, bespoke tendering, offer market intel, product announcements, downloadable HH data, or present bill and commission statements.
Customer Relationship Management
Built for the energy supplier.
From managing brokers to presenting commissions and everything in between. Manage your entire business from one powerful place.
Engage Better
Give TPIs access to your own custom-built portal.
Streamline contracting & pricing by automating labour-intensive processes.
Gain Invaluable Market Insight
Keep ahead of the game.
Utilise our reporting power to give your company a leading edge. Monitor market and competitor pricing, along with operational trends.
Even More Features
...than you can shake a stick at
Matrix & Bespoke
Connect to TPIs and receive automated matrix contracts and bespoke tenders. Import prices (or have us do it for you) and receive feedback automatically.
Support Your Direct Customers
Help them as they buy and reduce their energy. Allow brokers to submit contracts to you and automate status flows, data access and commission payments.
Designed For You
This is your portal, built and customised to your scope, for your TPIs. A complete suite of integrated products, conveniently unified.
Comms Is Key
Set and receive statuses to and from TPIs. Know when pricing is due, when it’s received, and how it fared.
Increase Revenue
Open up a better dialogue with your TPIs, increase their reliance on your services and present transparent upselling opportunities.
All Interconnected
You have systems already in place? Import and export everything through APIs.
Add even more power with
Optional Add-Ons
Bespoke Development
We understand that every company's workflow is different. If you need something bespoke, we can build it.
We've built a reputation for scoping, developing and testing to the highest of standards.
Pricing
PORTAL
Costs of course vary depending on requirements.
We charge an implementation and development fee based on the complexity of any requested features, while also charging a subscription model, dependent on the number of TPIs and direct customers.
Also For Suppliers
Connect with brokers without any of the leg work, all for free. PRICED creates a seamless connection between broker quote acceptance and your system.
