Industry · Energy and utility retailers
CRM for energy retailers
Lead generation, call centre, contract validation, commissions, invoicing and dashboard in a single CRM designed for electricity and gas retailers, with one or several companies.
Typical problems
What holds an energy retailer back
- Problem 01Contracts that bounce backSign-ups rejected by the distributor because of a mistyped supply point code or a missing document, discovered days later.
- Problem 02Disputed commissionsSettlements to the sales network calculated in spreadsheets nobody agrees with.
- Problem 03Data all over the placeCall centre, back office and invoicing on different programs that do not share customers.
- Problem 04Figures that arrive lateManagement does not know how many active contracts it has until someone cross-checks files at month end.
What we build
A CRM with the full supply cycle
We build a CRM that follows the customer from the first call-centre contact to the monthly invoice, with automatic validations before processing and a layer per company if you work with several retailers.
- Validation of supply point code, IBAN, ID and documents before sending to the distributor.
- Rates, products and prices by company, channel and campaign.
- Commissions calculated with your rules, broken down by agent and contract.
- Automatic import of distributor and meter-reading files.
- Consolidated dashboard by company, channel and salesperson.
Common modules
Modules most used in the industry
- Mod. 01Call centreDatabases, campaigns, call-back scheduling, scripts and call coding.
- Mod. 02Sales networkAgents, channels, targets and commission settlements with recalculation for cancellations.
- Mod. 03Contracts and suppliesSign-ups, change of holder, power, renewals and cancellations with their history.
- Mod. 04Document validationDocument review, digital signature and checklist before processing.
- Mod. 05Invoicing and collectionsInvoices by company, remittances, defaults and claims.
- Mod. 06Management reportsSign-ups, cancellations, active portfolio, margin and performance by channel in real time.
Services
How we solve it
The services we usually work with in energy and utility retailers.
-
01
Custom CRM
Lead generation, sales, contracts, invoicing and reporting in a modular CRM that follows your sales process, not that of a generic program.
-
02
Integrations and automation
Payment gateways, APIs and synchronisation between systems so that data no longer has to be copied by hand.
Projects
A case from this industry
-
Energy and utility retailers
Energy group with 5 companies
A single CRM to win, contract and invoice customers across five companies without duplicating data.
Frequently asked questions
Common questions in this industry
Does the CRM work for several retailers in the same group?
Yes. We design a common core of customers and contracts separated by company: each company has its own series, rates and permissions, and management sees consolidated data.
Can it connect to distributors?
Yes. We automate the import and processing of exchange and meter-reading files, and flag rejections so they can be corrected quickly.
How are commissions calculated?
With the rules you define: by product, by channel, by volume or with penalties for early cancellations. The CRM recalculates automatically and each agent sees their breakdown.
Other industries
We also work with
-
Clinics and medical centres
Appointments, medical records, reminders and treatment estimates.
-
Nightlife and events
Ticket sales, VIP areas, guest lists and access control with no commissions.
-
Accommodation and campsites
Your own booking engine, pitch map and fast check-in.
-
Garages and car dealerships
Repair orders, appointments, spare parts stock and sales tracking.
-
Retail and shops
Online shop, POS and stock synchronised in a single system.
-
Training and academies
Enrolments, recurring payments, online campus and attendance tracking.
-
Home care
Rotas, routes, clock-in at the client’s home and digital service reports.
Next step
How many contracts fall by the wayside?
Tell us how you win and process customers today. We will suggest which module to start with so you notice the difference from the first month.