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UD groups Integrated Energy Console Broker CRM

165x165

A robust, cloud based client relationship management solution, designed specifically for the energy sector

Benefits

  • Real time pdf, docusign and / or verbal contract completion

  • Automated and auditable process for increased productivity and earnings

  • Provision of detailed management information by staff member and client

  • Custom pricing/ bid management

  • Fully auditable for compliance requirements Functionality

Functionality

  • Instantaneous rack rate pricing comparisons

  • Customized supplier by supplier commission pricing

  • Fully customizable workflow management of entire client journey

  • Individual client account management

  • Commission auditing and reconciliation

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