Meters, quotes, contracts and renewals that never lapse
CRM for energy brokers
Every business customer's meters and usage, quotes from supplier price files, signed contracts with their end dates and the commission each one earns, so no renewal and no payment is missed.
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Retainer: the energy brokers and suppliers edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. Retainer carries retainers, MRR and renewals on a 12 month strip, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the energy brokers and suppliers demo on its own page.
Who this is for
Built for energy brokers and suppliers
Commercial electricity and natural gas brokers, energy consultants and small suppliers with 2 to 50 staff, quoting from supplier price files and tracking contract end dates in spreadsheets.
Electricity quoting CRM software
Supplier price files are imported, usage is pulled from the meter record, and quotes are compared side by side with your uplift and commission shown to staff only.
Contract end dates that drive the year
Every contract opens a renewal window months before it ends. The pipeline shows the renewals coming up by month, so the team works them before a competitor does.
Commissions reconciled, not assumed
Expected commission is calculated on signing, supplier statements are imported, and differences and clawbacks are flagged for a query.
Electricity billing CRM for small suppliers
Small suppliers can track customers, tariffs, meter reads and billing queries in the same record as the sale.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Lead
- Bills received
- Quote sent
- Contract signed
- Live with supplier
- Commission paid
- Renewal window
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Supplier price files by CSV
- Meter data by CSV or API
- DocuSign
- Xero or QuickBooks
- Email and SMS
- Dialler or VoIP
Questions we get asked
What does an energy broker CRM cost?
An energy broker CRM with sites and meters, supplier price imports, quote comparison, contracts, renewal windows and commission reconciliation usually costs 9,900 to 15,900 US dollars fixed, delivered in seven to nine weeks. A lead and contract end date tracker starts at 4,900. There are no per user fees.
Can it quote electricity and natural gas from supplier prices?
Yes. Supplier price files are imported as they arrive, matched to each site's meters and usage, and quotes for each term are compared side by side. Your uplift and commission are applied by rule and shown only to staff, and the customer receives a clean comparison document to sign.
How does it track commissions?
Each signed contract calculates its expected commission by supplier rules, whether paid upfront, monthly or on consumption. Supplier statements are imported and matched to contracts, and anything missing, short paid or clawed back is flagged for a query, which usually recovers money brokers did not know they were owed.
Can a small energy supplier use it for billing?
For a small supplier, yes, as the customer and billing query record: tariffs, meter reads, billing history and complaints in one place. Billing calculation itself usually stays in a specialist billing engine, and the CRM syncs with it so customer service sees the latest bill and balance.
Tell us how your energy brokers and suppliers business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.