Customer CRM / Broker BRM Features

CRM and BRM Management

Easily manage all of your customers and brokers within one system. Allow permissions, bind to utilities, create custom reports and more.


Create and Manage Users and Brokers. Multiple options that control access to customer data.

Online Customer Enrollment

Zip code specific. Tie directly into the EDI provider and identify the utility.

Promo Codes

Generate promo codes. Unlimited codes. Bind the code to the utility.

Rate Classes

Instantly create and bind rate classes to specific utilities. Easily update rate classes each month that auto populate on your website.

Report Builder

Create custom reports utilizing data fields. Unlimited reports and sorting functionality.

Create PDF’s

Automatically create pdf’s with custom data and attach to online enrollments. Pdf’s auto generate on front end of website and can be emailed to new customers.