Energy Broker CRM

Are long processes or inefficiencies costing you from winning those big contracts? Or, is slow quote generation losing you leads?

VISION Energy automates to save you serious time. The system cleverly inputs data from every energy and gas supplier. With in-built algorithms, the system generates quotes from multiple suppliers in a matter of seconds; giving you more opportunities to close big deals and convert more leads.

The CRM will help you improve the sales experience by providing client and meter management, quote comparison, online billing, estimated reads and more. These tasks require significantly less manual effort from your staff and take away human error.

With a CRM, you no longer need to store any more business or supplier data on spreadsheets or individual databases.

You can store and manage all your valuable business data in one central location. You can set up user permissions to control who has access to what data. This means, your data is secure and easily accessible to those that need it when they need it.

We've worked with many organisations who wanted to stop their over-reliance of spreadsheets. This means we know how to develop systems that perform all those important functions of Excel, but with more security, improved collaboration and more automation to speed up time spent on activities.

VISION Energy notifies you to major updates, missed deadlines and unfulfilled tasks. With businesses at major risk of non-compliance with how they store data, we have developed a secure system that keeps your historic data safely stored and backed up.

As part of your project launch, we can migrate all your existing business data, such as invoices and clients, to the new system safely and securely.

Every data that’s stored within the system can be easily extracted into customisable and easy-to-read reports. This means you can stay on top of your business operations, analyse spending and generate reports for management meetings within minutes.

We are proud to have a dedicated in-house quality assurance team who carries out all forms of testing. Over the past 14 years, we have delivered hundreds of projects which have never failed to deliver on quality. This is partly down to our belief that testing is arguable the most crucial stage of development. We will make sure your system can be fully integrated with your existing systems and performs every function perfectly before handing it over to you.