Identify your most valuable customers

Nurture client relationships and maximize their value with integrated sales and marketing campaigns in a CRM software for utility retail.

customer relationship management system


Configurable Layout

Configurable layout

Customizable Design

Customizable design

Suitable for multiple home services

User Friendly UI

User-friendly UI

System Integration

Integration with
other systems

Account and Data Management


Reconnect with your clients

Know your customers and keep good track record their contact information with a well-organized workspace. For your convenience and to fit different hierarchical levels and responsibilities the CRM dashboard can be configured with role-based views. Use notifications and alerts to remind you of scheduled appointments.


Automated sales process and messaging

Generate customized reports and analysis on sales performance to help you manage your sales team productively, increase customer engagement and convert opportunities into loyal clients. Stimulate better targeting with segmented lists and personalized messages using the built-in marketing templates creator.

Automated Processes

Align your business to customers and new opportunities

Target and win qualified leads with one powerful sales and marketing solution. Promote personalized offerings and excellent customer services to your clients using Methodia’s CRM module for energy retailers, utilities and telecoms. Our industry know-how, technologies and 10+ years of specialized market experience will help enhance any utility’s customer support.


Create long-lasting client relationships

Differentiate your utility business and tariffs using our constantly evolving Customer Relationship Management module and its extensive features. It’s designed to help you acquire new clients and promote cross-selling and upselling opportunities to existing ones. Focus your energy retail efforts on winning market share, tracking your sales results, increasing revenues and driving brand loyalty with sales automation solution for utilities and engaging marketing campaigns.

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Frequently Asked Questions

Yes, our Customer Relationship Management (CRM) software seamlessly integrates with billing, meter reading, and self-service modules, ensuring data synchronization and consistency across the utility infrastructure.

The CRM software provides a comprehensive suite of functionalities tailored for utility customer management. These include customer profiling, task and account management, meter readings, communication tracking, and detailed interaction history.

Our CRM employs robust security protocols, including encryption, access controls, and regular security updates, ensuring the protection of sensitive customer data from unauthorized access or breaches.

The CRM system securely stores account information – energy contracts, meter measurements, billing invoice history, and personal details such as addresses and meter points. This data can be configured to automate follow-up procedures and personalized communications, ultimately contributing to enhanced customer retention.


Our cutting-edge utility products come with years of industry expertise

With strong industry credentials and the diversity of customers we’ve had over the years, we leverage our know-how, hands-on experience, and solutions to provide significant value for your business.

Professional Utility Services
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