UD Web CRM

Access cross market pricing and manage your customer journey

Compare prices across the industry, generate quotes for customers, produce verified contracts and manage your customer journey. Unlike other CRMs on the market, the UD Web CRM is specifically designed for energy procurement, and includes access to live market price-books and contracts.

  • More efficient working
  • Remove reliance on spreadsheets
  • Minimise training
  • Improve data accuracy
  • Go paperless

UD Web CRM - Features & Benefits

Instant Pricing

Save time by automatically pricing gas and electricity simultaneously for SME and HH contracts based on annual consumption

Digital Contracting

Central email handling and storage, digital signature enablement via DocuSign, and contracts for multi-sites can be produced in one go

UD Web CRM

Data Validation

Reduce the risk of contract rejection with integrated data validation checks including ecoes and xoserve lookups and bank validation

Connected

Our systems all work together to ensure a smooth and efficient sales journey, and errors are reduced as data flows between systems

UD Web CRM

Instant Pricing

Save time by automatically pricing gas and electricity simultaneously for SME and HH contracts based on annual consumption

Digital Contracting

Central email handling and storage, digital signature enablement via DocuSign, and contracts for multi-sites can be produced in one go

Data Validation

Reduce the risk of contract rejection with integrated data validation checks including ecoes and xoserve lookups and bank validation

Connected

Our systems all work together to ensure a smooth and efficient sales journey, and errors are reduced as data flows between systems

Working Your Way With the UD Web CRM

Customise your workflow and align to your business processes

Progress Steps

Allow sales agents to keep on top of their work by setting reminders and assigning tasks

Task management

Dashboard tiles and reports allow for actionable reminders and follow-ups

Quote & Email Templates

Create and use your own custom templates with your branding 

Your Suppliers

Configure price-books, store contact details, log payment schedules and configure invoice templates for the suppliers you have agreements with

Supplier Payments

Save time on incoming payments with our invoice mapper and importer, and split money out once commission payments are received

Agent Commissions

Manage and forecast your projected income with commission reporting and agent payments

Teams

Give staff access to what they need with defined roles and team access levels

Sub-brokers

Effectively manage and train external sub-brokers in one system with restricted access and IP locking per agent

Reporting

With all client information and history stored in one central location, reporting is detailed and bespoke

Link CRM to multiple PCWs

Price Comparison Website

Did you know that you could link your UD Web CRM to one or more Price Comparison Websites to generate even more leads for your business…?

Choose your plan

Whether you’re a large, multi-seat call centre or a one-man-operation, the UD Web CRM can help you to transact energy efficiently. You may not require all of the listed features, in which case our UD Lite solution could be for you.
  • Manage companies and sites with lookups for data accuracy
  • LOA and contract generation (DocuSign, PDF and verbal)​
  • Full market pricing with customised quote generation
  • Tasks and workflow management
  • Standard reporting
  • UD Connected Journey to Broker Portals
  • Customisable quote and email templates
  • Teams & sub-brokerages
  • Custom report builder
  • Lead and historical data import

UD Lite

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UD STANDARD

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  • Manage companies and sites with lookups for data accuracy
  • LOA and contract generation (DocuSign, PDF and verbal)​
  • Full market pricing with customised quote generation
  • Tasks and workflow management
  • Standard reporting
  • UD Connected Journey to Broker Portals
  • Customisable quote and email templates
  • Teams & sub-brokerages
  • Custom report builder
  • Lead and historical data import

UD Lite

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UD Standard

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UD Professional

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UD Lite

(For Sub-Brokers)
  • Manage companies and sites with lookups for data accuracy
  • LOA and contract generation (DocuSign, PDF and verbal)​
  • Full market pricing with customised quote generation
  • Task and workflow management
  • Standard reporting
  • UD Connected Journey to Broker Portals
  • Customisable quote and email templates
  • Teams & sub-brokerages
  • Custom report builder
  • Lead and historical data import

UD Standard

(Main Brokerage)
  • Manage companies and sites with lookups for data accuracy
  • LOA and contract generation (DocuSign, PDF and verbal)​
  • Full market pricing with customised quote generation
  • Task and workflow management
  • Standard reporting
  • UD Connected Journey to Broker Portals
  • Customisable quote and email templates
  • Teams & sub-brokerages
  • Custom report builder
  • Lead and historical data import

UD Professional

(Main Brokerage)
  • Manage companies and sites with lookups for data accuracy
  • LOA and contract generation (DocuSign, PDF and verbal)​
  • Full market pricing with customised quote generation
  • Task and workflow management
  • Standard reporting
  • UD Connected Journey to Broker Portals
  • Customisable quote and email templates
  • Teams & sub-brokerages
  • Custom report builder
  • Lead and historical data import
  • Data Import from previous system
Popular

What Our Clients Say