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 pricebooks 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
Connected
Our systems all work together to ensure a smooth and efficient sales journey, and errors are reduced as data flows between systems
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
Working Your Way With the UD Web CRM
Progress Steps
Task management
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
CLOUD Awards 2019-20 Finalists
We have been shortlisted as finalists for the Cloud Awards 2019-20 in the CRM Solution of the Year category; clear recognition of the successes and customer satisfaction we strive to achieve with our Web CRM product.
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
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Manage companies and sites with lookups for data accuracy
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LOA and contract generation (DocuSign, PDF and verbal)
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Full market pricing with customised quote generation
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Tasks and workflow management
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Standard reporting
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UD Connected Journey to Broker Portals
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Customisable quote and email templates
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Teams & sub-brokerages
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Custom report builder
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Lead and historical data import
-
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
UD Standard
UD Professional
UD Lite
(For Sub-Brokers)-
Manage companies and sites with lookups for data accuracy
-
LOA and contract generation (DocuSign, PDF and verbal)
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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
What Our Clients Say
