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UD crm


UD crm is a fully integrated client relationship management solution, designed specifically for the energy sector


  • Real time pdf and / or verbal contract completion

  • Automated and auditable process for increased productivity and earnings

  • Provision of detailed management information by staff member and client

  • Bespoke commission pricing

  • Fully auditable for compliance requirements


  • Gas and power meter point look up

  • Instant price comparison of the entire market

  • Bespoke supplier by supplier commission pricing

  • Bespoke workflow management of entire client journey

  • Individual client account management

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