You may already be working with your own CRM system, in which case our API integrations allow you to connect your systems with our applications and partners to efficiently manage the energy procurement journey
Connected Journey
Connect your CRM to 90% of the market’s Broker Portals via our Connected Journey. Remove data input duplication and manual errors by automatically transferring sales submission data to Suppliers without requiring double keying of information
Instant Quoting
Access full-market pricing across the energy industry and remove the need for manual updates
OTHER API Integrations
Contract Generation
Produce a PDF, verbal script or DocuSign contract
Meter Lookups
Quickly and easily find customer electric and gas meter details by connecting to ECOES and Xoserve
API INTEGRATION Benefits
Flexible
Can be integrated into any existing third-party CRM such as Salesforce, Zoho and SAP
Secure & Scalable
HTTPS-based system which can be locked down by IP and location
Quick Setup
Easy to get started with access to a sandbox environment and set-up documentation
UD Web CRM
Many of our API integrations work with your own CRM system, but if you are interested in adopting UD’s Web CRM, you can find out more about our solution here:
