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
Available API Integrations
Instant Quoting
Access to full-market pricing, removing the need for manual updates
Contract Generation
Produce a PDF, verbal script or DocuSign contract
Connected
Connect your CRM to our 90% of the market's Broker Portals via our Connected journey
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:
