01628 281 114 sales@format14crm.com

A customer portal on Energy Services Platform

Your customers’ online account management tool

It operates as a browser-based web service providing the following functionality:

  • Online login, create and password reset

  • The ability to view bills and other documents online for both recent and historical views

  • The ability to download copies of statements

  • Online top-up payments

  • Submit meter readings including E7

  • View previous meter readings

  • Update phone and email details in contact preferences

  • Update direct debit bank details and date

  • Contact supplier section

The Customer Relationship Management (CRM) platform provides you with a 360-degree view of your customers and can be tailored further to meet your specific business needs. It comes with support enabled for both the offline agent-led journey and the online customer-led journey.

See the full overview of Format14CRM’s new Energy Services Platform

Explore the other Energy Services Platform modules

All five modules can be implemented together as a single platform that sets new entrants up for success and integrates seamlessly with several billing systems keeping costs and time hassles to a minimum.

Digital sign-up journey

The digital journey allows customers to begin their switching journey online quickly with minimal data capture required from customers before their acceptance to continue with the switch.

Non-digital sign-up journey

The easy-to-use, highly customisable web-based interface supports end-to-end switching for both domestic gas and electric supply through a series of agent screens that are quick to configure and industry compliant.

Integrated CRM

Built on SugarCRM, the Customer Relationship Management platform brings you a 360-degree view of your customers, giving you full insight into their lifetime journey with you as standard.

A website framework

A simple-to-use CMS with all the building blocks required to create a powerful customer website, the framework has a custom quote module that uses EnergyLinx API to deliver quotes and identify meter types.