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

Operating as a browser-based web service, they can view and download both recent and historical bills, make online payments, submit meter readings, update account and direct debit banking details and more.

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.

Non-digital sign-up journey

Onboard new domestic gas and electricity supply customers with a simple to use, highly customisable web-based interface for both digital and offline customer sign-ups.

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.